PIPELINE & OPPORTUNITIES
Track Every Opportunity from Enquiry to Active Client
Never let a warm enquiry slip through the cracks. Carely's visual pipeline gives your NDIS practice a clear picture of every opportunity — from the first enquiry through intake and onboarding.
VISUAL PIPELINE STAGES
See every opportunity across every stage — at a glance.
The Client Intake Pipeline gives your whole team a single source of truth. Each column is a stage in your intake journey — New Enquiry, Initial Contact, Assessment Booked, Proposal Sent, Active Client. Every card is a real person, with their name, service type, value, and next action visible without opening anything.
- Kanban board built for NDIS intake workflows
- Customise stages to match your exact intake process
- See value totals per stage — know your pipeline worth at a glance
- Click any card to see full contact details and notes
DRAG-AND-DROP DEAL MANAGEMENT
Move opportunities forward with a single drag.
When a participant moves from initial contact to assessment booked, drag their card across. The stage updates, timestamps are logged, and any stage-based automations fire instantly. Your team always knows where every enquiry stands — without a single status update meeting.
- Drag cards between stages to update status instantly
- Timestamps and audit logs recorded automatically
- Stage-change triggers fire automations (e.g. send welcome email on 'Active Client')
- Add opportunities manually or via intake form submissions
AUTOMATED FOLLOW-UPS
Stop letting warm enquiries go cold.
When an opportunity sits in one stage for too long, Carely can automatically send a follow-up SMS or email — or create a task for your team to reach out. Define your own rules: if an enquiry hasn't moved in 3 days, send a check-in text. If a proposal hasn't been accepted in 5 days, alert the admin. No more manually checking who needs a nudge.
- Stale opportunity automations: auto follow-up after X days with no movement
- Trigger SMS, email, or internal task notifications
- Rules are fully customisable per pipeline stage
- Never lose a potential participant to a missed follow-up again
REPORTING & FORECASTING
Know your numbers. Plan your growth.
The Pipeline dashboard gives you a real-time view of your practice's growth engine. See conversion rates at every stage, your total pipeline value, average deal size, and win rate. Spot where enquiries drop off and fix the gap. Monthly and quarterly trend charts let you plan capacity, hiring, and marketing spend based on actual data.
- Total pipeline value and average opportunity size
- Stage-by-stage conversion rates — see where you're losing enquiries
- Win rate tracking over time
- Monthly and quarterly trend reports
Ready to see your pipeline in action?
Book a 30-minute demo and we'll show you how Carely's Pipeline works for NDIS practices — from first enquiry to active client.