Win referrals without the inbox chaos.
Track every referral from first contact to acceptance on one board. Capture the services requested, where the enquiry came from and when to call back, then convert a yes into a participant record.
A pipeline that fits how referrals arrive
Move every enquiry through clear stages on a board, or work a filterable list when the volume picks up.
- New, Contacted, Needs info, Assessment, Accepted, Declined
- Board or table view
- Source and next-contact tracking
Olivia Newcomer
Community access
Next 9 JunMason Reid
Group activities
Next 8 JunLucas Tran
Respite
Harper Bell
Support coordination
Next 11 JunIsla Reid
Community access
Ethan Lowe
Respite
Next 12 JunAva Sinclair
Specialist support
Next 15 JunLiam Doyle
Community access
Mia Foster
Community access
Capture what matters early
Record the services requested, the NDIS number, where the enquiry came from and when to call back, so the right person can say yes faster.
Referral details
Internal notes stay on the referral.
From accepted to active in a click
When a referral is accepted, convert it into a participant record built from the details already on the referral. A phone number, NDIS number and address have to be there first, and the platform says so before you convert.
- One-click conversion
- Contact details carry across
- Straight into onboarding
The participant record is created from the referral’s details.
Everything in intake & referrals
- Kanban board and table
- Six referral stages
- Services requested capture
- NDIS number and contact details
- Source and next-contact tracking
- Convert to participant
Bring your whole operation together.
Open a free early-access workspace and start with your real participants, workers and rosters. No card required.
Built & hosted in Australia · Designed for NDIS providers