CRM and marketing software for NDIS and aged care providers

Tools for enquiries, email, websites, referrals and intake forms used to attract and onboard participants and clients. Below are 11 products used or marketed to Australian providers, listed A to Z.

How we list software. This is an editorial listing of software used by NDIS and aged care providers. We describe each product from the vendor's own public pages and show the date we last checked. Vendor claims are the vendor's, not ours. Products are listed alphabetically and no vendor pays for a listing or a position. FindMyHelp is not a software reseller and this is not advice. Check current features, prices and compliance fit with the vendor before you buy. Spotted something out of date? Email hello@findmyhelp.com.au.

What to check before you choose

  • Can enquiries move into your care management system without re-typing?
  • Does it meet privacy expectations for health and disability information?
  • Can intake forms capture consent properly?
  • What does it cost once your contact list grows?

Built for care and disability providers (1)

CareVision

Care management and CRM · NDIS and aged care providers

Care software for home care, disability, aged care and retirement living. Includes lead management to capture, track and convert enquiries into clients.

General business tools providers also use (10)

These are not made for care providers. Each page explains how it fits NDIS and aged care work and which care-specific tools overlap.

ActiveCampaign

CRM, marketing and intake · general business tool

Email marketing and automation platform with multi-step automations, segmentation and optional CRM, SMS and WhatsApp add-ons.

Airtable

Documents and e-signature · general business tool

Relational database and app builder with automations, views and interfaces, used to build custom trackers and registers.

Canva

CRM, marketing and intake · general business tool

Online design tool for social posts, flyers, reports and presentations, with a free Canva Teams offer for eligible nonprofits.

Hootsuite

CRM, marketing and intake · general business tool

Social media management tool for scheduling posts, monitoring accounts and running a shared inbox across networks.

HubSpot CRM

CRM, marketing and intake · general business tool

General CRM with free contact and lead tracking, plus paid marketing, sales and service tools. A DocuSign customer story shows an NDIS provider using it as its customer and marketing platform.

Jotform

CRM, marketing and intake · general business tool

Online form builder for intake, referral and consent forms, with payments and a separate e-signature product called Jotform Sign.

Mailchimp

CRM, marketing and intake · general business tool

Email marketing platform with audiences, templates and automations, with a free plan for small lists.

SnapForms

Documents and e-signature · general business tool

Australian online form builder with e-signatures and an NDIS service agreement template for allied health and disability businesses.

Typeform

CRM, marketing and intake · general business tool

Conversational form and survey builder with conditional logic, used for enquiry forms and feedback surveys.

Zoho CRM

CRM, marketing and intake · general business tool

CRM with a free edition for 3 users and paid editions adding email, multiple pipelines, web forms and automation.

Other categories

Care management and CRM · Rostering and scheduling · Billing and claiming · Compliance and audit readiness · Incident and risk management · HR, onboarding and recruitment · Payroll and awards · Accounting and finance · Clinical records and medication · Documents and e-signature · Staff training and learning