HubSpot CRM: CRM and marketing software for NDIS and aged care providers
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.
HubSpot CRM at a glance
| Main category | CRM, marketing and intake |
|---|---|
| Made for | general business tool |
| Integrations listed | Gmail, Outlook, DocuSign |
| Pricing | Free for up to 2 users; Starter from USD $7 per seat per month on an annual offer (vendor site, checked 2026-11-10) |
| Vendor | HubSpot |
| Website | hubspot.com |
| Last checked | 10 November 2026 |
How HubSpot CRM fits NDIS and aged care providers
Useful for tracking referrals, support coordinator relationships and enquiry follow-up before a participant becomes a client. It has no NDIS plan, funding or service agreement concepts, so client records must move into a care system after onboarding.
Care-specific products that overlap with it: CareVision, CareVision.
What HubSpot CRM says it does
- Contact and lead tracking
- Email templates and 1-to-1 email
- Meeting scheduling
- Live chat
- Automation on paid tiers
- E-signatures on Starter
Features are as described on the vendor's own pages.
Questions to ask before choosing CRM and marketing software
- 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?
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Sources
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