Zoho CRM: CRM and marketing software for NDIS and aged care providers

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

Zoho CRM at a glance

Main categoryCRM, marketing and intake
Made forgeneral business tool
Integrations listedGmail, Outlook, Slack, Zoom, Microsoft Teams
PricingFree edition for 3 users; paid editions per user per month (vendor site, checked 2026-11-10)
VendorZoho
Websitezoho.com/crm
Last checked10 November 2026

How Zoho CRM fits NDIS and aged care providers

A low-cost way to manage enquiry pipelines, referrer relationships and intake leads. It does not handle NDIS funding, rostering or claiming, so it sits in front of a care management system.

Care-specific products that overlap with it: CareVision, CareVision.

What Zoho CRM says it does

  • Contact management
  • Workflow automation
  • Multiple sales pipelines
  • Web forms for lead capture
  • Mass email
  • Mobile apps

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?

Similar products to Zoho CRM

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.

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.

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.

Sources

More in CRM, marketing and intake or browse all provider tools.