- For NDIS providers · Referrals and intake · Works with your NDIS software
NDIS CRM that turns enquiries and referrals into participants, faster.
Capture every enquiry and referral, send intake forms, book appointments and keep participants, families and support coordinators updated, alongside the NDIS software you already use for claiming and rostering.
Referrals shouldn’t get lost in your inbox
Here’s where NDIS providers lose time and new participants.
“Referrals arrive by email, phone and forms, and some slip through.”
Every enquiry and referral lands in one pipeline, so nothing gets missed.
“We play phone tag with families and coordinators.”
Two-way texting, missed-call text-back and an AI receptionist keep conversations moving.
“Missed appointments cost us.”
Automatic text and email reminders help participants remember, with easy rescheduling.
From referral to first appointment
Here’s how it works for NDIS providers.
1. Capture the referral
Calls, emails, website forms and chats create a record in your referral pipeline.
2. Intake and booking
Send intake forms to complete online, then book the first appointment.
3. Reminders and follow-up
Automatic reminders and updates keep participants, families and coordinators informed.
Everything you need to manage enquiries and referrals
Built for the front end of your service, from first enquiry to booked appointment. See also clinic and allied health software.
- AI receptionist. Answers calls 24/7 and takes enquiry details.
- Referral pipeline. Track every referral from enquiry to first appointment.
- Online intake forms. Collect the information you need before the first session.
- Online booking and reminders. Fewer no-shows, with easy rescheduling.
- Two-way texting. Message participants, families and coordinators from one inbox.
- Email updates. Keep coordinators and families informed.
- Notes and tasks. Keep follow-ups on track across your team.
- Team permissions. Control who can see what.
My New Admin vs NDIS management software
Swipe to compare →
| My New Admin | NDIS management software | |
|---|---|---|
| Capturing enquiries and referrals | ✓ | Limited |
| Answering calls 24/7 | ✓ | ✗ |
| Online booking and reminders | ✓ | Varies |
| NDIS claiming and payment requests | ✗ | ✓ |
| Rostering and progress notes | ✗ | ✓ |
Use My New Admin to win and welcome new participants, and keep your NDIS management software for claiming, rostering and progress notes.
Don't take our word for it. Test the AI right now.
Three live demos, no sign-up needed. Steve is an AI, and he’ll tell you so.
Call Steve, the AI receptionist
Ring the number below. Steve will answer, play receptionist for your business, then text you afterwards, exactly as he would for your customers.
Chat with Steve right now
Ask him anything about My New Admin, or type “demo” and watch him handle an enquiry for your industry. This is the same AI your customers would talk to.
See missed-call text-back
Call this number and hang up before it’s answered. Within seconds you’ll get the text your customers would receive, so no missed call becomes a lost job.
Standard call rates apply. Calls to the demo lines may be recorded for quality purposes.
Trusted by 500+ Aussie Businesses in Trades, Retail, and Healthcare.
NDIS CRM FAQs
No. It doesn’t do NDIS claiming, rostering or progress notes. It handles enquiries, referrals, intake, bookings and communication, and works alongside your NDIS management software.
Yes. Participants, families or coordinators can book online, and automatic reminders help reduce missed appointments.
Yes. Send intake forms to complete on any device, and the answers are saved to the participant’s record.
Yes. Two-way texting lets your team message participants, families and support coordinators from one shared inbox.
Access is controlled with user logins and permissions. Some data is stored overseas, including in the United States, so check this suits your privacy and NDIS Practice Standards obligations. See our privacy policy.
One plan, one flat monthly price, with unlimited users. See our pricing page for details, and try it free for 14 days first.
Spend less time on admin and more on participants
Start your 14-day free trial today. $0 upfront, no lock-in contract, cancel anytime.
Or try the AI first: call Steve on 0495 104 177