NDIS CRM
470 St Kilda Rd, Melbourne, Vic, 3004
1300 050 099
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Start Free Trial
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One Login,

360° View
of Consumers

Finally, NDIS Software That Works the Way You Do

A 360° view of your entire NDIS business. Manage participants, staff, and cash flow from one dashboard.

Book Your Demo
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right-icon1 Core Features

Ai Powered
NDIS CRM

Whatever the question. The answer is Yes.

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Participant Management

Centralised access for lead and referral forms, notes, and goals
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Workflow Management

AI-powered rostering that schedules support worker shifts and tracks service delivery
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Financials & Billing

Manages NDIS funding, tracks budgets, generates invoices, and supports bulk claims
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Compliance

Keeps records for NDIS audits, manages data privacy, & ensures adherence to regulations.
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Communication

Embedded softphone with call recording, transcription, and automatic syncing to the participant profile
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Document Management

Centralised participant records with integrated document signing, template creation, audit trails, and secure data management
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right-icon1 Our Solutions

The Complete Intelligence Suite

Transform your raw data into actionable strategies with our all-in-one platform for modern, sustainable growth.

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Unified Dashboard

Gain total visibility over your operations and track KPIs in a clean, centralized interface.
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No-Code Workflows

Automate your business logic by connecting apps and services with simple visual builders.
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Black iPhone 17 Pro displaying PRO CRM NDIS dashboard with AI rostering, compliance, and participant management.
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Smart Data Views

Customize your workspace to fit specific needs, ensuring clear insights on any device.
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Secure Local Data Centre

Bank-grade encryption keeps sensitive client data secure and recoverable within Australia.
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000 +
Satisfied Customers
00 +
Years of Industry Experience
000 k+
Annual Savings
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CRM

Rostering

Compliance

Communication

Automation

Gen. Ai

right-icon1 Workflow Automation

Ai Powered Insights

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Adaptive Scalability

Our infrastructure automatically adjusts to your workload, ensuring zero latency whether you have 10 users or 10000.
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Unified Data Ecosystem

Eliminate silos by syncing data across your favorite platforms like Salesforce, Xero, OneDrive, Outlook, and many more in real-time.
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Enterprise-Grade Security

Rest easy knowing your critical business intelligence is protected by end-to-end encryption and Australian Data Storage.
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What We DO

We Solve CRM Challenges

01
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Smarter Customer Data

Deliver a single source of truth connecting every customer interaction.
02
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CRM Analytics

Measure sales performance with real-time dashboards, AI insights, and automated reporting.
03
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Workflow Automation

Automate CRM workflows to align processes with business goals, industry needs, and teams.
04
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Business Outcomes

Deliver seamless customer journeys from lead to conversion. Increase efficiency and revenue.

Software Company

Software Solutions

Software Company

Software Solutions

Software Company

Software Solutions

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About Company

15+ Yrs of Delivering Smarter Customer Relationships

If you’re scaling your business and need better visibility, PRO CRM delivers a unified platform to manage leads, automate workflows, and turn customer data into action. Transforming insights into growth. Data into decisions.

0000 %
Platform Reliability
0000 %
Satisfaction Rate
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Austraian Owned & Operated
Our Work Precess

Let’s View Our Onboarding Process

01

Client Discovery

We begin by understanding your organisation, workflows, compliance obligations, and growth goals. This includes identifying pain points, current systems, and service delivery requirements so we can align PROCRM to how your business actually operates.
02

Data Analysis

We review your existing data, processes, and system integrations to assess readiness and accuracy. This step ensures participant records, funding structures, rostering logic, and financial data are mapped correctly before configuration begins.
03

Custom Strategy

Based on discovery and analysis, we design a tailored CRM configuration. This includes module selection, automation rules, reporting structures, compliance requirements, and user roles—ensuring PROCRM fits your operational and regulatory needs.
04

Development & Go-Live

We configure the platform, migrate data, deliver training, and validate workflows through a controlled beta phase. Once live, we provide hands-on support to ensure smooth adoption, minimal disruption, and team-wide confidence.
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About Us

Grow Your Business With A Partner

A future where NDIS providers focus on participant care, not administration.

To create intuitive, invisible technology that seamlessly connects care teams, participants, and families while removing the burden of complex compliance.

To empower NDIS providers to scale their impact without losing the personal touch that defines their service.

A future where NDIS providers focus on participant care, not administration.

To create intuitive, invisible technology that seamlessly connects care teams, participants, and families while removing the burden of complex compliance.

To empower NDIS providers to scale their impact without losing the personal touch that defines their service.

Explore More

CRM

Marketing Automation

eSignatures

Audits

Rostering

Communications

Knowledge Base

Support

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right-icon1 Pricing Plan

Flexible Plans For Every Team

Monthly Plan Yearly Plan
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Office Staff

$59.99
Per User
Switch to Annual Plan to get up to 50% Off
Get Started Now!
What’s included
  • Participant Management
  • Task Management
  • Soft Phone & Emails*
  • Compliance Management
  • Finance
  • Forms and Document Management
  • eSignatures
  • OCR
  • Support Included
  • ISO27001:2022
  • Australian Data Storage
  • Custom Go-Live Environment
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Office Staff

$29.99
Per User
For a limited time 50% off next 12 months
Get Started Now!
What’s included
  • Participant Management
  • Task Management
  • Soft Phone & Emails*
  • Compliance Management
  • Finance
  • Forms and Document Management
  • eSignatures
  • OCR
  • Support Included
  • ISO27001:2022
  • Australian Data Storage
  • Custom Go-Live Environment
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Support Worker

$19.90
Per User
Switch to Annual Plan to get up to 50% Off
Get Started Now!
What’s included
  • Chat feature
  • Geofencing
  • Shift notifications
  • Video Liveliness
  • Support included
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Support Worker

$9.90
Per User
For a limited time 50% off next 12 months
Get Started Now!
What’s included
  • Chat feature
  • Geofencing
  • Shift notifications
  • Video Liveliness
  • Support included
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Enterprise

Contact Us
For a limited time 50% off next 12 months
Get Started Now!
What’s included
  • Appointment Optimiser
  • Customisation
  • Dynamic Alerts
  • Multi-Organisation
  • Full API Access
  • Audit-Ready Logging
  • Custom Complaince Reporting
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Enterprise

Contact Us
Get Started Now!
What’s included
  • Appointment Optimiser
  • Customisation
  • Dynamic Alerts
  • Multi-Organisation
  • Full API Access
  • Audit-Ready Logging
  • Custom Complaince Reporting
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Get In Touch

Feel Free to Contact Us

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