Carely: scope, cost & buying checks

What the vendor documents

• Enquiry capture and shared inbox
• Participant pipeline and follow-ups
• Appointment scheduling and reminders
• Invoice generation

• Carely NDIS CRM and pricing

Source check: 2026-09-24. Published vendor statements, not independent feature testing.

Pricing and the commitment

Published from A$97/month Solo, A$197 Practice and A$349 Growth, ex GST; confirm current inclusions.

Ask for the quoted edition, billing unit, minimum commitment, setup, support and exit terms in writing. Unverified pricing is not a zero-cost offer.

A useful demonstration for Carely

Bring a support-coordination referral from enquiry to appointment and invoice, then show the handoff to the separate claiming tool.

Questions to resolve before choosing

• What participant data is held in the CRM versus claiming tool?
• How do referral and follow-up permissions work for a team?
• Can appointment and invoice history be exported with contacts?

Check the fit in your own workflow

Use fictional records and an everyday user. Document what they complete unaided, any workaround, the required plan and the evidence retained. A vendor statement supports shortlisting; it does not prove the workflow works for your team.

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