Running an NDIS-related business comes with a unique set of challenges—managing participant plans, ensuring compliance, scheduling services, and maintaining seamless communication across teams. Traditional methods can only take you so far.
That’s why we built Provisoft—a powerful, purpose-built CRM designed to simplify your operations and elevate your service delivery.
In the competitive world of NDIS-related businesses, managing leads effectively and converting them into long-term participants is critical to your success. Provisoft streamlines lead and deal management, ensuring no opportunity slips through the cracks while keeping your sales process organized and transparent. Here’s how Provisoft’s Lead and Deal Management with Pipelines sets you apart:
Provisoft offers an intuitive, customizable pipeline view that allows you to track every lead and deal at a glance:
- Custom Stages: Tailor your sales pipeline to match your unique NDIS business process—whether it’s inquiry, plan creation, onboarding, or service delivery.
- Drag-and-Drop Simplicity: Move leads seamlessly between stages, keeping your pipeline organized and up to date.
With Provisoft, you gain a clear picture of where each lead stands, making it easy to prioritize efforts and close deals faster.
Managing incoming inquiries has never been easier:
- Centralized Lead Management: Capture leads from various sources—your website, referrals, or phone calls—and store them in one secure platform.
- Complete Profiles: Store key details about each lead, including contact information, service needs, and follow-up notes, so your team has everything they need to provide a personalized experience.
By keeping all your lead information organized, Provisoft helps you focus on nurturing relationships instead of wasting time searching for details.
