Growth depends on converting enquiries into participants, but referrals are easy to lose when they arrive by phone, email and form with no central home. Rostery's lead management captures and tracks inbound leads so you follow up every one.
How it works
Inbound enquiries and referrals are captured and tracked in one place, so you can see where each one is up to and who's following it up. Keeping leads in the same platform as your operations means a converted enquiry flows smoothly into the rest of your workflow.
Why it matters for NDIS providers
Every lost referral is a participant you didn't support and revenue you didn't earn. Tracking leads turns a leaky, ad-hoc intake process into a reliable one.
- Nothing lost: every inbound enquiry is captured and tracked.
- Clear follow-up: see the status of each lead at a glance.
- Smooth conversion: leads live alongside the rest of your operations.
What's included
- Capture every enquiry. Record inbound referrals and leads in one place.
- Track progress. See where each lead is up to and who is following up.
- Fewer lost referrals. A central process means enquiries don't fall through the cracks.
- Smooth conversion. Converted leads flow into the rest of your operations.
- Supports growth. Reliable intake helps you turn more enquiries into participants.
Who it's for
Receptionist / Lead Management suits Australian NDIS, disability and aged-care providers of every size — from solo coordinators to multi-site organisations running multiple registered entities. Operations teams, support workers and managers all work from the same live data across the Rostery web dashboard and the carer mobile app, so nothing falls through the cracks between the office and the field.
Getting started
Receptionist / Lead Management is included in your Rostery plan and works the moment your data is in — there's no separate module to buy or set up. Start a free trial to try it on your own workflows, and use Rostery's "Smart Switch" data migration to bring your existing clients, staff, shifts and notes across from your current software in minutes. Our team can walk you through your specific participant types, funding mix and rostering complexity in a quick demo.