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Referrals

Referrals Made Simple

Custom referral forms embed directly on your website, feed straight into Astalty, and create Participant profiles instantly, saving your team time and effort.

1,000+ NDIS businesses have saves hundreds of hours each week with Astalty.

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Manage referrals from

Manage referrals from start to finish

Stop juggling email referrals, paper forms, and manual data entry. Astalty streamlines your intake process with custom forms, automatic notifications, and instant Participant profile creation, keeping everything organised in one place.

Let's show you how

Custom Referral Forms

Build your own referral form with a drag-and-drop builder that captures exactly the details you need.

Simple Drag-and-Drop Builder

Create custom referral forms without coding using an intuitive, easy-to-use form builder.

Customise Fields

Add fields specific to your organisation, from medical history to support preferences.

Collect the Right Information

Gather all necessary details from the start, eliminating back-and-forth follow-ups.

No Generic Templates

Build forms that match your exact intake requirements instead of relying on one-size-fits-all solutions.

Embed on Your Website

Make it easy for people to refer Participants directly with professional, branded forms embedded on your site.

Simple Website Embedding

Add your referral form to your website with a simple code snippet, no developer required.

Branded and Customised

Forms match your organisation branding, providing a professional, seamless experience.

Seamless Experience

Referrers complete forms directly on your site without redirects or external platforms.

Mobile-Friendly Forms

Forms work perfectly on all devices, making it easy for referrers to submit from anywhere.

Referrals Flow Straight into Astalty

Submitted referrals appear automatically in Astalty, ready for your team to review and action immediately.

Automatic Import

Referrals flow straight into Astalty without manual data entry or spreadsheet imports.

Instant Profile Creation

Create Participant profiles instantly from referrals with all information automatically populated.

Assign to Staff

Allocate referrals to specific team members for follow-up, keeping intake organised.

Track Referral Status

Monitor every referral from submission to conversion with clear status tracking.

Automatic Notifications

Stay in the loop without constantly checking forms with instant alerts when new referrals arrive.

Email Notifications

Get alerted the moment a new referral is submitted, ensuring quick follow-up.

Alerts to Your Team

Send notifications to specific staff members or teams based on referral type.

No Missed Opportunities

Instant alerts mean no referrals slip through the cracks or sit unattended.

Faster Response Times

Quick notifications enable faster follow-up, improving conversion rates and referrer satisfaction.

Complete Solution

Works With Your Whole Workflow

Referrals are just one part. See how they connect with the rest of your operations.

Bulk Uploads

Bulk Uploads

Build NDIA claim files automatically and reconcile payments in minutes. Keep claims accurate, up to date, and audit-ready without manual spreadsheets.

Risk Management

Risk Management

Identify and track risks across your organisation. Assign controls, make them visible to staff, and ensure nothing slips through the cracks.

Streamlined Operations

Streamlined Operations

From automatic funding periods to referrals flowing directly from your website. Explore ways Astalty streamlines your business.

Don't just take our word for it

See What Other Business Owners Are Saying

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4.9 out of 5.0

Trusted by 1,000+ NDIS businesses

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Astalty Testimonial: Coordinating Independence

"Mark De Jong from Coordinating Independence sits down with Participant Jack to discuss his experience as a business owner using Astalty's software."

Mark De Jong

Mark De Jong

Coordinating Independence

"Astalty professional app and customer service deliver personalised problem solving, no business is too small or complex for this responsive team."

S

Sandra

Astalty Testimonial: AFA Coordination

"Astalty is incredibly easy to use and probably the best platform for Support Coordinators as everything is built around tasks."

Andrew McCully

Andrew McCully

Astalty Testimonial: Sakura Connect

"Tony Robinson sits down to discuss Sakura Connect's experience using Astalty."

Tony Robinson

Tony Robinson

Sakura Connect

Astalty Testimonial: Healthy Emporium
Astalty Testimonial: Newcastle Social Workers

"Kurt Waler sits down to discuss Newcastle Social Workers experience using Astalty."

Kurt Waler

Kurt Waler

Newcastle Social Workers

"A fabulous, no nonsense, easy to use CRM for all of our Support Coordination and recovery coaching needs."

YA

Yvonne A

Astalty Testimonial: Breaking Down Barriers

"This system is amazing - it is a great price, the developers are open and willing to chat and provide help, and it was so easy to set up and learn."

EH

Elizabeth Hickey

Astalty Testimonial: Positive Empowerment

"Tamara Hayes sits down to discuss Positive Empowerments experience using Astalty."

Tamara Hayes

Tamara Hayes

Positive Empowerments

Astalty Testimonial: Rhino Support Coordination

Questions

Frequently Asked Questions

Still have questions? Chat with our team.

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