An NDIS CRM built around the participant.
Parkways keeps the people side of an NDIS provider in one place: the participant record, the care team around them, the service agreement they signed, the referral that brought them in and the enquiries that may bring the next one. Each record links to the shifts and invoices that came from it.
The participant record
Each participant page brings together identity, contacts, care flags, goals, funding, forms, documents, notes and incidents. The header always shows the NDIS number, funding used against the total with the plan management type, and when the plan ends. The timeline pulls notes, incidents, shifts and medications into one history, and calls, meetings, SMS and emails are logged against the person.
- NDIS number, plan end and plan management in the header
- Care team: coordinator, plan manager, GP, LAC and nominee
- Timeline of notes, incidents, shifts and medications
- Participant import from CSV that skips duplicates
Service agreements that become the roster
A five step builder takes the participant, the plan and budget, line items from the NDIS price guide with their frequency and days, the clauses and cancellation terms, and a review. Figures are approved internally before the agreement goes out. The participant signs online with a single-use link, or a signed paper copy is uploaded, and draft shifts are generated from the funded lines.
- Line items from the NDIS price guide, with ratios and day splits
- Internal figure approval before sending
- Online signing, or upload a signed copy
- Amendments as new versions, plus an Easy Read PDF
- Draft shifts generated from funded lines
Referrals from first contact to first shift
Referrals move through New, Screening, Contacted, Meeting scheduled, Assessment done, SA sent, Accepted, Onboarding and Active, with Declined, Withdrawn and Lost kept for the record. Each stage adds its own tasks. Paste a referral email and the details are pulled out for you, and converting a referral carries the NDIS number, plan dates, plan management, plan manager and support coordinator into the new participant.
- Pipeline and list views with CSV export
- Stage tasks and possible-duplicate flags
- Housing referrals in their own pipeline
- Intake links for coordinators and families
An enquiries inbox from the directory
Providers in the Parkways community directory get an inbox for everything people send through their profile and vacancy listings: the kind of enquiry, who is asking, funding, ratio, timeframe and preferred contact, with the consent wording they agreed to. Enquiries can be marked open, in progress or closed, prioritised, assigned, noted, forwarded to another provider with consent and exported.
- Status, priority, owner and notes on every enquiry
- Forward to another provider with consent
- Profile enquiries land in the Parkways referral pipeline
- Vacancy enquiries filed as housing referrals
NDIS CRM: straight answers
Is Parkways a CRM?
It holds the CRM an NDIS provider needs: participant records, care team contacts, service agreements, referrals and directory enquiries, linked to rostering, billing and compliance in the same platform. It is not a general sales CRM.
Can participants sign service agreements online?
Yes. The participant signs through a single-use link that expires after 7 days, or you upload a signed paper copy. An amendment creates a new version, and the signed one stays active until the new one is signed.
Does a referral turn into a participant?
Yes. Converting a referral creates the participant with their NDIS number, plan dates, plan management, plan manager and support coordinator, and raises a task to allocate a support facilitator.
Where do directory enquiries come from?
From the provider's profile and vacancy listings in the Parkways community directory. For providers on Parkways, profile enquiries land in the referral pipeline and vacancy enquiries are filed as housing referrals.
Does Parkways import the NDIS plan automatically?
No. The plan budget comes from the signed service agreement or is entered by hand, and the record shows when it has not been recorded.
How much does Parkway cost?
Pricing is set after the pilot. Pilot providers run the full platform now with the Parkway team beside them, and places are offered from the waitlist.
Read how it works in the Parkways manual
Free tools for NDIS providers
The same platform also runs
Checked against the live product on 17 October 2026.
Built inside a registered NDIS provider
Parcare Lifestyle runs its rosters, pay and claims on Parkway every day. A limited number of other providers are piloting it now.