The CRM built for NDIS Support Coordinators.Everything you need,in one platform.
Manage participants, plans, funding, compliance, case notes, invoicing and reporting, all in one simple, powerful platform designed for NDIS support coordinators.
- Save hours on admin
- Stay compliant with confidence
- Focus on what matters
Designed for support coordination teams across Australia
- SoloCoordinators
- BoutiquePractices
- CoordinationTeams
- Multi-SiteAgencies
- NewProviders
- EstablishedProviders
Support Coordination shouldn’t require five different systems.
Participant information, funding, case notes, invoices, reminders and compliance often end up spread across disconnected tools. SuccessFlow brings those workflows together.
Participant information everywhere
Emails, documents, plans and contacts can end up scattered across inboxes, folders and different systems.
Funding is difficult to stay ahead of
Monitoring plan utilisation, funding periods and upcoming expiries manually takes time and creates risk.
Admin consumes coordination time
Case notes, invoices, reminders and follow-ups create repetitive work that pulls time away from participants.
Compliance becomes a last-minute exercise
Evidence and records are often assembled only when they are urgently needed.
SuccessFlow brings those workflows together.
One connected platform for participants, plans, funding, case work and invoicing.
See SuccessFlow in action
A quick tour of the dashboard, participants and invoicing workflow.
Everything Support Coordinators need in one platform
Eight tightly integrated modules, allowing for one source of truth for participants, staff, funding and compliance.
Participant Management
- Participant profiles
- NDIS plan management
- Goals tracking
- Stakeholder management
Support Coordination
- Case notes
- Progress tracking
- Service agreements
- Action plans
Funding Management
- Budget tracking
- Utilisation monitoring
- Funding alerts
- Plan expiry reminders
Timesheets
- Auto-generated timesheets
- Approval workflows
- Staff tracking
- Shift mapping
Invoicing
- Invoice generation
- Xero integration
- Payment tracking
- NDIA-ready exports
Compliance
- Incident management
- Audit readiness
- Evidence tracking
- Policy controls
AI Integrated
- NDIS plan data extraction
- Goal extraction from uploaded plans
- Compliance advisor
- Human review before information is applied
Reporting & Analytics
- Team performance
- Revenue tracking
- Participant outcomes
- Compliance reporting
Connect SuccessFlow with Xero and Outlook without adding another standalone system to manage.
Timesheet to invoice, in one workflow
Move from approved time to a ready-to-send invoice without rebuilding the same information across different systems.
Timesheet logged
Coordinator finishes a shift. Hours are captured against the participant and support item.
Matched to funding
SuccessFlow maps the line to the correct plan, category and price guide rate.
Invoice drafted
A compliant NDIS invoice is prepared with no re-keying and no spreadsheets.
Sent & reconciled
Send to plan managers, NDIA or self-managed participants, with Xero kept in sync.
Automate the busywork. Keep the human work.
Trigger case-note reminders, funding alerts, document chases and team handovers automatically, so your coordinators spend time with participants, not chasing admin.
- →Plan expiring in 30 days → notify coordinator + draft review
- →Budget passes 80% → alert participant + plan manager
- →Invoice generated → sent automatically to plan manager & Xero
- →Appointment setup → case note created + ready for approval
Turn audit season into a five-minute export
Most coordinators lose weeks each year assembling evidence for NDIS audits. SuccessFlow tracks compliance in the background, so when your auditor arrives, everything is already indexed, timestamped and ready to hand over.
- Every case note, plan, incident and approval logged with a timestamp and owner
- Automatic evidence trails against NDIS Practice Standards
- Filter by participant, coordinator, date range or standard in seconds
- Export audit-ready PDF bundles the moment your auditor asks
Bring your participants across in a single upload
Bulk import participant records, plans, budgets and case notes from your existing NDIS CRM. Our guided migration handles the mapping, allowing you to be live in days, not months.
Why teams switch to SuccessFlow
A modern alternative to legacy NDIS CRMs.
Feedback on SuccessFlow
“SuccessFlow has helped us bring participant information, funding, case notes and invoicing into one place, making our day-to-day coordination much easier to manage. 😊”
“SuccessFlow has taken so much repetitive admin out of our day. Case notes, reminders and participant information are much easier to stay on top of.”
“Bulk billing is so much easier. We can move from approved timesheets to invoices without rebuilding everything in spreadsheets.”
“Invoice reconciliation finally feels manageable. It is much easier to see what has been invoiced, what has been paid and what still needs attention. 😌”
“The compliance tools give us a clearer view of what needs attention before it becomes urgent. Audit preparation feels much more structured.”
“Being able to see participant funding, utilisation and upcoming plan dates in the same system makes day-to-day coordination much easier. 😊”
“Our team has a much clearer view of participant work, follow-ups and billing. There is far less back-and-forth between different systems.”
Review carousel includes illustrative examples.
Pricing that scales with you
Simple pricing for independent coordinators and growing support coordination teams.
- Unlimited participants
- Per-individual seat
- Funding & budget tracking
- AI documentation
- Xero integration
- Workflow automation
- Priority support
- Everything in Capped Growth
- Centralised multi-user system
- Team management & roles
- Compliance & audit dashboards
- Custom workflows
- Dedicated success manager
*No credit card required for trial
FAQs
The operating system for Support Coordinators.
Book a personalised demo and see how SuccessFlow transforms your operations in 30 days.