Track referrals, manage your waitlist, re-engage lapsed patients and sync with Xero - the business-development layer your practice management software does not have.
Product fit
Referral and waitlist pipeline
Lead stages, custom fields, routing
Track GP referrals, NDIS enquiries, private-pay leads, waitlist priority, preferred clinician, and next contact without using clinical records as a sales list.
Recall and reactivation workflows
Segments, SMS, email sequences
Create safe front-office follow-up for lapsed patients, incomplete enquiries, assessment no-shows, and referrer relationship campaigns.
Referrer relationship view
Accounts, activities, dashboards
See which clinics, GPs, support coordinators, or corporate partners send enquiries and what follow-up they need next.
GP and specialist referral pipeline tracking
Lapsed-patient reactivation campaigns
New-patient waitlist visibility
Program enrolment and private-plan follow-up
Why this page exists
Practices searching for a CRM for allied health Australia usually do not need a clinical system replacement. They need better referral tracking, reactivation campaigns, waitlist visibility, and GP relationship management around the appointment software they already use.
HelloGrowthCRM fits that gap by helping physio, OT, and speech practices run the business-development side of the practice without replacing Cliniko, Nookal, or Powerdiary.
Common search intent
Practice management software handles appointments but no one tracks where new patient referrals come from.
Patients who stopped coming 6 months ago have no automated re-engagement path.
No visibility on which GPs are sending the most referrals.
Use these capabilities to move from enquiry to quote, scheduled work, follow-up, and payment visibility without stitching together separate tools.
Lead stages, custom fields, routing
Track GP referrals, NDIS enquiries, private-pay leads, waitlist priority, preferred clinician, and next contact without using clinical records as a sales list.
Segments, SMS, email sequences
Create safe front-office follow-up for lapsed patients, incomplete enquiries, assessment no-shows, and referrer relationship campaigns.
Accounts, activities, dashboards
See which clinics, GPs, support coordinators, or corporate partners send enquiries and what follow-up they need next.
Keep accounting, SMS, calendars, email, meetings, and payment tools connected to the same customer and job timeline.
Appointment coordination
Sync intake calls, assessment appointments, and referrer meetings with practitioner or front-desk calendars.
Front-office reminders
Send appointment confirmations, intake-form nudges, and recall reminders from structured CRM workflows.
Telehealth admin
Create video links for consultations or referrer meetings while keeping the meeting attached to the CRM timeline.
Practice billing context
Connect front-office CRM work with invoice visibility for private-pay services, corporate accounts, or programme work.
The goal is not to replace your clinical software. It is to give your team a better system for referrals, waitlists, lapsed-patient reactivation, and referrer relationship management connected to Xero-ready billing context.
Why Australia teams choose this
See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.
Start with a pipeline built for quotes, repeat work, ABN-linked client records, and service follow-up without a long setup project.
Move clients, prospects, and open jobs from spreadsheets, then connect Xero so invoicing and customer context stay closer together.
Use SMS, email, tasks, and recurring follow-up to keep jobs, quotes, and inactive clients from slipping through the cracks.
Pricing
A simple monthly price for referral tracking, waitlist management, lapsed-patient reactivation, and Xero-connected practice growth workflows.
Pricing
See how allied health teams can start with a simple Australia-ready CRM workflow.
Start free
Create your account, import your pipeline, and test Xero-connected follow-up with your current workflow.
Australia hub
Browse all Australia industry pages built around Xero, SMS reminders, and small-business workflows.
Allied-health practices (physiotherapy, podiatry, exercise physiology, dietetics, occupational therapy, speech pathology) typically run clinical practice management software (Cliniko, Power Diary, Halaxy, MyPracticeMate) for clinical scheduling and notes. The PMS handles clinical workflow well but is operationally weak on relationship development — referral source tracking, lapsed-patient reactivation, NDIS plan visibility, corporate-account development, and program-enrolment pipelines. HelloGrowthCRM fills that gap as the front-office relationship layer that runs alongside the clinical PMS, with the two systems sharing the patient identifier so practitioners maintain a unified view without duplicate clinical data entry.
Referral pipeline visibility is the most under-developed growth lever at most allied-health practices. GPs and specialists who refer patients are essentially the practice's marketing channel, but practitioners rarely track which referrers send the most patients, which referrers have gone quiet, and which referrers might be open to expanded referral relationships. HelloGrowthCRM's referrer-attribution view shows referral patterns over rolling periods and surfaces the strategic relationships worth investing in. Most practices discover, on first looking, that 5-10 referrers drive the majority of new patients — and those relationships deserve disproportionate attention.
Lapsed-patient reactivation is the operational discipline that separates practices growing organically from practices stuck on a flat baseline. Patients who completed a program 6-12 months ago and haven't booked since are far more responsive to a friendly check-in than entirely cold marketing. HelloGrowthCRM's lapsed-patient automation segments past patients by program type, time since last visit, and clinical-need signals, then runs targeted reactivation sequences (SMS reminder, email program update, telehealth offer) that recover 8-15 percent of lapsed patients in most practices' experience.
NDIS plan visibility and corporate-account management are two high-margin lines that require explicit operational discipline most practices skip. NDIS-funded patients have specific plan dates, funding categories, and reauthorisation windows that affect billing and continuity of care. Corporate accounts (employee health programs, sports teams, workplace EAP relationships) need account-level reporting, contracted-rate management, and renewal conversations months ahead of contract end. HelloGrowthCRM models both as distinct account types with the right field structure and automation, supporting these revenue lines without forcing them into a one-size-fits-all PMS workflow.
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Quote Follow-Up
AI calls Allied Health prospects 24 hours after sending a quote to answer questions and close the job — no manual chasing.
Smart Compose for Client Emails
AI writing assist for job confirmations, progress updates, and invoice follow-ups — consistent, professional, fast.
Automated Job Scheduling Follow-Ups
Trigger WhatsApp reminders for upcoming appointments and post-job review requests automatically.
AI Lead Scoring
Prioritise the highest-value job enquiries by service type, location, and response speed so your team quotes the best leads first.
All AI features included on every paid plan. No add-ons.