Remove unnecessary data entry and focus on billable hours that make a meaningful impact on customers.
Know what to do next with your customer’s budget
Demystify the art of budgeting and get real-time feedback on how you are utilising your customer’s budget as it happens.
- Get granular on the line item breakdown so you can advocate in plan reviews armed with data.
- Switch between an hourly or dollar value to understand your customer’s spend in real-world terms.
Surface the content you need in a few clicks
Unify customer information on one source of truth and never miss a beat about who a customer is or what their preferences are.
- Author notes once and store them forever. Create and view notes and documents to share with relevant parts of the business.
- Build upon your organisation's internal IP with historical logs and time-based activity — instead of letting it get lost in excel sheets.
Reclaim more time for meaningful work
Banish the admin burden with intuitive workflows and quickly generate a billable activity record directly from the customer’s profile.
- GoodHuman stays one step ahead with pre-populated, automated activity record generation based on your recent activity.
- Customise activity records to work for you — set a default time increment or apply a non-billable discount.
Show value even before the first meet and greet
Organise your customer enquiries to make it easier for everyone to get on the same page.
- Generate sophisticated funding package quotes including category and line item level information about your services — plus your allocated budget split from external provider services.
- Easily convert enquiries to active customers by creating a digital service agreement with the built-in NDIS pricing arrangement and limits and continue enriching their profile.
Protect customer privacy with confidence
Restricted CoS access and service-level privacy permissions ensure your support coordination services and records are out of sight from the rest of your organisation.
- Identity and permissions based infrastructure.
- Decide who and when you share notes and distribute them as desired.
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