Healthcare & Community Services
Healthcare and community services CRM and automation for providers, charities, non-profits and NDIS organisations. Deliver quality care and support while you streamline operations and meet compliance requirements. Use automation, integrated systems and real-time insights to improve outcomes and show the impact of your work.
Why Relevate
Increase Operational Efficiency
Automate administrative processes, integrate patient and participant management systems and reduce manual workloads so staff can focus on care and mission-critical work.
Enhance Patient & Stakeholder Engagement
Use CRM and communication strategies to keep patients, families, donors, volunteers and partners informed, engaged and supported, turning supporters into lifelong advocates.
Collaborate Seamlessly
Enable care teams, administrators, volunteers, board members and external partners to coordinate through secure cloud-based tools, shared data access and real-time updates.
Gain Transparency & Insight
Use role-based dashboards and KPIs to monitor patient outcomes, program results, fundraising performance and organisational health.
Solutions For Your Business
Healthcare Providers
- Patient Relationship Management - Capture, track and manage patient interactions, care plans and follow-up activities
- Business Process Automation - Streamline appointment scheduling, billing and reporting to save time and reduce errors
- IT Management & Cloud Solutions - Ensure secure, compliant systems for storing and accessing sensitive health information
Non-Profit & Charities
- CRM & Stakeholder Management - Capture, track and nurture relationships with donors, volunteers, partners and beneficiaries
- Marketing Automation - Create targeted campaigns, automated message sequences and content strategies to boost engagement
- Digital Design & Development - Build and optimise websites, portals and apps that showcase your mission and make it easy for supporters to get involved
NDIS & Disability Support
- Participant Onboarding & Agreements - Manage participant onboarding and digital service agreements from a central CRM
- Cloud Phone & Communications - Replace fragmented phone systems with one cloud phone system that makes call handling simple
- Analytics & Reporting - Replace manual spreadsheet reporting with live dashboards on service delivery and funding
Business Impact
We partner with some of the most trusted CRM and Marketing Automation platforms in the market. We believe in using scalable and reliable platforms capable of integrating with other systems you may already use, to offer you the best solution for your needs and bring your business into the digital age.
Care &
Support
Free up staff time through automation so your team can focus on personalised and responsive care and support.
Supporter
Growth
Build stronger connections with patients, donors and volunteers through personalised engagement that increases loyalty and lifetime value.
Operational
Cost Savings
Reduce overhead by automating administrative processes so more resources go into direct service and program delivery.
Compliance
& Impact
Maintain accurate records, protect sensitive data and use dashboards to meet reporting requirements and show measurable impact to funders and stakeholders.
Relevate Case Studies
WishMed (Healthcare)
WishMed, a leading medical equipment supplier with over 3,000 SKUs, hit Zoho Inventory’s limits on splitting sales orders and importing batch numbers with bin locations. Relevate built order splitting automation and a custom Zoho CRM batch module synced to Zoho Inventory by API, giving WishMed faster shipping of in-stock items, efficient backorder handling and a fully integrated system.
Custom workflows now let WishMed invoice backorders from pick list quantities and auto assign received items to warehouse zones for putaway. A custom report gives customer service full backorder visibility. Default tax rules apply automatically to purchase orders. Zoho Sign captures digital proof of delivery on mobile, and low stock items are automatically combined into single purchase orders per supplier.
4Voices (Disability Support)
4Voices, a disability support non-profit, was struggling with a fragmented phone system that made call handling and remote work difficult. Relevate deployed a cloud-ready 3CX system with smart call routing and mobile support, cutting missed calls and telephony costs while giving them a platform built to scale.
Relevate designed a cloud-ready 3CX phone system around 4Voices’ teams and services. Role-based call queues and ring groups route every call to the right team. Soft phones and mobile apps support remote work, while voicemail to email and call reporting give full visibility. The legacy numbers were ported across with minimal downtime and no impact on day to day services.
Happy Paws (Community Services)
Happy Paws, a community services organisation, ran participant, volunteer and funding operations across more than 20 disconnected apps, with invoicing taking a full week every fortnight. Relevate consolidated everything into a single Zoho One system with live dashboards and automated invoicing, cutting invoicing to two hours a week and saving a full week of reporting time each month.
Relevate transformed Happy Paws’ operations by consolidating more than twenty separate applications into a customised Zoho One ecosystem. Zoho CRM became the central hub for participant onboarding, service agreements through Zoho Sign and the management of donors and grants. Zoho Analytics introduced live dashboards that replaced manual spreadsheet reporting, giving the team realtime insights at the click of a button.
