CarelioCore Features
CRM & Referral Pipeline
A Kanban-style pipeline for CRM Coordinators to manage leads, trial bookings, and onboarding in one shared view.
Referral pipeline
New Enquiry — 4 leadsThis week
Trial Booked — R. AlonsoFollow-up due
Onboarded — 2 this monthComplete
Illustrative preview — not real participant data.
Referrals and new enquiries shouldn't live in someone's personal notebook. Carelio's CRM gives your coordination team a shared, visual pipeline — see exactly where every prospective participant is, from first referral through to fully onboarded.
Support Coordinators, referral sources, and follow-up tasks are all tracked in the same place, so nothing gets lost between the first phone call and the signed service agreement.
Who it's for
CRM Coordinators and anyone managing referrals, trial bookings, and new participant onboarding.
What you can do
- A drag-and-drop Kanban board for tracking every referral through your pipeline stages
- Track Support Coordinators and referral sources against each lead
- Follow-up tasks so nothing sits untouched
- A dedicated CRM Coordinator role with exactly the access this work needs — nothing more