Honest comparisons
SRTD vs your NDIS CRM
ShiftCare, Astalty, Brevity, SupportAbility, Lumary - these are the operating system for your business. SRTD is the productivity layer on top.
The headline
Your CRM was built to roster staff and submit claims. SRTD was built to save your Sundays.
| Feature | SRTD Tools | Your CRM |
|---|---|---|
| AI that drafts notes from a voice memo | Built for this | Rephrasing only, mostly |
| Knows the difference between STAR, SOAP, Progress and Incident notes | Yes | Generic templates |
| Drafts capacity-check and provider emails | Yes | No |
| Cross-participant budget analysis with recommendations | Yes | Basic tracking only |
| Rostering, scheduling, timesheets, payroll | Use your CRM | Yes |
| Invoicing and NDIS claim submission | Use your CRM | Yes |
| Plan Review packs ready for the 2026 rules | Yes | No |
| Monthly cost (1 user) | $25-$85 | $25-$125+ |
| Billable time unlocked / monthHeadline | ~50 hrs across a 30-participant caseload (admin freed + billable work) | Not framed this way |
The honest verdict
You probably need both. Your CRM is your operating system - rosters, claims, timesheets, billing. SRTD is your productivity layer - the actual writing, drafting, analysing, defending. Most SRTD users keep their existing CRM; we don't try to replace it because we'd be worse at it. We focus on the 50-60% of your week that's documentation and communication, and we're substantially better at that than any CRM's bolt-on AI features.
What SRTD includes
Every tool the comparison above is about
The full subscription suite plus Plan Review. Pick the ones you need - or trial the lot for 14 days.
Case Note Writer
STAR, SOAP, Phone Log, NDIA Call Log, progress notes, incident notes, behaviour observations - every format every SC and Support Worker role needs. Voice memo → NDIS-format note in 30 seconds.
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Comms Tool
Provider emails, plan-manager queries, family updates, NDIA correspondence, complaints. Drafted in seconds, in the right tone for the recipient.
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Budget Tool
Per-participant NDIS funding tracking, monthly cadence analysis, forward-looking support planner, caseload triage view.
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Document Analysis
Upload an NDIS plan, FCA, BSP, or service agreement. Get goals, funding, dates, recommendations extracted - structured, NDIS-aligned work in minutes.
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Plan Review
Build a review-ready plan review pack per participant for the NDIS 2026 rules. Document uploads, robustness scoring, downloadable pack.
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Report Writer
Coming soonNDIA Implementation Reports, Progress Reports, Pre-reassessment Reports drafted from your case notes.
Try it free for 14 days. Decide for yourself.
No credit card. Full access to every tool you turn on. Cancel or switch products any time.
Built in Sydney · Australian data residency · By a working Support Coordinator