How do I stop losing ABA families to slow intake?

Respond to every inquiry the moment it arrives — across every channel, day and night — and complete intake before a competitor does. Carelu automates that first response and the full intake so no family waits, admitting more families without adding front-desk staff.

How does an AI intake agent work for ABA therapy?

It answers calls, chats, forms, and texts; collects the family's information and documents; verifies insurance eligibility; schedules the first appointment; and routes anything needing a human to your team — with a full record on every family.

Is Carelu HIPAA compliant?

Yes. Carelu is HIPAA compliant and SOC 2 Type II, and signs a BAA with every provider.

Carelu vs. a CRM

A CRM is software you run.
Carelu does the work.

Salesforce, HubSpot, Zoho, Monday, ClickUp — they’re powerful, and they all have the same catch: someone on your team still has to operate them. Carelu is a care enablement platform. It doesn’t remind you to do intake — it does the intake.

A CRM

A filing cabinet with reminders. It stores your families, tracks stages, and pings your staff to act. Everything it "does" is work you first have to configure — then your team executes it, family by family, during business hours.

You buy software. You staff it. You maintain it. The intake still depends on a person being available and on top of it.

Carelu — a care enablement platform

Not a place to track intake — the thing that performs it. Carelu answers every family the moment they reach out, qualifies them, verifies insurance, collects documents, and follows up, around the clock, without anyone driving it.

You don’t operate Carelu. Carelu operates your front office — and your team is freed for the calls and the trust only people can build.

Same job. Who actually does it?

The job	A CRM	Carelu
Answer a family at 9pm on a Saturday	Only if you built the automation — and it can't actually talk to them	Answers live, in seconds, on phone, chat, form, or text
Verify insurance benefits	Your staff, by phone, one family at a time	Done automatically at first contact
Collect documents & consents	You design the forms; you chase the family	Collected conversationally, chased automatically
Follow up with a family who went quiet	Fires the reminder you configured — to your staff	Re-engages the family directly, on its own
Qualify and route a new inquiry	Rules you build and maintain	Qualified and routed for you, every time
Keep the record complete and current	Only as complete as what your team types in	Fills itself from every conversation
Who does the intake work	Your team — the CRM just remembers it	Carelu — your team does the human calls

Already love your CRM? Keep it.

This isn’t rip-and-replace. Carelu works inside the CRM you already run.

Carelu connects natively to Salesforce, HubSpot, Zoho, Monday, and ClickUp — plus webhooks for anything else. It does all the intake work and syncs the complete, verified record straight into your CRM, so your team never has to leave the tool they know. Your pipeline, your reports, your dashboards — now filled by a platform that does the work instead of waiting for someone to.

Don’t have a CRM you love? Carelu can be your system of record too. Either way, you stop managing intake software — and start admitting more families.

SalesforceHubSpotZohoMondayClickUp+ webhooks

Compare Carelu to a specific CRM

The same story, tool by tool — plus how Carelu works inside each one.

Carelu vs. Salesforce Carelu vs. HubSpot Carelu vs. Zoho Carelu vs. monday.com Carelu vs. ClickUp

Common questions

Is Carelu a CRM?

No. A CRM is a database your team operates — it remembers your families and fires reminders, but your staff still does all the intake work. Carelu is a care enablement platform that does the intake itself: answering, qualifying, verifying insurance, and collecting documents, then handing you a complete record.

Can Carelu work with our existing CRM?

Yes — Carelu integrates with Salesforce, HubSpot, Zoho, Monday, ClickUp and others via native connections and webhooks. It does the intake work and syncs the complete record into your CRM, so you never have to leave the system your team already uses.

Do we still need a CRM if we have Carelu?

Not necessarily. Carelu can be your system of record for intake and families, or it can feed the CRM you already run. Either way, the intake work is done for you rather than by you.

Stop running software. Start admitting families.

See Carelu run a full intake end to end — and drop the finished record into your CRM.

Get a Demo

A CRM is software you run.Carelu does the work.