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. HubSpot

Carelu vs. HubSpot for ABA intake.

HubSpot is the all-in-one marketing & sales CRM. Carelu is a care enablement platform — it doesn’t track your intake, it does it.

HubSpot is one of the friendliest CRMs to run — clean pipelines, email sequences, forms, and dashboards. But "friendly to run" is still "you run it." Every sequence you build fires a reminder to a person; every form still needs a family to fill it and a coordinator to chase it. Carelu doesn't hand your team a to-do — it does the intake.

What HubSpot is

HubSpot is an all-in-one CRM spanning marketing, sales, and service — pipelines, email automation, forms, live chat, and reporting, known for ease of use. It's software your team configures and operates. (Based on public information; verify current capabilities with the vendor.)

The difference

HubSpot automates reminders to your staff. Carelu automates the work itself — answering families, verifying insurance, collecting documents — then syncs it to HubSpot.

Same job. Who actually does it?

The job	HubSpot	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

HubSpot capabilities summarized at category level from public information — verify specifics with the vendor.

Option 1 · Combine them

Keep HubSpot. Carelu works inside it.

Carelu connects to HubSpot and does all the intake work — answering, qualifying, verifying, collecting documents — then syncs the complete, verified record straight into it. Your pipeline, your reports, your team’s habits: unchanged. They just fill themselves now.

Option 2 · Replace it

Or use Carelu as your CRM.

Don’t have a CRM you’re attached to? Carelu can be your system of record for families and intake — with a live queue, complete records, and status on everyone — so you skip the cost and upkeep of running HubSpot entirely. Either way, the intake is done for you.

Common questions

Is Carelu a HubSpot alternative?

For intake, Carelu can be your system of record. But most providers keep HubSpot and add Carelu in front — Carelu does the intake and syncs complete records into HubSpot, so you keep your pipelines, sequences, and reports.

Does Carelu work with HubSpot?

Yes — Carelu connects to HubSpot natively and via webhooks, so admitted families flow into your HubSpot pipeline fully documented and verified.

HubSpot has chat and forms — isn't that intake?

Those are tools your team still operates and monitors. Carelu's chat, forms, phone, and text are staffed by the platform itself, 24/7 — it answers, qualifies, verifies, and follows up without anyone driving it.

See the full picture: Carelu vs. a CRM · all integrations

Stop running software. Start admitting families.

See Carelu run a full intake end to end — and drop the finished record into HubSpot, or hold it as your own.

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