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. Salesforce

Carelu vs. Salesforce for ABA intake.

Salesforce is the enterprise CRM standard. Carelu is a care enablement platform — it doesn’t track your intake, it does it.

Salesforce can model almost any process on earth — which is exactly why it takes admins, consultants, and constant upkeep to make it do anything. For ABA intake, the question isn't whether Salesforce can hold your pipeline (it can). It's who actually answers the family, verifies the insurance, and chases the documents. With Salesforce, that's always your team. With Carelu, it's Carelu.

What Salesforce is

Salesforce is the market-leading enterprise CRM — highly customizable pipelines, automation (Flow), reporting, and a vast app ecosystem. Powerful and configurable; it requires setup and administration to operate. (Based on public information; verify current capabilities with the vendor.)

The difference

Salesforce gives you the most powerful empty database in the world. Carelu gives you the intake work already done — and drops the finished record into Salesforce.

Same job. Who actually does it?

The job	Salesforce	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

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

Option 1 · Combine them

Keep Salesforce. Carelu works inside it.

Carelu connects to Salesforce 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 Salesforce entirely. Either way, the intake is done for you.

Common questions

Is Carelu a replacement for Salesforce?

It can be, for intake — Carelu can serve as your system of record for families. But you don't have to replace anything: Carelu integrates with Salesforce, does the intake work, and syncs complete records into it, so your team keeps the Salesforce they know.

Does Carelu integrate with Salesforce?

Yes — Carelu connects to Salesforce (and offers webhooks for custom objects), so every family Carelu answers, verifies, and admits lands in Salesforce with the full record attached.

We already invested heavily in Salesforce. Why add Carelu?

Salesforce stores and automates; it can't answer a family at 9pm or verify insurance for you. Carelu does the actual intake work in front of Salesforce — filling the pipeline you already built instead of waiting for staff to.

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 Salesforce, or hold it as your own.

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