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. Zoho

Carelu vs. Zoho for ABA intake.

Zoho is the affordable, broad CRM suite. Carelu is a care enablement platform — it doesn’t track your intake, it does it.

Zoho packs a lot into an affordable suite — CRM, forms, campaigns, and dozens of connected apps. The catch is the same as every CRM: someone has to assemble it, staff it, and keep it running. Carelu isn't another app to configure. It's the intake work, performed for you, that then feeds Zoho.

What Zoho is

Zoho offers a broad, budget-friendly business suite anchored by Zoho CRM — pipelines, automation, forms, and a large app ecosystem. Flexible and affordable; it's software your team sets up and operates. (Based on public information; verify current capabilities with the vendor.)

The difference

Zoho gives you affordable software to organize intake. Carelu gives you the intake done — and hands the record to Zoho.

Same job. Who actually does it?

The job	Zoho	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

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

Option 1 · Combine them

Keep Zoho. Carelu works inside it.

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

Common questions

Can Carelu replace Zoho?

For intake, yes — Carelu can be your system of record. But you can also keep Zoho: Carelu does the intake and syncs complete records into Zoho CRM, so nothing about your setup has to change.

Does Carelu integrate with Zoho?

Yes — via native connections and webhooks, so families Carelu answers and verifies land in Zoho automatically.

Why not just build intake automation in Zoho?

You can build reminders and forms — but they still depend on your staff acting and families self-serving. Carelu performs the intake itself, around the clock, and reports the result into Zoho.

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 Zoho, or hold it as your own.

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