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.

Integration · Zoho CRM

Carelu + Zoho CRM: intake done, leads delivered into Zoho.

Zoho CRM gives practices a lot of CRM for the money, and Carelu makes sure it fills up. Carelu answers every family the moment they reach out, completes intake conversationally, verifies insurance, and creates the lead or contact in Zoho with the complete record attached. As the family moves through intake, Zoho stays current without anyone re-keying.

What Zoho CRM does

Zoho CRM is a broad, affordable CRM suite — leads, contacts, deals, workflow automation, email, and reporting, part of the wider Zoho application family. (Based on public information; verify current capabilities with the vendor.)

What Carelu adds

Carelu adds the intake layer in front of Zoho: 24/7 instant response on phone, chat, form, and text; qualification and insurance verification at first contact; conversational document and consent collection; and waitlist nurture. Leads and contacts are created and updated in Zoho with field mapping set once during onboarding.

How it works together

A family reaches out

Phone, chat, web form, or text — any hour. Carelu answers in seconds, in English or Spanish.

Carelu qualifies & verifies

Diagnosis status, location, availability, and insurance — verified up front, while the family is engaged.

Documents collect themselves

Insurance cards, diagnosis reports, consents — gathered conversationally with automatic follow-up on anything missing.

The record lands in Zoho

Lead or contact created with mapped fields and the full intake attached. Updates keep flowing as the stage changes.

One funnel, clear lanes

Answering new families 24/7, on every channelCarelu

Qualification & insurance verification at first contactCarelu

Document & consent collection with automatic follow-upCarelu

Waitlist nurture & re-engagementCarelu

Contacts, deals, workflows & email across the businessZoho CRM

Reporting and the wider Zoho suiteZoho CRM

Third-party capabilities summarized at category level from public information — verify specifics with the vendor.

Common questions

Does Carelu replace Zoho CRM?

No — Zoho stays your CRM. Carelu is the intake layer in front of it, doing the answering, verifying, and document collection, then keeping Zoho updated.

What does Carelu write into Zoho?

Leads and contacts with mapped fields: family and child details, insurance and verification results, documents and consents, source, and intake stage. Mappings are configured once during onboarding.

What changes for our team day to day?

New families are answered, verified, and documented before anyone opens Zoho. Coordinators work the pipeline from records that are already complete.

Your platform, plus a front office that never sleeps.

See Carelu answer, qualify, and admit a family end to end — and deliver the finished record into Zoho CRM.

Get a Demo