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Microsoft
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Astalty

بواسطة Astalty

Astalty is a CRM for NDIS businesses to help streamline their operations.

Log the work you do by email, while you're still in the email.

Support coordinators and NDIS providers run much of the day out of the inbox — chasing plan managers, following up providers, answering families. That work is billable, but it usually gets written up hours later from memory, or not at all.

The Astalty add-in puts your task board beside the message you're reading. Log the time and the note against the right participant while the context is in front of you, then move on.

What you can do from the reading pane

- Create a task against a participant without leaving the message — title, charge item, time and a case note.

- Get the participant suggested from the people on the email, instead of searching for someone you're already talking to.

- Add time using your organisation's own quick increments, and mark the task billable or completed on the spot.

- See the tasks already logged against that email or its thread, so work isn't billed twice and your team can see it's covered.

- Attach the email and its attachments to the task as documents, keeping the evidence with the record.

- Pin the pane and it follows you down the inbox, updating as you move between messages.

Why it saves hours

In Astalty, the task is the billable item. The time and note you add here flow through to invoice batches and NDIS claims with no double entry — one record serves your case notes, your billing and your audit trail. Nothing to re-key at the end of the week.

Who it's for

NDIS support coordinators, plan managers and disability service providers who use Astalty to manage participants, compliance, scheduling and invoicing. More than 1,800 NDIS businesses run on Astalty.

What you need

An Astalty account — sign in from the pane with your existing credentials, including two-factor if you have it enabled. The add-in reads the message you have open to identify it and to suggest a participant; the email itself is only uploaded to Astalty if you choose to attach it to a task.

New to Astalty? Visit astalty.com.au to get started.

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https://catalogartifact.azureedge.net/publicartifacts/95462600.da36beb9-be0e-45ef-ac4f-cec64f0d6792-79441b9d-ea6a-4ddb-9bde-fa7c14ea6a27/image3_OutlookAddinThumbnailsselection50.png
https://catalogartifact.azureedge.net/publicartifacts/95462600.da36beb9-be0e-45ef-ac4f-cec64f0d6792-79441b9d-ea6a-4ddb-9bde-fa7c14ea6a27/image1_OutlookAddinThumbnailsselection10.png
https://catalogartifact.azureedge.net/publicartifacts/95462600.da36beb9-be0e-45ef-ac4f-cec64f0d6792-79441b9d-ea6a-4ddb-9bde-fa7c14ea6a27/image0_OutlookAddinThumbnailsselection30.png
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