The table below shows a quick price comparison of all the Therapists’ CRM system solutions that we’ve researched:
| Company name | Starting price | Free trial length |
|---|---|---|
| Salesforce | $25 | 30 day |
| HubSpot CRM | Free plan available | Free plan available |
| Thryv | $199 | 14 day |
| ClickUp | Free plan available then $7 | No trial available |
| Nimble CRM | $29.90 | 14 day |
| LeadSquared | Not stated | No trial available |
| Therapy Flow | $197 | No trial available |
| Quenza | $27 | 30 day |
| Admirra | $299 | 30 day |
| TheraSaaS | $197 | No trial available |
| Workee | Free plan available then $15.90 | Free plan available |
*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.
We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.
*companies are ranked in no particular order.
1. Salesforce
- They offer a CRM that caters for healthcare and life sciences that can include therapists and it consolidates your clinical and non-clinical data.
- They claim that they offer the number one AI CRM that can aid with putting patient relationships first.
- The CRM centralizes your patient data on a single platform to provide a comprehensive view and aids you in tailoring your interventions.
- It can help you to streamline your processes to boost your productivity and lower costs.
- The CRM can assist you in connecting your patients and care teams whilst providing personalized services.
- You can connect with your patients using their preferred channels to improve experiences.
- It can assist you in automating your tasks and provide self-service tools to create efficiencies.
- The CRM can aid you in scheduling appointments for patients and enable patients to submit health concerns to you.
- You can analyze your patients and their needs by identifying gaps to help you improve service delivery.
- Offers a 30-day free trial of the CRM software to enable you to explore what it can do.
Website: https://www.salesforce.com/healthcare-life-sciences/healthcare-software/
2. HubSpot
- Offers a CRM for healthcare that helps customers connect with your teams so they have a better care experience.
- They offer all-in-one software that can include marketing, sales, service and more as modular options.
- The marketing hub can assist you in generating leads and automating your marketing to make efficiencies.
- You can manage marketing campaigns through the CRM which can tailor messages to your audience and monitor their success.
- It can send personalized SMS messages and run social media campaigns all in one platform.
- The service hub enables you to deliver personalized services using AI-powered support and service tools.
- You can oversee your leads in pipelines so you can monitor what is happening with all your leads and focus on the right leads.
- They offer reporting and analytics which enable you to gain insights about your patients, practice and data so you can make informed decisions.
- It can be integrated with essential tools that extend the capabilities of the software.
- They offer a CRM that is free for up to five users which you could use to try out the software or you can request a free demo.
Website: https://www.hubspot.com/healthcare
3. Thryv
- They offer software that is designed for physical therapy clinics that can aid with managing patients and relationships.
- The software is an all-in-one physical therapy software solution to support your organization.
- It is designed to help you manage your bookings and calendars more effectively with online bookings.
- The software can aid you in sharing your patient care instructions and records with colleagues so that anyone can pick up the patient record and assist them.
- You can make custom records for each patient or client which includes all their information such as contact details, emergency contact, medications, allergies, care instructions and documents.
- The software can help you stay on top of your tasks by enabling you to set up automated communications and reminders by text and email.
- It can centralize all your communications so you have a single inbox to manage.
- The software can also produce estimates and invoices to help you manage your client billing.
- You can integrate it with apps that you use all the time so that your data can move seamlessly between them.
- Access a free 14-day trial of the software so that you explore what it can offer.
Website: https://www.thryv.com/industries/physical-therapy-software/
4. ClickUp
- Offers a CRM template specifically for therapists which can increase your productivity and sales.
- It is designed to help you personalize your client management and streamline your processes.
- The CRM enables you to schedule and manage your appointments effortlessly.
- You can create treatment plans for each of your clients and update them easily.
- They provide centralized records that can store detailed notes on your clients which can be shared between colleagues.
- It enables you to communicate with your clients securely using integrated messaging facilities.
- The CRM can tailor your approach to deliver personalized services that meet their needs.
- You can integrate the CRM with other software and tools including email to synchronize your information.
- It offers comprehensive reporting and analytics that deliver insights about your clients’ outcomes and your practice performance.
- They offer a free plan for personal use only which you could use to trial the software.
Website: https://clickup.com/templates/crm/therapists
5. Nimble
- They offer a CRM and practice management software which caters for therapists including physical therapists.
- It is a cloud-based CRM that offers an intuitive user interface and customizable design.
- The CRM can assist you in streamlining your processes so that you can make efficiencies.
- They provide integration with your communication tools including social media so that you can record messages in your clients’ records.
- You can manage your new leads through the CRM whether they are calls or forms.
- It can automate your patient follow-up by setting up reminders, adding tags and assigning tasks so nothing gets missed.
- The CRM can assist you in scheduling your patient appointments and viewing them in a calendar.
- It can help you to identify opportunities and upsell your services to clients who could benefit from other services.
- The CRM can be integrated with a range of software and tools that you use daily which add services into your CRM.
- You can access a free 14-day trial of the CRM to enable you to see what the software has to offer.
Website: https://www.nimble.com/blog/crm-physical-therapy/
6. LeadSquared
- They claim to offer the best CRM for occupational therapists that help you to market your practice.
- It offers intelligent tools that aid you in identifying the right demographic audiences and marketing your services.
- You can streamline your tasks to reduce administrative activities including scheduling and follow-up activities.
- It allows you to track the progress that your patients’ are making towards their goals and produce reports on them.
- You can communicate easily with your patients and automate much of the communications such as reminders, appointment notifications and follow-up messages.
- It can assist you in creating targeted marketing campaigns to generate new leads to attract new patients.
- The CRM can onboard your patients using intake forms to collect the required information and add it to your database automatically.
- They provide a telehealth integration so that you can conduct remote consultations and follow-ups.
- They provide automated reports about your performance that give you insights that can aid you with making informed decisions.
- You can request a demo of the CRM so you can learn more about it.
Website: https://www.leadsquared.com/us/healthcare/crm-for-occupational-therapists/
7. Therapy Flow
- They offer an all-in-one marketing platform for therapy practices that can assist with automating your marketing and growing your practice.
- It is designed to transform your front office by automating your marketing and assisting you in converting leads.
- They provide custom pipeline stages which allow you to adapt it to your processes.
- It can integrate your email accounts to aid you in nurturing relationships and communicating with clients.
- You can automate activities so that you don’t miss anything such as follow-up activities and set up notifications.
- They also provide automatic workflows, calendar links and bookings, two-way phone systems and texting, and smart lists.
- It can be integrated with a variety of software and apps to enable hundreds of connections.
- They provide reporting facilities that enable you to monitor your performance and referral tracking.
- The CRM is secure and HIPAA compliant to keep your client’s data safe.
- They offer a live walkthrough of the CRM so that you can see first-hand what the software can do.
Website: https://crm.mytherapyflow.com/crm-home-page
8. Quenza
- Offers software that is specifically designed for therapists and created by therapists.
- They offer an intuitive design that requires minimal technical requirements and a versatile solution that can be adapted to meet your needs.
- It is a client engagement tool that offers a range of management tools that cater for therapy practices.
- They provide the ability to deliver personalized and branded activities for clients.
- It supports you in providing a client therapy portal to provide clients with exercises, homework, notifications and chats.
- You can utilize the software to deliver group therapy features.
- They offer customizable assessment tools to aid you in onboarding clients and assessing their needs.
- It can assist you in tracking and sharing client progress using assessments, surveys and progress notes.
- The software is HIPAA and GDPR compliant to help you meet standards and deliver a secure service.
- You can access a 30-day free trial of the software which can allow you to explore what it can offer before you commit to a plan.
Website: https://quenza.com/blog/crm-for-therapists/
9. Admirra
- They offer a specialist CRM for mental health practices that are designed to be a comprehensive tool for practice administration.
- It is designed to help your practice staff work collaboratively with patients and communicate more effectively with them.
- You can integrate your email and create a shared email inbox so that anyone can respond and send emails.
- They provide a range of web forms and email templates to assist you in delivering a professional service.
- It can assist you in streamlining your processes such as client intakes by using workflow management tools.
- They provide a Therapists Matching Tool to aid you in matching your new clients with a practitioner based on a range of pre-determined factors.
- You can integrate the CRM with existing software and apps to expand its capabilities.
- It offers deep analytics to provide insights into your practice and patients to support your practice growth and planning.
- The CRM is HIPAA compliant and secure to keep your patient data safe.
- They offer a free 30-day trial of the software so you can sample the software.
Website: https://www.admirra.com/
10. TheraSaaS
- Offers a dedicated CRM for therapists that aids with intakes and managing clients.
- It provides visual pipelines to help you manage your prospective clients and ensure that no prospect is lost.
- The CRM centralizes all your contacts and communication with them so that it is visible to your teams.
- They provide a unified messaging inbox system to keep clients informed that is easy to use.
- You can automate your tasks to increase productivity and create efficiencies such as automating messages to leads.
- It also offers custom website forms to help you to collect the right information at intake.
- They provide a real-time analytics dashboard so that you can monitor your practice performance.
- The CRM is available on a mobile app so that you can manage your leads and opportunities wherever you are.
- It supports you in being HIPAA compliant with forms, processes and data storage that comply with the standard.
- You can arrange a free demo to learn more about the CRM.
Website: https://therasaas.com/
11. Workee
- They offer an all-in-one software for therapists of a range of niches that assists with managing the whole of your practice.
- It offers a range of tools which includes setting up a professional website for your practice.
- You can manage your schedules flexibly through the software to aid with streamlining your booking process.
- It helps you to manage your clients more effectively as you can plan, schedule and move appointments easily.
- The software centralizes your contact information enabling you to view client history, add client notes, search contacts, set up follow-up and more.
- It can send invoices and collect payments on your behalf to assist you in getting paid faster.
- The software is integrated with many of the tools you already use including calendars, contacts, video calls and payment platforms.
- You can track time and share files through the platform so that you can save time and create efficiencies.
- The software is PCI and HIPAA-compliant and has SSL encryption to protect your data and clients.
- Offers a free plan with basic features and minimum slots for bookings.