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If you are a therapist, then you know how important it is to keep track of your patients’ information. And it’s not just a case of remembering appointments. You also need to track the progress of their treatment and ensure their experience is as streamlined as possible, ensuring you can properly focus on giving them the care and attention they need, and you can do your job to the highest quality.
This can be difficult if you are using a manual system, but a CRM (customer relationship management) system can make this process much easier. In this guide, we’ll discuss the best CRM systems for therapists, detailing everything you need to know.
Top 8 CRM for Therapists
- Bonsai – Best CRM For Building a Patients List
- HubSpot – Best CRM Tool for an Effortless Experience
- Creatio – Best CRM Tool for an Easy Experience
- Monday – Best CRM for the Budget-Conscious
- PowerDiary – Best CRM for Simple Client Management
- Pipedrive – Best CRM for Selling and Marketing Your Practice
- Vcita – Best CRM for Automating Client Relations
- 10to8 – Best for Staying Organized and Efficient
1. Bonsai – Best CRM For Building a Patients List
Pricing: Starter plan begins at $24 per month
As an esteemed therapist, you probably have a lot of patients and clients that you need to cater to. However, you can easily lose track of them if you don’t have a system. Bonsai is one of the best CRM tools that will help you build a patient list and keep it all in one place.
The client management system is highly reliable and will allow you to build client profiles along with tags, rates, contacts, and notes. You can use the notes feature to distinguish your client or remember important details. In the long run, you will not have to worry about losing client information because it will be in one place.
Every client will have a project view so that you can manage their appointments, payments, and much more. If you are also working with a psychiatrist or doctor for the patient, then you can collaborate with them too through Bonsai. You can go through each feature and see how it will help you as a therapist.
Key Features:
- You can use the form features to create a client intake form
- Client Portal
- You can add new and existing clients to your contacts
- You can organize the documents and files of clients in this tool
Reasons to Buy:
- It is a complete solution for all your client needs
- More than 500,000 professionals use Bonsai
- Keep track of all the contracts you have signed with your patients
Reasons to Avoid:
- The enterprise plan can be expensive for some individuals
2. HubSpot – Best All-Round CRM Tool
Pricing: Prices start at $38 per month (free starter plan available)
HubSpot is the go-to for so many businesses when it comes to CRM software. It’s one of the most well-rounded applications that can help you manage all aspects of your customer relationships, from optimising your website and creating content to providing support when needed and keeping track of all your customer data safely and securely.
All in all, HubSpot is renowned for being one of the best CRM platforms globally and is sure to provide you with everything you need.
Key Features:
- Offers five unique areas of business management, including customer support, service management, and sales (each individually selectable)
- Create content for your business from directly within the platform
- Easily keep in touch with your clients in real-time with all data available fast
Reasons to Buy:
- One of the most trusted CRM platforms in the world, used by over 135,000 customers worldwide
- Integrations to a ton of platforms, like email clients, social media, and more
- Extremely easy to pick up and use with a minimal learning curve
Reasons to Avoid:
- The service can sometimes suffer outages for short periods of time
- Limit data formatting options
3. Creatio – Best CRM Tool for an Easy Experience
Pricing: $360 per user per year
When it comes to CRM, there are many options out there that allow you to dive in and create your own experience using code. This is ideal for large-scale companies that need the flexibility to do what they want, but as a therapist, this is perhaps not something you’re interested in. Thus, these options can feel like a little too much.
This is where Creatio comes in. With a no-code approach, you get all the features you need in a capable CRM, but within an easy interface where you can carry out all those essential tasks and see that data, all with a few clicks.
Key Features:
- Amazing at automating workflows to help you save time and resources
- A no-code solution so you can focus on doing your job
- Full lead and customer management through the entire lifespan they’re with you
Reasons to Buy:
- Easy to use and incredibly affordable
- All customer management features are in one place
- Plan your future marketing plans based on existing customer data
Reasons to Avoid:
- A few more customisable options would be nice
- The mobile app could be made more fluid
4. Monday – Best CRM for the Budget-Conscious
Pricing: Start at $5 per month (free plan available)
When it comes to running a business, it’s imperative you keep costs down, and while there are plenty of pricy options out there, if you’re looking for a ton of features for a low cost, Monday could be exactly what you’re looking for.
Monday is a boards and workflow type platform that allows you to create and customisable your workspace in a way that works for you. It’s incredibly flexible and can be used to manage everything from customer data and reminders to appointments, schedules, and even managing to-do lists. From a customer relationship standpoint, it’s a quick and easy way to keep everything organised in one place.
Key Features:
- Create your own data automations in a few clicks to save you time and money
- Integrate with all existing data platforms like Google and social media to keep all your data in one place
- Customisable dashboards allow you to access the things you want when you want
Reasons to Buy:
- An easy to use, entry-level CRM with a ton of features anyone can use for anything
- Clean, intuitive, and easy to use
- Regularly updated with new features being added all the time
Reasons to Avoid:
- Mobile apps can feel a little limited and sometimes bug
- Limitations with the task managing ordering
5. PowerDiary – Best CRM for Simple Client Management
Pricing: $5 per week
As the name suggests, when it comes to managing your schedules, appointments, clients, and generally just running your business in an efficient and productive way, which is ideal when you want to have the best customer relationships, PowerDiary is a simple yet effective approach that works.
PowerDiary is an online appointment scheduling software that gives you a centralised view of your schedule, your clients, and any other important information you need to know.
Key Features:
- A complete view of your schedule in one place
- Allows you to quickly and easily reschedule appointments
- Keeps all your customer information in one easily accessible interface
Reasons to Buy:
- A simple and effective way to manage your appointments
- The interface is clean and easy to use
- You can try it for free before committing to a premium membership
Reasons to Avoid:
- The mobile app could be more user-friendly
- Some of the features can be a little confusing to use at first
6. Pipedrive – Best CRM for Selling and Marketing Your Practice
Pricing: $12.50 per month
Pipedrive is one of the most popular CRMs on the market, and for a good reason, it’s packed full of features and is incredibly user-friendly.
Key Features:
- A visual interface that makes it easy to see your sales pipeline
- The ability to create customisable deal stages to match your sales process
- A range of integrations with popular productivity tools like Google Calendar, Slack, and Zendesk
Reasons to Buy:
- A great CRM for businesses of all sizes
- The visual interface is easy to use and understand
- Completely based in the cloud and is therefore accessible from anywhere
Reasons to Avoid:
- Very funnel-focused processes may be unnecessary to some therapists
- The mobile app can be a little difficult to use
- The pricing is a little on the expensive side for some features
7. Vcita – Best CRM for Automating Client Relations
Pricing: $19 per month
Vcita is a great CRM for therapists who want to streamline their customer relationships by automating some of the more time-consuming tasks. The app is known for its ease of use and its ability to integrate with a range of other productivity apps.
Key Features:
- A range of automation features that can save you time and effort
- Integrates with popular productivity tools like Google Calendar, QuickBooks, Zapier and Gmail
- A clean and user-friendly interface
Reasons to Buy:
- An excellent choice for therapists who want to automate their customer relationships
- The interface is clean and user-friendly
- You can try it for free before committing to a premium membership
Reasons to Avoid:
- No ability to save templates you may create, meaning data needs to be entered per patient every time
- Poor customer service compared with other applications
- The payment system can sometimes be bugged
8. 10to8 – Best for Staying Organized and Efficient
Pricing: $12 per month (free plan available)
If you’re looking for a CRM that is designed explicitly for appointment-based businesses, then look no further than 10to8. The app is renowned for its ease of use, wide range of features, and great value for money.
As a therapist, you’ll be able to use it for managing your appointments, your clients, and your finances, as well as a whole host of other things like marketing and reminders.
Key Features:
- A range of features designed explicitly for appointment-based businesses
- Integrates with popular productivity tools like Google Calendar and Zapier
- The ability to send automatic appointment reminders to reduce
- A clean and user-friendly interface
Reasons to Buy:
- A great choice for therapists who want to automate their customer relationships
- The interface is clean and user-friendly
- You can try it for free before committing to a premium membership
- Offer an amazing support team
Reasons to Avoid:
- The mobile app could be more user-friendly
- Has a slight learning curve when getting started
- The setup time getting started can be a little time-consuming
Frequently Asked Questions
What features are most important for a therapist using a CRM application?
Some of the most important features for therapists using a CRM application include the ability to manage appointments, customers, and finances; automate customer relationships, and send automatic appointment reminders.
When starting your search, it can be worth taking the time to make a list of features you’re looking for, defining why exactly you want to start using CRM platforms in the first place. If you can, then you can quite easily find the CRM platform that suits your needs.
What are some of the reasons to avoid certain CRM applications?
Some of the reasons to avoid specific CRM applications include poor customer service, bugged payment systems, and time-consuming setup processes. Additionally, some CRM applications may be too focused on funnel processes, which can be unnecessary for therapists. Finally, mobile apps for some CRM applications can be difficult to use.
The reason you get CRM software or an application in the first place is that you want to streamline your business, save time, and carry out certain aspects of your business as efficiently as possible, meaning you can give the very best experiences to your clients.
If you’re choosing a CRM platform that doesn’t align with your practices and how you do things or can’t be customised to do so, then it’s going to cause you more problems, and it will be more hassle than it’s worth.
Can you manage finances with CRM software?
Yes, you can. In fact, one of the key features of CRM software is that it helps businesses to manage their finances more efficiently. This is done by automating customer relationships, so you can save time and keep track of your appointments and customers in one place.