CRM Features & Pricing
What is a CRM?
A CRM is a Client Relationship Management system that serves as a database to track new and potential clients, automate and organize email communication, and manage tasks to move a new client through a sign-up process.
While CRM’s are broadly used to track sales in other industries, Practice Owners, Therapists, and Client Care Coordinators know well that the process of signing-up a new therapy client is far more sensitive than making a sale.
Until now, there were no HIPAA compliant CRMs with healthcare workflows designed specifically for mental health practices. Our Practice Axis CRM draws on traditional business development and reporting tools, modified to reflect the unique journey and complex administrative process of onboarding a new therapy client.
Benefits of a CRM:
Everyone gets the same standard of care, no lead falls through the cracks
Your client care team saves hours of writing emails and task tracking
You can sort your waitlist to match clients with therapists faster
Practice owners can pull reports to gain insights on how to grow & scale the practice and scale
CRM Features:
Email marketing to prospective, past, and current clients
Forms for your site to replace Google forms
Wait list management tool to replace Google sheets
Practice Axis Pricing
Launchpad Program: $2500
The Practice Axis CRM includes done-for-you workflows throughout three pathways: Intake, Waitlist & Current Clients pathways. Some customizations and updates to automated tasks and communications are included throughout the duration of the 8-week program. A menu of pricing for updates and customizations after the 8 week program can be found here.
Monthly Subscription Pricing:
Basic: $299/mo
1 to 15 Therapists
3 Users
Growth: $499/mo
16 to 30 Therapists
6 Users
Enterprise: $659/mo
31+ Therapists
10 Users
*$75 for each additional user