3 years ago

This article showcases our top picks for the Best CRM Software For Therapists. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).

We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.

Wendi by WeRecover

This product was recommended by Stephanie Maitner from MGMT Digital

Wendi is a fully digital online assistant and CRM built into one. It is an automated and live chat system that pre-screens clients based on criteria your practice sets, scheduling tools, verification of benefits and more! Great tool that also helps increase overall conversions as well!

Behave Health

This product was recommended by Stephanie Maitner from MGMT Digital

Behave Health is a cloud-based all-in-one CRM, EMR/EHR, RCM system that can be used a la cart or as the whole package depending upon your practice. It was initially made for outpatient programs with transitional housing locations but is now fully built out for any behavioral healthcare professional. The RCM tool functions as a fully digital online billing team giving therapists access to out of network billing without the extra costs that come with the process.

Insights Health

This product was recommended by Stephanie Maitner from MGMT Digital

Insights Health is similar to Behave, however it offers only the CRM and RCM capabilities, not the EHR side. They offer multiple integrations and offer live verification of benefits that aims to speed up the process of getting users in the door and being able to manage billing without the hassle.

Sunwave CRM

This product was recommended by Stephanie Maitner from MGMT Digital

Another behavioral healthcare specific all-in-one CRM, EMR, RCM, Alumni and Telehealth platform that offers a unique platform to therapists and facilities alike. They have affordable pricing and offer a number of integrations that makes the platform attractive for therapists and marketers alike.


This product was recommended by Stephanie Maitner from MGMT Digital

KIPU started as a EMR system for addiction treatment providers and quickly became the gold standard in that area. Once they dominated the records side for facilities and independent practices alike, they built out a fully integrated CRM system that works jointly with their powerful EMR software. Offers a number of integrations.


This product was recommended by Melanie Musson from AutoGuardOKC

TheraNest’s CRM software was created for medical care providers, so its features and forms help you to stay HIPPA compliant. The client portal option gives your customers a way to schedule, keep up on progress, and make payments. This software is appropriate for solo practices as well as group practices. It’s easy to use, and TheraNest’s customer service department can help you troubleshoot any issue you encounter.


This product was recommended by Brandon Walsh from Dadsagree

Managing my clients and their appointments was never easy before I started using MindaClient. This CRM is so efficient that I don’t feel the need to have an assistant to deal with and manage my clients. It automatically reminds me and my clients about the appointments in time. The software keeps all the records of the clients and their appointments, and generates reports about their health and progress they have made so far. This feature is so helpful that I don’t need to keep any files of the clients.


This product was recommended by Julien Raby from Thermogears

Nimble is not a CRM solution specifically designed for therapists, but it is still being used by many. The customizable options of the software are so vast that you can shape this software for any industry, just like I did to manage my therapist activities and patient information. Being able to create custom pipelines and custom fields as per my requirements gives me complete control over the software. I am currently using the annual business plan; I paid upfront for a year that costs me $19 per month.


This product was recommended by Jean Campbell from Align Mat

BizStim is a great CRM software for therapists. I’m quite satisfied with my experience as BizStim has helped me to manage my clientele better. I have made full use of the software by sharing the client’s reports with them via the software as well; however, for this purpose I had to give them advanced login. I don’t mind doing so because I believe a client should have complete transparency of their progress with me, and they should have access to all their reports. In case of any sensitive information, I use the client manager to store my notes on clients and potential clients. I store all my billing information in the CRM as well for my own ease. The best part about my experience has been that I got to use their free trial in order to evaluate if this CRM suits my needs or not.


This product was recommended by Naz Ahm from StudioGrowth

StudioGrowth is the CRM of choice for practices offering coaching or training services in groups or on a 1-to-1 basis. Studiogrowth is used by therapists, and wellness and fitness professionals to manage and grow their successful practices

Valant Behavioural Health EHR

This product was recommended by Lily Ugbaja from Findingbalance

I recommend it because it helps to improve productivity, simplify documentation and increase efficiency for health providers. It is a cloud based system that allows patients register on the online portal and get feedback. It is very easy ro set up, simple to use and the IT support is top notch.

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