CRM Physical Therapists
A CRM for physical therapists that keeps every patient in one place
Calls, texts, emails, web chats and social DMs from patients all land in one conversation view. Every evaluation, quote and payment is tracked in a pipeline built around how physical therapists actually work, from first inquiry to repeat business.
Serving physical therapists anywhere in the US. No contracts.
Why choose Ideally for CRM for physical therapists
What gets in the way
- Referrals from physicians are not tracked
- Patients cancel mid-plan
- Direct-access patients do not know they can book without a referral
How we help
- Every call, text, email and DM lands in one inbox per contact, so nothing depends on who saw it first.
- Pipeline stages show exactly which leads need a follow-up today, and automations handle the routine ones.
- Review requests and repeat-visit reminders go out automatically after every job or visit.
What’s included in CRM for physical therapists
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from patients in one thread.
A pipeline for evaluations
Stages designed for physical therapists, from new inquiry to evaluation booked to won.
Calendars and reminders
Online booking for evaluations with confirmations and reminders that cut no-shows.
Quotes, invoices and payments
Send estimates, collect deposits and take payment by text.
Lead source tracking
See which ad, listing or referral each lead came from.
Mobile app
Reply to leads and update deals from your phone, wherever you are.
How we set up CRM for physical therapists
- 1
A patient messages you about post-surgery rehab
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book an evaluation from the same screen
- 4
The deal moves through your pipeline and the review request goes out after the job
More for physical therapists
CRM works best alongside the rest of Ideally, on one platform.
Everything for physical therapistsCRM for Physical Therapists: common questions
Still unsure? Book a call and ask us anything.
Book a callDo you work with physical therapists anywhere in the US?
Yes. Ideally works with physical therapists nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for physical therapists different from a generic setup?
We build around how physical therapists win business: the evaluations you book, the patients you serve, and services like injury rehab and post-surgery rehab.
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
See what we would build for your business
A 30-minute call. We look at how patients reach you today and show you what we would set up first.
No contracts. Cancel anytime.