CRM Therapists and Counselors
A CRM for therapists and counselors that keeps every client in one place
Calls, texts, emails, web chats and social DMs from clients all land in one conversation view. Every consultation, quote and payment is tracked in a pipeline built around how therapists and counselors actually work, from first inquiry to repeat business.
Serving therapists and counselors anywhere in the US. No contracts.
Why choose Ideally for CRM for therapists and counselors
What gets in the way
- Inquiries need a careful, timely, private response
- Intake paperwork slows down first sessions
- Waitlists are managed in spreadsheets
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 therapists and counselors
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from clients in one thread.
A pipeline for consultations
Stages designed for therapists and counselors, from new inquiry to consultation booked to won.
Calendars and reminders
Online booking for consultations 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 therapists and counselors
- 1
A client messages you about couples counseling
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book a consultation from the same screen
- 4
The deal moves through your pipeline and the review request goes out after the job
More for therapists and counselors
CRM works best alongside the rest of Ideally, on one platform.
Everything for therapists and counselorsCRM for Therapists and Counselors: common questions
Still unsure? Book a call and ask us anything.
Book a callDo you work with therapists and counselors anywhere in the US?
Yes. Ideally works with therapists and counselors nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for therapists and counselors different from a generic setup?
We build around how therapists and counselors win business: the consultations you book, the clients you serve, and services like individual therapy and couples counseling.
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 clients reach you today and show you what we would set up first.
No contracts. Cancel anytime.