Real-Time Messaging
Keep every client conversation private, organized, and on-time with end-to-end encrypted chat.
- Instant message delivery
- User status indicators (online, offline, busy)
- Group and private chat options
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1,254 happy customers
Simplify client care and grow your practice
A single, HIPAA-compliant platform to organize clients, schedule sessions, track progress, and manage billing—so you can focus on caring, not paperwork.
Join 4,000+ companies already growing
Communication
Secure Messaging
Simplify communication and stay connected with end-to-end encrypted messaging, keeping every conversation organized and accessible whenever you need it.
Integrated Session & Task Management
Link treatment plans, session notes, and follow-up tasks for seamless care coordination.
Secure Communication Channels
Protect sensitive client records and documents with industry-standard encryption, secure storage, and audit logs.
- End-to-end encryption
- Secure file sharing and storage
- Compliance with global security standards
Management
Agile Project Planning
Drive project success with agile project management capabilities tailored for small teams focused on rapid product development.
Session Planning
Easily schedule sessions with calendar views and automated reminders.
Task Management
Organize client tasks, session to-dos, and admin work in one place.
Notes & Journals
Create, share, and store session notes, treatment plans, and journal entries securely.
Secure Communication
Chat, share files, or send voice notes — all end-to-end encrypted.
Billing & Invoices
Create invoices, track payments, and manage billing effortlessly.
Workflow Automation
Save time with AI tools, auto-reminders, and smart admin settings.
Collaboration
Seamless Collaboration, Enhanced Productivity
Empower your team with integrated tools for file sharing, task management, and real-time collaboration, ensuring smooth project workflows from start to finish.
Real-time Messaging
Stay connected with clients and your team through real-time, encrypted chat — keeping everyone informed and supported.
File Sharing
Easily share documents, session notes, and resources securely — giving your team and clients the access they need, anytime.
Task Management
Assign tasks, set reminders, and track progress in one place — so nothing falls through the cracks and care stays organized.
Productivity
Supercharge Team Productivity
Keep your team focused and productive as they collaborate on building and shipping products swiftly.
Real-time Messaging
Chat instantly and securely with clients or team members, keeping everyone connected and supported.
Task Management
Create, assign, and track tasks for sessions, notes, or admin work — so nothing gets missed.
File Sharing
Upload and share documents, forms, and session files with confidence and encryption.
Real-time Insights
See up-to-date stats on sessions, tasks, and client progress to guide better decisions.
Smart Notifications
Stay on top of sessions, tasks, and invoices with automated reminders and updates.
Practice Analytics
Track practice performance, client trends, and billing data — all in one clear dashboard
What our clients say
“Our team's productivity soared with this messaging tool. Its simplicity fosters quick decision-making and seamless collaboration, essential for our fast-paced product development.”
Emily Rodriguez
Emily Rodriguez, PinPoint
“With this tool, our team's workflow has become more efficient and organized. We spend less time navigating complex interfaces and more time focusing on what matters: delivering quality products to our customers.”
David Patel
David Patel, Hues
“We've seen remarkable results since integrating AI solutions from this company into our workflows.Their computer vision technology has enabled us to automate tasks and extract valuable insights from visual data.”
Rachel Kim
Rachel Kim, Greenish
“We've seen remarkable results since integrating AI solutions from this company into our workflows.Their computer vision technology has enabled us to automate tasks and extract valuable insights from visual data.”
David Patel
David Patel, Hues
Pricing
Simple, fair pricing for your team
Choose the better option for you.
Basic plan
Free forever
- Secure session scheduling (up to 10 clients)
- Basic client notes & progress tracking
- Simple invoicing & payment tracking
- Email support
- Secure messaging with limited history
Pro plan
Billed annually
- Unlimited clients
- Smart task & workflow management
- Full session history & treatment notes
- Automated reminders & notifications
- Priority chat and email support
Premium plan
Billed annually
- Everything in Pro
- Multi-therapist support & team dashboards
- Advanced reports & analytics for practice insights
- Shared files, journals & session notes
- Dedicated account manager & priority onboarding
FAQs
Frequently asked questions
Advice and answers from the our team.
What types of therapists can use this CRM?
Our platform is designed for solo therapists, group practices, and clinics in any specialty — from mental health to coaching.
Is my client data secure and compliant?
Absolutely. We use end-to-end encryption and follow strict privacy standards to keep client information safe and confidential.
Can I migrate my existing client data?
Yes — you can easily import clients, notes, and sessions from other systems using simple CSV uploads or integrations.
Do you offer support if I need help?
Yes — all plans include email support, and Pro and Premium users get priority chat and dedicated onboarding help.
Can I customize features for my workflow?
Many features are customizable — from session templates to automated reminders — so you can tailor the CRM to fit your practice.
Is there a free plan to get started?
Yes — you can use our Starter Plan for free forever, for up to 10 clients. Upgrade anytime as your practice grows.