CRM for Therapists: Manage Your Therapy Practice Better
A CRM designed for therapists who want to spend less time on admin and more time helping clients.
The Challenges You Face
As a therapists, managing client relationships comes with unique challenges:
- Managing client appointments and session notes across multiple systems
- Keeping track of client progress and treatment history
- Sending appointment reminders and follow-up messages manually
- Maintaining GDPR compliance with sensitive client data
- Finding time for practice admin between client sessions
- Tracking enquiries and converting them to regular clients
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Keep all client information, notes, and history in one secure place
- Book appointments online and let clients self-schedule
- Send confirmation emails when clients book
- Track where your new clients are coming from
- GDPR-compliant European data storage
- Manage your pipeline from enquiry to regular client
Key Features for Therapists
Everything you need to manage your therapists business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Form Builder
Create contact forms and embed them on your website to capture leads automatically.
Simple Pricing for Therapists
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 3,000 contacts
- 3 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 3 forms
- 6,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 10,000 contacts
- 10 team members
- 20 marketing lists
- 40 email templates
- 40 active deals
- 10 forms
- 20,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 50,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Therapists
Can I store confidential client notes securely?
Yes, all data in Kabooly is encrypted and stored securely in European data centres. You can add detailed notes to each client record, and control who on your team can access them through role-based permissions.
How do other therapists use Kabooly?
Therapists typically use Kabooly to track client enquiries through to regular bookings, store session notes, send appointment reminders, and stay in touch with past clients. The booking system lets clients self-schedule, reducing admin time.
Is Kabooly GDPR compliant for therapy practices?
Absolutely. Kabooly is UK-based with European data storage, making GDPR compliance straightforward. We provide tools for managing consent, handling data requests, and maintaining proper records.
Can clients book their own appointments?
Yes, our booking system lets you share a link where clients can see your availability and book sessions directly. You control your available hours and can add buffer time between appointments.
How does the pipeline work for therapy enquiries?
You can customise pipeline stages to match your process, for example: Initial Enquiry, Consultation Booked, Assessment Complete, Ongoing Client. This gives you a clear view of where each potential client is in their journey.
Can I send appointment reminders automatically?
You can create email campaigns and templates for reminders. While fully automated reminders require some setup, you can easily send reminder emails to upcoming appointments with a few clicks.
What if I work across multiple locations?
Kabooly handles this well. You can tag clients by location, filter your views accordingly, and manage your booking availability differently for each location.
Is there a limit on how many client notes I can store?
There's no limit on notes or files attached to client records. Your limits are based on total contacts and email sends, not the amount of information you store per client.
Ready to Grow Your Therapists Business?
Start your free trial today and see how Kabooly can help.