Custom CRM for Therapists & Practices

The CRM built for how your practice actually works.

Intake, scheduling, client records, notes, and billing in one place, built around how your practice actually runs instead of a one-size-fits-all platform. HIPAA-compliant and hosted on AWS under a signed BAA, your whole team included, no per-clinician fees.

  • HIPAA-compliant, hosted on AWS (signed BAA)
  • Intake to scheduling to billing, one place
  • Built around how your practice runs
  • Your whole team, no per-clinician fees
Build from $3,500
Compliance HIPAA-compliant
Team size No per-clinician fees
Live in 4–6 weeks

Get a custom demo + quote

Tell us where you are now. We'll show you what it'd look like built for you, and what it'd cost. No pressure.

No spam. We reply within 24 hours, usually within four.

A look inside

Built for the desk and the field.

Same practice CRM, running on the desktop your team uses and the phone you check between sessions.

The tools you've tried weren't built for your practice.

Off-the-shelf practice software makes you bend to it. You pay per clinician for features you don't use, while the parts that actually fit how you work are missing.

  • You pay per clinician, so growing your practice costs more every month.
  • The big platforms do too much, and still not the part you actually need.
  • Intake, scheduling, notes, and billing live in separate tools.
  • New inquiries slip because nothing follows up for you.
  • Client information is scattered across forms, inboxes, and spreadsheets.
  • You're renting it. Prices rise, features change, and you own nothing.
Built for you

What you get.

A system shaped to your practice: your intake questions, your scheduling, your notes, your billing. Here's what's inside.

HIPAA-compliant by design

Hosted on AWS under a signed Business Associate Agreement, with encryption in transit and at rest and role-based access. Client privacy is built into the foundation, not bolted on later.

Intake, your way

Custom intake forms that feed straight into a client record. No re-typing what someone already told you.

Scheduling that fits

Appointments, recurring sessions, and reminders that cut no-shows, matched to how you and your clinicians actually book.

Every client in one place

Contact details, history, session notes, and documents on one screen, searchable and organized the way you think.

Notes + billing

Long-form, searchable session notes, plus invoicing and superbills. The admin side handled without the busywork or a clunky platform.

Your whole team, no per-clinician fees

Clinicians, admins, billing staff. Role-based access so people see only what they should. Add as many as you want.

Coming from one of these? We'll bring it all over.

SimplePractice TherapyNotes Jane IntakeQ TheraNest Spreadsheets

Bringing it from somewhere else? Send us an export on the call and we'll tell you exactly what comes over.

Pricing

Straightforward pricing.

A one-time build, then low monthly hosting. No per-clinician fees, ever.

Starter

from $3,500

The core system: intake, scheduling, and client records, migrated from your current tool.

  • Custom intake forms + client records
  • Scheduling + appointment reminders
  • Full migration from your current tool
  • Unlimited team logins
  • Mobile-first, live in about 4 weeks

Growth

from $5,000

Adds notes, billing, and automation.

  • Everything in Starter
  • Session notes + document storage
  • Invoicing + superbills
  • Email + SMS follow-up automations
  • Intake forms embedded on your site

Full

Custom

Everything, plus integrations and a workflow strategy session.

  • Everything in Growth
  • Integrations (calendar, payments, and more)
  • Advanced reporting
  • 1:1 workflow strategy session

Hosting from $50/mo across all tiers: hosting, backups, security, bug fixes. Cancel anytime.

Quick answers.

Can you migrate my data from my current tool? +

Yes. Clients, intake info, notes, and history come over from SimplePractice, TherapyNotes, Jane, IntakeQ, TheraNest, spreadsheets, and others. Send us an export on the call and we'll tell you exactly what transfers.

Is there really no per-clinician fee? +

Correct. You pay once for the build and a flat monthly hosting fee starting at $50. Add as many clinicians and admins as your practice needs, the price doesn't change.

Is it HIPAA-compliant? +

Yes. It's hosted on AWS under a signed Business Associate Agreement (BAA), with encryption in transit and at rest, role-based access so staff only see what they should, and activity logging. Client privacy and HIPAA compliance are built into the foundation, not added on after.

Does it work on every device? +

Yes. It's mobile-first and runs in the browser on desktop, tablet, and phone. Check your schedule, log a note, or send an invoice from wherever you are.

How long does it take to build? +

Usually 4 to 6 weeks. Week 1 is discovery, weeks 2 to 4 are build with weekly demos so you steer it, then migration and training, then you're live.

Do I own it? +

Yes. It's built for you and it's yours. No vendor raising prices or changing features out from under you. We host and support it, but the system is yours.

See it built around your practice.

Get a custom demo and a real quote, or book a 30-minute call. No pressure, no obligation.