Simple CRM built for solo therapists and small studios — contacts, pipelines, basic automations, messaging, calendars, and one funnel included.

Limits are designed for small studios and solo therapists: up to 5,000 client records and up to 10 workflows. Messaging is usage-based to keep monthly cost low.
Starter Plan subscription billed monthly. Cancel anytime. Add-ons (extra workflows, additional funnels, or higher messaging volume) available as upgrades in account settings.
Monthly billing (auto-renew)
Contacts supported
Workflows max
Platform uptime
Day free trial
Metrics highlight scale and reliability for small wellness businesses; trial lets you verify booking and messaging workflows before committing.
Store up to 5,000 client records with appointment history and notes so you never lose client details and can personalize follow-ups.
Visual pipelines track inquiries to booked appointments, making it easy to see which leads need a nudge or a confirmation call.
Create up to 10 automated sequences for appointment reminders, new client onboarding, and follow-up messages to reduce no-shows.
Send SMS and email reminders (usage-based) and manage bookings with integrated calendars. Keep clients informed and reduce no-shows with automated confirmations and reschedules.

Solo practitioners use Starter to centralize client files, automate appointment reminders, and track client progress through a simple pipeline. One funnel is ideal for a seasonal promotion or automated new-client onboarding without extra complexity.
Yes — upgrade any time to add more workflows, funnels, or messaging volume. Your data moves seamlessly to the higher plan.
SMS and email are available but billed by usage to keep the Starter monthly cost low; you pay only for messages you send.
Starter is optimized for solo therapists and very small teams. For more seats or advanced features, consider a higher-tier plan.
Secure checkout for the Starter Plan. Billing is monthly and cancellable. You’ll get immediate access to contacts, pipelines, workflows (10), calendars, messaging, and one funnel after payment.