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All featuresCRM for new inquiries

Never lose a new client again.

TheraFocus has a CRM built in. Every call, form and message lands on one board as a lead, and gets a kind reply while you’re in session.

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  • No card to start
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New inquiriesSample

Hi, do you have evening openings for anxiety?

Thanks for reaching out. Dana has Thursday at 6:15. Want it?

Yes please, that works.

Sound familiar?

New clients reach out. Some never hear back.

  • Inquiries sit in voicemail, email and messages, and some never get a reply.
    A built-in CRM puts every call, form and message on one board.
  • You can’t tell which ads and referrals bring clients.
    See which ads and referrals bring clients.
  • Follow-ups live on sticky notes.
    Tasks and follow-ups on every lead.
  • Turning an inquiry into a client means typing it all twice.
    Turn an inquiry into a client in a few steps.

How it works

What TheraFocus does for you.

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Inquiries

Every lead, one board.

Every call, form and message lands on one board as a lead, and gets a kind reply while you’re in session.

  • Every lead, from first inquiry to first session
  • Instant, kind auto-replies
  • Stages named your way
  • Tasks and follow-ups in one list
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First session

From inquiry to client.

Match the right clinician, hold a time, send the portal invite and the welcome forms, in a few steps.

  • Turn an inquiry into a client in a few steps
  • Welcome forms sent for you
  • See which ads and referrals bring clients
  • Broadcasts and web forms built in

A closer look

Every inquiry, on one board.

Who’s new, who’s waiting and who’s booked.

Sample data

How it goes

Every inquiry answered.

  1. Day 1

    Connect your forms

    Your website forms and booking page send inquiries to one board.

  2. Day 2

    Write your kind reply

    Start from a ready-made reply and make it yours.

  3. Week 1

    Answer every inquiry

    Each new inquiry gets a reply, and follow-ups land in one list.

Questions

Good questions, plain answers.

See all questions
Is the CRM built in?

Yes. TheraFocus has a CRM built in, so inquiries, clients and sessions live in one place.

Can I see which ads bring clients?

Yes. See which ads and referrals bring clients.

What about our marketing tools?

Inquiries, booking, email and ad tracking are built in, so you may not need separate tools. If you want to keep one, we can connect to it.

Everything in one place

Switching from SimplePractice, TherapyNotes or Jane? We help you bring your clients over.

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Make room for better days.

Start free, bring your clients over, and see your first calm week.

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