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A Powerful CRM for Therapists & Mental Health Practices.

Stop Client Leads From Falling Through the Cracks!

  • Custom Website Forms
  • Visual Pipeline to Manage Leads
  • Unified Messaging Inbox
  • HIPAA Compliant
  • Real-Time Analytics Dashboard
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TheraSaaS visual lead pipeline dashboard
Highest-rated therapy CRM — Google Business reviews#1 rated CRM — Productive Therapist DirectoryHighest Rated Mental Health CRM on Capterra

TheraSaaS Explained In 2 Minutes

Private practices love TheraSaaS

Don’t Just Take Our Word For It.

Five-star reviews from TheraSaaS users.
#1 Reviewed on Productive Therapist Business Directory

Hear from REAL intake coordinators & practice owners how TheraSaaS is solving their intake challenges

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Why Therapists Choose TheraSaaS As Their CRM

Everything your intake process needs, in one place

HIPAA-Compliant Forms to Collect New Client Requests

  • Add a custom form to your website in 3 clicks.
  • Make your intake coordination process HIPAA compliant.
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TheraSaaS HIPAA-compliant intake form screenshot

Track New Client Requests in a Custom Pipeline

  • Track prospective clients in a visual pipeline so none fall through the cracks.
  • See exactly where every lead is at a glance.
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TheraSaaS custom client pipeline screenshot

A Unified Messaging Inbox for Your Whole Team

  • Keep SMS, email & phone calls in one shared inbox.
  • Visible to your whole team — all fully HIPAA-compliant.
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TheraSaaS unified messaging inbox screenshot

Automate Follow-Up & Repetitive Intake Tasks

  • Automate follow-up and repetitive intake tasks.
  • Free your team to focus on clients, not admin work.
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TheraSaaS simple automations screenshot

An AI Voice Receptionist That Never Misses a Call

  • Answers calls 24/7 and tracks every lead.
  • Books consults with your intake team so you never miss an inquiry.
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TheraSaaS AI voice receptionist screenshot

All features included with every subscription

Email Marketing

Boost engagement with newsletter templates that make it easier to stay connected with clients, leads, and your broader audience.

Online Course Builder

Create and sell engaging courses or build internal training courses for your team.

Client Surveys

Collect feedback from clients about your services so you can understand what is working and where the experience can improve.

Consultation Calendar

Potential clients self-schedule through your consultation calendar. No back-and-forth, no phone tag. The calendar fills itself.

Social Media Calendar

Schedule and post to all your social media accounts in a few clicks.

Smart Automations

Follow-up sequences and intake workflows run automatically. Your team focuses on conversations, not admin tasks.

Conversion Tracking

Know your numbers. How many inquiries came in, how many became clients, and where people are dropping off in your pipeline.

Custom Contact Forms

Collect exactly what you need before the first appointment. Custom forms built around your practice's specific workflows.

AI Chatbot

Engage people right on your website. The AI chatbot starts the intake process before a human ever gets involved.

All HIPAA-Compliant

Everything runs on HIPAA-compliant infrastructure. Your clients' information is protected at every step.

Getting Started with TheraSaaS is EASY

Step 1: Get Started with TheraSaaS

Click the “Get TheraSaaS” button and fill out a quick form to begin.

Step 2: Book Your Strategy Call

Schedule a call with our team to see if TheraSaaS is the right fit for your practice.

Step 3: Begin Marketing Your Practice

Onboarding takes a few hours, not weeks. We walk you through setup step-by-step.

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Frequently Asked Questions

How Do Monthly Credits Work?
TheraSaaS monthly credit rates table

The amount of monthly credits you have represents how many texts, emails, and phone calls you can make with what is included with your subscription. You can continue to text, email, and call prospective clients if you have already used all your credits.

You will receive an additional charge for surpassing the credit allotment based on the rates above (*subject to change). To put it in perspective, $10 would get you 5 hours of phone calls, 300 texts, or 3700 emails.

Use this free calculator to see your more accurate results.

How do I get started with TheraSaaS?
Click the “Get TheraSaaS” button and schedule a call with us to see if TheraSaaS is a good fit for your practice. Then we’ll help you get started!
Is there a free trial?
We do not offer a free trial, but we do have a demo call and a TON of feature videos so you can be confident that TheraSaaS is the right plan for you.
Can I cancel my membership anytime?
Yes. If you choose to cancel your membership your payment will not be processed again and you will keep access to TheraSaaS until the ending of your current billing period.
Does TheraSaaS replace my intake coordinator?
No. TheraSaaS doesn’t replace an Intake Coordinator. However, after implementing TheraSaaS the intake coordinator will likely be able to perform their role more efficiently than before and allow the practice owner greater insight into their work.
Does TheraSaaS offer web development services?
Not at this time. TheraSaaS has the ability to host your already existing website, but TheraSaaS does not currently offer website development services. If there is an overwhelming demand for this service we will look at expanding TheraSaaS’ offer to meet this need. So if this is something you would like to see please let us know.
Are You HIPAA Compliant?

Yes. We have BAA's signed with our technology vendors and ensure they are in HIPAA compliance. We are also 3rd party certified HIPAA compliant with The Compliancy Group.

Compliancy Group’s HIPAA compliance program addresses:

  1. Six mandatory self-audits (5 for business associates)
  2. Gap identification and remediation plans
  3. Policies and procedures
  4. Employee training and attestation
  5. Business associate management
  6. Incident response and breach notification

Compliancy Group’s Seal of Compliance is the recognized third-party HIPAA compliance verification standard for healthcare professionals, vendors, and IT professionals across the healthcare industry.

What platform is TheraSaaS built on?
TheraSaaS is developed on the HighLevel platform. This means there are hundreds of developers and tens of thousands of users on the platform, ensuring the longevity of the platform. TheraSaaS takes this platform and customizes it for therapists and mental health group practices. The biggest advantage is that they handle the core development, while TheraSaaS’s in-house support team helps practices implement and support it.
Does TheraSaaS integrate with other EHR's?
At this time, TheraSaaS does not integrate with other EHR's because most EHR's do not have an open API.
Is TheraSaaS compliant with Canadian practices?

Yes, we do work with mental health practices in Canada. For our international users, please read our Terms of Service and pay special attention to the Geographic Restrictions and International Use section.

Ultimate Guide to Therapy Intakes!

How To Convert Calls Into Clients in Just 7 Days

#1 RATED

CRM

Highest #1

(Productive Therapist Directory & Google Reviews)

200+

Trusted by 200+ Private Practice Owners & Admins

90%+

Over 90% Client Renewal & Retention Rate

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Highest Rated Support

The TheraSaaS support team

Stop letting client leads fall through the cracks.

See TheraSaaS in action. Book a 40-minute demo and we'll walk you through the entire intake workflow — no free trial needed.

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