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The CRM-only plan — pipeline, automations, and HIPAA-ready communications for a single price.
Start with Essential — Free TrialEverything in Essential, plus your a done for you single page website
Start with Bundle — Free TrialSee how Essential and Bundle stack up against what you'd pay for the same tools elsewhere.
| Feature |
Essential
$97/mo
Best Price
|
Bundle
|
Price
(If purchased separately)
|
|---|---|---|---|
| Ideal for | Group practices needing only a CRM | Solo practices needing turnkey solution | Over $900 in savings! |
| CRM Features | Schedule a Demo | ||
| CRMHIPAA compliant with automations and bulk email | ✓ | ✓ | + $197 per month |
| EmailEncrypted, HIPAA compliant account | ✓ | ✓ | + $12 per month |
| PhoneIntegrated local number and voicemail (AI receptionist upgrade for $99 per month) | ✓ | ✓ | + $20 per month |
| Text MessagingTwo-way communication dashboard | ✓ | ✓ | + $19 per month |
| Monthly Use Credits$30 for phone, text, email and other use fees* | ✓ | ✓ | Covers 99% of practices |
| Social MediaCentralized planner, scheduling, comment and message management | ✓ | ✓ | + $19 per month |
| Google Business & ReviewsSet-up profile and manage feedback | ✓ | ✓ | $19 |
| Website HostingIncludes unlimited media storage | ✓ | ✓ | + $17 per month |
| Website DesignInitial set-up and updates | N/A | ✓ | + $50 per month |
| Quizzes and FormsUnlimited new client lead capture | ✓ | ✓ | + $15 per month |
| Weekly CRM Support CallTips, tricks and hacks to maximize outcomes | ✓ | ✓ | + $39 per month |
| Marketing Support | Schedule a Demo | ||
| Monthly Zoom Meet-UpTraining and accountability to get you new clients | ✓ | ✓ | + $39 per month |
| Social Media TemplatesNew, ready to use images updated weekly | ✓ | ✓ | + $29 per month |
| Email TemplatesAccess to sample emails to generate new referrals | ✓ | ✓ | $9 per month |
| Newsletter TemplatesAccess to sample newsletters for clients | ✓ | ✓ | + $129 per month |
| Private Circle CommunityAccess to private practice owner management forum | ✓ | ✓ | + $19 per month |
| IntensiveFinder.com ListingFree listing in the fastest growing intensive provider directory | ✓ | ✓ | + $19 per month |
| Side Hustle Support | Schedule a Demo | ||
| Online Course HostingBuild and sell video courses | ✓ | ✓ | + $79 per month |
| Community HostingBuild private, paid communities or support groups | ✓ | ✓ | + $99 per month |
| TheraSwap.com ListingPaid listing to advertise supervision services, room for rent, practice coaching, etc. | ✓ | ✓ | + $19 per month |
| Shopping CartIntegrated credit card processing for all your side hustles | ✓ | ✓ | + $20 per month |
| Continuing Education | Schedule a Demo | ||
| Unlimited CE's100+ hours of CE's included | ✓ | ✓ | + $20 per month |
| Annual HIPAA Training1.5 CE hours + Certificate | ✓ | ✓ | $29 per year |
| POW ConferenceOne ticket to Practice Operations and Workflow conference with 30+ CE's | ✓ | ✓ | + $99 per year |
| Practice Development Series (2 CE's / month)Monthly workshops to grow your practice and diversify your income | ✓ | ✓ | + $199 per year |
Your $30 in monthly credits is designed to cover these costs, but heavy users may see additional charges in the following amounts.
| Fee Type | TheraFunnel Cost | Other Industry CRMs | You Save |
|---|---|---|---|
| Making Calls | $0.0196/min | $0.035/min | 44% |
| Receiving Calls | $0.0119/min | $0.0213/min | 44% |
| Text Messages | $0.0116/segment | $0.0198/segment | 41% |
| Emails | $0.001/email | $0.00175/email | 43% |
| Automations | $0.015/execution | $0.025/email | 40% |
*A full list of fees is available in our Terms of Service.
Join wellness professionals using TheraFunnel to automate follow-up, capture leads, and grow — without overpaying.