TheraFunnel CRM - $99 per month
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Fall Special
$99/mo
Upgrade to Our Bundle Package
Normally $129/mo
Lifetime Pricing, No Contract
30-day Free Trial

Includes:

  • Website - High conversion landing page for your practice.
  • Email - Encrypted Hushmail email account included.
  • Phone / Text - Local number and voicemail with mobile app.
  • CRM - Simplified marketing to find, nurture, and retain clients.
  • Social Media - Centralized dashboard with content templates.
  • Bulk Email System - Ready to use templates for outreach.
  • Automations + Optional AI-Receptionist.
  • Support - Weekly mastermind + live CRM tutorials.
  • Freebies - Two directory listings and 100+ hours of CE's.

Up and Running in 24 Hours

Go live with a website, email, and phone number by tomorrow.
Just sign-up and we'll do the work.

1

Start Your Free Trial

30 days free. You've got nothing to lose.

2

Tell Us About You

Check inbox for onboarding survey.

3

Sign Your Free BAA

Required for HIPAA compliance.

See TheraFunnel In Action

A quick look inside TheraFunnel — hover to zoom in on any screen.

Email Marketing Campaigns screenshot
Email
Marketing Campaigns
Social Media Automation and Dashboard screenshot
Social Media Automation
and Dashboard
New Client Automations screenshot
New Client Automations
Client Communication History screenshot
Client
Communication History
Practice Coaching Community screenshot
Practice
Coaching Community

Pick the Plan That
Fits Your Practice

Essential
$97/mo

The CRM-only plan — pipeline, automations, and HIPAA-ready communications for a single price.

Start with Essential — Free Trial

Why Pay More for the
Same Infrastructure?

See how TheraFunnel stacks up against other private practice platforms.

Feature
Essential $97/mo Best Price
Bundle $129 $99/mo ✦ Best Value
Price (If purchased separately)
Ideal forGroup practices needing only a CRMSolo practices needing turnkey solutionOver $900 in monthly savings!
CRM Features
CRMHIPAA compliant with automations and bulk email✓✓+ $197 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
Quizzes and FormsUnlimited new client lead capture✓✓+ $15 per month
Weekly CRM Support CallTips, tricks and hacks to maximize outcomes✓✓+ $39 per month
Website HostingIncludes unlimited pages and media storage✓✓+ $17 per month
Website DesignInitial set-up and updatesN/A✓+ $50 per month
EmailEncrypted, HIPAA compliant accountN/A✓+ $12 per month
Marketing Support
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
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 (Stripe fees apply)✓✓+ $20 per month
Continuing Education
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
Built for Healthcare Businesses
Secure. Compliant. Trusted.
A Community That Cares
BAA Included — No Upcharge

Frequently Asked
Questions

TheraFunnel is built on infrastructure that supports HIPAA compliance, and we provide a Business Associate Agreement (BAA) to all subscribers at no additional cost. A BAA is a required component of HIPAA compliance for any software that handles Protected Health Information (PHI). You should always consult with your compliance officer or healthcare attorney to ensure your full implementation meets your specific obligations.
Your free trial gives you full access to the platform — including CRM pipelines, automation builders, email/SMS/phone capabilities, and pre-built wellness templates — so you can experience the full value before committing. Trial details and duration are displayed at sign-up.
TheraFunnel represents a major cost of savings versus other wellness industry CRM platforms. At $99 - $129 per month (versus industry standards of $197 - $497) and lower usage costs than our competitors for emails, texts and automations, etc.,, you will very likely save thousands of dollars annually.
TheraFunnel is designed for solo practitioners and group practices including therapists, counselors, psychologists, coaches, psychiatrists, functional medicine providers, chiropractors, acupuncturists, and other wellness-oriented health businesses that need compliant CRM and marketing automation without enterprise-level pricing.
Essential ($97/mo) gives you everything besides website design and a secure email account (through Hushmail).
Active subscribers have access to scheduled live Zoom support sessions where you can get help from a real person — not a chatbot. Whether you're setting up automations, troubleshooting, or learning the platform, you'll have direct access to get answers fast. Session availability is shown inside your account dashboard.
All TheraFunnel subscribers are invited to our private community focused on not just our software, but all things private practice. It's a great place to share ideas on marketing, find peer support for the tough days, talk insurance and billing, as well as learn tips and tricks to streamline your practice with the TheraFunnel CRM.
Yes. TheraFunnel supports contact import via CSV and integrates with many common tools. Our onboarding resources walk you through the migration process, and live Zoom support is available if you need hands-on help transferring your existing data into the platform.
TheraFunnel is offered on a month-to-month basis with no long-term contracts required. You can cancel at any time from your account settings. Annual plans may be available at a discounted rate — see current pricing at sign-up for details.
TheraFunnel.AI is a built by therapists, for therapists to be an all -in-one solution at a sustainable price. TheraFunnel is built on one of the most trusted CRM platforms available, with two million small businesses currently using some version of the same CRM system. This allows you to get enterprise-grade infrastructure without the enterprise price tag.

*Per Use Fees

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/min44%
Receiving Calls$0.0119/min$0.0213/min44%
Text Messages$0.0116/segment$0.0198/segment41%
Emails$0.001/email$0.00175/email43%
Automations$0.015/execution$0.025/execution40%

*A full list of fees is available in our Terms of Service.

TheraFunnel  |  A product of TheraFluence LLC
© 2025 TheraFluence LLC · TheraFunnel.Ai · All rights reserved.
TheraFunnel is built on third-party platform infrastructure. HIPAA compliance requires a signed BAA and proper implementation. Not legal or compliance advice.