CRM Options for Wellness Practitioners

MailChimp:

Popular email marketing platform with drag-and-drop design and automation. Great for beginners and small businesses looking to get started quickly.

Constant Contact:

Known for reliable email deliverability and easy campaign setup. Good for small businesses that want simple marketing tools.

Go High Level:

A full CRM with funnels, email, SMS, and automation in one dashboard. Built for agencies and service providers who want everything under one roof.

Kit (ConvertKit):

Designed for creators who want to grow and nurture their audience. Offers flexible automations, tagging, and audience segmentation.

ActiveCampaign:

Powerful email automation plus a built-in CRM. Ideal for businesses that want advanced workflows and customer tracking.

Keap:

Combines CRM, email, and sales automation for small businesses. Helps streamline client communication and payments.

MailerLite

Simple, affordable email marketing with automation and landing pages. Great for startups or solo businesses wanting ease of use.

Practice Better*

Practice management software tailored for health and wellness professionals. Handles scheduling, notes, billing, and client communication.

Jane

All-in-one platform for booking, charting, and payments. Widely used by clinics, therapists, and wellness practices.

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