---
title: "Dazos CRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Dazos CRM Software - reviews, pricing plans, popular comparisons to other Mental Health products and more."
source_url: "https://www.capterra.com/p/10001151/Dazos-CRM/"
page_type: "product"
language: "en"
---

# 

 Dazos CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Dazos CRM

## What is Dazos CRM?

Customer relationship management platform that helps, substance abuse and behavioral & mental health facilities handle leads, referrals, and internal communications.

## What is Dazos CRM used for?

[Mental Health](https://www.capterra.com/mental-health-software/)[Healthcare CRM](https://www.capterra.com/healthcare-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Free version not included

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Dazos CRM

0.0

VS.

[4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting Price

Contact vendor

Starting Price

$14

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.2 (859)

Value For Money

0.0 (0)

Value For Money

4.3 (786)

Customer Service

0.0 (0)

Customer Service

4.1 (763)

## Dazos CRM alternatives

Highest Rated

[4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[0.0](https://www.capterra.com/p/218918/Leads-CRM/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

## FAQs about Dazos CRM

Overview

### What company size and specific industries is Dazos CRM built for?

Dazos CRM is designed for substance abuse treatment facilities and behavioral and mental health organizations that need a customer relationship management platform for leads, referrals, and internal communications. The target audience appears to be healthcare providers in these specialized care sectors rather than a broad mix of company sizes or industries.

Features and Usability

### What are the key features of Dazos CRM?

Dazos CRM offers contact and client management, lead capture, lead qualification, and pipeline management for sales tracking. It also includes appointment scheduling, calendar sync, reminders, email marketing, and workflow management, plus reporting and analytics, customizable fields and templates, document storage, and HIPAA-compliant healthcare features.

Integrations

### Which third-party tools and platforms does Dazos CRM integrate with?

Dazos CRM integrates with 13 third-party tools and platforms, including healthcare and communications systems such as AdvancedMD EHR, athenaOne, Kipu, SimplePractice, TheraNest, TherapyNotes, LLC, and Alleva, plus marketing and call tools like Constant Contact, Mailchimp, CallRail, Five9, CTM, and Dazos IQ.

Getting Started and Support

### What training and onboarding options does Dazos CRM offer?

Dazos CRM provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs of features and common tasks.

Getting Started and Support

### What customer support options does Dazos CRM offer?

Dazos CRM provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be assessed from user comments in this data.

## Features

AI summary

Based on 14,838 Mental Health reviews

Capterra reviewers highlight the following as the CRM features buyers care about most:

-   **Data Security** (**51%** of reviewers rated this feature as critical)
-   **Customer Database** (**52%**)
-   **Real-Time Data** (**56%**)

Dazos CRM includes other CRM capabilities that reviewers also value, such as **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store contact details, track interactions, and keep customer information organized, helping businesses improve follow-up, maintain cleaner records, and support more consistent relationship management.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Dazos CRM 70 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Chat/Messaging: Communicate using direct chat or messages within the system
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- For Healthcare: Software designed for the healthcare industry
- Forecasting: Form predictions based on past and present data/trends
- Forms Management: Store, manage and track all forms in a centralized location
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Live Chat: Ability to chat online in real time
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Medical History Records: Records of patients' medical history
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Location: Manage and support multiple locations
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
- Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
- Physician Management: Track and organize physician schedules and pertinent information
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Predictive Analytics: Predict future data based on historical data sets
- Quotes/Estimates: Generate quotes or estimates for customers
- Records Management: Ability to record, store, update, and retrieve information
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Segmentation: Group leads or contacts based on their specific characteristics
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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## Pricing

Basic

$0.00

## Integrations

[

Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[

SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[

TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[

TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[

athenaOne](https://www.capterra.com/p/98735/athenaOne/)[

Five9](https://www.capterra.com/p/132405/Five9/)[

AdvancedEHR](https://www.capterra.com/p/114601/AdvancedEHR/)[

Alleva](https://www.capterra.com/p/180899/Alleva/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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