--- title: "TheraSaaS Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TheraSaaS Software - reviews, pricing plans, popular comparisons to other Mental Health products and more." source_url: "https://www.capterra.com/p/10039917/TheraSaaS/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # TheraSaaS Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 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)[Support](#support)[Reviews](#reviews) TheraSaaS ## What is TheraSaaS? TheraSaaS CRM is a HIPAA-compliant software tailored for mental health therapy practices. It simplifies client intake and lead management with custom website forms that integrate with popular builders. A visual pipeline tracks client requests, ensuring transparency during the intake process. The platform centralizes communication with a unified inbox for SMS and email. Automations handle repetitive tasks like lead nurturing, saving therapists time on administrative work. A mobile app lets therapists manage contacts and conversations on the go. TheraSaaS CRM ensures HIPAA compliance through signed business associate agreements and third-party certification. Key features include real-time notifications, contact notes, and analytics dashboards that provide insights into intake metrics and practice growth. Grow your practice with a built-in newsletter builder, social media calendar, and so much more! Schedule a demo today! ## What is TheraSaaS used for? [Healthcare CRM](https://www.capterra.com/healthcare-crm-software/)[Mental Health](https://www.capterra.com/mental-health-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $197 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TheraSaaS?[Manage this product listing](https://www.g2.com/products/therasaas/claim_requests/new?auto=true) ## 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. ### TheraSaaS 4.8 (14) VS. [4.4 (19,024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $197 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (14) Ease Of Use 4.0 (860) Value For Money 4.8 (12) Value For Money 4.0 (787) Customer Service 4.9 (14) Customer Service 4.1 (764) ## TheraSaaS alternatives [4.6 (179)](https://www.capterra.com/p/90493/ECP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.3 (7,010)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (745)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (221)](https://www.capterra.com/p/73807/BestNotes/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10039917/TheraSaaS/alternatives/) ## FAQs about TheraSaaS Overview ### Which roles and teams benefit most from TheraSaaS? TheraSaaS is most used by therapy practice owners, directors, and executives who oversee business operations, finances, and service delivery. Practice managers, administrators, and intake coordinators use it to manage scheduling, client intake, and office workflows, while mental health counselors and child therapists support day-to-day care coordination. Answer based on 14 reviews Overview ### What company size and industries is TheraSaaS built for? TheraSaaS is designed for small mental health practices, with 100% of reviewers from small businesses and 71% in Mental Health Care. It also serves Health, Wellness and Fitness and Hospital & Health Care organizations, each representing 14% of reviewers. Its common use case is Healthcare CRM. Answer based on 14 reviews Features and Usability ### What are the key features of TheraSaaS? TheraSaaS offers appointment management, automated scheduling, and task scheduling for calendar-based workflows. It also includes billing and invoicing, client and contact management, document management, and forms management. Additional features include alerts and notifications, workflow management, referral tracking, marketing automation, HIPAA compliance, and third-party integrations. Getting Started and Support ### What training and onboarding options does TheraSaaS offer? TheraSaaS provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual self-paced guidance. Getting Started and Support ### What customer support options does TheraSaaS offer? TheraSaaS provides email/help desk support, an FAQ/forum, and a knowledge base. These channels give users written help for common questions and product guidance. No reviewer feedback about support experience is available, so user sentiment on response times or helpfulness cannot be described. ## Features AI summary Based on 206 Mental Health reviews Capterra data shows that buyers of Healthcare CRM rank the following features as their top priorities: - **Appointment Management** (**55%** of reviewers rated this feature as critical) - **Mobile Access** (**41%**) - **Activity Dashboard** (**44%**) TheraSaaS supports all three features that reviewers rate most highly: **Appointment Management**, **Mobile Access**, and **Activity Dashboard**. Combined, these capabilities help healthcare teams coordinate schedules, stay connected while away from their desks, and monitor daily activity in one place, allowing teams to manage patient relationships more efficiently and respond faster to operational needs. Mobile Access 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Activity Dashboard 4.9 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Communication Management 4.8 (12) 100.00% of 12 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat Pipeline Management 4.8 (10) 100.00% of 10 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Client Management 4.8 (9) 100.00% of 9 reviewers that rated this feature as important or highly important Manage contact details and communication with clients For Healthcare 4.9 (9) 100.00% of 9 reviewers that rated this feature as important or highly important Software designed for the healthcare industry TheraSaaS 26 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - 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 - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with 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 - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Management: Manage, store and organize emails within the system or via third-party apps - For Healthcare: Software designed for the healthcare industry - 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 - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Referral Tracking: Log and store the source of contacts/leads - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (14) 4.6 Based on 14 reviews ## Pricing Value for money 4.8 (12) Starter Monthly $197.00 Flat Rate,Per Month Starter Annually $1,997 Flat Rate,Per Year Essentials Monthly $297.00 Flat Rate,Per Month Essentials Annual $2,970 Flat Rate,Per Year Premium Monthly $497.00 Flat Rate,Per Month Premium Annual $4,970 Flat Rate,Per Year Value for money 4.8 (12) 4.8 Based on 12 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (14) 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 Customer Service 4.9 (14) 4.9 Based on 14 reviews ## User reviews Overall rating 4.8 Based on 14 reviews Filter by rating Counts reflect reviews available in this feed. 5(12) 4(1) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Emily C. CEO Used the software for: 1-3 years ### "NEXT LEVEL" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 10, 2026 TheraSaas has been great and they have really taken my business to the next level and I know beyond is right there at our fingertips too once we can start utilizing more of the tools. Pros This feels like the ferrari for my practice - I know it can do so many things and I'm learning how to drive it (since tech is not my zone of genius). I love knowing I have the tools that I didn't have before. It's great that there are so many things in GHL and I appreciate the support TheraSaas has provided. Cons Sometimes it feels like I have to wait to get a response instead of having 24/7 availability (which I know is tough) but they actually respond really quick. I also feel like GHL is a bit confusing at times and I wish I had more time to learn it. TheraSaas does offer things up and I just lack the time to really dig in. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Office Administrator Used the software for: 1-3 years ### "Streamlines Intake & Speeds Up Response Time" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 7, 2026 Overall, TheraSaaS has been a great addition to our intake process. It's not always the most intuitive for non-tech-savvy users, but the automation genuinely saves us time, and the support team makes up for any learning curve. I'd recommend it to any practice looking to streamline their new patient workflow. Pros TheraSaaS provides a great platform to streamline the new patient inquiry process and allow our intake team to collaborate on tasks to stay accountable for every lead, with clear visibility into who's doing what and when. We especially appreciate the automated notifications help make sure nothing falls through the cracks and the auto-response features ensure new patients receive quick acknowledgement to their inquiries. Cons TheraSaaS opens up so many possibilities with its automated workflow features, helping minimize some of the manual tasks on our end. That said, for those of us who aren't especially tech savvy, it can be a little tricky to navigate and set up. I will say, though — the support staff are incredible. They're always willing to help and quick to respond! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Chief Financial Officer Used the software for: 1-3 years ### "Therasaas is worth the money" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 14, 2026 Overall it is worth the investment and customer support figures out difficult parts quickly. It saves a lot of time dealing with the day to day parts of the business through automations. Pros I like the ease of contacting and following up with clients the most, and the quick customer support Cons Sometimes figuring out how to use new parts of Therasaas is tricky, there is a lot to grasp. Currently trying to figure out Memberships has been hard since we have not looked at it before. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Founding Owner Used the software for: Less than 1 year ### "Great support for a very helpful product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 6, 2026 Fantastic company. I recommend it to my group practice-owning peers all the time. If you need a company with responsive support, this is it! Pros Before TheraSaaS we were running client intake and tracking off an Excel spreadsheet, so this has been a big step up in terms of having an actual system. \[sensitive content hidden\] and his team have been wonderful for support as we have developed a very complex system. The phone tree setup through TheraSaaS/Twilio let us route calls for new callers, insurance-specific questions, testing requests, medication management, and returning clients, and that has made a huge difference in how quickly people get to the right person and in reducing demands on our in-house admin team. Our clients are also very happy with our more comprehensive responsiveness. Cons Some issues with limitations with the underlying go high-level platform, but we appreciate Brent's support for development of workarounds when we hit a wall. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: 1-3 years ### "Excellent Support Team, Smooth Website Rebuild Process" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 3, 2026 If you're a healthcare or therapy practice considering TheraSaas for a website rebuild, I'd recommend leaning on their support team fully — that's where the real value is. Highly recommend for practice owners who want a polished result without the usual headache. Pros As the owner of a group therapy practice, I needed a website rebuild that reflected our brand without eating up months of my time. TheraSaas delivered on both counts. Their support team was consistently responsive and easy to work with — every question I raised during the rebuild was answered quickly and thoroughly, which made a process I was dreading feel manageable (even enjoyable). The final site captures our practice's voice and professionalism far better than what we had before. Cons As with any custom rebuild, there's a bit of a learning curve getting used to a new platform — but the support team more than made up for it. They immediately respond to any questions I have, and I continue to feel incredbly supported by their team! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: 1-3 years ### "We just wish we started with TheraSaaS sooner!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 25, 2026 We recommend TheraSaaS to anyone looking to strengthen their intake process, marketing, and limit paying multiple platforms to do what TheraSaaS can do all-in-one! Pros I only wish we started with TheraSaaS sooner! Once things are set up, the time saved and interconnection of systems are an ongoing benefit to your practice and a significant savings to our bottom line, reducing admin costs and marketing costs. We now use the templates for our newsletters, having a marketing plan, intake process, with automated posts and responses, and our contacts, referrals, and client base continues to grow in one platform. Cons Not much to say here. I wish I had started with TheraSaaS sooner. I can say I don't miss our old spreadsheets. It can take a minute to get things set up, and there is an upfront expense, but it is well worth it! The quick responses and tech support are exceptional. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner, Child Therapist Used the software for: 1-3 years ### "Worth Every Penny and More" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 14, 2026 I've been with TheraSaaS since its very first year, and using this platform has helped me stay true to the most rewarding parts of running my practice, connecting with people. My experience has been nothing short of amazing, truly beyond anything I could have asked for. But what I appreciate most isn't just the features or the efficiency. It's how TheraSaaS helps me stay human. For instance, when a family comes back and fills out a new intake, I can pull up every conversation we've ever had. I know their history, and any team member helping them can see that conversation and pick up the baton, personalizing my intakes even if I have a change in who is replying to the intake. Because of that, my intake replies don't feel like form letters; they feel personal, because they are. Families feel seen and validated from the very first touchpoint because they don't get lost in a system or spreadsheet, and that matters enormously in this field. That kind of continuity is rare in a CRM, and it's something I didn't even know I needed until I had it. It's changed the way I connect with the families I serve. If you're a therapist or practice owner considering TheraSaaS, I can't recommend it enough. I've been here from the beginning, and I'm not going anywhere. Pros There is so much I love. I don't know what I like most because the visual pipeline is amazing and keeps me organized, the workflow automation and template options are top-notch, and hands down it has the best customer support I have ever gotten from a software company. The Support is not only fast and responsive, but it is also personal. Cons Initially, the price for a CRM felt daunting. That was because I didn't know what I didn't have. The price is not a con, but initially, before I knew the benefits and all the $$$$ it would save me, I liked that least. But now, honestly, there's nothing I don't like about TheraSaas. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Admin Used the software for: 1-3 years ### "TheraSaas!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 13, 2026 It is very user friendly and helpful! I love the App and I feel it is great for customer support and easy to use! Pros I really like this App because it helps keep me organized and makes it easy to stay on top of everything. Cons Honestly, there's nothing I dislike about the app. It's easy to use and keeps me organized. That's it! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Associate Director Used the software for: Less than 1 year ### "Starting TheraSaas with our company" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 11, 2026 Overall experience has been easy with attentive and knowledgable staff. The program is liked by all out staff. Pros We are very happy with this new program we are using. The start up was very easy and the staff have been so attentive to our needs. Most of the time our questions or requests have been answered with in the same day. The program is also very user friendly and easy to build to what your needs are. Cons We have no cons at this time. I do wish there was a way to set some of the filters so it applies to all our staff instead of everyone having to do it specifically under their account. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Practice Manager Used the software for: Less than 1 year ### "Good Experience " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 May 10, 2026 Overall, TheraSaaS has been very helpful. There was definitely a learning curve at the beginning, but after using it for several months, it has become much easier to navigate and use effectively. I know there are still many features we haven’t fully utilized yet, so we’re excited to continue exploring and making the most of everything it has to offer. Pros Their customer service is incredibly responsive. Anytime I’ve had a question or needed help problem-solving, the TheraSaaS team has always been quick to help and come up with a solution. The dashboard is also a great resource. I enjoy having one system to keep everything streamlined. Cons I wish the conversations feature had a more user-friendly layout. It would also be helpful to have a function that flags opportunities we haven’t heard back from within 48 hours, making follow-up easier and more efficient. Sometimes when there’s an issue, and I meet with someone to resolve it, I feel like we’re fully aligned on what I’m asking for. However, once the fix is implemented, other issues sometimes come up that I hadn’t anticipated. When I submit a support ticket afterward, I’m sometimes connected with a different customer service representative and find myself needing to re-explain why things were originally set up a certain way. That can be a bit tiresome, though I understand there’s no perfect system or solution. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Business Operations and Administration Used the software for: 3-5 years ### "The very BEST CRM for our private practice!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 6, 2026 We've been using TheraSaaS for about 4 years now and it's never disappointed. The support staff is amazing. They are so responsive. It's the only customer relationship management software I would actually recommend. Pros TheraSaaS is the only CRM for our private practice not just because of it's incredible capabilities and constant improvements, but it's easy to use and a great value for the money. Cons I'm not sure there is anything that I dislike about TheraSaaS. It literally does everything our business needs it to do... and some. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Therapist and Intake Coordinator Used the software for: 1-3 years ### "Simple, Reliable Platform for Therapy Practice Lead Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 6, 2026 Overall, my experience with TheraSaaS has been positive. It’s been a reliable tool for keeping things organized and running smoothly behind the scenes. It’s especially helpful for managing administrative tasks so I can focus more on clients. Pros What I liked most about TheraSaaS is how simple and straightforward it is to use. It makes managing client information, conversations, and day-to-day tasks feel much more organized. The layout is clean, and it doesn’t take long to learn, which is really helpful when you’re already busy. The analytics section is robust and can be easily customized for the metrics that are important to your business. Cons There are some areas where it could offer more flexibility or customization, especially depending on how you like to structure your workflow. A few features feel a bit limited and could be expanded, as an example, it would be helpful to edit a text message after sent. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Intake Coordinator Used the software for: 3-5 years ### "Awesome CRM for a Private Practice! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 21, 2026 I was a little nervous at first since I am not computer savvy, but I easily caught on and and it helps me to do my job well. I like to be organized and not forget any potential clients; TheraSaaS does that for me. All the features it offers keeps potential clients well organized, not forgotten, and note taking a breeze. Clicking on a client’s box, I can easily access all information in a jiffy. I never need to repeat what I’ve already asked a client, my side notes make it easy to quickly review before reaching out to them again. It helps add a very personal touch to each client when they feel they’ve been remembered. Pros I love the convenience, the format, the ease of use, the organizational structure which keeps all client’s information organized and simple to access. This is a game changer for my job! Cons I can honestly say that I have no negatives to mention about working on it. I have been working on TheraSaaS for four years now and I absolutely love it! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Mental Health Counselor Used the software for: Less than 1 year ### "TheraSaas is an essential tool for busy intake teams! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 6, 2026 Since implementing the tool and over the past months of learning our way around the product we have been extremely satisfied and grateful for their customer support! Pros We have loved the improvement in our intake process since starting to use TheraSaas! Our team is able to communicate with one another and see the interactions with clients behind the scenes so easily. We love that we are able to organize contacts and events that we are hosting all in one place! Cons We wish we could integrate our EHR with TheraSaas to have an even smoother intake process, but this is something that almost no CRMs are able to do because of HIPAA. 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