# TheraSaaS Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about TheraSaaS Software - reviews, pricing plans, popular comparisons to other Healthcare CRM products and more.

Source: https://www.capterra.com/p/10039917/TheraSaaS/

---

# 

 TheraSaaS Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 21, 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/)

Top alternative

Featured

Overall rating

Based on 11 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...

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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.

### TheraSaaS

4.8 (11)

VS.

[4.6 (145)](https://www.capterra.com/p/233684/ShiftCare/reviews/)

Starting Price

$197

Flat Rate, Per Month

Starting Price

$8

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (11)

Ease Of Use

4.6 (858)

Value For Money

4.9 (9)

Value For Money

4.5 (785)

Customer Service

5.0 (11)

Customer Service

4.7 (762)

## TheraSaaS alternatives

[4.5 (198)](https://www.capterra.com/p/73807/BestNotes/reviews/)

Starting price

$59.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (738)](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

[4.3 (6,985)](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

[4.4 (48)](https://www.capterra.com/p/172299/Health-Cloud/#reviews)

Starting price

$350.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

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 practice owners, administrators, intake teams, and clinical staff at therapy practices. Owners and directors use it to oversee operations and scheduling, administrators manage workflows and records, intake coordinators streamline onboarding, and therapists support client management, appointments, and daily practice coordination.

Answer based on 11 reviews

Overview

### What company size and industries is TheraSaaS built for?

TheraSaaS is built for small mental health practices, with 100% of reviewers from small businesses and 73% in mental health care. It also serves hospital and health care organizations at 18% and health, wellness and fitness businesses at 9%, primarily for healthcare CRM used by therapists, counseling centers, and group practices.

Answer based on 11 reviews

Features and Usability

### What are the key features of TheraSaaS?

TheraSaaS offers appointment management, automated scheduling, billing and invoicing, and client management for healthcare practices. It also includes HIPAA compliance, patient communications, referral tracking, document and form management, activity dashboards, alerts and notifications, workflow management, 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. In person and live online formats support guided instruction, webinars offer group learning sessions, documentation gives written reference material, and videos provide visual step-by-step guidance for users getting started.

Getting Started and Support

### What customer support options does TheraSaaS offer?

TheraSaaS provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users written resources and direct help options. No reviewer feedback about support quality is available, so user experience details such as response speed or helpfulness cannot be summarized.

## Features

AI summary

Based on 200 Healthcare CRM reviews

Capterra data shows that buyers of Healthcare CRM software rank the following features as their top priorities:

-   **Appointment Management** (**56%** of reviewers rated this feature as critical)
-   **Mobile Access** (**42%**)
-   **Activity Dashboard** (**46%**)

TheraSaaS supports all three of the features reviewers value most: **Appointment Management**, **Mobile Access**, and **Activity Dashboard**. Combined, these capabilities help healthcare teams coordinate patient scheduling, access records and tasks on the go, and monitor daily activity in one place, allowing teams to stay organized and respond more efficiently.

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

4.7 (10)

100.00% of 10 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

Client Management

5.0 (7)

100.00% of 7 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

For Healthcare

5.0 (7)

100.00% of 7 reviewers that rated this feature as important or highly important

Software designed for the healthcare industry

Pipeline Management

5.0 (7)

100.00% of 7 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.

TheraSaaS 26 features

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

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

Manage various aspects of appointments including booking, rescheduling, canceling

Automatically create schedules based on business needs or employee availability and qualifications

Create, manage, and send invoices or bills to customers

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage contact details and communication with clients

Manage and track all internal and external communication conducted via calls, email, text, or chat

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Store, manage, and track all electronic documents in a centralized location

Manage, store and organize emails within the system or via third-party apps

Software designed for the healthcare industry

Store, manage and track all forms in a centralized location

Compliant with HIPAA, which sets standards for sensitive patient data protection

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Log and store the source of contacts/leads

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Track and manage the scheduling of tasks

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.8 (11)

4.8

Based on 11 reviews

## Pricing

Value for money

4.9 (9)

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

4.9 (9)

4.9

Based on 9 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (11)

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

5.0 (11)

5.0

Based on 11 reviews

## User reviews

Overall rating

4.8

Based on 11 reviews

Filter by rating

5(10)

4(0)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Dr Elizabeth C.

Founding Owner

Hospital & Health Care

### "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 3, 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.

Alternatives considered

[Admira Suite](https://www.capterra.com/p/80267/Admira-Suite/)

[Theraflow](https://www.capterra.com/p/10045592/Theraflow/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing TheraSaaS

Compared to TheraFlow, it had a better reputation for tech support and customer service and seemed a bit more focused on admin support over marketing. Compared to Admira, it was more customizable. Compared to Hubstop, it was much cheaper for a HIPAA-compliant version.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

July 6, 2026

Hi Dr. Carr! From an Excel spreadsheet to a full phone tree routing new callers, insurance questions, testing requests, medication management, AND returning clients... that is a serious transformation! This is one of those reviews that reminds us why we do this work. TherapyFlow, Admira, HubSpot... you did the research, ran the comparison, and landed on TheraSaaS! We're honored by that! Thank you for recommending us to your peers. That is the highest compliment we could receive! Brent TheraSaaS

Rose H.

Owner

Mental Health Care

### "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 2, 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.

Response from Vendor

July 6, 2026

Hi Rose! Wow, this made our day! Thank you so much for taking the time to leave such a thoughtful review. It truly means the world to me and the team to hear that the rebuild felt manageable and even enjoyable. That's exactly what we're going for! Our support team works incredibly hard, and I'm going to make sure they see this. They deserve to know the impact they're making. We're so proud to be a part of your practice's growth, and we're not going anywhere! If there's ever anything you need, you know where to find us. Thank you again for trusting us with something as important as your brand! Brent TheraSaaS

SW

Stacy W.

Owner

Mental Health Care

### "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 23, 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.

Alternatives considered

[Theraflow](https://www.capterra.com/p/10045592/Theraflow/)

Reasons for choosing TheraSaaS

Customer care, quality service support, product and features

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

July 6, 2026

"I only wish we started sooner" might be my favorite review title! The fact that you're saving on admin costs, consolidating platforms, and actually growing your referral base all in one place... that's exactly the outcome we're building toward for every practice we work with! And yes, I love that you don't miss the spreadsheets. Nobody ever does! 😄 You also chose us over TherapyFlow, and we don't take that lightly. We're going to keep earning that every single day. Reviews like this fuel our whole team. Thank you for trusting TheraSaaS with your practice! Brent TheraSaaS

Susan S.

Owner, Child Therapist

Hospital & Health Care

### "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 13, 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.

Switched from

[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)

I couldn't keep up or keep everything straight!

Alternatives considered

[Trello](https://www.capterra.com/p/211559/Trello/)

Reasons for choosing TheraSaaS

Customer Support hands down, and my Sales Calls with Brent Stutzman

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

May 14, 2026

Thank you, Susan! Thank you for being such a faithful subscriber!

Susan D.

Admin

Mental Health Care

### "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 8, 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

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

May 14, 2026

Wow, this made our day! 🧡 Staying organized and keeping up with everything is exactly what TheraSaaS is built for, so hearing that it's actually delivering on that means the world to us! We love having you as part of the community, and our team is always here if you ever need anything. Thanks so much for taking the time to share this!

CS

Carrie S.

Associate Director

Mental Health Care

### "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 6, 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

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

May 14, 2026

Wow, thank you so much for this! 🧡 Hearing that your whole team is enjoying TheraSaaS and that our staff has been attentive to your needs is exactly what we work hard for every day! We also really appreciate you sharing the feedback about the filters... we now have "Smart Filters" for your pipelines so you can quickly access them. We're so glad the setup was smooth and that the platform is working well for your practice. We're always here for you! Brent

KG

Kasey G.

Practice Manager

Mental Health Care

### "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 5, 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

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

May 14, 2026

This means so much to us, thank you! 🧡 We're so glad the dashboard is helping you keep everything in one place and that our team has been there when you needed us! We also really appreciate you taking the time to share such thoughtful feedback on the cons. The conversations layout, the 48 hour follow up flag idea, and the continuity between support reps are all things we take seriously and want to keep improving on! We hear you and we're always working to make the experience better! We love that TheraSaaS has become easier to navigate over time and we can't wait to help you unlock even more of what the platform can do. We're always in your corner! - Brent

Jaclyn A.

Business Operations and Administration

Mental Health Care

### "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 1, 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.

Alternatives considered

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

Reasons for choosing TheraSaaS

TheraSaaS has a better value for the money, along with way better support and a plethora of functionality.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

May 14, 2026

Four years and going strong, that is everything!! 🧡 We are so grateful for your loyalty and trust in TheraSaaS! Knowing that we've been able to show up for your practice year after year and keep delivering means the absolute world to our team! We never take that for granted! We love that you chose TheraSaaS and we are committed to keep making it better and better for you. Here's to many more years together! - Brent

AN

Anonymous User

Therapist and Intake Coordinator

Mental Health Care

### "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 1, 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

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

May 14, 2026

This is so great to hear, thank you! 🧡 Keeping things simple and organized so you can focus more on your clients is exactly why TheraSaaS exists! We love that the analytics have been a helpful tool for your practice and that the layout has been easy to pick up even with a busy schedule! We also appreciate the honest feedback on customization and flexibility, that kind of input genuinely helps us make TheraSaaS better for everyone! We're always improving and love having you along for the ride! -Brent

KF

Kate F.

Mental Health Counselor

Health, Wellness and Fitness

### "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 1, 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.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

May 14, 2026

We love hearing this so much, thank you! 🧡 Helping your team stay connected and see everything happening with clients behind the scenes is exactly what TheraSaaS is built for! So grateful for your patience as you've learned the platform and we're always here to support you every step of the way! -Brent

KM

Kate M.

Intake Coordinator

Mental Health Care

### "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 19, 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

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

Response from Vendor

April 22, 2026

Thank you so much, Kate! We love, that YOU LOVE, TheraSaaS and it's a tremendous help to you and your practice.

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