CRM for Allied Health Practices

Client Relationship Management for Allied Health Professionals

Improve client communication and build stronger relationships with Australia’s 1st Client Relationship Management (CRM) Software for Allied Health.

Smiling friendly black woman psychologist having conversation with patient
Allied Health CRM

The future of Allied Health software
starts here

Build Strong Relationships

Practice Management Software often forgets about one key element – relationships. We put your relationships with clients at the heart of everything we do, so you can build stronger connections.

Streamline Your Admin
Features

Elevate your practice with Client Relationship Management (CRM)

Another Call From A Happy Client

Client Communication Tools

Keep clients engaged and informed without the manual work, with two-way SMS & email integrated with client profiles, automated appointment reminders and follow-ups, and customisable templates for intake, feedback, or review requests

Centralised Client Relationship History

Improve continuity of care and build trust with a full timeline of interactions, tags, notes, documents, assessments, care plans and referrals.

Businesswoman Checking E-mail Online on Laptop
Happy woman, therapist and therapy advice, mental health questions and speaking to client in consul

Secure, Compliant Data Handling

Protect sensitive client data laws and improve compliance with HIPAA/PBCA/NDIS-aligned security, audit logs, time-stamped communication history, and permission-based access for multi-user practices.

Automation & Task Management

Reduce the admin burden with automated tasks, recurring reminders for things like NDIS reporting or review plans, and task delegation for small teams.

Woman making a to do list
Client Journeys

How to Build Your Relationships

with your clients

01

Set up your enquiry & intake forms

Get your enquiry form on your website and get notified as soon as the lead comes in. Use automation to send intake forms and see if they’re the right fit.

02

Meet with your new client

Book your first meeting and ensure they turn up with SMS & email reminders. Instantly see notes, history and preferences in the client’s profile, and utilise automated follow-up to stay in touch.

03

Do what you do best

We’ll take care of the admin burden. You focus on being an amazing clinician. We can help ongoing engagement by:

Pricing

Choose the perfect plan for your practice

Best for Allied Health Practices

Premium

$29

per user / month

Best for Solo Clinicians

Basic

FREE

Best for Allied Health Practices

Premium

$49

per user / month

Best for Solo Clinicians

Basic

FREE

Frequently Asked Questions

Want to know more about AlliedCRM?

CRM stands for Customer Relationship Management. But in Allied Health, we prefer to call it Client Relationship Management.

A CRM is a software platform that allows allied health clinicians to build meaningful relationships with their clients, without the admin.

Think emails, meetings, reminders, client records and task management.

A lot of the things people use CRMs for is the same things you do with your clients. The difference is that instead of using spreadsheets and fragmented system, a CRM allows you to do it in a much more streamlined way.

You can try it for FREE here.

Yes, our platform includes an easy-to-use customsiable enquiry form.

For clinicians on FREE plans, it'll just include a small AlliedCRM logo at the bottom.

If you'd prefer to customise your branding, you can start a paid subscription.

Yes, you can set up automated workflows for welcome emails, follow-ups, meeting reminders and so much more!

Meetings can be booked from your meeting scheduler.

Simply open up meeting slots, set your availability (or integrate with your Google/Outlook calendar), and allow client to book in times that work for them.

You can also easily reschedule or cancel meetings.

There's usually a process that many clinicians go through with their clients. Intake, consultation, ongoing engagement.

Client journeys allow you to show all of your clients at each stage, and set tasks based on where they are. It allows you to see all clients at a glance and stay on top of your workload.

That's the age-old question.

There are two main ways clinicians get more clients: through referrals and word-of-mouth, or through their marketing.

We help with both!

By giving you an easy way to manage your workload, your clients, and your referral network, you can provide a better service. As client satisfaction grows, so does word-of-mouth.

On the other side of things, did you know that we offer marketing services too? Simply book your FREE consultation here.

AlliedCRM is FREE!

We also have a paid platform, which is $29 per user/mth. And that's AUD - because we're 100% Australian owned & operated!

See pricing here.

Yes! We can integrate your meetings with Zoom so you can manage your telehealth calls.

Absolutely! Our FREE package if perfect for solo clinicians.

It has everything you need to manage your workload, build relationships with clients and simplify your admin. 

Get Started for FREE here.

Getting started is easy! Simply head to our platform and sign up for FREE.

Try For Free

Join now for FREE

and get your new account up and running in just 24hrs!