Therapy Flow CRM combines centralized contact management, integrated phone/text/email communication, drag-and-drop referral tracking, and marketing automation in a HIPAA-compliant platform built for therapy practices. Designed for solo and group practices needing more than what comes built into an EHR. Visual pipeline tracking shows where new potential clients are coming from and their status from inquiry to active client. Sophisticated marketing automation including targeted email campaigns, social media scheduling, landing pages, and ads.
Marketing & Website ToolsVerified June 2026
Therapy Flow CRM
HIPAA-compliant CRM with referral tracking and marketing automation
About Therapy Flow CRM
What Therapy Flow CRM does
The features that actually matter for therapy practice.
Centralized HIPAA-compliant contact management
Phone, text, email integration
Drag-and-drop referral tracking
Visual pipeline stages
Marketing automation (email, social, landing pages)
Automated reminders and follow-ups
Honest assessment
What works and what does not, based on hands-on testing.
What works well
- Combines CRM plus marketing in HIPAA-aware platform
- Referral source tracking is rare in EHRs
- Built specifically for therapy practices
Where it falls short
- Pricing tiers not transparent
- Adds layer on top of EHR (more tools to maintain)
- Smaller user base than generic CRMs
FAQ
Common questions about Therapy Flow CRM
- Is Therapy Flow CRM HIPAA compliant?
- Yes. Therapy Flow CRM offers a BAA and is built to meet HIPAA requirements for therapists and behavioral-health practices.
- What is Therapy Flow CRM best for?
- HIPAA-compliant CRM with referral tracking and marketing automation
Alternatives
Other tools in Marketing & Website Tools
AASW Find a Social Worker
The Australian Association of Social Workers' member directory.
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PACFA Find a Therapist
Directory of the Psychotherapy and Counselling Federation of Australia.
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Sun Life Provider Search (Lumino Health)
Free Canadian provider search (formerly Lumino Health).
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Weave
All-in-one phone, texting, and payments platform for practices.
PaidHIPAA-compliant
Side-by-side
Compare Therapy Flow CRM with another option
Therapy Flow CRM vs AASW Find a Social Worker
The Australian Association of Social Workers' member directory.
Read comparisonTherapy Flow CRM vs PACFA Find a Therapist
Directory of the Psychotherapy and Counselling Federation of Australia.
Read comparisonTherapy Flow CRM vs Sun Life Provider Search (Lumino Health)
Free Canadian provider search (formerly Lumino Health).
Read comparisonTherapy Flow CRM vs Weave
All-in-one phone, texting, and payments platform for practices.
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