The Ultimate CRM for Healthcare Entrepreneurs

Streamline Your Communications, Scheduling, and Health Coaching with your Patients and Clients - All in One Place

All-in-One CRM for Health Coaches

Kiss Fragmented Tools Goodbye, Centralize Your Practice

But, what is a CRM?

A CRM, short for Client Relationhip Manager, is a tool that helps businesses manage their interactions and relationships with current and potential customers/clients. It centralizes all your customer data like contact details, communications, appointments, and transactions in one place.

With a CRM, you can automate marketing campaigns, streamline sales processes, provide personalized customer service, and analyze data to optimize your strategies.

Most-Used Features

Capture and transform Leads into Clients


Effortlessly convert prospects into long-term clients with our intuitive lead management tools. Capture and nurture leads from various sources, automate follow-ups, and seamlessly transition them into your sales pipeline or funnel.

Email and Social Media Marketing

Engage your audience and grow your health coaching business through powerful email and social media marketing capabilities. Craft persuasive campaigns, share valuable content, and reach clients where they're most active.

Fully Automated Bookings

Save time and eliminate scheduling headaches with our automated booking solution. Allow clients to self-schedule appointments 24/7 while synchronizing seamlessly with your calendar for maximum efficiency.

Membership and Online Courses

Monetize your expertise by creating membership programs and selling online courses. Build a thriving community, deliver exclusive content, and provide premium coaching on an easily manageable platform.

Checkout and Payments

Provide clients with a smooth, professional checkout experience with our integrated payment processing. Securely accept payments online for appointments, courses, products and more from a central hub.

The story behind SPS Agency Pro:

As a full-time practicing physician running my own solo practice, I was intimately familiar with the challenges of inefficient operations and fragmented software workflows. Juggling multiple disconnected tools for scheduling, patient communications, billing, and marketing was not only time-consuming but also hindered me from delivering the best possible care experience. The constant context switching between siloed systems was draining my productivity.

Hiring an external agency to stitch together these fragmented processes was an expensive band-aid that still didn't provide a seamless solution. I knew healthcare entrepreneurs like myself deserved better. That's why I decided to create an all-in-one CRM platform tailored specifically for our industry's unique needs.

One central hub to run every aspect of the patient journey - from initial lead capture and nurturing to scheduling appointments to delivering telehealth coaching programs and billing. No more wasted time painstakingly transferring data across disparate apps. My CRM empowers health coaches and practices with efficiency while prioritizing quality patient relationships.

Dr Victor Soriano

Frequently Asked Questions

What kind of healthcare businesses is this designed for?

Our platform is tailored specifically for physicians, nurse practitioners, physician associates, health coaches, wellness professionals, nutritionists, therapists, and other entrepreneurs in the patient care/coaching space. The tools and features cater to the unique needs of managing client relationships, scheduling appointments, delivering content/programs, and running the operational side of your healthcare services business.

How is this different from generic CRM software?

Unlike general CRMs, our solution was built from the ground up with healthcare companies in mind. This means seamless calendar management for booking client appointments, HIPAA compliant data handling, tools for creating membership programs/online courses, integrated telehealth capabilities, automated client communication sequences tailored to your coaching workflow, and much more.

Does it integrate with my existing tools/software?

Absolutely. Our open API architecture allows for easy integration with the tools and software you already use and love. This includes calendar apps, payment gateways, email marketing platforms, healthcare EHR/EMR systems, accounting software, and more. We also offer a selection of pre-built integrations with popular apps.

What pricing plans are available?

Our platform is designed for the solopreneur that values clear pricing plan. Month-to-month option is available for those that are ready to start but don't want to commit at $497/mo and a $200 one-time setup fee and a 12 month commitment plan with a 20% discount and waived set up fee for those that want to minimize cost.

Is it easy to get started and use?

Our platform is built with an intuitive, user-friendly interface that requires little to no technical skills. We have guided onboarding and training resources to help you get set up quickly. The visual workflow builders make it simple to automate processes with drag-and-drop ease. Our live support is also available whenever you need assistance.

How can I try it before purchasing?

We encourage you to begin with a free trial, which provides full access to our entire suite of CRM tools for 7 days. This allows you to experience the platform's power first-hand and see if it's the right fit. No credit card is required to start your trial.

If you have any other questions, we're happy to provide a free one-on-one demo as well.

Tools And Features All One Place.

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Streamline patient communications, scheduling, marketing and operations for your business with an all-in-one CRM tailored for healthcare entrepreneurs.

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407-951-1195

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