“Overall, LeadSquared has drastically increased our efficiency and productivity, and has helped us be better at our jobs due to the ease of access to information and use of that information.”
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3rdchair is a nonprofit mental health organization based in Grand Rapids, Michigan. Operating in the behavioral healthcare space, the organization primarily serves young adults and teens, partnering closely with local colleges to provide accessible, affordable counseling services.
Founded as an alternative to traditional campus counseling services, 3rdchair was built around two core principles:
Today, the organization has grown to a team of approximately 25 members, the majority of whom are licensed professional counselors and social workers delivering one-on-one therapy. As demand increased, so did the operational complexity behind managing inquiries, intake processes, and billing coordination.
As 3rdchair expanded, its internal processes struggled to keep pace.
Before implementing LeadSquared, the organization relied on a shared document to track:
This approach worked when the organization was smaller. However, as weekly client volume increased from around 100 to nearly 300, the limitations became clear.
Key challenges included:
With privacy regulations such as HIPAA adding an additional layer of compliance requirements, finding a secure, affordable, and scalable solution became critical.
“It was just not a long-term solution anymore.”
When evaluating CRM platforms, 3rdchair had two non-negotiables:
LeadSquared stood out because of:
The onboarding process was smooth, and while internal adoption required training, the
LeadSquared implementation itself was straightforward.
Structured Intake Automation Reduces Manual Work
Today, when a potential client reaches out, via website, phone, or text, they are added into LeadSquared at the appropriate stage in the intake process.
From there, automation takes over:
This ensures no inquiry is overlooked and reduces dependency on manual tracking.
“We certainly are more aware of where clients are in the process, and we miss less.”
One of the biggest operational improvements has been in billing management. If:
The information is entered into LeadSquared, which automatically creates follow-up tasks for the admin team.
This has led to:
Because all client communication and billing status updates live in one centralized system, response times have significantly improved.
With structured task automation:
The full-time admin team now manages intake tracking more consistently, and leadership has clearer oversight into where clients are in the onboarding journey.
“LeadSquared has drastically increased our efficiency and productivity and helped us be better at our jobs overall.”
For 3rdchair, LeadSquared is not about aggressive sales growth or marketing automation. It is about operational clarity.
By replacing spreadsheets with structured, HIPAA-compliant automation, LeadSquared has enabled this nonprofit mental health organization to:
In a field where consistency, compliance, and care matter deeply, LeadSquared has become the backbone of their intake and billing operations.
“Overall, LeadSquared has drastically increased our efficiency and productivity, and has helped us be better at our jobs due to the ease of access to information and use of that information.”
