LeadSquared’s Mental Health CRM

Your digital partner for efficient, empathetic care. Track progress, personalize support, and optimize operations.


100% Lead Capture

The funnel gets larger, and more patients come aboard. That’s huge for us.

Tamara Young

2X+ Pipeline Growth

We’re able to cut down our turnaround time responding to inquiries and reach out to and communicate with many more leads.

Siddhartha Nihalani

Increased our call center efficiency by 60%

With the help of smart views, all our agents are able to intercept incoming requests quickly and call the patient in a few minutes.

Kiran Ramakrishna

Detailed patient records

LeadSquared’s APIs and connectors help us collect detailed patient data and integrate it with our EHR system effortlessly.

Hicham Moro

800+ New Leads Generated

LeadSquared has helped us decrease patient turnaround time and provides us the visibility that we lacked in our previous system.

What Is Mental Health Care CRM?

A mental health care CRM is a software tool tailored to meet the unique needs of mental health care providers. It helps organize patient information, streamline administrative tasks, and improve communication within the clinic. By centralizing patient data and automating workflows, it enables mental health professionals to deliver more efficient and effective care while enhancing patient satisfaction and outcomes.

What is mental health care CRM

CRM for Your Practice

Streamline operations and elevate patient experience through appointment management, personalized communication, and proactive care.

Why Do You Need a CRM for Your Mental Health Care Practice?

Today, patients expect convenience, responsiveness, and personalized care. A CRM ensures that mental health care practices can deliver on these expectations while navigating the complexities of modern healthcare delivery.
With mounting administrative burdens, the need to centralize patient data securely, and the imperative to maintain seamless communication both within the practice and with patients, a CRM offers a comprehensive solution.

Why do you need a CRM for your mental health care practice- mental healthcare crm

Improve Patient Acquisition, Screening and Retention
Through CRM for Mental Health Care Practices

Improve Patient Acquisition, Engagement- mental healthcare crm

Top Features Loved By Mental Health Practitioners

emr integration- mental healthcare crm

EMR integration

A harmonies integration between CRM and EMRs offer a personalised patient experiences that leads to longer and lasting patient relationships and hence elongating the patient life cycle with a healthcare institute.

Comprehensive reports- mental healthcare crm

Comprehensive reports

Reduce errors and enhance your centre’s productivity with holistic reports about patient insights, marketing efforts and user productivity.

Omni channel communication- mental healthcare crm

Omni channel communication

Communicate effectively regarding upcoming appointments, pending lab reports and potential services based on patient history via various touchpoints across the patient’s medical journey.

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Appointment scheduling

Whether your patients prefer to schedule their own appointment or your intake team conducts a screening before booking an appointment, your solution for a dual challenge now rests with LeadSquared.

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Operational visibility

Keep a track of the overall productivity of all teams with an interactive and intuitive dashboard that helps you relook team strategies and appointment users with tasks that optimises your centre’s functioning.

Group 1981

Referral management

With a focus on continuity of excellent patient care, keep a track of your patient referral across various services and potential referring center’s with end to end referral management.

How LeadSquared Can Help Align Your Mental Health Practice

sales lead management – lead scoring, qualification, prioritization

Consolidated operations

House all patient data in one efficient system, eliminating manual record-keeping and scattered reminders.

Effortless appointment scheduling

Seamlessly coordinate across provider calendars for swift booking, reducing patient waitlisting and provider overtime.

Enhanced productivity monitoring

Track team productivity with ease, aligning resources for optimal growth and organizing strategies for an enhanced patient experience. 

Multichannel patient communication

Build lasting relationships through preferred communication channels, improving engagement and access to care with automated reminders and intake forms. 

Streamlined referral management

Ensure seamless patient care coordination by synchronizing data between teams and partnering clinics, smartly mapping referrals and scheduling follow-ups. 

Discover the perfect blend of EMR and CRM with LeadSquared

  • Unified solution : Say goodbye to data silos. LeadSquared seamlessly integrates with a range of third-party EMRs, providing your healthcare center with a one-stop-shop solution.
  • Bi-directional data flow : Enjoy a smooth flow of patient data between CRM and EMR systems. Our integration with AdvancedMD, Athena Health, and Dr. Chronos allows teams to analyze data from multiple sources in one platform.
  • Patient-centered care : With LeadSquared, deliver highly patient-centered care effortlessly. Say goodbye to manual data consolidation and hello to automated workflows, enabling your team to focus more on patient engagement.
Discover perfect blend of emr and crm- mental healthcare crm
Native-Integrations- mental healthcare crm

Native integrations

Our native integration solves key use cases:

  • Real-time record management : Generate and refresh patient records seamlessly in LeadSquared.
  • Instant appointment sync : Schedule appointments in LeadSquared and watch them instantly sync in real-time within your EMR account.
  • Comprehensive reporting : Generate comprehensive reports with medical data complementing patient demographics collected in the CRM.
  • Automated reminder strategies : Streamline appointment reminders and follow-up communications with LeadSquared. Enhance patient engagement through targeted and timely interactions.

Why choose LeadSquared Mental Health Care CRM?

Automate patient communications

Automate patient communications Manage patient interactions and appointments more efficiently with easy-to-create communication workflows. By tracking patient inquiries, appointments, and automating follow-ups, your practice can ensure that patients receive timely and personalized care.

Accelerate new acquisitions

Capture new patient inquiries from various sources through targeted and personalized content. Precisely attribute the leads to the sources in the CRM. Automate acquisitions through the self-serve appointment portal, tailored to your practice’s requirement.

Ace your patient retention with automation

Create healthcare workflow automations to engage patients for recurring events. For instance, you already have the date of the first yearly health check-up of a patient. Remind them of their health check-up next year automatically by using date-based triggers. Even something as simple as automating birthday wishes can go a long way in helping patient retention.

Compliance and security

Given the sensitive nature of healthcare data, LeadSquared adheres to all relevant healthcare regulations, including HIPAA, ISO 27001, GDRP, SOC1 and SOC2 audits in the US, to ensure patient data security and privacy.

Analytics and reporting

Use LeadSquared’s advanced analytics to track patient engagement, conversion rates, patiet-drop-off rates, appointment to enrollment ratios and the effectiveness of marketing campaigns. This data-driven approach will guide your practice to make strategic decisions for patient acquisition and marketing spends.

sales lead management – lead scoring, qualification, prioritization

Helping Customers Take One Step Further




Users Globally


Mobile Users



Ready to Administer a Dose of Organization?

What is mental health EHR software?

Mental health EHR software is a digital tool designed for mental health professionals to efficiently handle patient records. It includes features like patient information, treatment planning, appointment scheduling, and billing. The aim is to streamline administrative tasks and elevate the standard of patient care in the field of mental health services.

How is mental health EHR software different from mental health CRM software?

Mental health EHR software helps therapists and clinics keep track of patient records in a way that meets healthcare standards. It’s like a virtual filing cabinet for medical history.

Mental health CRM software, on the other hand, is like a personal assistant for therapists. It helps them keep track of patient journeys, scheduling appointments, and even marketing their servicesto streamline and enhance the overall patient experience while helping therapists manage their practice more efficiently.

Which software is helpful for mental health care clinics?

Mental healthcare clinics have a range of software options at their disposal that can significantly assist in various aspects of their operations and patient care. Here are some commonly used ones:

  • Electronic Health Record (EHR) Systems
  • Telehealth Platforms
  • Assessment and Screening Tools
  • Practice Management Software
  • Outcome Measurement Tools
  • Treatment Planning and Documentation Software

What is mental health practice management software?

Mental health practice management software assists with tasks such as scheduling appointments, handling billing and insurance, managing patient records electronically, and sometimes even conducting therapy sessions online.

Essentially, it streamlines administrative processes, allowing mental health professionals to allocate more time and energy to delivering high-quality care to their patients.