CRM for Therapists
InvestGlass empowers therapists to maximize their efficiency by managing patient data and business opportunities with ease. It ensures regulatory compliance and protects patient data privacy. The platform’s adaptability improves therapists’ knowledge of their patients and positively impacts treatment outcomes.
Simplify Your Workflow
From Start to End
The first Swiss CRM was designed for therapists to manage digital onboarding, life cycle management, patient records, and communication from start to finish.
Flexible CRM
InvestGlass is a flexible and easy-to-use CRM solution for therapists that offers customization of tabs, types of records, and reports. With automated messaging, communication tools, and task management features, InvestGlass ensures efficient time and team management for therapists’ staff while also providing data security and compliance with patient health information.
Patients pipeline and deals
For therapists, understanding the life cycle of their practice is essential for growth. InvestGlass’s pipeline functionality makes it easy to track progress and gain insights into which stages are successful and where improvements can be made. With this valuable tool, therapists can confidently forecast and plan for growth based on data-driven decisions.
Automated workflows
InvestGlass is a powerful CRM platform that offers automation capabilities for therapists, allowing you to streamline tedious tasks like appointment scheduling, email responses, and follow-ups. With InvestGlass, you can save time and increase efficiency by automating routine tasks. Our CRM templates and automated processes are designed to make your workflow simpler and more organized. Plus, our all-in-one system collects all your data, including prospective patients and appointment schedules, making it easy for you to manage your practice.
Patient portal & Calendar
InvestGlass offers a patient portal and calendar feature for therapists. Keep track of all patient appointments in one place with the calendar, which allows for manual event additions, edits, and deletions. Customize the colour-coded categories for easy tracking and utilize the patients-only calendar for added privacy. The patient portal feature allows patients to securely access their medical history and communicate with their therapist, providing a more convenient and efficient experience.
Digital onboarding
InvestGlass simplifies the onboarding process for therapists with its digital feature, allowing for quick and easy collection of information from new prospects and existing patients. With digital forms and electronic signature capabilities, you can save time and streamline the process, without the need for printing or mailing. InvestGlass’s digital onboarding feature is an essential tool for any therapist looking to simplify their practice management.
- Turnkey hosting in Switzerland or in your local server
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Built-in template for therapy practices
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Capture more leads
- Help you close deals faster
- Respect regulatory frameworks
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Automate redundant tasks
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Support your patient communication
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Create customized revenue reports
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