5-Minute Setup, No Tech Skills Required
Start without stress
Grounded CRM is ready to use straight away.
- No integrations to configure
- No technical setup
- No training sessions required
If you can use email, you can use Grounded CRM.
Client & Contact Management
Keep everything in one place
Store all your client and enquiry information securely in a single, easy-to-use system.
- Client details, contact info, and history in one view
- Clear separation between enquiries and active clients
- No spreadsheets, notebooks, or scattered inboxes
Everything is exactly where you expect it to be.
Enquiry & Client Pipeline
See where everyone is at a glance
Track enquiries from first contact through to ongoing clients using a simple visual pipeline.
- Easily log new enquiries
- Know who needs a follow-up
- Stay on top of active clients
No complicated sales stages — just a clear, therapist-friendly flow.
Optional Notes & Client History
Only what you choose to keep
Session notes are never required. Add a brief admin note if it helps — there are no diagnosis or clinical fields.
- Notes are entirely optional
- No diagnosis or clinical record fields
- Keep a simple timeline of appointments and contact
Privacy-first by design — keep clinical records wherever you already do.
Simple Scheduling Support
Stay organised without calendar chaos
Grounded CRM helps you manage appointments and availability without forcing you into complex scheduling systems.
- Clear visibility of upcoming sessions
- Reduced admin and mental load
- No double-handling of information
Simple, calm, and effective.
Automated Email Reminders
Reduce no-shows effortlessly
Send automatic reminders to clients before sessions — without manually chasing or remembering.
- Gentle, professional reminders
- Saves time and avoids awkward follow-ups
- Improves attendance with minimal effort
Set it once, then forget about it.
Clear Practice Insights
Know how your practice is performing
Get a simple overview of what's happening in your practice.
- New enquiries over time
- Active vs inactive clients
- A clear picture without charts overload
No complex reports — just useful insight.
Secure & UK-Based
Your data, handled responsibly
- UK-based platform
- Secure data handling
- Built with privacy and trust in mind
Your client data is treated with the care it deserves.
Built for Solo Therapists
Not teams. Not clinics. Just you.
Grounded CRM was created after 10+ years working with therapists, seeing first-hand how overbuilt systems create friction instead of clarity.
This platform is:
- Purpose-built for solo therapists
- Free from unnecessary features
- Calm, focused, and affordable
Ready to simplify your practice?
If you want a CRM that feels supportive rather than overwhelming, Grounded CRM is ready when you are.
No credit card • No time limit • No pressure