Client Management Software for Therapists
A therapist CRM isn't about sales pipelines, it's about never losing track of where a client relationship actually stands. PsychDesk keeps that record complete, current, and one click away.
30 days free. No credit card required.
HIPAA-aligned & DPDP ready
256-bit encryption on every record.
Billed in INR
No conversion markup, no surprise FX fees.
200+ mental health professionals
Solo therapists to multi-branch clinics.
Cancel anytime
Export your data whenever you want.
CRM sounds like sales software, and most of it is.
Built for deals and pipelines, not for a therapy relationship that can run for months or years and needs a very different kind of record: session history, clinical context, referral source, and communication, all connected.
To the full history of any client relationship
Active, on hold, discharged, always accurate
Referral tracking on every client record
CRM, clinical and billing share one record
The complete client record, always current
A complete record, not a contact card
Referral source, session history, notes, billing status and communication in one view.
Status at a glance
Active, on hold, discharged, so your active caseload is always accurate.
Referral tracking built in
Know where your clients are actually coming from.
Searchable, filterable client list
Useful the moment your caseload grows past what you can hold in your head.
No duplicate data entry
The CRM record and the clinical and billing records are the same underlying data, not three copies to keep in sync.
Shared safely across your team
Associates, supervisors and front desk each see exactly the parts of a client record their role allows.
One record, four simple steps
A client's record is created once, at intake
Everything attaches automatically
Every session, note, invoice and interaction lands on that same record.
Update status and review history from one screen
Filter your full client list
By status, service, or any detail you've recorded.
Not a sales CRM with a therapy skin.
It's built from the ground up around what a mental health practice actually needs to track, so you're not fighting the tool's assumptions to make it fit your work.
I moved eight years of client records over in an afternoon. Two things convinced me: everything is encrypted, and everything is still mine to export.
Platform uptime across the last 12 months
Clinicians documenting inside PsychDesk
Client records ever sold, shared or used for ads
Frequently asked questions
Ready to simplify your practice?
Start your free trial today. No credit card required, set up your workspace in 10 minutes and see how PsychDesk simplifies your practice.
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Read the product documentation