Automate Your Functional Medicine Practice Leads With Wellness Wise CRM.

Monthly Done-For-You Lead Magnets

Get a new lead magnet every month, designed in Canva for easy customization, helping you attract and convert more leads effortlessly.

Automated Lead Nurture Series

Automated monthly nurture emails keep your practice top of mind, providing ongoing education, value, and gentle engagement for leads yet to convert to a wellness program.

Automated Wellness Program Email Series

Weekly program emails (12, 16, or 26 weeks) packed with wellness trackers, recipe e-books, and expert recommendations to enhance patient experience.

The Complete Lead Management CRM for Functional Medicine Clinics

Running a functional medicine clinic is demanding—marketing shouldn’t be. Wellness Wise delivers done-for-you content and automates lead management, so you can focus on patient care.

Automated Wellness Program Email Series

Weekly program emails (12, 16, or 26 weeks) packed with wellness trackers, recipe e-books, and expert recommendations to enhance patient experience.

Monthly Website Blog Articles

Three expertly crafted blogs delivered monthly, providing valuable insights, patient education, and SEO-boosting content tailored to your practice.

Automated Long-Term Lead Nurture Series

Automated monthly nurture emails keep your practice top of mind, providing ongoing education, value, and gentle engagement for leads yet to convert to a wellness program.

Monthly Generated Social Media Content

Get monthly social media content designed for daily posting, aligned with blog topics and newsletters for a cohesive marketing campaign, all made in Canva for easy branding.

Automated Monthly Newsletter Sequence

Receive an automated monthly newsletter sequence with beautifully designed, easy-to-edit templates for custom promotions and announcements

Monthly Done-For-You Lead Magnets

Get a new lead magnet every month, designed in Canva for easy customization, helping you attract and convert more leads effortlessly.

Website Chat Widget Lead Capture

Engage visitors instantly with a website chat widget designed to capture leads, answer questions with AI potential, and guide prospects toward scheduling.

At-A-Glance Practice Reporting Dashboard

Gain instant insights with an at-a-glance dashboard that tracks program performance, lead activity, conversion rates, and marketing campaigns.

A Functional Medicine CRM is Easy With Wellness Wise

98%

of users saw an increase in efficiency

94%

of users saw an increase in revenue

87%

of users saw a decrease in lost prospects

Marketing Your Functional Medicine Business Is Simpler Than You Think

Our functional medicine CRM is designed to give you everything you need to grow your practice in one unified location. 

Wise Professional

Everything You Need

For practitioners needing to organize the leads, patients, and past contacts

$350/mo

$500 one-time onboarding fee

Ready Out-The Box

Lead Nurture Email Automations

100% Branded-To-You Templates

Appointment Calendar

Discovery Call Nurture + Reminders

Monthly Newsletters

Custom Lead Capture Forms

Website Chat Widget

Social Media Scheduler

3 Lead Magnets

Hormone Program Support Sequence

Weight Loss Program Support Sequence

QR Code Tracking

Webinar Funnel

2 Hours Monthly CRM Support

Want totally hands off?

Website Management

CRM Management

Newsletter Management

3 Blogs Monthly

15 Social Media Posts

Wise Elite

Everything You Want

For practitioners with no time wanting it all managed for them

$500/mo

$500 one-time onboarding fee

Ready Out-The Box

Lead Nurture Email Automations

100% Branded-To-You Templates

Appointment Calendar

Discovery Call Nurture + Reminders

Monthly Newsletters

Custom Lead Capture Forms

Website Chat Widget

Social Media Scheduler

3 Lead Magnets

Hormone Program Support Sequence

Weight Loss Program Support Sequence

QR Code Tracking

Webinar Funnel

2 Hours Monthly CRM Support

This is the plan for you!

Website Management

CRM Management

Newsletter

3 Blogs Monthly

15 Social Media Posts

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