Automate Your Functional Medicine Practice WithWellness Wise CRM.
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.
Automate Your Functional Medicine Practice With
Wellness Wise CRM.
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.
How does Wellness Wise CRM save you time?

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.Â

WordPress Website Template

Appointment Calendar

Website Chat Widget

Webinar Funnel

Newsletter Template

Social Media Scheduler

QR Code Generator

Weight Loss Drip Campaign

Women's Health Drip Campaigns

Men's Health Drip Campaigns

Med Spa/Aesthetics Drip Campaigns

Monthly Generated Social Media Content

Custom Pipelines

Digital Ads Reporting Dashboard

WordPress Website Template

Appointment Scheduler

Website Chat Widget

Webinar Funnel

Newsletter Template

Social Media Scheduler

QR Code Generator

Weight Loss Drip Campaign

Women's Health Drip Campaigns

Men's Health Drip Campaigns

Med Spa/Aesthetics Drip Campaigns

Monthly Generated Social Content

Custom Pipelines

Digital Ads Reporting Dashboard
Wise Essentials
Everything You Need
For practitioners that don't have time to create their own content
$119/mo
Get Monthly Content
30 Social Media Posts
2 Blog Articles
1 Lead Magnet
Unlimited CRM Seats
Appointment Calendar
Reputation Management
Social Media Scheduler
QR Code Tracking
Email & SMS Automations
Form & Survey Builder
Host Webinars
Website Chat Widget
Training Webinars Bi-Weekly
Done For You
Weight Loss Nurture Series
Women's Health Nurture Series
Men's Health Nurture Series
Aesthetics Nurture Series
12-Week Hormone Program Support Series
Monthly Newsletter Automations
Email Templates
Wise Professional
Everything You Want
For practitioners needing to organize the leads, patients, and past contacts
$197/mo
Get Monthly Content
30 Social Media Posts
2 Blog Articles
1 Lead Magnet
Unlimited CRM Seats
Appointment Calendar
Reputation Management
Social Media Scheduler
QR Code Tracking
Email & SMS Automations
Form & Survey Builder
Webinar Funnel
Website Chat Widget
Training Webinars Bi-Weekly
Done For You
Weight Loss Nurture Series
Women's Health Nurture Series
Men's Health Nurture Series
Aesthetics Nurture Series
12-Week Hormone Program Support Series
Monthly Newsletter Automations
Email Templates
Wise Elite
Just Everything
For practitioners wanting a well oiled automated machine working for them
$249/mo
Get Monthly Content
30 Social Media Posts
2 Blog Articles
1 Lead Magnet
Unlimited CRM Seats
Appointment Calendar
Reputation Management
Social Media Scheduler
QR Code Tracking
Email & SMS Automations
Form & Survey Builder
Webinar Funnel
Website Chat Widget
Training Webinars Weekly
Done For You
Weight Loss Nurture Series
Women's Health Nurture Series
Men's Health Nurture Series
Aesthetics Nurture Series
12-Week Hormone Program Support Series
Monthly Newsletter Automation
Email Templates

Simple User Interface
Our CRM's design is simple and intuitive. Even the most novice users can easily navigate the dashboard and manage their tasks effortlessly without any technical expertise.

Monthly Generated Content
Keep your practice thriving with monthly content made available to you, including engaging social media posts, optimized blog articles, and effective lead magnets.

Actionable Insights at Your Fingertips
Make informed decisions with detailed analytics and reporting. Understand your audience, measure effectiveness, and adapt strategies in real-time for continuous growth.
Ready To Take Your Functional Medicine Marketing To The Next Level?
Discover The Difference Wellness Wise Can Make
Run Your Functional Medicine Practice From One Central Location

Capture Leads
Capture leads by seamlessly integrating lead capture forms and social media interactions into one centralized system.

Nurture Leads
Facilitates the nurturing of leads with targeted automations and personalized communications, guiding them closer to conversion.

Close Leads
Close leads by using insights and tools needed to tailor your approach and secure the sale.

Cycle Leads
Create recurring sales by utilizing the detailed analytics and follow-up features to keep customers engaged and coming back.