Automate Your Functional Medicine Practice Leads With Wellness Wise CRM.

Done-For-You Lead Magnets

Get a 3 branded lead magnets, each with a different focus (men's health, women's health, & weight loss) to help you attract and convert more leads effortlessly.

Automated Lead Nurture Series

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

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.

Done-For-You Lead Magnets

Get a 3 branded lead magnets, each with a different focus (men's health, women's health, & weight loss) to help you attract and convert more leads effortlessly.

Automated Lead Nurture Series

Automated 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.

Webinar Landing Page & Email Sequence

Automated webinar landing page and reminder email sequence built into your CRM—designed to boost attendance, nurture leads, and convert registrants into paying patients effortlessly.

QR Code Creation & Tracking

Easily create custom QR codes linked to any page or offer, with built-in scan tracking so you can monitor engagement and measure campaign effectiveness in real time.

Monthly Website Blog Articles

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

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 leads, patients, and past contacts

$350/mo

$950 one-time onboarding fee

Ready Out-The Box

Lead Nurture Email Automations

100% Branded-To-You Templates

Appointment Calendar

Discovery Call Nurture + Reminders

Monthly E-Mail Automation

Custom Lead Capture Forms

Website Chat Widget

Social Media Scheduling Tool

3 Lead Magnets

Hormone Program Support Sequence

Weight Loss Program Support Sequence

QR Code Creation & Tracking

Webinar Funnel

Up to 2 Hours of Monthly CRM Tech Support

Want totally hands off?

Website Management

Concierge CRM Management

Newsletter Management

3 Blogs Monthly

Wise Elite

Everything You Want

For practitioners with no time wanting it all managed for them

$500/mo

$950 one-time onboarding fee

Ready Out-The Box

Lead Nurture Email Automations

100% Branded-To-You Templates

Appointment Calendar

Discovery Call Nurture + Reminders

Monthly E-Mail Automation

Custom Lead Capture Forms

Website Chat Widget

Social Media Scheduling Tool

3 Lead Magnets

Hormone Program Support Sequence

Weight Loss Program Support Sequence

QR Code Creation & Tracking

Webinar Funnel

Up to 2 Hours of Monthly CRM Tech Support

This is the plan for you!

Website Management

Concierge CRM Management

Newsletter Management

3 Blogs Monthly

Be Wise

Take A Test Drive

For practitioners not quite sure this is right for them.

Still on the fence? A quick demo can help clear things up. You’ll see exactly how everything works, what’s included, and how it all fits into your day-to-day. Get a feel for the tools, ask questions, and decide with confidence. Use the link below to schedule your personalized walkthrough.

No Obligation

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