Tired of leads for your functional medicine or integrative care clinic falling through the cracks? Try Wellness Wise CRM.
Transform Your Site Into a Lead Capturing Machine
We will get lead magnets, a chat widget, scheduling calendar, and a contact form integrated onto your site to boost your opportunity to capture a lead.
Automatically Nurture Every Lead Short and Long Term
Once a lead enters your CRM, they are placed into the proper sequence and adequately nurtured indefinitely on your behalf! Set it and forget it!
Prebuilt Email Sequences Ready To Go- No Hassle!
We've prebuilt just about every email nurture sequence you might need, including hormones, weight loss, missed discovery calls, objections, and more!
The Complete Lead Management CRM for Functional Medicine Clinics
You have a million other things to do. The last thing you need is to figure out how to work more tech software, build your own automations, and create all the content necessary for every situation. With Wellness Wise, it’s all done for you!
Monthly On-Topic Lead Magnet
Get a lead magnet monthly, with a different focus (men's health, women's health, & weight loss) to help you attract and convert more leads effortlessly. Lead magnets will tie in perfectly to your blogs and social posts.
Monthly Website Blog Articles
2-3 expertly crafted blogs delivered monthly, providing valuable insights, patient education, and SEO-boosting content tailored to your practice. Two blogs are pre-determined topics, you choose the third!
Monthly Done-For-You Newsletter
Consistently communication with your followers with a monthly newsletter prepper for you. Have announcements or promotions you want included? No problem, just send it our way and we'll do the rest!
8 Monthly Social Media Posts
Expect to receive access to 8 relevant, high-engaging social media posts you can easily brand and use across all of your platforms. All you need is a free Canva account to edit and brand to your business.
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.
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.
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
Getting Started with Wellness Wise is Quick and Effortless
No need to jump into anything blind! Let’s jump on a video call together to show you exactly what makes Wellness Wise the perfect CRM for functional medicine and integrative care clinics. We block out an hour of time, but often don’t need the whole hour.
Onboarding is easy peasy. Just provide a high resolution copy of your logo, a CSV file of any current contacts, and provide access to your website (if you don’t have a website manager) so we can integrate with your CRM account. Once we have this, give us 2-3 days to get i all set up and you’ll be good to go!
Last, we spend some time going over how to best utilize the CRM. We make it as easy as possible for you to use; literally spending only a few seconds per client in the CRM. No need to mess with automations, funnels, or email templates if you don’t want to.
Marketing Your Functional Medicine Clinic Is Simpler Than You Think
Our functional medicine CRM is designed to give you everything you need to grow your practice by tracking and nurturing all your leads in one unified location.