Looking for a therapy CRM in the UK?

Sessionly does what you'd want from a CRM — purpose-built for UK therapists, with everything else you need to run a practice.

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A visual client journey

Drag your clients through the stages of their work with you — from first enquiry to active therapy — on a Kanban-style board.

Enquiry

Initial contact, awaiting first conversation.

+ 1 more

Assessment

Booked in for an assessment session.

Waiting

Assessed and waiting for a regular slot.

Active

In ongoing therapy with a regular slot.

+ 9 more

Each column shows how many clients sit at each stage. Move a client to the next column when they're ready. Sessionly keeps the timestamp of every move, so you have a complete history of when each client moved through your practice — no manual record-keeping, no missed transitions.

This is what generic CRMs try to do for sales pipelines. Sessionly does it for therapeutic relationships.

Everything you'd want from a CRM

The relationship management essentials, built around the way therapy actually works.

Client records with complete context

Each client has their own record — contact details, intake responses, session notes, outcome measures, invoices, and a full audit trail of every interaction. Date and time-stamped, every time. This is the discipline most generic CRMs lack.

Custom intake forms

Build your own intake forms with the questions that matter to your practice. Clients can fill them in themselves before their first session, or you can capture responses during assessment. The data lives on the client record automatically — no copy-paste from email or paper forms.

Client journey visibility

See at a glance who's in enquiry, who's awaiting assessment, who's on your waiting list, and who's active. Spot stagnation early. Know your real capacity at any moment.

Full communication audit

Every interaction with a client — sessions, notes, messages, file uploads — is recorded with a timestamp. If you ever need to demonstrate your record-keeping (subject access request, professional body inquiry, supervision discussion), it's all there.

And everything else you need to run a UK therapy practice

What practice management software adds beyond what any CRM gives you:

Session notes and process notes with SOAP, DAP, or free-form templates, including optional AI structuring
Outcome measures — CORE-10, PHQ-9, GAD-7, WSAS and WEMWBS — with scoring, clinical risk flags, and progress charts
Calendar and client self-booking with shared calendars for rooms and team availability
Invoicing and finance tracking with HMRC self-assessment categories and accountant-ready exports
CPD and supervision hour tracking aligned with BACP requirements
GDPR-first design with UK/EU hosting, AES-256 encryption, and BACP-aligned retention

Why generic CRMs don't work for therapy

HubSpot, Salesforce, Zoho, Pipedrive — all built for sales teams managing deal pipelines. The mental model is “lead → opportunity → closed.” Useful for selling software. Not useful for the kind of long-term, evolving therapeutic relationship that therapy actually involves.

Generic CRMs don't include session notes with proper clinical structure. They don't include outcome measures. They don't track CPD hours against professional body requirements. They don't handle BACP-aligned 7-year retention. They don't separate clinical records from administrative data per UK confidentiality conventions.

You can adapt a generic CRM to therapy work. Many therapists try. Most outgrow it within a year — because therapy work has clinical and regulatory requirements that no sales tool was built for.

Sessionly was built for UK therapy practice from day one. That's why it works.

Simple, transparent pricing.

No per-seat overages. No hidden tiers.

Private Practitioner

For individual therapists

£10.99/month

or £109/year — save 17%

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For agencies

Agency

Up to 25 therapists

£49.99/month

or £499/year — save 17%