The Salty CRM · Counsellors

The CRM built for counsellors.

From a first, careful enquiry to ongoing sessions, the Salty CRM handles intake gently, books appointments, and keeps clients supported — built for how a counselling practice runs.

Why it fits

Built for the way counsellors actually work.

Counselling is a sensitive, relationship-led practice. Clients reaching out are often nervous and won't chase a slow reply, sessions are recurring, and your practice fills largely through trust and word of mouth — so a missed enquiry or a forgotten booking matters more than in most businesses.

The Salty CRM handles the admin with care so you can focus on clients. Enquiries get a prompt, warm response, sessions book and remind themselves, and everything stays organised and private in one place.

Sound familiar?

The work slipping through your counselling practice.

The everyday leaks that cost you clients — and exactly how the CRM plugs them.

First enquiries that need a gentle, quick reply

Someone reaching out for the first time won't try twice. An instant, caring auto-response holds the connection until you can reply personally.

Session scheduling that interrupts your day

Phone tag between clients is draining. Online booking lets clients choose a time from your real availability.

Reminders and rebooking done by hand

Recurring sessions are easy to lose track of. Automated reminders and rebooking keep clients supported and showing up.

What it does

Everything your counselling practice needs, in one place.

One platform that catches the lead, wins the review, and gets you paid — no patchwork of apps.

Never miss a lead

Missed-call text-back replies instantly, so a missed call never turns into a lost customer.

Reviews on autopilot

Automated requests turn happy customers into five-star reviews that win you the next ten.

Quote to paid, faster

One pipeline moves every deal from enquiry to quote to invoice — nothing slips through the cracks.

Rebooking built in

Follow-ups and repeat work are scheduled automatically, so revenue keeps coming back.

One inbox

Calls, texts, email and web chat land in one place — answer from your phone or your desk.

See what's working

Dashboards show where your leads come from and what they're worth, in plain numbers.

Questions

Counsellors, answered.

Yes. Every enquiry and conversation sits on one private client record, and first responses can be warm and automatic so no one is left waiting.

Yes. Clients self-book from your availability and get gentle automatic reminders, with easy rescheduling.

Yes. Starter is built for solo practitioners; Pro and Elite are set up for you, with booking and reminder workflows ready.

See the CRM on your counselling practice.

Book a 20-minute demo and we'll show you exactly how it would run your day.