Home » CRM for Service Business » Practice CRM
Practice CRM is an all-in-one platform designed to help service-based professionals manage their client relationships with ease. It combines scheduling, payments, contracts, forms, and messaging into a single streamlined system, which reduces the need for multiple tools.
The platform also includes automation features that save time on repetitive tasks, while offering a professional and organized experience for both businesses and their clients.
Client Management: Centralize client details, conversations, and history in one place. Service providers stay organized and deliver consistent, professional experiences.
Scheduling and Appointments: Provide an integrated calendar that allows clients to book sessions online. Automated reminders and updates ensure easy time management.
Payments and Invoicing: Support secure online payments and professional invoices. Billing becomes simpler, and businesses can track income while reducing administrative workload.
Contracts and Forms: Enable digital contracts and customizable forms that can be shared and signed online. Onboarding is smoother, and compliance processes are streamlined.
Messaging and Communication: Offer a unified channel for client communication through chat and email. Interactions remain clear, professional, and easy to manage.
Automation Tools: Automate repetitive tasks such as follow-ups and confirmations. Professionals save time and can focus more on client service.
| Plan | Price (Monthly) | Key Inclusions |
|---|---|---|
| Basic | $4/month | Essential tools: scheduling, payments, basic client management |
| Pro | $42/month | Enhanced automation and customization for solopreneurs |
| Teams | $69/month | Multi-user management: availability, clients, payroll features |
| Enterprise | Custom pricing | Advanced features, personalized onboarding, dedicated account manager |
Check Pricing details: https://practice.do/pricing
| Competitor | Pros of Practice CRM |
|---|---|
| HubSpot CRM | Practice CRM combines scheduling, payments, forms, and client messaging in a single platform, which gives service providers a simpler all-in-one solution without extra integrations. |
| Zoho CRM | Practice CRM is built specifically for service professionals, which makes it easier to set up and use compared to Zoho’s more complex and enterprise-focused system. |
| Pipedrive | Practice CRM handles appointments, contracts, invoicing, and communication in one place, which reduces the need for separate tools and saves time for small service businesses. |
| Insightly | Practice CRM centralizes client records, notes, and conversations in an intuitive way, which offers a more straightforward approach for solo professionals and small teams. |
| Simply.Coach | Practice CRM delivers a complete suite with automations, unlimited contacts, and streamlined client management, which ensures reliability and less setup compared to coaching-only platforms. |
| Competitor | Cons of Practice CRM |
|---|---|
| HubSpot CRM | Practice CRM lacks advanced marketing automation, email campaigns, and sales funnel tools that HubSpot provides for larger businesses and marketing-focused teams. |
| Zoho CRM | Practice CRM does not offer AI-powered analytics, deep workflow customization, or broad third-party integrations, which are areas where Zoho excels. |
| Pipedrive | Practice CRM cannot match the advanced deal tracking, visual sales pipeline, and sales forecasting features that Pipedrive is known for in sales-driven industries. |
| Insightly | Practice CRM does not include built-in project management, opportunity tracking, or workflow linking features that Insightly integrates with its CRM. |
| Simply.Coach | Practice CRM does not provide detailed coaching journey tracking, client goal-setting, or white-label branding that Simply.Coach offers to coaching professionals. |
