TheraSaaS
TheraSaaS is a HIPAA-compliant CRM platform built for mental health therapists and private practice owners, consolidating client intake, lead management, and SMS/email/phone communication into one system. It serves 200+ SMB mental health practices across the U.S. (and Canada) through tiered subscription plans.
- Company typePrivate
- Founded-
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What TheraSaaS does
TheraSaaS is a privately held SaaS company that operates a HIPAA-compliant CRM platform built specifically for mental health therapists and private practice owners. The platform consolidates client intake, lead management, and multi-channel communication (SMS, email, phone) into a single system, with pre-configured workflows for therapy-specific tasks such as new client requests, consultation scheduling, and follow-up sequences. Core product modules include Custom Website Forms, a Visual Pipeline for tracking prospective clients, a Unified Messaging Inbox, Smart Automations, an AI Voice Receptionist, an AI Chatbot, and a real-time analytics dashboard. The platform is third-party HIPAA-certified through The Compliancy Group, with BAA agreements in place across its vendor stack (Twilio, Mailgun, LeadConnector, Stripe, PayPal).
The company is owned by Brand Your Practice, Inc., operates from Hinsdale, Illinois, and runs with a 1-10 person team. Its go-to-market is product-led with a demo-call overlay, complemented by a 10% recurring affiliate program and an Impact-facilitated partner channel. Customers are SMB mental health practices (psychotherapy, counseling, child therapy, eating disorder treatment, multi-location clinics), with 200+ paying customers reported. Revenue is generated through three subscription tiers — Starter ($197/mo, 1-2 users), Essentials ($297/mo, 3-10 users), and Premium ($497/mo, unlimited users) — plus usage-based overage charges for bundled SMS/voice/email credits. All features are included with every subscription; there is no free trial.
TheraSaaS is currently U.S.-anchored with a noted Canada operating footprint and U.S.-only data storage. The company has no disclosed funding rounds, no M&A activity, and no management team listed beyond founder Brent Stutzman. The platform is rated #1 on the Productive Therapist Directory and is the highest-rated mental health CRM on Capterra and Google Reviews. Public material emphasizes ease of onboarding ("a few hours, not weeks"), 90%+ retention, and 6-minute typical support response time.
TheraSaaS firmographics
Firmographics- Name
- TheraSaaS
- Legal name
- TheraSaaS LLC
- Website
- https://therasaas.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- TheraSaaS is a HIPAA-compliant CRM platform built for mental health therapists and private practice owners, consolidating client intake, lead management, and SMS/email/phone communication into one system. It serves 200+ SMB mental health practices across the U.S. (and Canada) through tiered subscription plans.
- Ownership category
- akta.pro rank
TheraSaaS industry classification
Industry- Product category
- Mental Health Practice CRM Software
- NAICS
- Custom Computer Programming Services (541511), Telephone Call Centers (56142), Telemarketing Bureaus and Other Contact Centers (561422)
- akta.pro primary industry
- Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)
- akta.pro secondary industries
- Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach) (HLACAEAO), Customer Service, Support & Contact Center CRM (HDAEAFAC), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)
Keywords
Where TheraSaaS is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TheraSaaS business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Operations, Marketing or Sales, Personnel, Infrastructure
Revenue model
- Subscription Plans: Monthly or annual subscription revenue from three tiered plans (Starter, Essentials, Premium). Annual plans include 'two months free' promotional incentive and additional onboarding benefits.
- Communication Credits: Bundled monthly SMS, email, and phone call credits included with each plan. Overage usage billed at additional rates ($10 gets approximately 5 hours of phone calls, 300 texts, or 3700 emails). Credits for SMS, voice, and email communications that can be purchased beyond monthly allocations.
- Affiliate Referrals: Recurring 10% commission on revenue generated from referred customers, paid monthly to affiliates
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Premium - Unlimited users, $497/month |
| Subscription | Monthly | Essentials - 3-10 users, $297/month |
| Subscription | Monthly | Starter - 1-2 users, $197/month |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
TheraSaaS product offering
Product offeringCore offering
TheraSaaS sells a HIPAA-compliant CRM platform purpose-built for mental health therapists and private practices. It bundles HIPAA-compliant intake forms, a visual lead pipeline, a unified SMS/email/phone inbox, smart automations, an AI voice receptionist, and an AI chatbot into a single subscription product. Customers subscribe to tiered plans (Starter, Essentials, Premium) and pay additional usage-based fees for communications credits beyond monthly allotments.
Product overview
TheraSaaS is a unified CRM platform designed specifically for mental health therapists and private practices. The core platform includes HIPAA-compliant intake management capabilities: Custom Forms for data collection, Visual Pipeline for lead tracking, Unified Messaging Inbox for consolidated communications, Smart Automations for workflow automation, and an AI Voice Receptionist for 24/7 call handling. Additional bundled features include Email Marketing with designer templates, Online Course Builder, Client Surveys, Consultation Calendar, Social Media Calendar, Conversion Tracking, and AI Chatbot. The platform is available in three pricing tiers (Starter, Essentials, Premium) with increasing user limits and feature sets, all running on HIPAA-compliant infrastructure. An affiliate program is also offered for partners.
Differentiator
Problem solved
Functional benefit
Products and services
- TheraSaaS CRM Platform A HIPAA-compliant CRM platform purpose-built for mental health therapists and private practices, combining intake forms, visual pipeline, unified communications inbox, automations, and AI receptionist in one subscription product. Sold via tiered Starter/Essentials/Premium plans.
- HIPAA Compliant Forms Customizable, HIPAA-compliant intake forms that can be added to a therapist's website in 3 clicks to securely collect new client requests and the specific information needed before the first appointment.
- Visual Pipeline Visual pipeline tool to build custom intake stages, automatically collect inquiries from forms, calls, or referrals, and track prospective clients through the intake process with full transparency and automation.
- Unified Messaging Inbox Centralized inbox that consolidates SMS text messages, phone calls, and emails with team visibility, designed to be as easy to use as texting on a phone so intake teams can respond faster and avoid missed follow-ups.
- Smart Automations Workflow automation engine that runs follow-up sequences and intake workflows automatically, including automated SMS and email outreach to client leads, reducing repetitive admin work for therapists and intake coordinators.
- AI Voice Receptionist 24/7 AI-powered virtual receptionist that answers inbound phone calls, tracks every client lead, and automatically books consultations with the practice's intake team without requiring human involvement.
- TheraSaaS Affiliate Program Recurring-revenue partner program paying a 10% commission on referred customer revenue monthly, with no cap on referrals, designed for mental health influencers, directory operators, and consultants who promote the platform.
Quantifiable outcome
- Saves over 1 hour per day per user through automated workflows and organized intake processes
- +2 more outcomes
Companies that use TheraSaaS
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles2 records
TheraSaaS technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
AI capability6 records
Feature8 records
TheraSaaS partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- TwiliocoreTwilio is used as the messaging provider for SMS and phone call functionality within TheraSaaS. All messaging activity through the platform is subject to Twilio's acceptable use and messaging policies, U.S. carrier 10DLC regulations, and TCPA compliance requirements.
- StripecoreStripe processes all payments including subscription fees and overage charges. Payment processing is handled independently through Stripe with no payment information collected directly by TheraSaaS.
- PayPalcorePayPal is offered as an alternative payment method for subscription fees and services on the platform.
- MailguncoreMailgun provides email address management and message sending services for the TheraSaaS platform, handling transactional and marketing email delivery.
- The Compliancy GroupcoreThird-party HIPAA compliance certification organization that has verified TheraSaaS has implemented required security self-audits, policies and procedures, employee training, business associate management, and incident response capabilities.
- Brand Your Practice, Inc.coreBrand Your Practice, Inc. (BYP) owns and operates the TheraSaaS platform. The company is incorporated in Illinois and is the contracting entity for the affiliate program and platform services.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
TheraSaaS competitors and assessment
Company assessmentDirect peers
- TherapyAppointment: Online scheduling and client management tool built specifically for therapists and counselors. Competes directly for the solo and small group mental health practice buyer with HIPAA-compliant scheduling and intake.
- SimplePractice: Leading all-in-one practice management platform built specifically for private practitioners including therapists. Direct competitor to TheraSaaS, offering scheduling, EHR, billing, and client communication in a HIPAA-compliant environment.
- TherapyNotes: Practice management and EHR platform purpose-built for behavioral health and mental health practices. Competes with TheraSaaS for the same therapist and group-practice buyer, bundling clinical documentation alongside client communication.
- Jane App: Practice management software used by allied health and mental health practitioners for scheduling, charting, and client communication. Highly comparable vertical SaaS play targeting independent and small group practices.
- Practice Better: All-in-one practice management platform for health and wellness professionals including therapists. Comparable offering with client portal, scheduling, messaging, and automation in a similar vertical SaaS model.
- Valant: Behavioral health EHR and practice management suite for psychiatrists and therapists. Overlaps with TheraSaaS on intake, scheduling, and client engagement within the same mental health buyer segment.
Others
- Calendly: Widely used scheduling and appointment-booking tool. Overlaps with TheraSaaS's Consultation Calendar and intake scheduling functionality and is often a substitute or complementary tool therapists consider.
Broad incumbents
- HubSpot: General-purpose CRM and marketing automation platform widely used by service businesses. Overlaps with TheraSaaS on forms, pipeline, email automation, and unified inbox, though without the same HIPAA-specific vertical positioning.
- ActiveCampaign: CRM and marketing automation platform popular with SMB service businesses. Comparable on automations, email/SMS, and pipeline tracking, though not purpose-built for HIPAA-bound mental health practices.
- GoHighLevel (LeadConnector): Broad all-in-one sales, marketing, and CRM platform with HIPAA-eligible plans targeting health and wellness SMBs. Listed as a TheraSaaS integration partner but also competes at the upper end of the market with a much larger feature set and marketing budget.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
TheraSaaS social profiles
Digital presenceTheraSaaS compliance and trust
Trust signalCompliance1 record
TheraSaaS financial estimates
Financial estimateRevenue estimate
Valuation estimate
TheraSaaS leadership team
Management profileNumber of profiles
Profiles1 record
TheraSaaS funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TheraSaaS M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TheraSaaS
What does TheraSaaS do?
TheraSaaS sells a HIPAA-compliant CRM platform purpose-built for mental health therapists and private practices. It bundles HIPAA-compliant intake forms, a visual lead pipeline, a unified SMS/email/phone inbox, smart automations, an AI voice receptionist, and an AI chatbot into a single subscription product. Customers subscribe to tiered plans (Starter, Essentials, Premium) and pay additional usage-based fees for communications credits beyond monthly allotments.
Is TheraSaaS a public or private company?
TheraSaaS is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TheraSaaS founded?
TheraSaaS was founded in -1. It employs 1 to 10 people.
Where is TheraSaaS based?
TheraSaaS is headquartered in Chicago, United States, in the North America region.
How does TheraSaaS make money?
Three revenue lines are on record. Subscription Plans are the primary driver. The others are communication Credits and affiliate Referrals.
Who are TheraSaaS's main competitors?
Direct peers on record are TherapyAppointment, SimplePractice, TherapyNotes, Jane App, Practice Better and Valant. Calendly is listed as an others. Broad incumbents are HubSpot, ActiveCampaign and GoHighLevel (LeadConnector).
Does TheraSaaS have an API?
No public API is recorded for TheraSaaS.
What industry is TheraSaaS in?
TheraSaaS's product category is Mental Health Practice CRM Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites), with a secondary code of HLACAEAO, Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach). Its NAICS code is 541511.