The CRM Built for Health and Wellness Businesses
Keep every lead, client and conversation in one organized place. See who needs a reply, who is ready to book and who you have not heard from in a while.
The Problem with Running on Spreadsheets
Sticky notes and inboxes are not a system.
Leads Slip Through
An inquiry gets buried, and by the time you find it they have moved on.
No Shared View
Each team member keeps their own notes, so nobody knows the full story.
Follow-Up Depends on Memory
The right check-in happens only if someone remembers.
A CRM Built for Sales Teams
Most CRMs are complicated, priced per user and designed for a different kind of business.
From New Lead to Long-Term Client
One record follows each person from first contact onward.
A Lead Comes In
From a form, a booking, a message or a call. A contact is created automatically.
Their Story Builds on One Record
Notes, tags, messages, forms and appointments in one timeline.
Your Pipeline Shows the Next Step
Drag contacts between stages and see where each one stands.
Reminders Keep You on Track
Tasks and follow-ups are assigned so nothing is forgotten.
Clients Stay Connected
Check-ins, renewals and re-engagement run automatically.
Organized Without the Busywork
Everything you need to know about every relationship.
Contact Database
Every lead and client, searchable, with custom fields.
Lead Tracking
See where each lead came from and what they did.
Tags, Lists and Notes
Group contacts and keep a running history.
Pipelines and Dashboards
Visual stages and a clear view of your numbers.
Follow-Ups and Reminders
Tasks and nudges for you and your team.
Unlimited Users and Contacts
One flat price for your whole team and list.
Examples
How Wellness Businesses Use It
Three common setups. Yours can be as simple or as detailed as you need.
From First Inquiry to First Session
A new lead fills out a form on your site. The CRM creates the contact, records where they came from and places them in the New Inquiry stage. When they book, a workflow moves the card to Consult Booked with no retyping.
A Clear View of Every Relationship
Before a call, a practitioner opens the contact record and sees past appointments, messages, forms and notes in one place. No digging through email, a spreadsheet and a booking app.
Finding the Clients Who Went Quiet
A coach filters for past clients with no activity in 60 days, saves the filter as a smart list and sends a personal check-in. The list updates by itself as people come back.
Included on Both Plans
This feature is part of the Standard plan at $97/mo and the HIPAA plan at $297/mo. Choose the HIPAA plan if your practice handles protected health information and needs a signed BAA.
Aspire Builder Pro vs. Generic CRMs
A contact list is not enough.
| What You Need | Generic CRM | Aspire Builder Pro |
|---|---|---|
| Users | Priced per user | Unlimited |
| Contacts | Tiered limits | Unlimited |
| Booking Calendar | Separate tool | Built-in |
| Forms and Intake | Separate tool | Built-in |
| Email and Text Marketing | Add-on | Built-in |
| HIPAA Option With BAA | Enterprise tiers | Available on the HIPAA plan |
| Monthly Cost | Grows with seats | $97 for everything |
Perfect for Wellness Businesses Built on Relationships
See the CRM in Action
Watch how a new lead becomes a contact, moves through a pipeline and gets automatic follow-up.
Frequently Asked Questions
Everything you need to know.
Know Where Every Relationship Stands.
Leads, clients, pipelines and follow-up in one connected platform.
