CRM for counsellors and therapists
People tell a counsellor things they tell nobody else. A client system for a counselling practice has to respect that before it does anything else.
Privacy first
- Each practice's data is kept in its own database; Adeona's operators cannot read it.
- Phone numbers and email addresses can be masked from staff who do not need them, such as a receptionist who only books sessions.
- Staff can be limited to their own clients.
- No email open or click tracking, ever.
- Consent is recorded per purpose, with when and how it was given, under India's DPDP Act 2023.
- A second sign-in factor and an audit trail of who changed what.
The practice side
- Session types (intake, follow-up, couples) with their own length and buffers.
- A booking page clients use themselves, with reminders and private reschedule links.
- Attendance: a missed session becomes a follow-up, so nobody drifts away unnoticed.
- Invoices with part payments and instalment plans.
What CoachKeep is not
CoachKeep is not an electronic health record. It does not store clinical session notes in a structured clinical format, prescriptions or diagnoses. It runs the front office: enquiries, bookings, follow-ups, email and billing.
Try CoachKeep
₹1,999 a month for the whole practice, with up to 3 team seats. Founding practices pay ₹1,199 a month, paid quarterly. No GST is charged, and there is no lock-in. Book a 30-minute walkthrough or message +91 91744 55550 on WhatsApp.
More guides
- Best CRM for coaches in India: what to look for
- CRM for coaches in India
- CRM for counsellors and therapists
- CRM for fitness and nutrition coaches
- CRM for life and career coaches
- Booking software for coaches in India
- GST invoices and instalments for coaches
- Lead management for a coaching business
- CRM for small coaching teams
- Email marketing for coaches in India
- DPDP Act 2023: a plain guide for coaches
- Moving from Excel or Google Sheets to a CRM
- CRM for spoken English and IELTS tutors
- CRM for personality development coaches
- CRM for beauty and makeup educators
- CoachKeep vs Zoho Bigin
Last updated 5 November 2026. Questions? Support.