Grow your practice
on autopilot.
The CRM that turns contacts into referrals. Automate email outreach, track every open and click, and let AI build your workflows.
See every relationship
at a glance.
Drag-and-drop contacts through your pipeline — from first touchpoint to referral won. No spreadsheets. No guesswork.
Sequences that
work while you sleep.
Build multi-step email flows with delays, conditions, and branching logic. If they open, follow up. If they click, send the next step. If they reply, stop automatically.
Know the moment
they engage.
Real-time open and click tracking on every email. See who's interested, who clicked your link, and who's ready for a follow-up call — before they even reply.
Your practice.
Supercharged with AI.
Built on Claude, our AI agents write your email templates, design your sequences, and import your contacts — in seconds, not hours.
Template Builder
Describe what you want to say. AI writes a professional, personalized email template with merge fields — ready to send.
Flow Builder
Tell AI your goal. It designs a complete multi-step email sequence with delays, conditions, and templates — fully customizable.
CSV Import
Drop a spreadsheet. AI auto-maps every column to the right field, deduplicates contacts, and imports them cleanly in one click.
From signup to referral
in four steps.
Import contacts
Upload a CSV or add contacts manually. AI handles the field mapping for you.
Build a flow
Create a multi-step email sequence with templates, delays, and conditions.
Launch outreach
Assign contacts to your flow and watch emails send automatically on schedule.
Win referrals
Track engagement, follow up on hot leads, and convert contacts into referral partners.
Everything else
you'd expect. And more.
Every tool you need to manage relationships, collaborate with your team, and grow your practice.
Team Collaboration
Invite your team with role-based permissions. Admins, users, and granular access controls.
Analytics & Reports
Open rates, click rates, conversion funnels, and time-series charts. Know what's working.
Tasks & Reminders
Auto-generated follow-up tasks. Due today, overdue, and upcoming views keep you on track.
Global Search
Press Cmd+K to instantly find any contact, flow, template, or task across your workspace.
Real-Time Notifications
Get notified instantly when contacts reply, open emails, or hit key milestones.
Multi-Company
Manage multiple practices from one login. Complete data isolation between each company.
Audit Log
Full compliance trail. See every action, who performed it, and when — exportable to CSV.
Dark Mode
Light and dark themes. Easy on the eyes during late-night outreach sessions.
Any Email Provider
Gmail, Outlook, Yahoo, Zoho, or custom SMTP. Auto-detection makes setup a breeze.
Simple plans.
No surprises.
14-day free trial on every plan. No credit card required to start.
All plans include: SMTP auto-detection • Custom fields • Dark mode • CSV export • Notes & tasks • Activity feed
Loved by practices
just like yours.
We went from manually emailing each referral source to running 5 automated sequences. Our referrals tripled in three months.
The AI template builder is incredible. I described what I wanted in plain English and had a professional email sequence in under a minute.
Finally, a CRM that doesn't feel like enterprise software. Setup took 5 minutes and my whole team was onboarded the same day.
Ready to grow
your practice?
Start your 14-day free trial. No credit card. No contracts. Just results.
Start Free TrialCommon questions.
What types of practices is The Local CRM built for?
The Local CRM is designed for local healthcare practices, physical therapists, dentists, chiropractors, and other professional service providers who grow through referral relationships. If your business depends on building and maintaining professional referral networks, it's built for you.
How does the 14-day free trial work?
Every plan includes a 14-day free trial. You get full access to all features in your chosen plan. No credit card is required to start. At the end of your trial, you can choose to continue on a paid plan or stay on the free Starter tier.
What email providers do you support?
We support Gmail, Outlook, Yahoo, Zoho, FastMail, iCloud, and any custom SMTP server. Our auto-detection feature identifies your provider and fills in the correct settings automatically, so setup takes under a minute.
How do AI features work?
AI features are available on the Growth plan and powered by Claude. You get three AI agents: Template Builder writes professional email templates from plain-English descriptions, Flow Builder designs complete multi-step sequences, and CSV Import auto-maps your spreadsheet columns to contact fields. Each action uses tokens from your balance, which you can purchase in blocks.
Can I manage multiple practices?
Yes. The Local CRM supports multi-company management with complete data isolation. Switch between practices from a single login without any data crossover between companies.
Is my data secure?
Absolutely. All data is encrypted in transit and at rest. We use role-based access controls with granular permissions, maintain a complete audit log of all actions, and enforce full data isolation between companies. Your SMTP credentials are stored securely and never shared.