No setup fee. 30-day money-back guarantee. VIP support included.

See What's Included

A Supported Patient Journey CRM for Functional Medicine

Support education-heavy patient journeys from first inquiry and discovery call through onboarding, team follow-up, reviews, and a standard EMR handoff.

No setup fee 30-day guarantee VIP support
Functional Medicine client journey Education-to-onboarding pipeline
Live
Follow-up 24/7 Automations stay active
Pipeline Clear Every lead has a stage
Support VIP Help when workflows need it
01 New Inquiry

Captured and acknowledged

02 Discovery Booked

Reminders scheduled

03 Follow-Up

Warm leads stay engaged

04 Onboarding

Next steps delivered

05 Review and Referral

Happy clients stay connected

VIP support watching the system
Next action ready

Complex patient journeys need a clear operational path.

When education, scheduling, and onboarding stretch across multiple team members, visibility and consistent follow-up become essential.

See What Gets Organized
01 Slow inquiry response

Warm prospects lose momentum before a conversation starts.

02 Discovery call no-shows

Manual reminders and rescheduling depend on your memory.

03 Scattered onboarding

New clients receive links, forms, and next steps in separate places.

04 Inconsistent follow-up

Leads and past clients go quiet without a simple nurture path.

The same 11-part Core System, tailored for education-heavy patient journeys.

Start with the moments that most directly affect response, booking, onboarding, and long-term client relationships.

IC

Lead Capture Automation

Route website and campaign inquiries into one visible pipeline.

DC

Discovery Call Booking and Reminders

Confirm bookings and send clear reminders before the call.

NS

No-Show Recovery

Give missed prospects a simple path to reschedule.

7E

7-Email Lead Nurture Campaign

Stay useful and visible while a prospect decides.

ON

New Client or Patient Onboarding

Deliver welcome steps, links, and reminders in a clearer sequence.

RR

Review and Referral Request Automation

Reconnect with happy clients at the right time.

PS

Client Journey Pipeline

See each inquiry, call, follow-up, and onboarding stage clearly.

EL

Email and Loom VIP Support

Get practical help when the included system needs attention.

KO

One-Hour Kick-off Call

Launch with a clear walkthrough of your tailored client journey.

MV

Messaging Customization During Onboarding

Adapt the included reminders and messages to sound like your practice.

EMR

EMR Integration

Connect one standard EMR handoff, subject to access and capability review.

You should not have to become your own CRM technician.

Greatclicks helps set up the system, explains how it works, and supports the included workflows when they need attention.

Support for the system includes:

  • Troubleshooting forms, calendars, emails, automations, and pipeline stages.
  • Fixing missed triggers, broken links, and simple workflow issues.
  • Small updates to reminders, messages, links, and settings.
  • Loom walkthroughs when seeing the solution is easier.

A clear boundary

Support covers the included system and small updates.

Brand-new funnels, campaigns, or custom workflows are scoped separately.

Book a Fit Call
DIY CRM

Software, templates, more tabs

You receive tools, then spend your own time making everything work together.

Start with the core Functional Medicine system. Add custom workflows only when you need them.

Get the essential client journey and support first. Expand the system only when your virtual practice has a clear operational need.

Custom Functional Medicine Automations and Integrations

Custom Quote

For practitioners who need workflows beyond the core Functional Medicine system.

Add custom work after the core journey is stable and the business need is clear.

Custom work may include:

  • Lead magnet and webinar follow-up
  • Additional nurture or reactivation campaigns
  • Membership and renewal reminders
  • Referral partner workflows
  • Advanced reporting dashboards
  • Third-party platform integrations
Discuss Custom Work

Best for functional medicine teams.

For practices that want an education-heavy patient journey organized and supported.

  • You are manually following up with inquiries and no-shows.
  • You want a clearer path from discovery call to onboarding.
  • You need automation without losing a personal experience.
  • You want help maintaining the system after it launches.
Virtual Solo Discovery calls Lead nurture
See What's Included

Not a clinical records platform.

Greatclicks focuses on practice growth workflows, not clinical documentation.

  • You are looking for diagnostic or treatment-plan software.
  • You do not need lead, booking, or onboarding workflows.
  • You want unlimited custom campaigns included every month.
  • You do not want to use GoHighLevel for practice growth.
Discuss Your Fit

Move from scattered follow-up to a supported system.

1

Map the journey

We review how leads currently become clients and where follow-up breaks down.

2

Build the core

We organize the agreed workflows, messages, forms, and pipeline in GoHighLevel.

3

Launch with support

You receive a walkthrough and ongoing help for the included system.

Questions before we map your system?

Clear answers about pricing, fit, platforms, scope, and support.

View Functional Medicine Pricing

Yes. It supports discovery calls, education, onboarding, team follow-up, reviews, and a visible patient journey pipeline.

Ready for a patient journey your team can follow?

Tell us how your practice currently handles inquiries, calls, onboarding, and follow-up. We will help identify the right starting point.

Start with a focused fit conversation.

Patient-journey focused Clear scope Supported after launch
Get Started For $297/month

Tell us about your functional medicine practice

Share what feels manual, scattered, or difficult to maintain.

We will use your details only to respond to your request and understand your setup.