CRM for nutritionists & dietitians
A dietitian's prospective client needs appointment administration before clinical intake in an approved system. Workspace369 runs the client journey up to clinical onboarding. With client records, scheduling, proposals and invoices in one place, your staff organize every first conversation, program offer and payment. Every inquiry stays on one record from the first message.
Key facts
CRM for nutritionists & dietitians at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "logging initial inquiries" to "transitioning to clinical intake".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
Initial consultation inquiries from prospective nutrition clients often arrive via disjointed channels. Without an administrative database, tracking who requested a preliminary call or received a basic fee structure becomes unorganized. Administrative staff cannot easily verify if a prospect has received basic pricing info before clinical evaluation. Workspace369 stores early client records and conversations, so every prospect’s status is clear at a glance.
Setting up initial non-clinical chat sessions or discovery appointments frequently leads to administrative confusion. Staff send manual text messages or back-and-forth emails to confirm a time slot. From Specialist, Workspace369 booking pages let prospects book discovery sessions directly, with automatic appointment reminders. This ensures the dietitian's calendar remains organized for early-stage prospects before any clinical intake forms are issued or reviewed.
Sending service agreements or program fee proposals via standard email makes tracking approvals difficult. Dietitians need to log when a prospect reviews non-clinical terms. Workspace369 sends proposals with a public approval and e-signing link and keeps them in the client portal. Prospective clients review program terms and pricing clearly before moving into formal health assessments.
Collecting initial registration fees or deposit payments for administrative discovery sessions often requires separate billing tools. Managing these payments manually creates accounting gaps. Workspace369 includes invoices, deposits and online card payments for preliminary program fees. Every early payment is recorded alongside the initial client record before the client moves into clinical care.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
When a prospective client requests information about a nutrition program, administrative staff log their details in the client records. You record in the brief that the individual requires an initial discovery consultation. All early conversations are tracked here, ensuring the team knows the status of the inquiry before any clinical or medical data is gathered or discussed.
The administrator generates a proposal outlining the program options, program fees, and scheduling terms. This proposal is sent directly to the prospective client through the client portal. The prospect reviews the program structure, then approves and e-signs it to proceed with the introductory session.
Once the proposal is accepted, the administrator uses the scheduling feature to book the preliminary discovery appointment. This session is designated purely for administrative setup and expectation alignment. The administrator records tasks for the staff to prepare the necessary non-clinical files and documents required for this initial discussion.
Before the discovery session occurs, the administrator issues an invoice for the initial administrative fee. The client receives the invoice within the client portal, allowing them to pay online by card. Staff track the payment status against the client records, ensuring all financial prerequisites are met before the appointment takes place.
After the administrative session finishes, the administrator updates the project status and logs a task to transition the client. The client’s files and conversation history remain in Workspace369, and the dietitian then opens clinical intake in their approved electronic health record system.
Product coverage
Loved on the App Store
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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FAQ
Keep clinical health records and medical histories in an electronic health record system like SimplePractice. Workspace369 runs the business side around it: client records, scheduling, proposals, conversations and invoices.
Send clinical intake forms from your approved clinical system once the client is ready. Workspace369 handles every step before that point, such as discovery calls, program proposals, preliminary invoices and follow-up messages.
The client portal is where clients review proposals, check scheduling, view shared files, pay invoices and message your team. Individual nutritional advice belongs in your clinical sessions and records.
Staff use tasks and projects to track each client’s progress. Once onboarding is complete, a task tells the team to open the client file in your dedicated clinical practice management software.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
