Book Your Marketing Audit

Choosing The Right Email CRM For Your Practice

Published By: Uli Iserloh
Date: October 15, 2019

As a marketing technologist serving the integrative, naturopathic and functional medicine provider community, I frequently have to weigh in on a provider’s “tech stack”.

In order to nurture your prospective patients to the point where they know, love and trust you enough to schedule a Discovery Call with you… you need a system to deliver a series of emails.

Most practitioners we work with, typically have one of the first generation email autoresponder solutions like Mailchimp, Constant Contact, iContact or Aweber.

To decide whether that solution is still the best bet in terms of features and pricing, consider this...

Email CRM Capabilities To Consider

#1 - Sending Emails

Obviously at the core of an email CRM. The first generation systems like Mailchimp, Constant Contact, iContact and Aweber provide for a basic autoresponder, but don’t allow for sophisticated automations where signing up for a specific email automation also unsubscribes people from another automation.

For example, if you create a nurture email sequence designed to get prospects to sign up for a Discovery Call, you need automation to stop that email sequence as soon as a prospect has signed up for a Discovery Call. Makes sense? Second generation email CRMs like ActiveCampaign, GetResponse and Convertkit allow that.

Our top recommendation for handling email-only: ActiveCampaign

#2 - Collecting Payments

Yes, you might collect payments in person, or through your EMR. But once you have online courses or anything where a purchase requires a fulfillment email sequence, then you should consider whether you need to upgrade your email CRM to also include payment processing capabilities.

Many practitioners “frankenstein together” different systems like ActiveCampaign and a shopping cart like ThriveCart or SamCart… but that starts to add up, and the integrations are never 100% reliable. That’s why we recommend Ontraport or Kartra...

#3 - Delivering Courses

If you’re going to offer courses, you could go with a standalone solution like Kajabi, Teachable or Thinkific…. but as with accepting payments through third-party providers, you now add a third system into the mix with overlapping capabilities.

The better solution is to go with a platform like Ontraport or Kartra that combine all these capabilities into one cohesive platform.

While Keap (formerly Infusionsoft) has the capability for online courses, you need an extra plugin like Memberium (with a monthly subscription payment) to add that capability… driving up the cost.

#4 - Tracking Affiliate Referrals

Once you’ve enrolled affiliates to promote your offers, you need to track their leads and associated sales. Depending on what they are promoting (i.e. a course), your course software like Kajabi, Teachable or Thinkific have a basic affiliate tracking feature…. but only for people that buy through the affiliate link within the first 30 days.

This means, you can’t have affiliates promote a lead magnet that has a much higher optin conversion than a sales page for your course… so you’re missing out on thousands of potential buyers.

Systems like Keap (formerly Infusionsoft), Ontraport or Kartra handle this without problem.

Next Steps

So if you enjoyed this content and you want more of it, make sure you go ahead and...

If you want other practitioners just like you be able to access this information, this knowledge, make sure to you use the share buttons below to share it with someone that means the most to you. Remember, as practitioners, it’s our job help more people understand what we do, allowing us to evolve the future of healthcare.

Watch On Youtube: Selecting The Right Email CRM For Your Practice

Uli Iserloh
As one of the leading marketing strategists in the integrative/functional medicine space, Uli Iserloh has been advising many of today’s leaders on marketing strategy and marketing technology for over 23 years — helping health practitioners increase new patient enrollment predictably… even if they cringe at selling, hate to be on social media 24/7 or have never run paid ads. Uli Iserloh is on a mission to equip health & wellness professionals to consistently pre-educate prospects into patients… largely on autopilot. After 10 years in the pharmaceutical industry, he founded Big Boost Marketing, an award-winning digital marketing agency serving many of today’s Functional & Integrative Medicine leaders. He’s the host of the Getting To YES podcast as well as the co-creator of the Evolution of Medicine Practice Accelerator.


Our team is here to take care of your marketing strategy and technology, so you can focus on what you do best... helping patients create optimal health and resolve underlying issues.

As a trusted partner for many practitioners and organizations (like the Evolution of Medicine and the Institute For Functional Medicine), we know exactly what you need to create a consistent stream of patients.

Meet Our Team »


Practitioners need to leverage technology so they can spend their precious time with only those prospects that are ready to work with them in a 1-on-1 relationship.

That's why we developed our proprietary framework to help you attract, nurture and convert the right prospects into patients leveraging patient pipelines, text message marketing and detailed tracking.

Learn more about our approach to patient acquisition »


Unlike other web designers, our team has deep expertise so you don't have to explain what you need build... why not tap into our team's collective insights from working with many of today's top practitioners?

We have a proven all-in-one technology framework that replaces close to a dozen softwares such as ActiveCampaign, Clickfunnels, Calendly, Teachable, Kajabi, LeadQuizzes and more.

Get your technology gameplan »
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram