Trades · Wellbeing and therapies
The CRM for your trade
The CRM built for energy therapists
Without Standin
You are in session, fully present with a client. A new inquiry comes in and, left waiting, books with someone else.
With Standin
Standin builds a CRM made for energy therapists: your appointments, your clients and their history, in your own words. Between two sessions, it answers requests and everyday questions and keeps the file up to date, so you stop losing contacts for lack of time.
Free plan, no credit card required.
What your CRM tracks for energy therapists
Your CRM fields, already in place.
- Reason for visit
- Type of session
- History
- Appointment date
- Follow-up
Add, rename or remove any field at any time.
Built for how energy therapists really work
Ordinary client-tracking software is designed for salespeople. For energy therapists, it misses the point: you are not running a sales funnel, you are running appointments, follow-ups and clients who come back. Standin starts from your trade and sets up the steps and fields that actually matter, like "Reason for visit" or "Type of session".
The copilot takes over when your hands are full. It reads your emails and messages, answers everyday questions in your tone, and fills in the client's file before you have even reached for your phone. You review, you approve, and nothing is sent without your agreement.
Live demo
How a case flows for energy therapists
What the CRM for energy therapists looks like
Here is how a case typically flows for energy therapists. Every step stays editable: rename it, reorder it or remove it to match the way you work.
- 01First contact
- 02Qualifying the need
- 03First appointment
- 04Follow-up
- 05Retention
Client file
Messages received
Message received
“Good evening, I found you on Google. I would like to book but I am not really sure where to start, and my schedule is complicated. Do you work Saturdays?”
Reply drafted by the copilot
“Good evening Emily, yes, Saturday mornings. And not knowing where to start is the most common case: that is exactly what the first appointment is for. Saturday 9am or 10:30am?”
Record filled in by the copilot · First contact
- History
- None reported
- Appointment date
- Thursday 18th, 9am
- Follow-up
- Pending
Demo: nothing is actually sent.
Record filled in by the copilot
Emily Carter
Stage 1 of 5 · First contact
- Reason for visit
- First assessment
- Type of session
- To be defined
- History
- None reported
- Appointment date
- Thursday 18th, 9am
- Follow-up
- Pending
The stages and the fields are the ones Standin generates for energy therapists. The three cases are examples, written to show a filled-in record. Nothing is saved: it all happens in your browser.
Create mineTry it now
Paste a customer message, the copilot answers it
The copilot reply and the filled-in record will appear here.
Questions
Frequently asked questions
Standin answers
Can I keep what was worked on between sessions?
Yes. The reason, your notes and what was done stay on the record, so the next session starts from the last one.
Can the copilot answer a first inquiry without promising anything?
It answers from what you have told it about your practice and asks what the person is looking for. It never promises a result.
Can I follow up with someone who stopped?
Records with no contact for a while surface on their own, and the copilot drafts a message that checks in without pushing.
Is Standin a good fit for energy therapists?
Yes. You describe your work in a few sentences and Standin builds a CRM made for energy therapists: your stages, your fields, your words, not a generic template.
What information does Standin track for energy therapists?
Your CRM tracks what matters in your trade, for example "Reason for visit", "Type of session" or "History". You can add, rename or remove any field at any time.
How does the copilot answer my clients while I work?
It reads your emails and messages, drafts a reply in your tone and updates the file. You approve before it goes out, or you turn on auto-send if you prefer.
Is it free?
You start for free: you create your CRM and try the copilot without paying.
Do I stay in control of what is sent to my clients?
Yes. The copilot drafts the replies, but nothing is sent without your approval, unless you turn on auto-send yourself.
Do I need to install any software?
No. Standin runs in your browser, on your computer or your phone. There is nothing to install.
How long does it take to get started?
A few minutes. Answer a few questions about your trade and your CRM is ready, already seeded with example records.
Related trades
Not quite your trade? These neighboring trades work to the same rhythm, and each has its own page.
Read next
Three short reads, picked for how energy therapists actually work.
Guide
Why tradespeople lose clients, and how to stop
A missed call is rarely a callback. Here is why solo pros lose work without noticing, and the simple habits that keep the phone from costing you money.
Guide
How to follow up with a client without being pushy
Following up is where most deals are won or lost. A calm, respectful method that keeps you on the client's radar, and how to make it automatic.
Templates to copy
Auto-reply when you cannot answer: 3 templates
Three auto-replies that keep an inquiry alive while you work: on the job, out of hours, and on vacation.
In three steps
no setup and no technical skills needed
How it works
01 · You
You describe your trade
A few simple questions, no jargon: what you do, the stages a client goes through until the job is done, and the details you record every time.
02 · Standin
Standin builds your CRM
A plumber gets job records, a senior-placement advisor gets family cases. The stages and fields come from your answers, with no template imposed.
03
The copilot replies to your clients
During a job, a message arrives: the copilot replies in your words and completes the client record. Anything that commits you waits for your approval.