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List Your Clinic
First 3 months free for every clinic

Every enquiry,
from first call to first session.

The Lead CRM in your TMS List portal brings together patients from your listing, website, phone, ads and referrals. Track each one through consult and treatment, and follow up on time.

Open your Lead CRM Not set up yet? Claim your listing →
tmslist.com/portal/leads
Leads & CRM
New (7 days)
6
Open leads
14
Follow-ups due
3
Converted this month
2
All leads Follow-ups 3
Lead Status Follow-up
Maria G.
(512) 555-0142
 New Today
David K.
d.k@example.com
 Contacted Tomorrow
Priya S.
(737) 555-0199
 Consult scheduled Fri
Tom W.
t.w@example.com
 In treatment —
Illustration with example data. Your portal shows your clinic's real leads.
The pipeline

Seven stages that match how TMS patients actually decide.

A TMS patient rarely books on the first call. Insurance checks, a consult and a start date all come first. The pipeline tracks each step so you can see where patients stall.

  1. 01
    New

    Enquiry just arrived from your listing, website, phone or ads.

  2. 02
    Contacted

    You've reached out — call, email, SMS or WhatsApp.

  3. 03
    Consult scheduled

    An evaluation is on the calendar.

  4. 04
    Consult done

    Assessed — waiting on insurance, a decision, or a start date.

  5. 05
    In treatment

    The patient has started their TMS course.

  6. 06
    Completed

    Course finished.

  7. 07
    Lost

    Didn't proceed — record why, so you can spot patterns.

What's inside

Built into your portal. Nothing to install.

TMS List enquiries arrive on their own

Every enquiry from your listing lands in the CRM as a new lead, with the patient's message and approximate location. You still get the email too.

Add leads from anywhere

Log phone calls and walk-ins in seconds, tagged by source, so the pipeline covers every channel and not just one website.

Notes and a full timeline

Log calls, emails, SMS and notes against each lead. Status changes are recorded automatically, so anyone on your team can pick up where the last person left off.

Follow-up dates

Set a follow-up date on any lead. The Follow-ups tab lists everything that's due or overdue, and the count appears in your portal.

Value and lost reasons

Record what a lead is worth and why lost leads didn't proceed. The dashboard shows new leads, open leads, follow-ups due and conversions this month.

Search, filter, export

Search by name, email or phone, filter by stage and source, and export what you see to CSV for billing or reporting.

Bring your existing list

Import up to 500 leads at a time from a CSV spreadsheet. Nothing to re-type.

Connect Zapier, Make or your own systems

Send leads in from your website forms with an API key. Send them out with signed webhooks for every new lead or stage change, to Zapier, Make, your EHR or a practice-management system.

Lead sources you can track
WebsitePhone callReferralGoogle AdsMeta AdsWalk-inEmailWhatsAppInsuranceEventOther
Pricing

Free for 3 months. $19/mo after.

Every clinic gets the full CRM for its first 3 months. No card is needed to start. After that, here's what each plan includes:

Free
First 3 months free, then add the CRM for $19/mo
Starter
First 3 months free, then add the CRM for $19/mo
Professional
First 3 months free. After that: a read-only lead inbox with CSV export, or the full CRM for +$19/mo
Clinic Group
Full CRM included
See all plans Multiple locations? Talk to us →

Questions

Who can see my leads?
Leads belong to your clinic's portal account. Other clinics on TMS List never see them.
When does the free period start?
Every clinic gets its first 3 months of the Lead CRM free. The clock starts when you sign up, or on your first portal visit if your clinic was listed earlier.
What happens when the trial ends?
Your leads stay where they are, and new enquiries still reach you by email. To keep using the pipeline, notes and follow-ups, add the CRM for $19/mo. It's included with Clinic Group, and Professional keeps a read-only inbox with CSV export.
Can I connect my website's contact form?
Yes. Create an API key under Leads → Integrations, then send each form submission to the intake endpoint. If your form tool supports Zapier or Make, use their Webhooks POST action — no developer needed.
Can new leads go straight into our other software?
Yes. Add a webhook URL under Leads → Integrations and we'll POST each new lead (and, if you like, each stage change) as JSON within seconds. In Zapier, use the Webhooks by Zapier Catch Hook trigger. In Make, use a Custom webhook. From there you can send leads to Google Sheets, Slack, your EHR or anywhere else.
Do I need to change how I work today?
No. Keep answering calls and emails as you do now. The CRM gives you one place to log what happened and what's next, so leads don't slip through.

Stop losing patients between calls.

Already listed? Sign in and open Leads. New to TMS List? Claim or add your clinic. The CRM is ready on day one.

Open your Lead CRM Add your clinic — free