When does a cash-based pelvic health practice actually need a fancy CRM?
For most of us? Never.
And yes—we've made this mistake ourselves. 😬
In this episode, we're breaking down what a CRM actually is, how it's different from your EMR and email platform, and why adding more technology often creates more problems instead of solving them.
We get into:
👉 Why you probably already have a CRM (even if it's just a Google Sheet!)
👉 The difference between your CRM, EMR and email platform
👉 Why PelvicSanity went from a simple Call Log → fancy CRM → right back to the Call Log
👉 The hidden costs of tech stacking and automation
👉 Why you shouldn't build your business systems around a specific admin
👉 The question you should ask before adding ANY new software, system or complexity
The bigger principle?
Fight for simplicity.
Before adding something new to your business, get crystal clear: What problem am I actually trying to solve?
Then ask whether this is really the simplest, best way to solve it.
Because in more than 1,000 pelvic health business owners we've worked with, we've never once thought:
"You know what's really holding this business back? They need a better CRM." 😆
🚀 Want Our Actual Systems? Join the Accelerator!
This is exactly the kind of stuff we work through in the Pelvic Health Business Accelerator.
You don't need to reinvent your systems or spend months testing fancy software.
We give you the actual tools, systems and frameworks we've built and refined at PelvicSanity—including the Call Log we still use today—and help you implement them in your own practice.
If you're ready to stop guessing and build a simpler, more profitable pelvic health practice:
👉 Check out the Pelvic Health Business Accelerator (www.pelvicptrising.com/accelerator)
🎟️ And PelviCon Is Coming!
We also give you a little behind-the-scenes glimpse in this episode at just how much goes into putting PelviCon together.
If you can't join us in Atlanta, grab your PelviCon Live Virtual + Recording Ticket.
You'll get lifetime access to all 14 talks, plus the ability to join us live September 25–26, interact and ask questions.
And order by September 2nd and we'll ship you the printed full-color PelviCon manual + PelviCon swag set so you can be with us in spirit!
👉 Get your PelviCon Live Virtual + Recording Ticket (www.pelvicon.com/virtual)
About Nicole & Jesse Cozean
Pelvic health is hard. We want everyone in this field to have a joyful, impactful career—and for business owners to build something that truly works for them.
🎙️ Pelvic PT Rising Podcast — Over 1 million downloads.
🏥 Founders of PelvicSanity — One of the nation's leading cash-based pelvic health practices.
🎤 Co-Creators of PelviCon — Bringing together the brightest minds in pelvic health.
📚 Authors — The Interstitial Cystitis Solution.
🎓 Clinical Educators — Training thousands of pelvic PTs & OTs around the world.
💼 Business Coaches — Helping more than 1,000 pelvic health business owners build thriving practices.
Get in Touch!
Learn more at www.pelvicptrising.com, follow Nicole @nicolecozeandpt (www.instagram.com/nicolecozeandpt) or reach out via email (nicole@pelvicsanity.com).
Check out our Clinical Courses, Business Resources and learn more about us at Pelvic PT Rising...Let's Continue to Rise!
