Tailored Suite Marketing Software

One Platform to Turn More Inquiries Into Bookings

Bring your leads, follow-up, appointments, email, SMS, reviews, automation, and reporting together in one connected platform configured for health and wellness businesses.

Available as standalone software. No agency services required.

Everything in One Connected Platform

The Tools to Manage Your Entire Customer Journey

Tailored Suite connects lead capture, communication, booking, automation, reputation, reporting, and retention so your team can spend less time switching between systems and more time serving patients and clients.

Capture Every Inquiry
Follow Up Faster
Reduce Manual Work
See What Drives Growth
CRM and Lead ManagementKeep every contact, inquiry, and opportunity organized.
  • Centralized contact records
  • Custom fields and tags
  • Smart lists and segmentation
  • Lead scoring
  • Visual opportunity pipelines
  • Lead source tracking
  • Tasks and internal notes
  • Multi-location workflows
Unified CommunicationManage conversations without searching across separate inboxes.
  • Email and two-way SMS
  • Inbound and outbound calling
  • Unified conversation inbox
  • Website live chat
  • Social direct messages
  • Missed-call text back
  • Message templates and snippets
  • Team assignments and notifications
Appointments and SchedulingMake it easier to book while reducing routine scheduling work.
  • Online booking calendars
  • Multiple staff calendars
  • Calendar synchronization
  • Appointment confirmations
  • Email and text reminders
  • Rescheduling and cancellation links
  • Paid appointment options
  • Round-robin scheduling
Workflow AutomationAutomate follow-up and repetitive tasks across the client lifecycle.
  • Email and SMS nurture sequences
  • New inquiry follow-up
  • Appointment reminder workflows
  • Internal staff alerts
  • Task creation and assignment
  • Review request automation
  • Membership and renewal reminders
  • Reactivation campaigns
Analytics and ReportingConnect marketing activity to leads, bookings, and revenue.
  • Custom dashboards
  • Lead source reporting
  • Pipeline and opportunity reporting
  • Appointment tracking
  • Call tracking and recordings
  • Advertising performance
  • Campaign conversion reporting
  • User and location-level visibility
Reputation and RetentionTurn strong experiences into reviews, referrals, and repeat business.
  • Automated review requests
  • Review monitoring and responses
  • Website review widgets
  • Video review collection
  • Referral and affiliate tracking
  • Birthday and seasonal campaigns
  • Client re-engagement
  • Loyalty tools
Campaigns and Lead CaptureCreate the paths that turn attention into measurable action.
  • Email and SMS campaigns
  • Newsletters and broadcasts
  • Forms, surveys, and quizzes
  • Landing pages and funnels
  • Website chat widget
  • QR codes
  • Social media scheduling
  • Ad management tools
AI and Business ToolsAdd intelligent support and tools that help your business operate.
  • Conversation AI
  • Voice AI
  • Content and review AI
  • Mobile app access
  • Invoices and payment links
  • Estimates and proposals
  • Courses and memberships
  • Communities and client portals

Built to fit your business: Feature availability can vary by Tailored Suite plan. Calling, texting, email sending, AI tools, WhatsApp, payment processing, online listings, and HIPAA-related configuration may require usage fees, third-party accounts, or optional add-ons. We will recommend the right setup based on your workflows and privacy requirements.

Not Sure Which Features You Actually Need?

Get a personalized walkthrough focused on the tools that can improve your inquiry follow-up, scheduling, retention, reporting, and day-to-day operations.

Request a Tailored Suite Demo

Less Manual Work. More Growth.

What Changes When Your Marketing Works Together

Tailored Suite gives your team one connected place to manage the work between a new inquiry and a long-term patient or client relationship.

Respond Faster

Trigger immediate email or text follow-up so promising inquiries do not sit unanswered while your team is busy.

Save Staff Time

Automate reminders, review requests, nurture messages, reactivation campaigns, and other repetitive tasks.

Keep Every Lead Organized

See contacts, conversations, appointments, tasks, and pipeline status without searching across disconnected systems.

Make Better Decisions

Connect lead sources, campaign activity, bookings, and pipeline data to understand what is contributing to growth.

One Connected System

Stop Piecing Together Your Marketing

Separate subscriptions create separate contact records, scattered conversations, duplicate work, and reporting gaps. Tailored Suite brings the essential tools together so information can move with each lead or client throughout the relationship.

Use Tailored Suite on its own, with your current team, or alongside any marketing agency.
CRM and Pipeline
Email Marketing
Text Messaging
Appointment Scheduling
Forms and Funnels
Reviews and Reputation
Workflow Automation
Reporting and Analytics
All connected through Tailored Suite

Choose the Support You Need

Software on Its Own or Software With Marketing Services

Tailored Suite is a standalone product. You decide who manages the strategy and day-to-day marketing.

You do not have to hire Uniquely Tailored Marketing for ongoing services to use Tailored Suite.
SOFTWARE ONLY

Tailored Suite Software

Best for businesses with an internal team, an existing agency, or a hands-on owner.

  • Access to your selected platform features
  • CRM and lead-management tools
  • Automation and communication capabilities
  • Reporting and pipeline visibility
  • Initial account setup and training
  • Your team manages ongoing marketing
SOFTWARE + SERVICES

Connected Growth Support

Best for businesses that want strategy, campaign execution, and optimization from one partner.

  • Tailored Suite platform access
  • Marketing strategy aligned to your goals
  • Campaign creation and management
  • Custom workflows and lifecycle planning
  • Performance analysis and optimization
  • Ongoing agency support based on scope

Compare the Value

One Connected Platform Instead of a Patchwork of Subscriptions

Many health and wellness businesses rely on separate tools to capture leads, send follow-up messages, schedule appointments, request reviews, automate tasks, and measure marketing performance. Tailored Suite brings these essential capabilities together, helping your team spend less time moving between platforms and more time serving clients.

FeaturesReplacesTypical CostsTailored Suite
CRM and Pipelines
$14 to $90/monthEntry paid plans, per user or seat where applicableAvailable in one platform
Email Marketing
$9 to $20/monthStarting plans before list growth and add-onsAvailable in one platform
Appointment Scheduling
$10 to $16/monthStarting paid plans, annual billing where applicableAvailable in one platform
Reviews and Reputation
$75 to $299+/monthStarting plans; some platforms use custom quotesAvailable in one platform
Workflow Automation
$12 to $19.99/monthStarting paid automation plansAvailable in one platform
Forms and Landing Pages
$29 to $99/monthStarting landing page plansAvailable in one platform
Dashboards and Reporting
$25 to $286/monthStarting plans before added clients or data sourcesAvailable in one platform
Social Media Scheduling
$6 to $199/monthStarting paid plans, per channel or user where applicableAvailable in one platform
Separate Tool Stack Multiple subscriptions

Costs vary based on the tools, plans, users, contacts, and features your business needs.

  • Up to eight separate subscriptions
  • Costs increase as users and features grow
  • Extra integrations may be required
  • Multiple logins, vendors, and support teams
Tailored Suite Software One platform for $297/month

Connect the essential systems your health or wellness business uses to manage leads, communication, bookings, reviews, automation, reporting, and more.

  • One centralized system
  • Core workflows work together
  • One onboarding and support experience
  • Fewer disconnected tools to manage
Less than $10 per day

See What Your Current Software Stack Is Really Costing You

We’ll compare the tools you use today with the capabilities available through Tailored Suite, so you can see what could be consolidated.

Compare My Software Stack

Competitor prices shown in the table are publicly listed starting-price references reviewed August 2, 2026, not a calculated stack total. Prices may require annual billing and vary by plan, users, contacts, locations, features, currency, and usage. Competitors are independent companies and are not affiliated with Uniquely Tailored Marketing. Tailored Suite email, SMS, phone, AI, HIPAA-related configuration, premium integrations, and other optional features may involve additional usage or add-on charges. Confirm current plan inclusions and pricing before purchasing.

Guided Implementation

You Will Not Be Left to Set It Up Alone

A powerful platform only creates value when it reflects how your business actually works. We help you build a practical starting point, understand the system, and avoid unnecessary complexity.

Exact migration, customization, workflow, support, and training inclusions depend on the plan and implementation scope you select.

1

Understand Your Workflow

We review your business, team, current tools, goals, and highest-priority processes.

2

Configure Your Account

We establish the core settings, users, pipelines, calendars, and selected tools.

3

Organize Your Data

When included, we help structure contacts, fields, tags, and migration requirements.

4

Build the Essentials

We configure the agreed forms, messages, automations, and reporting foundations.

5

Train and Launch

Your team receives guidance on the workflows and tools included in your setup.

Frequently Asked Questions

Tailored Suite Questions, Answered

Do I need to hire Uniquely Tailored Marketing to use Tailored Suite?

No. Tailored Suite is available as standalone software. You can manage it with your internal team, use it alongside your current agency, or pair it with Uniquely Tailored Marketing services.

Who is Tailored Suite designed for?

Tailored Suite is designed for private healthcare practices, wellness studios, solo providers, growing teams, and multi-location health and wellness businesses that want to organize leads, automate communication, improve retention, and see marketing performance more clearly.

What tools can Tailored Suite replace?

Depending on your plan and setup, Tailored Suite can reduce the need for separate CRM, email, texting, scheduling, form, funnel, review-management, automation, social-scheduling, pipeline, and reporting tools. We will review your current systems before recommending what to replace or keep.

Will you help set up the platform and move my contacts?

Guided setup and training are available. Contact migration, custom workflows, integrations, and other implementation work depend on your selected plan and scope. We will confirm the exact inclusions before work begins.

Can Tailored Suite support multiple locations?

Yes. Tailored Suite can support location-based users, pipelines, calendars, workflows, and reporting. The recommended structure depends on how centralized your team is and which processes need to remain unique to each location.

Does Tailored Suite support HIPAA-conscious workflows?

HIPAA-related configuration is available for eligible healthcare use cases and may require a specific plan, add-on, signed agreements, and proper business procedures. Technology alone does not make an organization compliant, so we review intended data use and responsibilities before recommending a setup.

See How Tailored Suite Would Work for Your Business

Get a personalized walkthrough focused on the CRM, automation, follow-up, scheduling, reviews, retention, and reporting tools most relevant to your clinic, studio, or wellness business.

Request a Tailored Suite Demo

One Partner for Connected Health & Wellness Growth

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Healthcare and Wellness Expertise

Your strategy reflects how people search for care, evaluate providers, build trust, and decide whether to schedule.

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Connected Strategy and Technology

Marketing, lead management, follow-up, reputation, automation, and reporting work toward the same growth goals.

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Let’s create magic together

Hey, want a custom 90-day strategy?

Book a free call

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