The CRM that guides your practice
Shepherd brings contacts, households, programs, and payments together in one elegant workspace. Less time on admin. More time transforming lives. Currently available by invitation only.
Trusted infrastructure
Everything you need to run your practice
From first contact to completed program—Shepherd handles the details so you can focus on what matters.
Contacts & Households
Track individuals and family units. See their full journey—enrollments, submissions, payments—in one unified timeline.
Programs & Groups
Organize retreats, intensives, and ongoing offerings. Groups enable instant communication to all members.
Form Builder
Design intake and registration forms visually. Add payment steps and publish with one click.
Square Payments
Accept card and Google Pay right in your forms, paid into your own Square account. Refunds from Shepherd, and no Shepherd fees on top of Square's.
Real-time Sync
See changes instantly across your team. Powered by Convex reactive queries.
Organization Isolation
Complete data separation between organizations. Multi-tenant security via WorkOS.
From first contact to completed enrollment
A streamlined workflow designed for coaching and counseling teams.
Organize contacts
Import or create contacts. Group them into households and assign to groups for easy communication.
Organize contacts
Import or create contacts. Group them into households and assign to groups for easy communication.
Build programs
Create groups for your communities. Add programs for specific retreats, intensives, or ongoing offerings.
Build programs
Create groups for your communities. Add programs for specific retreats, intensives, or ongoing offerings.
Publish forms
Design intake forms with our visual builder. Add payment steps when needed and publish with one click.
Publish forms
Design intake forms with our visual builder. Add payment steps when needed and publish with one click.
Collect & review
Submissions flow into your queue. Automatically create contacts and manage enrollments.
Collect & review
Submissions flow into your queue. Automatically create contacts and manage enrollments.
Get paid
Payers check out by card or Google Pay, straight into your own Square account. Records update the moment a payment completes.
Get paid
Payers check out by card or Google Pay, straight into your own Square account. Records update the moment a payment completes.
Ready to get started? Request an invite
Built for multi-tenant safety
Your client data is sacred. Shepherd is designed from the ground up with organization isolation, ensuring your data stays yours—and only yours.
Organization-based isolation
Every organization's data is completely separate. Queries automatically filter by your organization—impossible to access another's data.
Enterprise authentication
WorkOS AuthKit handles sign-in with support for SSO, MFA, and directory sync. Enterprise-grade security out of the box.
PCI-compliant payments
Card details go into Square's secure fields and straight to Square. They never reach Shepherd or your servers—zero PCI scope for you.
Role-based access control
Owner, admin, and staff roles built in. Control who can see and do what across your organization.
Ready to shepherd your practice?
Shepherd is currently available by invitation only. Join coaching and counseling teams who trust Shepherd to manage their contacts, programs, and payments.