Seats for the whole team
Add coaches and staff with roles that fit how your agency actually works.
CRM for agencies
The CRM for agencies
Run every client in one place: a pipeline per program, roles and seats for your team, and a portal that carries your brand — with honest status labels throughout.
Client onboarding
- Confirmation email sent
- Intake form completed
- Welcome call booked
- Goals agreed
- First payment received
- Resources shared
- Portal access granted
Onboarding on track
Client portalActive client
- Session workbook
- Program overview
- Resource pack
How it works
A agencies workflow, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
A pipeline per program
Each coaching program gets its own stages — or a portfolio view across all of them, if you prefer one board.
- 2
Your team, your roles
Seats and roles keep coaches and staff inside the same records without stepping on each other's work.
- 3
The portal wears your brand
Clients log into a portal that carries your name — white-label options are part of the product.
- 4
Connect the stack
CRMs and tools connect through built-ins and webhooks — every connection's status is on the page.
What you get
Built for how you actually work.
White-label the front
Your branding on the portal your clients see — yours first, ours underneath.
Reporting per program
Pipeline health and where inquiries come from, read across every program you run.
Clear integration status
Built-ins and webhooks show exactly what connects — no surprises halfway through a build.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for agencies.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.