One record per client
Notes, emails, calls and tasks on a single timeline — activities, not jargon.
CRM for life coaches
The CRM for life coaches
Turn a website visitor into a booked consultation: an AI assessment in chat, quiz or voice, follow-up that runs itself, and a portal where clients pick up each session.
Select a time
Today
3 slots
Tomorrow
2 slots
Thu
5 slots
Fri
4 slots
09:30
10:30
14:00
Confirmed
Consultation · Sofia Marchetti
SM
Reminder sequence
- Confirmation email
- Reminder email
- Reminder SMS
How it works
A life coaches workflow, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
A visitor takes the assessment
Someone lands on your site and answers a short conversation — chat, quiz or voice, their choice — instead of filling a blank form.
- 2
The conversation surfaces what matters
Goals and blockers come out of the answers, the strategies are matched to them, and the results page is waiting after the call.
- 3
Follow-up starts without you
The intro email goes out when the inquiry lands. No reply after two days, the SMS follows — you coach, the sequence keeps moving.
- 4
The client opens the portal
Between sessions they see the program, resources and what is next — you see what is done and what is due.
What you get
Built for how you actually work.
Stages that match your practice
Inquiry, consultation, active client — or whatever you actually call them.
Confirmations without the admin
Booking confirmations and meeting reminders go out on their own, with calendar sync.
A branded portal
Programs, resources and session material in one place your clients can find.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for life coaches.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.