Roles and seats
Add coaches and staff with roles that match how your practice actually works.
For coaching teams
The CRM for coaching teams
Shared pipelines, roles and reminders for a team of coaches — so hand-offs do not live in someone's head and every lead has an owner.
New inquiries
18
Consultations
7
Active clients
11
Where inquiries come from
- Website form42%
- Referrals26%
- Email18%
- Advertising14%
How it works
A hand-off that does not drop, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
The lead lands in a shared pipeline
An inquiry arrives through a form or the assessment and lands on one board the whole team can read.
- 2
An owner and a next action
The record gets an owner, a stage and a task with a due date — the hand-off is visible, not verbal.
- 3
Roles keep the boundaries
Seats and roles give each coach the access their work needs — nothing more, nothing less.
- 4
The same numbers for everyone
Pipeline health and active clients in one dashboard — the Monday meeting starts from facts, not anecdotes.
What you get
Built for how you actually work.
One record, many hands
Notes, emails and calls on a timeline anyone assigned can pick up mid-conversation.
Reminders that do not need reminding
Confirmations, meeting reminders and follow-up sequences run on rules for every coach.
Consistent delivery
The same onboarding flow, programs and portal for every client — whichever coach runs it.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for coaching teams.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.