Everything in one record
Leads, clients, notes, emails and tasks on one timeline — instead of five apps.
For solo coaches
The CRM for solo coaches
You are the marketing, sales and delivery team. Assessment, pipeline, follow-up and a portal in one place — so nothing slips between the hats you wear.
New inquiry3
AH
Amelia Hart
New inquiry
TO
Tomas Oliveira
New inquiry
EW
Emma Walsh
New inquiry
Consultation booked2
SM
Sofia Marchetti
Consultation booked
LB
Liam Bennett
Consultation booked
Follow-up due2
PR
Priya Raman
Follow-up due
NC
Noah Clarke
Follow-up due
Active client2
HK
Hannah Kim
Active client
JR
James Reid
Active client
How it works
A week in a solo practice, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
Monday: an inquiry lands
The assessment qualifies while you are in a session, and the intro email goes out on its own.
- 2
Tuesday: the pipeline decides
One board shows who is inquiry, who is booked and who is waiting on you — with the next action on every record.
- 3
Wednesday: reminders, not memory
Confirmations and meeting reminders go out with calendar sync — nobody double-books a morning.
- 4
Friday: delivery in the portal
Programs, resources and session notes sit in a branded portal your clients can find without emailing you.
What you get
Built for how you actually work.
Follow-up on rules
A new inquiry or a stage change starts the sequence — you write it once.
Proposals to payments
Scope as a proposal, an invoice with a pay page, Stripe checkout — in the client's portal.
Reporting you will open
Pipeline health, active clients and where inquiries come from — one view, no spreadsheet.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for solo coaches.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.