A CRM built for coaches & consultants
Clients, sessions, programmes and invoices in one place — reminders and renewals chase themselves, so you spend your day coaching, not chasing.
Free · no signup · a real plan and price in ~10 minutes, in your words.
- to a working prototype
- ~1 week
- to start
- €500
- that nudge themselves
- Renewals
Off-the-shelf CRMs were built for a sales team. Not for coaching & consultancy.
Session notes live in three notebooks and a Notes app — so the thread of a client’s progress goes cold, and the next session starts from scratch.
Renewals get remembered a fortnight too late — the programme ends, the client drifts, and the next block never gets sold.
Invoicing is a Sunday-night job — some go out late, a few never go out at all, and chasing them is worse.
Discovery calls turn into “I’ll send a proposal” and then nothing — warm leads quietly cool while you’re delivering sessions.
See it from the inside
What your CRM would look like — screen by screen.
Not stock screenshots — this is the shape of the system we’d build for coaching & consultancy: your records, your stages, your words. Click through the screens.
The coach’s morning screen — today’s sessions, discovery calls in the diary, what’s owed — and what the automations already handled before coffee.
A real starting point
Here’s the analysis we’d start from — for coaching & consultancy.
Not a template. This is the data model, pipeline and automations a business like yours actually runs on — mapped in your words. Your free analysis produces exactly this, shaped to you.
Your system, mapped
Your pipeline, exactly as your CRM would show it — your stages, your words. This is what we build from.
What it tracks
Where customers reach you
Connects to
Busywork the system takes over
- Session reminders — texts and emails the client before each session, with one-tap confirm
- Notes & actions — shares the agreed notes and next steps once a session closes
- Renewal nudge — offers the next block two sessions before a programme ends
- Invoice & chase — raises the invoice on completion and chases if it goes unpaid
What this replaces — where it hurts today
- Notes scattered across notebooks
- Renewals forgotten mid-programme
- Invoices chased at 9pm
Your price, from your answers
Standard scopePrototype · 1 weekstart here
€500
- Client + session records
- One programme board
- The session-reminder automation
Full build
€4,000–€8,000
Estimate — it becomes one fixed price on the free call. Never hourly, no surprises.
What sets your scope
- · Programme & session tracking
- · Automated reminders & notes
- · Packages, renewals & invoicing
Run · monthly
€180/mo
Hosting, monitoring, fixes and small improvements.
If you go all the way: ≈ €6,160 first year, all-in — and you own everything. Today's only decision is the €500 prototype.
Questions coaching & consultancy ask us
- Does it work with my calendar and video calls?
- Yes — sessions sync both ways with Google or Outlook calendar, and every booking gets a Zoom or Meet link added automatically. The client confirms in one tap and the reminder does the rest.
- I coach one-to-one — isn’t a CRM overkill for a solo practice?
- It’s built for exactly that. One screen, no team admin, no per-seat clutter — just your clients, sessions and invoices in one place, so the busywork stops eating your evenings.
- How long until we’re live?
- A working prototype in about a week for €500. The full build usually lands in three to six weeks, depending on how many programmes, packages and integrations are in scope.
- Who owns the system and the data?
- You do — entirely. It’s your system, hosted for you, and you can export every client, note and invoice at any time. No per-seat lock-in.
Have a mess like this one?
Book a free 30-min call. We’ll sketch what your version of this system would look like — and put a number on it.
More businesses like yours
Find yours →Watersports & beach clubs
Bookings, gear, instructors and sessions on one board — a weather hold is one tap to rebook the whole session, not a morning of refunds.
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Swim schools
Students, lessons, lanes and instructors on one board — the waiting list places itself, and every badge, assessment and term fee lives in one place.
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Dance studios
Dancers, classes, grades and showcases in one place — term fees chase themselves, and every register, waitlist and costume order runs off one screen.
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