Software for coaches
Custom CRM for coaches
Coaches know this one well: discovery call requests sit in the inbox overnight. The custom CRM handles it for you, between sessions, content and discovery calls. A pipeline for your leads and deals, with follow-up reminders and only the fields you use.
The problems it takes off your list
Discovery call requests sit in the inbox overnight. It sounds small, but for coaches it repeats every week. The custom CRM takes it over.
What it looks like in practice
Say you run a health coach who runs small online cohorts. Every new lead appears in your own pipeline with its source. Each morning you see who needs a follow-up today. Moving a deal to the next stage sets the next reminder.
How it works for coaches
Step by step, this is what the custom CRM does with your clients.
- We map your stages and the details you track.
- I build a simple pipeline with search and notes.
- Lead sources feed in automatically.
- Follow-up reminders are built in.
- You get it deployed and own the data.
Tools it connects to
It plugs into the tools coaches already use, such as ConvertKit and Typeform, and runs on Next.js, Supabase and n8n.
Questions from coaches
Does the custom CRM work with ConvertKit?
Often, yes. Before building the custom CRM I check your ConvertKit account and plan, because some features depend on API access. If there's a gap for your coaching setup, you'll know before you pay anything.
What happens if something breaks?
The custom CRM sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What does the custom CRM cost to run each month?
Setup for the custom CRM starts at $1,200 while the launch offer is on, for coaches and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your coaching business?
Tell me how your coaching business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built