Build your own CRM for coaches, no code required
Manage client leads, track sessions, and automate payments in an AI-powered CRM built with AI you customize to fit your coaching workflow.
Build exactly what your business needs
Customize a CRM for coaches that looks sleek out of the box. Add only the features you need, and iterate as your coaching programs evolve.
Lead intake and discovery
Coaching session scheduling
Client progress tracking
Secure document sharing
AI-powered session summaries
Automated billing and payments
Unify your coaching data in real time
Connect client rosters, session notes, and billing history from other systems—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every client a custom, secure experience.
Give each coaching client the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your coaching CRM into a downloadable app so clients can track progress and log in from anywhere.
Works on any device
Softr apps are mobile-ready by default. Turn your coaching CRM into a downloadable app so clients can track progress and log in from anywhere.
Automations
Build native automations with Softr Workflows to handle session notifications, billing status updates, and data sync whenever records change.
User groups
Provide separate logins for different tiers of coaching clients, and create personalized dashboards that reflect each individual's journey.
Advanced permissions
Apply rules so clients only see their own progress and documents, while coaches can view and manage all lead data at a granular level.
Security
Protect sensitive coaching conversations and client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your CRM for coaches in minutes with AI—no dev time or complex configuration needed for your setup.
Consolidate your stack
Add features like session notes, progress trackers, or file sharing as your needs grow—without starting over.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or shared forms—all in one place with no extra tools.
Generate a fully custom CRM for coaches with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your CRM for coaches in minutes
Describe what you need. Softr's AI builds your coaching CRM in minutes with no code required.