Build a CRM for coaching business without code
Track leads, manage sessions, and share homework in an AI-powered CRM for coaching business built with AI to fit your coaching workflow.
Build exactly what your coaching business needs
Customize your CRM for coaching business with the exact discovery and intake steps your team needs. Add features as your workflows evolve.
Lead intake and discovery
Automatic session scheduling
Client progress tracking
Document sharing and homework
Invoice and package management
AI-powered session summaries
Unify your coaching data in real time
Connect client rosters, intake forms, and scheduling logs with real-time sync—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 session 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 tool into a downloadable app so clients can access homework or session notes on the go.
Works on any device
Softr apps are mobile-ready by default. Turn your coaching tool into a downloadable app so clients can access homework or session notes on the go.
Automations
Build native automations with Softr Workflows to handle session reminders, status updates, and homework notifications whenever progress is logged.
User groups
Provide separate logins for coaches and clients, and create personalized dashboards for each user to track their specific growth milestones.
Advanced permissions
Apply rules for different user roles. Customize who can view private session summaries or edit coaching plans at a granular level.
Security
Protect sensitive coaching 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 coaching business in minutes with AI—no manual session log setup or coding needed.
Consolidate your stack
Add features like homework tracking, client portals, or billing as your coaching practice grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, schedules, or feedback forms—all in one place, with no extra tools.
Generate a fully custom CRM for coaching business 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 coaching business in minutes
Describe what you need. Softr's AI builds your coaching CRM in minutes with no code required.