Build your own coaching CRM software
Manage client intake, sessions, and payments in an AI-powered coaching CRM software built with AI to fit your consulting workflow.
Build exactly what your business needs
Customize your coaching CRM software with the exact steps and views your team needs. Add features as coaching processes evolve—no code needed.
Client intake and onboarding
Session scheduling and reminders
AI-powered coaching insights
Coaching pipeline and tracking
Resource and document sharing
Billing and payment tracking
Unify your consulting data in real time
Connect spreadsheets, CRMs, and client lists with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role sees just what they need for their current clients.
User groups
Give different team members tailored access and dashboards, so each role sees just what they need for their current clients.
Automations
Streamline your internal processes with Softr Workflows. Trigger native automations for session reminders and payment updates automatically.
Works on any device
Access and update your coaching CRM software on the go. All internal tools are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your consulting team fast, secure access—no IT tickets needed.
Security
Keep internal client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 coaching CRM software in minutes with AI—no manual setup needed for your client tracking.
Consolidate your stack
Add features like session scheduling, resource sharing, or billing as your coaching practice grows.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or forms—all in one place, with no extra tools.
Generate a fully custom coaching CRM software 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 coaching CRM software in minutes
Describe what you need. Softr's AI builds it in minutes. Get started free with no dev needed.