Build coaching CRM software, no code required
Manage client relationships, track progress, and streamline your coaching process with a custom CRM tailored to your unique needs.
Customize your CRM around your processes
Create a coaching CRM that fits the way you work. Start with the essentials, add features as your client needs change—no code required.
Client onboarding and intake
Session scheduling and calendar
Progress tracking and goal setting
Session notes and resources
Automated reminders and follow-ups
Invoice and payment management
Bring all your coaching data together in real time
Connect spreadsheets, coaching platforms, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your coaching business.
Give every coach and client a secure, custom CRM.
Deliver a fully branded CRM portal for coaches and clients. Set up tailored logins, permissions, and dashboards for seamless relationship management.
Easy, secure logins
Access coaching records and sessions from any device. Your CRM is mobile-ready for easy scheduling and updates.
Works on any device
Access coaching records and sessions from any device. Your CRM is mobile-ready for easy scheduling and updates.
Automations
Integrate with tools like Zapier to automate appointment reminders, feedback requests, and action items.
User groups
Separate dashboards for coaches and clients—each sees only relevant sessions, notes, and progress.
Advanced permissions
Control access to session notes, resources, or progress tracking—adjust for each user group as needed.
Security
Protect coaching conversations and data. Softr is SOC2 and GDPR compliant for full peace of mind.
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An AI assistant for coaches
Coaches ask AI about clients, leads, or schedules—answers pulled instantly from your CRM, right inside your Softr app.
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
Launch your coaching CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like client notes, scheduling, or progress tracking as your coaching needs evolve.
Flexible as you grow
Start with your CRM, then add client portals, session logs, or forms—all in one place.
Build a fully custom coaching CRM in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your coaching CRM software today