Build your own CRM for coaches, no code required
Manage clients, track progress, and streamline your coaching business with a customizable CRM tailored to your unique needs.
Customize your CRM around your processes
Set up your coaching CRM with just the views and features you need. Adapt it as your coaching practice grows—no code or extra steps required.
Client onboarding management
Session scheduling and reminders
Progress tracking and goal setting
Resource sharing portal
Invoice and payment tracking
Automated follow-ups and check-ins
Unify your coaching client data 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 custom, secure CRM experience.
Build a branded coaching portal with personalized dashboards, secure logins, and permissions for coaches and clients. Manage relationships and data easily.
Easy, secure logins
Your coaching CRM works great on any device. Let users track sessions, progress, or resources from anywhere.
Works on any device
Your coaching CRM works great on any device. Let users track sessions, progress, or resources from anywhere.
Automations
Connect with your scheduling and communication tools to automate reminders, updates, and client progress tracking.
User groups
Set up coach, client, and admin roles—each with personalized dashboards showing only relevant sessions and information.
Advanced permissions
Customize who can view session notes, progress, or billing info—down to the user group level.
Security
Protect coaching notes and client information. Softr is fully SOC2 and GDPR compliant for peace of mind.
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An AI assistant for your coaches
Coaches can ask AI for client info, session notes, or progress—all answered instantly within your CRM, no extra tools needed.
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
Set up your coaching CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add features like session tracking or client notes as your coaching practice evolves.
Flexible as you grow
Start with your CRM, then add client portals or scheduling—all in one place, no extra tools needed.
Build a fully custom CRM for coaches 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 CRM for coaches in minutes