Build your own CRM for coaching business, no code required
Organize client data, streamline scheduling, and track progress with a customizable CRM tailored to your coaching business needs.
Customize your CRM around your processes
Set up a coaching CRM with only the views and workflows you need. Adjust and expand your setup as your coaching business grows—no code needed.
Client intake management
Session scheduling & calendar
Progress tracking & notes
Resource sharing portal
Invoice and payment tracking
Client communication hub
Unify your coaching data in real time
Connect spreadsheets, CRMs, and coaching platforms 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 experience.
Build a branded coaching portal with personalized dashboards for clients and coaches. Manage sessions, notes, and resources, all with secure access.
Easy, secure logins
Your coaching portal is mobile-ready by default. Coaches and clients can track progress and communicate from any device.
Works on any device
Your coaching portal is mobile-ready by default. Coaches and clients can track progress and communicate from any device.
Automations
Connect your coaching tools to automate session reminders, follow-ups, and resource sharing.
User groups
Set up separate logins for coaches and clients. Each gets a personalized dashboard with the info they need.
Advanced permissions
Control who can view session notes, resources, or schedules. Set precise permissions for each user group.
Security
Protect coaching records and client data. Softr is fully SOC2 and GDPR compliant.
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An AI assistant for coaches
Coaches can ask AI for client details, schedules, or sales stats—answers come instantly, right inside your CRM workspace.
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, session tracking, or payment tools as your practice evolves—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, scheduling, or forms—all in one place, with no extra tools.
Build a fully custom CRM for coaching business 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 coaching business today