CRM and practice operations
Manage leads, pipeline stages, consultation bookings, agreements, and payment records in LaunchSite OS. Connect the business side of your practice with the clients and programs you coach.
One operating view
Active clients, pending reviews, today's schedule, compliance, and the tasks you have not closed yet. The practice reads as a single surface rather than five tabs.
Pipeline
New lead, contacted, consult booked, proposal sent, won. Each stage carries the next action and who owns it, so nothing sits waiting on nobody.
Booking, agreements, payments
A consult booked, an agreement signed, a payment taken. Each one lands on the same record the coaching happens on, so the history is continuous.
Tasks and follow-ups
Follow-ups raised by a check-in, an automation, or by you all land in the same queue, attached to the client that generated them.
Ownership and privacy
Practice operations touch commercial and health information in the same place, so who can see what is enforced on the server rather than in the interface.
Explore the platform
Operations is one system of six. They share the same client record.
Your practice, operating clearly
Bring the pipeline onto the same record as the client work.