CRM and practice operations
Run the business behind the coaching.
Leads, consults, agreements, and payments belong to the same record as the training and the check-ins. The person does not become a different person when they sign.
One operating view
What needs you today,on one screen.
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
Leads move through stages you defined.
New lead, contacted, consult booked, proposal sent, won. Each stage carries the next action and who owns it, so nothing sits waiting on nobody.
- 01Drag between stages as the conversation progresses
- 02Each stage states the expected next action
- 03Value and last contact visible on the card
Booking, agreements, payments
The commercial side, attached to the client.
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.
- 01Scheduling that reflects your real availability
- 02Agreements stored with the client they belong to
- 03Payment state visible without opening another tool
Tasks and follow-ups
The list that keeps the week honest.
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.
- 01Tasks carry the client and the reason they exist
- 02Automated follow-ups appear alongside manual ones
- 03Closing a task leaves a trace on the record
Ownership and privacy
One record, correctly scoped.
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.
- 01Ownership decides visibility, and the browser never sets it
- 02Assigning work does not widen who can see the record
- 03Health files stay in private storage behind authenticated access
- 04Billing and coaching history stay attached to the same client
- 05Team members inherit access from the practice owner’s plan
Explore the platform
The rest of the practice.
Operations is one system of six. They share the same client record.
Your practice, operating clearly
Stop running the business in a spreadsheet beside the coaching.
Bring the pipeline onto the same record as the client work.