CRM for Coaches
The CRM for Life & Business Coaches
Win more clients, deliver better sessions, and get paid, all from one simple platform built for solo coaches and small coaching practices.
Free 14-day trial · No credit card required
The Problem
Sound familiar?
Prospects and discovery calls tracked in your inbox.
Session notes and client progress scattered across tools.
Invoicing for packages handled manually in a separate app.
How WebifyGO Helps
Everything you need in one platform
Client Pipeline
Track prospects from discovery call to signed coaching agreement.
Client Records & Notes
Keep session notes, goals, and progress for every client in one place.
Package Invoicing
Invoice for coaching packages and retainers and collect payment with Stripe.
Automated Follow-Ups
Stay in touch with prospects and past clients without manual effort.
One Platform
Get in Touch
Build and run your business from one dashboard
Website, booking system, online store, invoicing, and marketing in one place, so nothing slips through the cracks and your whole team works from the same live data.
Custom built for your industry
Dedicated instance on your domain
Unlimited team members, no per-seat fees
Connects with the tools you already use
Gmail
Google Calendar
Google Workspace
Stripe
WhatsApp
Slack
Microsoft 365
PayPal
QB
QuickBooks
T
Twilio
SG
SendGrid
A
Adobe Sign
D
DocuSign
V
Vonage
Yes. It tracks prospects, stores client notes, handles invoicing, and automates follow-ups in one affordable platform.
Yes, with online payment via Stripe, all linked to the client record.
Get in touch and tell us what you need. We'll send a clear proposal and can have your platform live in days, not months.