CRM for Coaches
Coach the clients. Let the system fill the calendar.
Discovery calls, follow-ups, reminders, invoices — the admin around coaching eats the hours you'd rather spend coaching. AutomateNexus CRM books the calls, chases the maybes, and bills the sessions automatically.
Where coaching pipelines leak.
- 01
Maybes never become clients
People who almost signed up go quiet — and re-engaging them by hand rarely happens.
- 02
Scheduling tennis
Finding a slot over email wastes the enthusiasm that made someone book a discovery call.
- 03
Awkward invoice chasing
Following up on unpaid sessions strains exactly the relationship coaching depends on.
Built for how coaches actually sell.
Discovery calls book themselves
Share one link; the Scheduler agent handles slots, reminders, and rescheduling.
The maybes get nurtured
Karrie keeps not-yet clients on a gentle follow-up cadence you approve — so timing works in your favor.
Billing without the chase
Session and package invoices via Stripe, with polite automated reminders that aren't you.
Every client, one page
Sessions, notes, messages, and payments on one record — full context before every call.
How a coaching pipeline runs.
How a coaching practice fills the calendar on AutomateNexus CRM.
- 01
Lead magnet to lead
A form on your site or a link in your bio creates a scored lead, and the welcome sequence starts immediately.
- 02
Discovery call, booked
One booking link with real availability. Take a deposit at booking through Stripe, PayPal, or Square if your model calls for it.
- 03
The maybe, nurtured
Karrie drafts a spaced follow-up for everyone who said "let me think about it", in your voice, for your approval.
- 04
Packages sold and scheduled
Sell programs and packages from the storefront, invoice sessions, and schedule them with reminders that go out automatically.
- 05
Clients in the portal, posts in the queue
Clients get a branded portal for resources and invoices, and the social queue keeps your channels active between sessions.
The agents that work a coaching pipeline.
Every plan includes Karrie and seven specialists. These are the ones coaches lean on most, with your approval on anything sensitive and an audit trail on everything.
See how the agents work- A1KarrieAI Co-PilotNurtures the maybes with a follow-up cadence you approve.
- A2SchedulerPlannerBooks discovery calls and sessions, sends reminders, and handles rescheduling.
- A3MarketingOperatorDrafts nurture emails and schedules social posts.
- A4SupportResolverAnswers routine client questions in the inbox.
- A5AnalyticsForecasterShows which lead sources become paying clients.
The tools coaches already use.
- 01Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
- 02ZoomAuto-schedule calls and capture meeting briefs.
- 03Google MeetSchedule Meet calls from chat and records.
- 04StripeInvoices, bookings, products and forms paid through Stripe Checkout.
- 05PayPalAccept PayPal on invoices and bookings.
- 06WhatsAppWhatsApp through your Twilio sender, in the same inbox as SMS and email.
- 07InstagramPlan, publish, and track Instagram posts.
- 08FacebookSchedule and publish Page posts from the social queue.
- 09MailchimpSync CRM contacts to audiences and engagement back.
- 10GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
What to look for in a CRM for coaches.
Whether or not you choose us, hold every vendor to these.
Booking with payment
Deposits at booking and packages on invoice, from the same link, so a full calendar is also a paid one.
Follow-up for the undecided
A warm, spaced cadence drafted in your voice for everyone who said they'd think about it. Timing does the selling.
Reminders that cut no-shows
Text and email reminders with one-tap reschedule, sent automatically and logged to the client.
Social from the same tool
Instagram, Facebook, LinkedIn, TikTok, and X in one queue with an agent that drafts, so your channels stay active between sessions.
Honest about what it isn't
It's not a course platform. Keep your course where it is, link to it from the client portal, and run sales, scheduling, and billing here.
CRM for coaches, answered.
Yes — booking links, two-way calendar sync, and reminders are built in, connected directly to client records and billing.
That's Karrie's specialty: a warm, spaced follow-up sequence for every discovery call that ended in 'let me think about it.'
Invoicing runs through Stripe, including payment links and automated reminders for unpaid sessions.
From $49/month with unlimited contacts — one subscription for scheduling, follow-up, and billing together.
Yes. Booking payments run through Stripe, PayPal, or Square, and the payment status shows on the booking and the client record.
Yes. The storefront sells productized offers with discount codes, and invoices handle sessions and packages with automated reminders.
Yes. Instagram, Facebook, LinkedIn, X, TikTok, and Google Business Profile from one queue, with a Social agent that drafts posts.
No. AutomateNexus CRM isn't a course platform. Keep your course where it is, link to it from the portal, and run the sales, scheduling, and billing here.
Put the agents on your coaching pipeline.
Start your 7-day free trial. No credit card. Karrie is ready on day one.