A CRM for coaches
that runs your client admin
Most CRMs track a sales pipeline. A coaching business needs something else: contract and payment collected, a welcome email sent, intake answers in before the first session, plus one client record that is ready when you are. SimplifiedFlows is the pre-configured, fully automated backend for online coaches, starting with client onboarding. Same-day activation, no configuration.
No technical knowledge needed. No configuration. About 5 minutes to look around.
What coaching client management actually needs
These are the few jobs that repeat for every client you sign and usually still land on your desk.
- Contract and payment collected in one step, not three emails
- Branded welcome email the moment the client has paid
- Intake form filled out before the first session, on the client's own time
- One client record: onboarding status, intake answers, activity
- No manual copying between your payment tool, calendar and inbox
Generic CRMs leave the actual work to you
Built around a sales pipeline
Deals, stages and lead scores. A coaching client isn't a deal that closes. They are a person in the middle of a program, and the part that matters happens after the sale: contract, payment, intake, kickoff.
You still do the stitching
The CRM records that a client exists. Someone still has to send the contract, chase the payment, remember the intake form and prep the kickoff. In most setups that someone is you.
You configure everything yourself
Generic platforms assume an afternoon of integrations and custom fields. You wanted to coach, not build a system, so the setup never gets finished.
A CRM for coaches should take the client journey off your plate, not add another place to update.
From client purchase to kickoff, fully automated.
Share your link
Send your client a personal registration link. No setup calls, no onboarding calls needed.
Contract & payment, automatic
Upload your own contract once. The client signs and pays in one step. No manual contract sending, no payment chasing.
Welcome email, sent instantly
The client gets a branded welcome email the moment they've paid.
Intake form, done before kickoff
The client fills out their intake form on their own time. You see the answers in your dashboard.
Kickoff, ready to go
By the time you meet your client, everything is already in place.
You do the coaching. SimplifiedFlows does the admin.
Your client record, live: all clients in one dashboard
This is the real coach dashboard, shown with demo data. You see active clients, onboarding progress and the registration link you send as soon as a client starts.
Live today, shown with demo data.
Starting with client onboarding
In the beta today
- Personal registration link per client
- Contract signature and payment in one step
- Branded welcome email sent instantly
- Intake form with answers in your dashboard
- Live client list with onboarding status
Next, not shipped
- Lead capture before the first payment
- Sessions and scheduling after kickoff
- Payments beyond the first one
- Offboarding and hand-off at the end
The goal is one system from lead capture to offboarding. Beta feedback decides what gets built in which order.
Frequently asked questions
Is this a CRM or an onboarding tool?
Today it is the coaching-specific part of a CRM: everything between "a client decided to work with you" and "you are sitting down for the kickoff". Contract, payment, welcome email, intake and the client record all happen in one place, without you sending anything manually.
Do I need technical knowledge to set it up?
No. You set it up once by answering a few simple questions, then activate it. There is no configuration to maintain and nothing to rebuild for the next client.
Does it work with several clients at the same time?
Yes. The product is built for exactly that case. Your dashboard shows every active client with their onboarding status, so you always know who has paid, who still owes intake, and who is ready for kickoff.
What happens after the kickoff call?
The beta stops at kickoff. Sessions, payments beyond the first, and offboarding are the next steps of the system, not features you can click today.
What does it cost?
SimplifiedFlows is a live beta right now, so there is no pricing to compare yet. Look through the flow first, and if it is useful we can talk about what comes after.
Can I try it without booking a call?
Yes. Click through the onboarding flow yourself and see exactly what your client sees and what lands in your dashboard. It takes about five minutes.
Try it before you decide
The beta is live, but the product is not finished. Click through the onboarding flow yourself, no call needed, and tell us what is missing.
Takes about 5 minutes. Your feedback shapes what gets built next.