Stop losing your prospects along the way

Prospects, clients, follow-ups, notes, emailings... everything scattered. A visual CRM built for coaches. Your commercial funnel, finally clear.

unlimited clients·1unified dashboard·360°360° view
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What you can do

Commercial pipeline

Visualize your acquisition funnel: prospects, discovery, proposal, active clients

Complete client profiles

History, notes, goals, documents — everything centralized for each client

Emailing & Acquisition

Manage your emailing strategies and acquisition campaigns from one place

View your entire business in one glance

  • Drag and drop clients
  • Complete history
  • Acquisition tracking
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CRM for Coaches

Your Pipeline

Prospect
3
Discovery
2
Proposal
1
Active
4
👩‍💼
Marie Dupont
Executive
👨‍💻
Thomas Martin
Leadership
👩‍🚀
Sophie Bernard
Transition
12
Active clients
847
Emails sent
4.2k€
Monthly revenue

How does it work?

5 minutes to organize your entire coaching business

1

Add your clients

Import or create your prospect and client profiles

2

Organize by stage

Drag and drop on your visual pipeline

3

Manage daily

Move your clients, log your sessions, keep everything up to date

Your Questions

Everything you need to know about CRM

Because you're losing clients in the noise. Who to follow up? Where are my prospects? What did they tell me last time? A CRM clarifies your commercial funnel and your emailing acquisition strategies.

Yes. Import from CSV or add them one by one. Your clients, prospects, contacts — everything in one place.

It's designed for coaches. Pipeline with relevant stages (discovery, proposal, active...), integrated acquisition emailings, without the complexity of sales CRMs.

It's complementary. The CRM manages client relationships, your calendar manages your time. But you can sync sessions with your calendar.

Yes. GDPR compliant, encrypted data, confidentiality guaranteed. Your clients and prospects are your treasure, we protect them.

Ready to develop your practice?

Join hundreds of coaches who use The Coach Pilot daily