Built for Coaches

Every Feature You Need to Grow Your Practice

Designed specifically for coaching teams who need isolated client lists, goal tracking, client portals, and scheduling controls without the bloat of generic CRMs.

Start Free Trial See All Features

Team Workspaces & Permissions

Assign coaches to specific clients and keep books of business isolated. Owners can see everything while contractors only access the clients they serve.

Unlimited workspaces under one org

Coach, manager, and owner permission levels

Shared templates without exposing private clients

Audit trail of who updated what

Try This Feature

Team workspace interface showing coaches assigned to clients

Client Goals, Files & Notes

Log goals, attach files, and capture session notes in one timeline so the next conversation always starts with context.

Goal tracking with status, due dates, and progress

Upload resources or recordings directly into the client record

Pin important notes or homework

Filtered search to revisit old sessions instantly

Try This Feature

Client record showing goals, files, and notes

Client Portal & Sharing

Give clients a secure login where they can read notes you share, download files, upload homework, and monitor their goals without emailing back-and-forth.

Share specific notes or files to the portal with one click

Clients upload worksheets or documents securely

Goal widgets let clients track progress alongside you

Portal access respects the same team permissions

Try This Feature

Smart Scheduling & Working Hours

Map availability, block off non-working days, review session requests, and sync everything to Google Calendar so the team never collides.

Working-hour presets per coach with custom exceptions

Approve or decline session requests before confirming

Automatic Google Calendar sync with token refresh

Session history shows status, attendees, and notes together

Try This Feature

Ready to Transform Your Coaching Business?

Join 370+ coaches who've simplified their practice with CoachlyCRM. Start your free trial today and see the difference in just 5 minutes.

Start Free Trial