VIV-Z · Coaching CRM

CRM for
coaches.

Discovery calls, packages, session credits, and renewals tracked automatically — in one CRM, built free into your VIV-Z website with a live preview in 24 hours.

Free

CRM included

24h

avg preview time

5

pipeline stages tracked

0

per-client fees

What most coaches are still doing

Every client lives
across three tabs.

Most solo and small-team coaches run bookings in one calendar app, package payments in a separate invoicing tool, and session counts in a notebook or a spreadsheet nobody double-checks. It works — until a discovery call no-shows unnoticed, or a client finishes their package and nobody follows up.

VIV-Z replaces all three with a single pipeline that runs booking, session tracking, and renewals automatically — see the coaching website it comes bundled with.

No-shows go unmanaged

Without automated reminders, a missed discovery call or session is an hour of income that can't be recovered later that day.

Session counts get lost

A package tracked in a notebook is one bad week away from a client being under- or over-delivered without anyone noticing.

Renewals happen too late

Without an automatic prompt, a client quietly finishes their package and drifts away before the renewal conversation ever starts.

One pipeline, lead to renewal

Every client,
tracked stage by stage.

01

Lead captured

A contact form, a discovery-call booking, or a DM enquiry lands in the pipeline the moment it arrives — not a note in your phone you mean to follow up on.

02

Discovery call booked

The prospect books straight into your live calendar. Automated email and SMS reminders cut the no-show rate that eats into a coach's most valuable hours.

03

Package sold

Once they commit, the package — 1:1, group, or intensive — is logged against their record with the session count they've paid for, so nobody loses track.

04

Sessions tracked

Every session is logged automatically as it's delivered, with a running count of what's left, so you always know exactly where a client stands in their package.

05

Renewal or referral

As a package nears its final session, a renewal prompt fires automatically — instead of a client quietly finishing their sessions and drifting away.

Built for how coaches sell

Session credits,
tracked automatically.

Whether it's a 12-session 1:1 package, a six-week group cohort, or a one-off VIP intensive, every session logged against a client updates their remaining count in real time — and a renewal prompt fires automatically as they near the end.

Live pipeline snapshot

1:1 Coaching — Sarah M.8 of 12 sessions used
Group Program — Cohort 3Week 4 of 6, 11 members
VIP Intensive — James R.Renewal due in 9 days
Discovery Call — Priya K.Converted to package today

What's included

Everything a coaching
CRM needs.

Package & session tracking

Every package logs its session count automatically, so you and your client both know exactly how many sessions are left — no manual tally.

Discovery call booking & reminders

Prospects book directly from your site into your live calendar, with automated reminders that cut avoidable no-shows before they cost you a slot.

Automatic renewal prompts

As a client's package nears its final session, a renewal or upsell prompt fires automatically — before the relationship quietly lapses.

Client portal

Clients can view upcoming sessions, see their remaining session count, and pay invoices in one place — cutting the admin messages you'd otherwise field yourself.

Invoicing built in

Package payments, single sessions, and instalments are invoiced and tracked against the same client record — no separate invoicing tool.

AI & search visibility

Service and FAQ schema built into every page, so Google and AI assistants like ChatGPT and Perplexity can surface you when someone searches for a coach who fits.

Built for how coaches search

From “CRM for
coaches” to booked.

CRM for coaches

The core commercial search — won by naming the discovery-call-to-renewal pipeline explicitly rather than describing generic "client management".

coaching client management software

Research-stage search from coaches comparing dedicated coaching tools against a spreadsheet or a generic CRM built for sales teams.

how to track coaching packages and sessions

A coach who has already lost track of a client's remaining sessions once and doesn't want to do it again.

best CRM for life coaches 2026

Comparison-stage intent, usually against Practice Better, Paperbell, or Dubsado — won by leading with the free build and no per-client fees.

Cost comparison

CRM cost:
zero.

Dedicated coaching platforms like Practice Better and Paperbell typically run £25–£60+ per month, and Dubsado or HoneyBook cost more once you add scheduling and invoicing add-ons on top. VIV-Z includes the CRM, package tracking, and renewal automation in your free website build — no separate software subscription.

Practice Better / Paperbell£25–£60+/mo
Dubsado / HoneyBook£30–£80+/mo
Notebook + spreadsheetFree, but leaky
VIV-Z CRM (bundled with website)Free to build
Build price

FREE

CRM included with your coaching website build

Then pay hosting to keep it live

Hosting · SSL · domain · CRM · booking · no per-client fees

  • Discovery call booking with reminders
  • Package & session credit tracking
  • Automatic renewal prompts
  • Client portal
  • Invoicing built in
  • Local SEO and AI-visibility schema
  • Cancel anytime — no contracts
Claim your free coaching CRM →

No card required until you love it

How it works

Preview in 24 hours.
No upfront cost.

01

Tell us how you sell

Your package structure, session counts, and how bookings and renewals currently get handled.

02

We build your site and CRM

Your website, discovery call booking, and the full pipeline — lead through renewal — are built and connected together.

03

You review and approve

See a live preview within 24 hours. Test the booking flow and the pipeline before anything goes live.

04

Launch — the CRM tracks the rest

Your site goes live and the CRM starts logging sessions, sending reminders, and flagging renewals automatically.

FAQ

Questions from
coaches.

What does a CRM for coaches actually track?

It tracks the full client journey: the lead the moment it lands, the discovery call once booked, the package once sold — including how many sessions it includes — every session as it's delivered, and a renewal or referral prompt as the package nears its end. It's built around how a coaching relationship actually runs, not a generic sales pipeline.

Does it handle 1:1, group, and package-based coaching differently?

Yes. A 1:1 package tracks individual session credits against one client. A group program tracks the cohort as a whole alongside individual attendance. Both sit in the same pipeline, so you can see everything you're running at a glance instead of switching between tools.

Can it reduce no-shows on discovery and coaching calls?

Yes — automated email and SMS reminders run ahead of every booked call, which matters more for coaches than most businesses since a missed 1:1 slot is an hour of income that can't be recovered later in the day.

Will it remind me when a client's package is about to run out?

Yes — a renewal prompt fires automatically as a client approaches their final session, so you can start that conversation while they're still engaged rather than after they've already gone quiet.

How much does coaching-specific client software normally cost?

Dedicated coaching platforms like Practice Better and Paperbell typically run £25–£60+ per month, and Dubsado or HoneyBook cost more once you add scheduling and invoicing add-ons. VIV-Z includes the CRM, session tracking, and renewal automation as part of your free website build — no separate software subscription.

Can AI assistants and Google surface me using this setup?

Every VIV-Z coaching website ships with Service and FAQ schema, plus clean semantic content — the same structured data Google's algorithm and AI assistants like ChatGPT, Claude, and Perplexity read when someone asks "who's a good coach for [goal] near me" or "CRM I can recommend for a solo coaching business".

Ready?

See your coaching
CRM tomorrow.

Tell us how you sell and we'll build your site and CRM today. Live preview within 24 hours — no card, no commitment.

No card required · Pay for hosting only if you love it