CRM for Coaches & Trainers

The CRM for coaches that actually closes more students.

Manage every enquiry, track enrolments, and never miss a renewal.

Whether you're a business coach, fitness trainer, or online educator — track every student relationship from first enquiry to long-term retention. Built to replace your scattered WhatsApp follow-ups and spreadsheet enrolment trackers.

30+

Avg. active students

Monthly

Renewal cycles tracked

Free

Start in 2 minutes

NeerSoft CRM dashboard

The problem

Sound familiar?

Losing track of which prospects never converted to paid students

Students lapsing because no one followed up at renewal time

All coaching enquiries buried in Instagram DMs and WhatsApp

No system to track which session packages expire when

No record of past student journeys — scaling is hard

Discovery calls not tracked — warm leads go cold

The solution

NeerSoft CRM fixes all of this.

Student pipeline

Track every enquiry from initial contact to paid enrolment. See who needs a follow-up call right now.

Package & renewal tracking

Set billing cycles per coaching package. Know exactly which students are up for renewal before they lapse.

Session scheduling

Schedule one-on-one and group sessions via Google Meet directly from the student record. Invites auto-sent.

Discovery call pipeline

Create deals for every free discovery call and track: Scheduled → Attended → Converted. Know your conversion rate.

Website lead capture

Add a simple inquiry form to your coaching website and watch leads arrive automatically.

Student progress notes

Log session summaries and feedback per student. Always know where each person is in their coaching journey.

What's included

Everything you need to run your business.

Student contact management
Deal pipeline (enquiry to enrolment)
Coaching package & renewal tracking
Session scheduling with Google Meet
Discovery call pipeline tracking
Lead capture form for website
Progress notes per student
Mobile PWA for on-the-go access
Team access for assistant coaches
Revenue & pipeline reports

I love how simple it is. I can see all my students, upcoming renewals, and revenue in one screen. My virtual assistant uses it too — zero training needed.

KP

Kavita Patel

Life & Career Coach, Mumbai

Common questions

Can I track group coaching and individual clients?

Yes. Both are managed as customer records with their own deal, notes, and service subscription.

How does session scheduling work?

From any customer page, click 'Schedule Meeting' to pick a time and send a Google Meet invite. The meeting is saved to your Google Calendar automatically.

Can I add my virtual assistant?

Yes. On Growth and Custom plans you can invite team members. Your VA can manage student records without accessing billing or settings.

Does it work for group courses with multiple students?

Yes. Create a deal per student enrollment and use custom stages (Enrolled → Module 1 → Module 2 → Completed) to track their progress.

Ready to get organised?

Start free. No credit card. Setup in 2 minutes.

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🇮🇳 Built in India for Indian businesses