Your inbox, calendar, and CRM don’t sync, and you’re losing hours just trying to keep it all together.
Integrations and setups feel like a maze, so you end up buried in configurations instead of coaching.
Follow-ups, appointment scheduling and reporting eat into your day and pull you away from growing your business.
…and you’re totally exhausted from doing it all yourself.
From managing follow-ups to booking appointments, it feels like...
your business is running you... not the other way around.
You didn’t start your business to chase leads, schedule calls or juggle tools that don’t talk. CRM Done Better is the only all-in-one sales and marketing automation platform you need. It takes care of follow-ups, appointments and tracking so you can focus on coaching and growth.
Your CRM should be a complete hub for everything you need to run your business
Your inbox, calendar, and CRM don’t sync, and you’re losing hours just trying to keep it all together.
Integrations and setups feel like a maze, so you end up buried in configurations instead of coaching.
Follow-ups, appointment scheduling and reporting eat into your day and pull you away from growing your business.
…and you’re totally exhausted from doing it all yourself.
From managing follow-ups to booking appointments, it feels like...
your business is running you... not the other way around.
You didn’t start your business to chase leads, schedule calls or juggle tools that don’t talk. CRM Done Better is the only all-in-one sales and marketing automation platform you need. It takes care of follow-ups, appointments and tracking so you can focus on coaching and growth.
Powered by HighLevel, delivered with the personal touch and expertise of Business Done Better.
No more forgetting who to message or when. Your CRM sends reminders, DMs, texts, and emails while you focus on real work.
Launch smart funnels that guide leads from cold to closed, automatically. Wake up to booked calls and new clients in your pipeline.
Track leads, bookings, conversations, invoices, and tasks, all in one place. Never ask “Did I follow up?” again.
Custom branded calendar links. Pre- qualifying forms. Payment collection before calls. You don’t chase, they come ready.
From onboarding to offboarding, your system keeps clients in motion with touchpoints, reminders, and testimonial requests.
All your marketing in one place: Unlimited sales funnels, email, sms, web chat, & more.
Handle calls
Messages reply
Follow-ups
Designed specifically for coaches, trained on your business!
*Requires an active CRM Done Better subscription
Start with a Complete Setup
Prebuilt coaching template with pipelines, booking flows, automations, and tagging. No starting from scratch.
Learn with Bite-Sized Videos
Each video is short and focused, teaching not just what to do but why. Watch only what’s relevant, at your own pace.
Get Tailored Support
If you get stuck, flag questions or ask for clarity specific to your business—your journey adjusts to your needs.
Book Your 1:1 Call
After setup, you’ll have a live onboarding session with our team to dive into your unique challenges for a full hour.
Launch with Confidence
With everything connected—emails, bookings, pipelines, and automations—you’re ready to start converting and scaling.
Scale with Expert Help
Need more? Our Done Better team can implement advanced automations, build funnels, and integrate your CRM anytime.
Start with a Complete Setup
Prebuilt coaching template with pipelines, booking flows, automations, and tagging. No starting from scratch.
Learn with Bite-Sized Videos
Each video is short and focused, teaching not just what to do but why. Watch only what’s relevant, at your own pace.
Get Tailored Support
If you get stuck, flag questions or ask for clarity specific to your business—your journey adjusts to your needs.
Book Your 1:1 Call
After setup, you’ll have a live onboarding session with our team to dive into your unique challenges for a full hour.
Launch with Confidence
With everything connected—emails, bookings, pipelines, and automations—you’re ready to start converting and scaling.
Scale with Expert Help
Need more? Our Done Better team can implement advanced automations, build funnels, and integrate your CRM anytime.
Trusted by top coaches to automate follow-ups, schedule sessions and scale their business effortlessly.
Carly Hill Coaching
"I'm forever grateful for being able to start my business on CRM Done Better. I'm now doing $100k months!"
"I’m so grateful for all the help you provided me to get my business going, thank you for making this so easy for me!"
“CRM Done Better can do everything, this has been a game changer for my business!”
Trusted by top coaches to automate follow-ups, schedule sessions and scale their business, Rebecca Kallaus, founder of CRM Done Better, has been intimately working with HighLevel's platform (“GHL”) since early 2020, not just as a user, but as a trusted collaborator and tester, regularly meeting with key department heads for feature reviews.
Her relationship with GHL grants her early access to beta test features before they’re released to the public so she and her team can give valuable feedback to GHL's development team.
GHL is now a well-known and highly utilized platform, but very few use it optimally.
CRM Done Better exists because she saw where most users get stuck, and built systems to streamline solutions for business owners.
The whole Team Done Better all goes through GHL’s official certification as an initial foundation, but then goes through expert internal training for true advanced comprehension.
Yes, this is built on HighLevel, but it’s so much more than GHL out of the box…
HighLevel is designed for agencies, not for individual business owners.
When you sign up direct with GHL, here’s what you’re really getting:
An empty account
No onboarding
No strategy
No customization
No direct support with email/phone regulations
GHL Direct gives you a generic setup, not a system built for YOU.
And when policies change—like phone or email deliverability standards—you’re left to figure it out on your own.
Agencies are responsible for the Onboarding, Customization and Ongoing Support.
Most CRMs are a blank slate. Ours comes pre-built by coaches for coaches, and actually fits how you work. Right when you sign up!
You don’t get an empty account... We've already done the heavy lifting for you!
You get a head start with a system that grows with you.
A fully built CRM designed for how coaches actually operate
Custom automations, pipelines, and customization (all done for you)
Personalized 1:1 onboarding and 24/7 support
A real team behind the tech who understands your business model
Continuous updates and Daily Office Hours to keep things running smoothly
CRM Done Better is your foundation, a powerful engine built to grow with you.
From here, you can seamlessly plug into a broader ecosystem designed to support every part of your coaching business.
We built everything for you to be fully supported on your own, but for anything you want someone else to do, we've got you covered! Our team are all full experts on this software and so much more, so whatever you need built out in your CRM and beyond, including websites, graphics, videos, automations in and outside of CRM Done Better, our team is right here to grow with you.
Start simple. Scale smart. Get the right support, right when you need it.
Your fully loaded software hub to power your business
A dedicated team that can execute on your behalf
Solution for 7 figure businesses looking to scale with streamlined operations
No headache. More time. More money.
Automate your business within one single system.
1 Onboarding Call
Chat Support
Review Management
All CRM
Functions
Integrated Facebook Messaging
Unlimited Calendars
Workflow Automations
Forms & Surveys
Invoicing & Proposals
Social Media Management
Unlimited Funnels & Websites
And more!
Full CRM Pre-Built Template Specifically Designed for COACHES
CRM Done Better comes prebuilt specifically for coaches — that means you don’t have to set up complex automations or pipelines yourself. You get a full coaching-optimized CRM template, ready to launch. Plus, you will get a 1:1 onboarding call with our experts and access to 20+ quickstart videos that walk you through every essential step, helping you get up and running with confidence — no tech headaches required.
Our support goes beyond basic troubleshooting. You get 24/7 live support from a team trained specifically on CRM Done Better. We host regular office hours where you can ask questions live and get coaching on how to best use your CRM. Additionally, there are detailed walkthroughs and tutorials designed to help you customize and maximize your system — all included with your subscription at no extra charge.
Want more?
No problem!
Check out Team Done Better.
Yes! CRM Done Better offers native integrations with Stripe, PayPal, Zapier, QuickBooks, Google Analytics, Facebook, and many more. These connections come preconfigured so you don’t have to spend time setting up or troubleshooting. Anything that does not come with a native integration is easy to connect via webhook platforms like Zapier.
Absolutely. We designed CRM Done Better to be intuitive and user-friendly for coaches who want powerful tools without complexity. The drag-and-drop funnel and page builders require no coding. Automations are prebuilt, so you just activate or lightly customize them. And our onboarding, tutorials, and live support mean you’re never left guessing.
Absolutely. CRM Done Better comes fully loaded to start and grow your coaching business, but if you want more, there are two key add-ons:
AI Employee: An intelligent assistant that automates calls, messaging, and follow-ups. This requires an active CRM Done Better subscription and is an optional upgrade you can add anytime.
Business in a Box: A done-for-you service where our expert team builds custom automations, funnels, and strategies for you — no subscription required.
Both options are designed to help you scale faster, on your terms.
Yes! We make it easy to import contacts from spreadsheets, other CRMs, or email lists. Plus, if you choose our Business-in-a-Box service, our team can handle full data migration and setup to make your transition smooth and hassle-free.
By automating repetitive tasks and organizing your client journeys, CRM Done Better frees you up to focus on coaching and client relationships. Built-in pipelines, automations, and communication tools help you convert more leads, deliver exceptional service, and scale without overwhelm.