Enterprise-grade CRM technology, tailored for coaches
A Closer Look at What's Inside
Experience the power of proven software used by 1.5 million businesses, but configured and delivered with the personal touch that makes all the difference.
Built on trusted infrastructure.
Powered by HighLevel, delivered with the personal touch and expertise of TeamDone Better.
Here's what's included and
how it all fits together.
Here's what's included and
how it all fits together.
Seamless Communication
Connect Where Your Clients Are
No matter how your clients prefer to reach you, stay on top with one streamlined inbox.
Manage texts, emails, Instagram DMs, Facebook Messenger, WhatsApp, and Google My Business messages all in one unified inbox
Send quick templated replies or customize every message in your own voice
Power dialer, ringless voicemail, call recording, and call tracking to maximize outreach
Automated missed call text backs to keep leads engaged instantly
Manage and respond to Google Reviews without leaving your CRM
Two-way messaging on desktop and mobile, so you stay connected anytime
Effortless Scheduling
Calendar Management
No more games to book appointments…
Unlimited booking calendars synced with Zoom, Google Meet, Outlook, and Apple Calendars
Customizable availability with personal time blocking and buffer zones
Lead pre-qualification forms to ensure high-quality bookings
Collect payments upfront with integrated payment processing to reduce no-shows
Round-robin scheduling, group booking, service appointments and more
AI-powered booking automations that confirm, reschedule, and follow up automatically
Built-in webinar and event scheduling capabilities
Automate
What You Shouldn’t Be Doing
Automate repetitive tasks so you can focus on coaching, not admin.
Unlimited workflows with conditional logic, triggers, delays, branching, drip and more
Prebuilt automations for lead nurturing, onboarding, testimonials, and re-engagement
AI-driven conversation bots and workflows for personalized client interactions
Automation based on client behavior, appointment status, sales pipeline stage, and social activity
Facebook activity, abandoned cart, and affiliate-based automations
Auto-tagging, smart lists, and scoring to segment and prioritize clients dynamically
Integrated workflow activation via webhooks and third-party app triggers
A Coaching-Optimized
CRM & Pipeline
Visualize your entire client journey, designed specifically for coaching businesses.
Pipelines designed specifically for a Coaching Business
Visual drag-and-drop pipelines to track client progress from lead to long-term engagement
Unlimited contacts, custom fields and sales funnels
Customizable tags and lead scoring models
Internal task management, reminders, and collaboration tools embedded
Document and contract management optimized to replace external tools
Manage appointments, tasks, notes, and call logs centrally
Build Pages Without
Being a Web Designer
Launch your offers, courses, and sessions with ease and style.
Drag-and-drop website, funnel, and blog builders with unlimited pages
Prebuilt, customizable templates specifically designed for coaching offers, webinars, and sales
Integrated forms, payment gateways, calendars, chatbots, and QR codes
Built-in eCommerce store with product catalogs, inventory tracking, coupons, and subscription management
Ability to run webinars with registration and attendance tracking
Client portal integration for delivering digital products and gated content
Get Paid Faster
Payments, Proposals & Invoicing
Simplify your financial processes with integrated tools.
Fully branded invoice, estimate, and proposal creation and delivery within CRM
Text-to-pay links and payment page generation for quick client payments
Native Stripe, PayPal, and QuickBooks integration for easy accounting (and more!)
Automate payment follow-ups, subscription billing, abandoned cart reminders, and upsell offers
Track all transactions, coupons, orders, and refunds seamlessly
Deep Insights & Reporting
Track, analyze, and optimize your business with powerful analytics.
Customizable visual dashboards tracking leads, sales, calls, campaigns, and client engagement
Detailed reports for call analytics, appointment statuses, agent performance, and sales funnels
Google Analytics and Facebook Ads data integrated into CRM dashboards
Attribution tracking for campaigns and funnels to identify ROI and optimize marketing
Custom report generation and export options
Grow with Courses & Community Portals
Engage your clients with premium content and private communities.
Create full-featured course memberships with drip content, quizzes, assessments, and certificates
Secure client portals for resource sharing, file uploads, and progress tracking
Build private, integrated communities to foster connection and accountability
Host internal blogs and knowledge bases to provide ongoing education and support
Marketplace access for coaching resources and collaboration tools
Social Media & Content Planning
Stay consistent and grow your reach across platforms.
All-in-one social media calendar and scheduler across Instagram, Facebook, LinkedIn, TikTok, and more
AI-powered content generation and copy suggestions to streamline creation
Visual scheduling with drag-and-drop interface for easy campaign management
Automated recurring posts and approval workflows for team collaboration
Track social media engagement and performance analytics in real time
Manage comments and messages from all platforms in one inbox
Integrate and Expand
Connect the apps and tools you already use to keep your business running smoothly.
Prebuilt native integrations with Zapier, Stripe, PayPal, QuickBooks, Google, Facebook, Instagram, GroupKit and many others
Custom webhook and API support for advanced automations and data flow
Simple import/export of contacts, leads, and pipeline data for easy migration or backup
Multi-device and full-featured mobile app to manage your business anywhere
Support That’s Always There
From setup to growth, get the help you need when you need it.
Detailed onboarding videos for clear activation
1:1 onboarding call tailored to your priorities
24/7 live support
Zoom Office Hours M-F
QuickStart Guide to keep you informed of updates and more
Access to a tutorial vault packed with hundreds of videos and guides
Optional Team Done Better add-on for hands-on CRM builds, funnel creation, and strategic support for how to best optimize your account!
Bonus:
Coaching-Specific Template Included
Prebuilt, coaching-focused system configured for sales, marketing, client management, delivery and more
Designed by coaches who understand the unique workflows and challenges of coaching businesses
Ready to launch day one, with flexibility to customize and scale
Run Like a Pro
Starting at $165/mo
No setup fees. No long-term contracts. Everything included.
You’ll get the full coaching CRM, built, ready, and supported, so you can stop piecing things together and start taking your business to the next level!