Your rule
“Start the 90-day package on the first attended session.”
Built in by FRAI
Your CRM follows it
- Starts the 90-day clock automatically
- Updates the expiry date everywhere
Managed CRM for coaches
A CRM for coaches that follows your workflow—not the other way around.
FRAI starts from a proven coaching CRM platform, then maps and implements your package, booking, attendance, cancellation, renewal, and communication logic.
From €1,500 setup€249/month managed
01 — YOUR BUSINESS RULES, BUILT IN
You set the rules. Your CRM follows them.
Tell us how your coaching business works. FRAI maps and builds that logic into your CRM.
Your rules. Built into your CRM.
02 — Client and package control
Your package rules, built into the client record
Open a client and see what they bought, sessions used and remaining, the next appointment, recent communication, and the recommended follow-up. The rules behind those numbers are yours—you explain them once, we build them in:
- 01
How many sessions or credits a package includes
- 02
How long a package stays valid before it expires
- 03
How attendance and absences are counted
- 04
What happens when a client cancels or reschedules
- 05
When pauses or exceptions are allowed
- 06
When a client is reminded to renew
03 — Purchase and onboarding
A purchase from a connected source starts the client lifecycle
WooCommerce is one example. FRAI can connect an approved checkout, form, or platform that sends structured data to the CRM. From there, the same controlled onboarding sequence runs automatically.
01 Entry received
The source confirms the purchase
An approved structured payload sends the CRM the order reference, client details, and purchased product.
02 Client resolved
The CRM finds the person before creating anything
This keeps one continuous client history and prevents duplicate records.
New clientCreate the record and start the agreed welcome action.
Returning clientAttach the purchase to the existing history.
03 Package activated
The correct coaching rules become live
The product is mapped to the agreed package, its opening balance is created, and the next action is ready.
One connected entry creates the operational starting point: one client history, one active package, and the correct next action—without rebuilding the purchase by hand.
04 — Appointments and booking
Clients book themselves. The package stays in sync.
Every booking links to the client and package. The coach records attendance directly in the CRM; from that single action, the remaining balance and next step are recalculated automatically.
- 01
One appointment page connected to the CRM
- 02
Bookings linked to the client and package balance
- 03
Fast attendance entry with automatic balance recalculation
- 04
A client-facing booking page with your availability and your booking rules
05 — Standard commercial scope
One proven base. Your rules on top.
The platform already runs a live coaching business today. We implement your agreed rules on top and stay responsible after go-live.
Excluding VAT. Paid 50% to start and 50% before go-live.
- One coaching business and one approved checkout or entry source
- Your workflow and package rules, implemented for you
- One standard client-data import
- One appointment page and one email sender
- Up to five templates and one agreed commercial lifecycle automation
- Two onboarding sessions for up to five attendees
Excluding VAT. A 12-month initial term begins at go-live.
- Application and database hosting
- Monitoring, updates, and corrective maintenance
- Daily backups with a 30-day rolling retention target
- Support Monday–Friday, 09:00–17:00 Europe/Madrid
- Care for the approved standard integrations
- Standard CSV or JSON data export at exit
Extra stores, complex data cleaning, custom payment logic, new integrations, bespoke reporting, or material workflow changes are assessed and quoted separately. No fixed uptime or recovery-time commitment is included in this standard package.
Covered by the results-first guarantee. Read the policy
06 — Fit, not feature count
When this offer makes sense
Choose a self-service coaching app if…
- You want to configure the system yourself
- Your process fits a fixed, standard template
- You do not need an entry source connected to package logic
Consider the FRAI CRM if…
- Your package, attendance, and cancellation rules do not fit a fixed template
- Packages and attendance create repeated manual work
- A checkout, form, or platform should start the client workflow automatically
- You want one technical team accountable after launch
07 — Implementation
A controlled path to go-live
- 01
Your rules, on paper
You explain how you sell, deliver, cancel, pause, and renew. We document the rules the CRM will follow.
- 02
Confirmed scope
Document what is included, assumptions, migration format, responsibilities, and final price.
- 03
Implementation and connection
We build your rules into the CRM and connect the approved tools.
- 04
Migration and acceptance
Import the agreed data, test the core workflow, and train the team.
- 05
Go-live and managed operation
Monthly service begins when the accepted CRM goes live.
08 — Client evidence
Built from a real coaching workflow
One coaching business had outgrown using ActiveCampaign as its operational CRM. We connected its WooCommerce sales, packages, attendance, and follow-up—the case study below documents what changed.
Before
New WooCommerce orders had to be checked, then the client and package information was reconstructed by hand around ActiveCampaign.
After
Purchases register clients and package credits automatically, and the CRM shows what should happen next.
- One workflowPurchases, attendance, and package balances in one operational record.
- Visible balancesRemaining sessions calculated from package and event records.
- Next actionRenewal and follow-up timing shown from package status.
09 — Questions before you decide
CRM for coaches FAQ
What is a CRM for coaches?
It is a client-management system built around how you actually coach: your packages, appointments, remaining sessions, communications, and renewal rules—not a generic sales pipeline with fixed stages.
Is this a self-service SaaS subscription?
No. Self-service tools hand you a fixed system to configure yourself. FRAI does the opposite: you explain your rules once, we build them in, and we run the CRM for you—hosting, monitoring, maintenance, backups, support.
What is fixed, and what is built around my business?
The platform—hosting, security, and core screens—is proven and shared. FRAI maps and implements the agreed behaviour around your rules: packages, expiry, attendance, cancellations, booking, renewal timing, and email. You never touch a settings panel.
Can it connect to WooCommerce?
Yes. WooCommerce is one example of the approved checkout or structured-data entry source included in the standard setup. Once connected, an accepted purchase can create or update the client and activate the appropriate package rules.
Can FRAI connect another checkout, form, or platform?
Possibly. FRAI first checks whether it can send the required structured data reliably and reviews its API or webhook, authentication, and data quality. A non-standard or additional integration is quoted separately.
Can the CRM track sessions remaining?
Yes. You tell us the package size, validity, and attendance rules. The coach records attendance in the CRM, which then recalculates the remaining sessions automatically. One agreed package-rule model is included in the standard scope.
Does the CRM include appointment booking?
The standard scope includes one appointment page and connects bookings to the relevant client and package record.
Does it cover email marketing?
Yes. The CRM includes one email sender, up to five initial templates, communication history, and one agreed commercial lifecycle automation covering renewal and the defined upsell or cross-sell actions.
Can you migrate my existing client data?
Yes. One standard import is included when the source data can be supplied in an agreed CSV or equivalent structured format. Complex cleaning or multiple sources may require additional scope.
What support is included?
The managed service includes corrective maintenance and support during the published support window, Monday to Friday, 09:00–17:00 Europe/Madrid, excluding holidays.
How long is the initial commitment?
The managed service has a 12-month initial term from go-live. Monthly billing begins when the CRM goes live, not during the setup phase.
Who owns the data?
The coaching business owns its client data. FRAI owns the underlying platform and provides a standard CSV or JSON export at exit.
How much does the CRM for coaches cost?
The standard offer starts from €1,500 setup plus €249 per month, excluding VAT. The confirmed proposal depends on the workflow, data migration, and integrations approved during assessment.
Start with the workflow
Show us how you sell and deliver your coaching packages
Bring your packages and your rules. We check tools, data, and migration—and confirm the fit before anything is built.