Manage and convert every prospective client in one place
Capture leads the moment they show interest.
Every inquiry from your Landing Page — contact form submissions, booked discovery calls, webinar sign-ups — is automatically logged as a prospect in Simply.Coach. No manual data entry, no leads lost between your website and your inbox.
Automatically gather lead information from your Landing Page
Log contact form submissions and booked appointments as prospects
Capture prospects from webinars and gated offerings hosted on your Landing Page
Simply.Coach's Contact Management repository stores contact information and professional details for every lead, prospect, and client in a single, searchable place — so reaching out, whether to one contact or many at once, never means digging through old emails.
Store contact details and professional information in one repository
Search and segment contacts as your list grows
Reach out to multiple contacts at once when needed
Move prospects through a structured process, not a guessing game.
Once a lead is captured, Simply.Coach helps you take them through an organized sales process — scheduling follow-ups, logging proposals, and tracking where each prospect stands.
Schedule follow-ups and action points for each prospect
Take prospective clients through an automated sales process
Keep proposal and negotiation history attached to each prospect record
Get a glimpse into the future for better business decisions.
Simply.Coach tracks each prospect's interest level to predict their likelihood of becoming a retainer client, surfacing expected closure dates so you can plan your pipeline with more confidence.
Stay notified on the likelihood of prospects converting into clients
Get predictive revenue reports
Get alerted on potential drops in expected revenue
Conversion doesn’t happen in isolation – your pipeline connects to all touchpoints
With Simply.Coach, every lead feeds into the relationship, and every relationship feeds into your business's growth.
CRM & Prospects
Prospects → Sales Process
Schedule follow-ups and action points directly against each prospect.
The platform is a coaching organization's dream! An all-in-one system prevents the need for multiple software, from capturing robust client records to marketing and sales!
Raj Anderson
Founder and Executive Life Coach – Coachability
Simply Coach has helped me the most in getting my work life in order. I do better when I am organized but I used to juggle notes, client updates, and reminders in too many places, and it always felt like something was slipping through the cracks. Now everything’s organized and easy to track, which takes a huge weight off my mind.
Dr. Judith Belton
CEO – Solve The Conflict
Excellent platform for coaches with incredible support team. Its bringing all of my work at one place like scheduling, keeping track of my prospects, payments and receipts, apart from my client ops.
Sayan Goswami
Founder and Lead Coach - Alpha One Training Technologies
A CRM (Customer Relationship Management) for coaches is a tool that captures, organizes, and tracks leads and prospective clients from first contact through to a signed engagement. Simply.Coach’s CRM & Prospect Management feature goes further: it automatically pulls leads from your Simply.Coach Landing Page, stores contact details in a searchable repository, tracks each prospect’s likelihood of converting, and surfaces predictive revenue reports — so your pipeline is always visible and your forecasting is always grounded in data.
How does Simply.Coach capture leads automatically?
Simply.Coach pulls lead information directly from your Simply.Coach Landing Page — including contact form submissions, booked discovery calls, and webinar sign-ups — and logs each one as a prospect automatically, without any manual data entry.
Can I manage contacts and prospects in the same place?
Yes. Simply.Coach allows you to store professional details and contact information for leads, prospects, and existing clients in one place, so you can search, segment, and reach out to multiple contacts at once when needed.
How does Simply.Coach predict which prospects will convert?
Simply.Coach tracks each prospect’s interest level and engagement signals to estimate their likelihood of converting into a paying client. This feeds into predictive revenue reports, giving you visibility into your pipeline’s health and alerting you to potential drops in expected revenue.
What happens after a prospect converts into a client?
Once a prospect converts, their contact and conversation history carries forward into Simply.Coach’s Contracts tool — so onboarding starts with full context already in place, without re-entering any information.
Is Simply.Coach's CRM secure?
Yes. Simply.Coach is SOC2, HIPAA, and GDPR compliant — the only coaching platform with all three certifications. All contact information, prospect data, and conversation history are fully encrypted and accessible only to those you explicitly share them with.
Ready to convert more leads into clients?
Start your free 14-day trial and see how Simply.Coach's CRM & Prospect Management tool (and the full platform) helps you turn interest into income.
