Client management for coaches: a simple CRM connected to your sessions

Contact details, tags, level, goals, private notes: the client record brings together what you know about a person, with their session and payment history. Before a session, you reread your notes in seconds instead of scrolling back through a conversation.

Tags and level help you sort your list: a tennis coach groups students by level, a life coach groups clients by stage of their program. A French or US number can be entered in national format, such as 06 12 34 56 78 or (555) 123-4567: Grix stores it in international format so text and WhatsApp links work.

When a new client books from your page, their record is created automatically. If their email matches an existing record, the booking is attached to it; likely duplicates are flagged and you can merge them.

There is no file import yet. Adding a client by hand takes seconds: a name and a phone number are enough, and the rest fills in over the sessions. Sessions show up in your coaching calendar, linked to the right record.

Each client has a health score from 0 to 100, based on how often they book, how many sessions they have had, when the last one was and their no-shows. A client with no session in 30 days and nothing planned is flagged as at risk on your dashboard.

The dashboard also shows clients who are ready to book again. You know who to contact, and when, without rereading your whole history or keeping a separate list. A short message at that point is easier than trying to win a client back months later.

Every session has a payment status: unpaid, paid, refunded, waived or free. You collect payment as usual, in cash or by bank transfer, and mark the session as paid. Once a session is paid, its price is locked so the history stays accurate.

On Plus and Pro, you chase an unpaid session in one click: Grix sends the request by email, or prepares a text or WhatsApp message. Grix takes no commission. Online payments through your own Stripe account are not open yet.

Grix has no sales pipeline, email sequences or newsletters. It sends the emails your business needs (confirmations, reminders, payment requests) and leaves marketing campaigns to a dedicated tool.

It does not handle record sharing within a team either: each coach has their own account. A deleted client goes to a trash bin, where you can restore them if you change your mind.

The Free plan costs nothing, with no time limit and no credit card, for up to 10 active clients. Plus costs €7.99 a month for 25 active clients; Pro costs €19.99 a month, with unlimited clients and advanced analytics.

You can try Plus and Pro free for 21 days, once per account, at sign-up or later from within the app: a card is required and nothing is charged before day 21. If you move back to Free, nothing is deleted: your clients and their history stay available.