Client management software for coaches
Every coaching relationship begins with a client record, and in most coaching practices that record is scattered across a spreadsheet, a folder of documents and a chat history. Exantur puts the whole relationship in one place.
It is part of Exantur, coaching practice management software built for the practice of professional coaching, not adapted from a generic project management tool.
By Martijn Mauritz, Founder & Coach at Exantur
The full context of a relationship
A client record holds contact information, current status, coach-private notes, the programs the client is enrolled in, an assigned coach within the organization, and a complete history of the work done together. At a glance a coach sees who is active, when the last session was, what accountability items are outstanding, and how recently a check-in was submitted.
Searchable and organized by client
Clients can be searched by name and filtered by status. Session notes, goals, accountability items and check-in responses are all organized by client, not spread across unconnected tools.
A record that persists
When a relationship pauses or concludes, the client record remains as a complete account of the engagement, available for review, for handover to another coach, or as a reference if the relationship resumes later.
Frequently asked questions
- Is this a CRM for coaches?
- It is coaching-specific client management: a record organized around the coaching relationship rather than a sales pipeline. See our coaching CRM page for how it compares to a generic CRM.
- Can multiple coaches share client records?
- Yes. In a coaching organization, records and programs are maintained at the organization level, with each coach managing their own relationships in a shared environment.
Put every client relationship in one place
See coaching client management in a live demo of Exantur.