GoalBuild a plan I can follow
CRMX for coaches & consultants
Turn expertise into a client journey.
Capture interest, understand fit, book the right conversation, nurture the not-yet-ready, and deliver your work from one AI-first platform.
Client journeyAI-assisted
New website conversation“I know I need support. I'm not sure which program fits.”
TimingReady this month
Recommended next stepPrivate fit call
Discovery call bookedWednesday · 2:00 PM
ReadyOne connected client path
From curious follower to supported client.
The software should disappear behind a clear, helpful experience. CRMX gives every step one place to live and gives AI a defined role inside it.
01
CaptureTurn attention into a real conversation
Connect your site, funnel, form, chat, social, and calendar so every interested person has a clear next step.
02
QualifyUnderstand fit before the call
Let an AI employee ask approved questions about the goal, timing, and support they need—one natural answer at a time.
03
BookMove ready people to the right conversation
Offer the right call, calendar, or buying path based on the answers instead of sending everyone into the same funnel.
04
NurtureKeep helping when the answer is not yet
Continue the conversation with useful follow-up and give your team a visible record of what the prospect cares about.
05
DeliverKeep the client experience connected
Use courses, communities, conversations, payments, and automation without scattering the relationship across disconnected tools.
AI trained on the way you help
Your voice, your boundaries, your best next question.
Give an AI employee your approved programs, common questions, fit criteria, calendar rules, and escalation instructions. It can help prospects find the next step without pretending every conversation should be automated.
- Keep messaging grounded in approved knowledge
- Route different needs to different calendars or offers
- Preserve the conversation for a thoughtful human follow-up
Built for expertise businesses
Different transformation. Same need for a better journey.
CRMX can be shaped around the offer, conversation, and delivery model that fits your practice—without forcing every coach or consultant into the same generic playbook.
See how we can build it with youHealth coachingFitness coachingLife coachingRelationship coachingParenting coachingBusiness consultingAI consultingCreative coaching
Customer voice
“The automation, texting, and dialer is making our sales team more effective.”
Bennett MaxwellDirty Dough Franchise
One place for the lead, the follow-up, and the client conversation.
More customer storiesMake the next step feel obvious
Let your expertise lead. Let CRMX run the handoffs.
Audition Guy in a live voice conversation, then build the trained client journey around your programs, voice, and way of working.