Run your high-ticket business with total clarity
Track every lead through a 12-step funnel, close deals with partial payments and installments, and finally know your real profit. Built for coaches who take their numbers seriously.
Scaling coaching is a reporting problem
You know your revenue. You don't know your margin. You know leads came in. You don't know which ones actually converted. You're flying blind at the worst possible time.
Lead attribution is guesswork
Which ads drive booked calls? Which free content drives buyers? You've been guessing for too long.
Payment plans are chaos
Partial payments, failed installments, refunds. Tracking who owes what in a spreadsheet is one missed reminder away from a disaster.
Profit is a mystery
You scaled to $1M in revenue. But how much stays after ad spend, VA salaries, software, and taxes? Nobody knows exactly.
Reporting eats your weekend
Updating spreadsheets every Sunday to know where you stand. That's time you should be coaching.
Watch every lead progress from first click to customer
The CRM tracks contacts through 12 structured funnel stages built for high-ticket service sales: from New Lead all the way to Customer and beyond. No more lost follow-ups or forgotten deals.
Purpose-built stages
Designed for consultative sales: New Lead, Booking Call, Qualified, Proposal Sent, Closed. No generic Pipeline, Negotiating, Won.
Kanban and table views
Drag-and-drop contacts between stages, or work from a filterable table. Use whatever matches your workflow.
Source attribution
24 source types cover every channel — Instagram, YouTube, referral, paid ads, webinar, cold outreach. Know what works.
12-Step Sales Funnel
Purpose-built stages
Designed for consultative sales: New Lead, Booking Call, Qualified, Proposal Sent, Closed. No generic Pipeline, Negotiating, Won.
12-Step Sales Funnel
Kanban and table views
Drag-and-drop contacts between stages, or work from a filterable table. Use whatever matches your workflow.
Know your real profit, in real time
Cash collected, expenses by category, profit margins, outstanding receivables, and tax obligations — all calculated from your real data and presented with context. No spreadsheets. No surprises.
Cash vs. revenue
Track actual cash collected separately from committed revenue. Payment plans make these very different numbers.
Tax liability tracked
Auto-calculated tax expenses based on your revenue or cash. Know what you owe before the bill arrives.
Real profit & margin
Revenue minus every expense — salaries, ads, software, contractors. Know what you actually keep.
Financial Dashboard
Cash vs. revenue
Track actual cash collected separately from committed revenue. Payment plans make these very different numbers.
Financial Dashboard
Tax liability tracked
Auto-calculated tax expenses based on your revenue or cash. Know what you owe before the bill arrives.
Everything a coaching business actually needs
The patterns that define high-ticket service sales, built in.
High-ticket deal flagging
Auto-classify deals as high-ticket based on your threshold. Segment and analyze your premium revenue separately.
Partial payments & plans
Record installments as they come in. Deal status auto-updates from Unpaid to Partial to Paid. No more manual tracking.
Clean refund handling
Record refunds that reverse payments while preserving the full audit trail. Your numbers stay honest.
Upsell tracking
Track additional sales to existing customers separately from new deals. Optimize expansion independently.
Custom KPI tracking
Define custom data fields for whatever matters: VSL views, show rate, set rate. Build dashboards around them.
Setter & closer splits
Track per-team-member performance. Reward top closers, coach setters, see who's actually driving revenue.
Pick the seat count and support level that fits your team.
Every plan includes the core platform, invoicing, built-in dashboards, and a 7-day free trial. Platinum unlocks custom dashboards, onboarding, and priority support.
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Ready to take control of your business?
Start your 7-day free trial today and see how much clearer your operating rhythm can feel.
Trial
7 days
Setup
Live in under an hour
Dashboards
Included on every plan
Launch checklist
Start with the essentials
Start with the plan that fits your team today, then scale up only when you need more seats or custom dashboard flexibility.