Can clients book coaching sessions online?

Yes. KudosCRM gives you a public booking page with no login for the client. You set up event types such as a free chemistry call and a paid session, choose your availability, and clients reschedule or cancel themselves. Each booking lands on your Meetings calendar and the client’s record.

Can I collect intake information before the first session?

Yes. Build an intake form with the drag-and-drop editor and embed it on your site. Every submission creates a lead with the answers attached, so the record exists before you meet.

Where do I keep notes from each coaching session?

On the client’s Contact 360 page. Log a note or attach a file after each session and the live timeline keeps them in order, alongside emails, meetings and quotes.

Can I sell coaching packages through KudosCRM?

Yes. Add your packages as products, send a quote the client accepts, and the accepted quote converts into an order. When terms change, issue a new version and the history stays.

Does KudosCRM take payments for sessions?

No. KudosCRM does not process card payments for bookings today. It holds the package quote and order so you can see what each client bought.

Which KudosCRM plan should a coach choose?

Solo coaches usually start on Free, which covers up to 3 seats, or Basic at $9 per seat per month billed yearly. Practices that want unlimited pipelines and 25,000 automation runs a month choose Professional at $24.

Can I try KudosCRM before paying?

Yes. You get a 14-day trial of Professional with no credit card, and there is a free plan for up to 3 seats with no time limit.

CRM for Coaches to Manage Clients and Sessions

KudosCRM keeps each client’s intake answers, session bookings, notes and package on one record. You stop rebuilding the story from your inbox before every call, and you always know who is due a check-in.

Intake forms that create the client record

A no-login booking page for sessions

Session notes and files on one timeline

Packages from your own product catalog

Start Free Book a Demo

14-day free trial of Professional, no credit card required.

KudosCRM Meetings calendar showing internal meetings and sessions booked from a public booking link

Rachel Moore

Leadership coaching · 6-session package · tags: Executive, Referral

Session 3 of 6 next Tue

Intake form

Sep 2

Chemistry call

Sep 5

Package accepted

Sep 8

Session 1

Sep 16

Session 2

Sep 30

Session 3

Oct 14

…

Sessions 4–6

Nov

Intake formSep 2

Chemistry callSep 5

Package acceptedSep 8

1Session 1Sep 16

2Session 2Sep 30

3Session 3Oct 14

…Sessions 4–6Nov

Illustrative client.

What Is a CRM for Coaches?

A CRM for coaches is one place to hold every client’s story: how they found you, what they want to change, when you meet next and what you agreed last time. In KudosCRM the intake form creates the record, bookings and notes add to it, and your packages sit in the same catalog you quote from.

Why they came

Intake answers from your form, attached to the record.

When you meet

Every booked session on the timeline and your calendar.

What was said

Notes and shared files from each session, in order.

What they bought

The package quote and order, next to the work.

Keep Notes from Every Session on the Client’s Record

Log a note after each session, attach the worksheet you shared, and the client’s timeline keeps it in order. Before the next call, one page shows the whole arc of the work.

Notes, files and emails sit in tabs on the client’s page
The timeline updates live, so nothing is missing before a call
Tag clients by program, goal or referral source to find them later

Explore Contacts and Companies

Session 3 · upcoming

Oct 14

Focus: delegating to the new team leads

Bring the 1:1 agenda she drafted. Check in on the Monday planning habit.

Session 2

Sep 30

Planning habit started, two of five weeks kept

Agreed a smaller version: 15 minutes, Monday only. Homework: list three decisions to hand off.

decision-log.pdf

Session 1

Sep 16

Goals set for the six sessions

Wants to stop working evenings within the quarter. Main block is saying yes to every escalation.

goals-worksheet.pdf

Intake

Sep 2

Came through the website form

Newly promoted director, 14 reports. Referred by a past client.

Illustrative notes.

Why Do Coaching Practices Outgrow Notebooks and Calendars?

Because the practice lives in four places: a scheduling app, a notes doc, an inbox and a spreadsheet of packages. Each one knows part of the client, and none of them knows when to follow up.

The Problem

The Client Story Is Scattered

Intake answers sit in a form tool nobody opens again

Session notes live in a doc that isn’t linked to the client

Packages are tracked in a spreadsheet you update by hand

Past clients go quiet because nobody owns the check-in

How KudosCRM Handles It

One Record per Client

Each intake submission creates a lead with the answers attached

Notes, files and bookings share the client’s timeline

Packages are products, quoted and turned into orders

A check-in sequence keeps past clients in the loop

How Does a Coach Go from Inquiry to Paying Client in KudosCRM?

Four tools that already talk to each other. The inquiry, the booking, the package and the follow-up all land on the same client.

1 · Intake

An Intake Form That Creates the Client Record

Build it with the drag-and-drop editor, embed it on your site, and every submission creates a lead with the answers attached.

Work with me · Intake

Name

Rachel Moore

What would you like to change in the next 3 months?

Stop working evenings and delegate more

Which program interests you?

Leadership · 6 sessions

How did you hear about me?

Referral from a past client

Lead created · Rachel Moore

Explore Forms

2 · Sessions

A Booking Page Clients Use without Logging In

Offer a free chemistry call and a paid session as separate event types. Clients reschedule or cancel themselves.

Chemistry call · 20 min Coaching session · 60 min

Explore Meetings

3 · Packages

Packages from Your Own Catalog

List your packages as products, then send a quote the client accepts. The accepted quote becomes an order.

6-session leadership package$1,800

Explore Quotes

4 · Follow-up

After Each Session, the Next Step Writes Itself

Record the outcome on the meeting and spin up follow-up tasks. They land in My Day, so the homework email goes out the same afternoon.

Explore Tasks

Send session 2 homework to RachelToday

Share decision-log templateToday

Prep notes for session 3Oct 13

Stay in Touch with Past Clients Who Send You Referrals

When a program ends, enroll the client in a check-in sequence. Steps and delays are yours to set, and the funnel shows which notes lead to a renewal call.

Enrolled

Opened

Replied

Calls

Illustrative figures.

Explore Email Sequences

Program Complete · Check-ins

Active

Week 2

How are the new habits holding up?

Month 2

A short article on keeping momentum

Month 4

Would a refresher session be useful?

Month 6

Know someone facing the same challenge?

Pricing

What Does KudosCRM Cost for a Coach?

Per seat, published, with a 14-day Professional trial and no card. Most solo coaches start on Free or Basic, and move to Professional for unlimited pipelines, 25,000 automation runs and 8-hour priority support.

Free

Trying it solo

$0 forever

Up to 3 seats, no card

3 seats and 1,000 contacts
1 pipeline, 10 custom fields
50 Kudos AI messages a month
Community support

Start Free

Basic

Solo coaches

$9 /seat/mo

Billed yearly · $12 monthly

Up to 25 seats, 25,000 records
3 pipelines, 50 custom fields
1,000 automation runs a month
Email support in 24–48 hours

Start Free

Professional

Coaching practices

$24 /seat/mo

Billed yearly · $29 monthly

Unlimited seats and pipelines
250,000 records, unlimited custom fields
25,000 automation runs, 2,000 AI messages per seat
Priority support within 8 hours

Start 14-Day Trial

Enterprise

Larger teams and governance

$49 /seat/mo

Billed yearly · $59 monthly

Unlimited records
250,000+ automation runs
Highest AI allowance, bring your own key
Dedicated success manager and SLA

Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.

14-day free trial — no credit card requiredCompare every plan

CRM for Every Kind of Coaching Practice

A career coach and a fitness coach work on different goals, but the practice is the same: welcome the client, meet regularly, and remember what was said.