Every client's session history, goals, package status, and renewal date in one relational workspace — so you walk into each session already knowing where they are, without flipping through scattered notes. Clone the Coaching Client CRM from Taskade Genesis and run your practice from one place starting today.
The live app above is the real CRM. Click "Use this app" to own a running copy in minutes: a working client database backed by relational data, with each client linked to their sessions, goals, payments, and renewal dates via the Relationship field — and an AI agent that prepares your session briefing automatically.
The difference between a spreadsheet and a relational CRM
A spreadsheet of clients is a flat list. This CRM is a relational system: each client connects to their sessions (dates, topics, outcomes), their active goals (status, blockers, progress), their package (sessions purchased, sessions used, sessions remaining), and their next renewal date. One click from the client record surfaces everything — no tab switching, no note hunting.
Workspace DNA builds the practice OS:
- Memory — every session note, goal, breakthrough, and sticking point lives in the relational database and stays in context. The AI agent reads this history before each session without you having to brief it.
- Intelligence — an embedded AI agent with 33 built-in tools reads the client's history and last session summary, surfaces the unresolved goals, drafts the session agenda with suggested focus areas, and prepares your check-in questions — 2 minutes before the call, automatically.
- Execution — built-in reliable automations fire renewal reminders before a package expires, follow-up prompts between sessions, and intake requests for new clients — so renewals never slip through a busy week.
The views that run a coaching practice
- Table view — the client roster: name, active package, sessions used/remaining, next session, renewal date
- Board view — the pipeline: Lead → Discovery → Active → Renewal → Completed → Alumni
- Calendar view — all sessions, renewals, and follow-ups in one schedule
- List view — each client's session log with outcomes and next steps
Keep client data private with the 7-tier roles — your notes stay in your workspace, clients see only what you choose to share.
Built for coaches, therapists, consultants, and advisors
- 100+ bidirectional integrations: sync sessions from your calendar, pull payments from Stripe, push renewal reminders via email — triggers pull events in from your scheduling tool, actions push data out to your billing system
- The Relationship field links clients to sessions, goals, payments, and referral sources — so your whole practice data model is relational, not fragmented across apps
- GenesisAuth client logins (Business plan and up): give each client access to their own progress view and goal tracker at your domain — a client portal that runs alongside the CRM
- Clone-and-own: the CRM and its agents belong to you — no per-seat subscription for a solo or small practice
Common questions
Can I track both 1:1 clients and group programs in the same CRM?
Yes. Add a "Program Type" field to the Table and the Relationship field links group program participants to the shared program record. Your 1:1 and group pipelines stay separate but connect in one workspace.
How does the AI prepare a session briefing?
The agent reads the client's last session summary (stored in the relational database), their active goals and blockers, and any notes you've flagged for follow-up. It outputs a concise briefing: key context, unresolved items, suggested agenda. You review in 90 seconds before the call.
How does this connect to my client portal?
Pair with the Client Portal templates so clients track their own goals between sessions, and the invoice tracker for package billing management. Generate a custom coaching CRM from a prompt or browse coaching apps in the Community Gallery.