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The CRM for coaches

More time to coach.
A real system for the rest.

Attract the right leads, book discovery calls and support every client with follow-up that no longer depends on your memory.

See how it works
Built around your coachingGuided setupYour tools, together
Discovery call confirmedThe right follow-up, at the right time.
OcliqCoaching workspace
YOUR NEXT STEP

From first contact to client.

New inquiry

ALAlex L.Business coaching

To qualify

Call booked

SMSam M.Career

Tomorrow · 10 am

Proposal

JDJordan D.Life & wellness

Follow-up planned

Active client

MCMorgan C.Fitness & performance

Next session

Next action: prepare the discovery call
Configuration example · fictional data
You coach your clients. Ocliq organizes the follow-up.

Your method is unique. Your CRM adapts.

Business coachingCareerLife & wellnessFitness & performanceTeams & leadership
A relationship, not just an appointment

Before. During. And well after the program.

From the first question to the next goal, give every interaction a clear next step.

Before coaching

Turn interest into a conversation.

Capture the inquiry, understand the need and book a discovery call. Every lead has a next step.

IntakeQualificationDiscovery call
1Intake
2Qualification
3Discovery call
During coaching

Your client moves forward. So does your follow-up.

Keep useful client information, sessions and tasks in one place. Prepare the next meeting with the right context.

OnboardingSessionsNext action
1Onboarding
2Sessions
3Next action
After coaching

The relationship goes beyond the last session.

Plan the review, request feedback and reconnect at the right time for a renewal or a new offer.

ReviewFeedbackRenewal
1Review
2Feedback
3Renewal
Why Ocliq?

A simpler day.
A more organized business.

Contacts & conversations

Every inquiry deserves a proper follow-up.

Leads come from your website, social channels or forms. Find their needs, source, conversations and next action in one clear record.

  • Contacts and smart lists
  • Centralized SMS and email
  • Qualification forms
OcliqCoaching workspace
YOUR NEXT STEP

From first contact to client.

AL
Alex L.Website form
Book a call
SM
Sam M.Instagram
To qualify
JD
Jordan D.Referral
Proposal sent
Next action: prepare the discovery call
Configuration example · fictional data
Coaching pipeline

Know who needs a follow-up. And why.

From the first inquiry to an accepted program, see where each person stands. A pending proposal becomes a next action, not a forgotten message.

  • Stages tailored to your offers
  • Owner and next task
  • Follow-up based on replies
OcliqCoaching workspace
YOUR NEXT STEP

From first contact to client.

New inquiry

ALAlex L.Business coaching

To qualify

Call booked

SMSam M.Career

Tomorrow · 10 am

Proposal

JDJordan D.Life & wellness

Follow-up planned

Active client

MCMorgan C.Fitness & performance

Next session

Next action: prepare the discovery call
Configuration example · fictional data
Bookings & sessions

Less back-and-forth. Clearer bookings.

Share your calendar for discovery calls and sessions. Connect availability, send confirmations and schedule helpful reminders.

  • Google, Outlook or Apple as configured
  • Confirmations and reminders
  • Rescheduling and no-show follow-up
OcliqCoaching workspace
YOUR NEXT STEP

Your week, organized.

Mon19
10:00Discovery call
Tue20
14:001:1 session
Wed21
10:00Discovery call
Thu22
14:001:1 session
Fri23
10:00Discovery call
Next action: prepare the discovery call
Configuration example · fictional data
Marketing & retention

Stay in touch without doing everything by hand.

A helpful newsletter, a sequence after a call or a message at the end of a program: nurture relationships with people who already know you.

  • Campaigns and newsletters
  • Social media scheduling
  • Reviews and renewals
OcliqCoaching workspace
YOUR NEXT STEP

Relationships that last.

1

Program ends

2

Review and feedback

3

Agreed next step

Next action: prepare the discovery call
Configuration example · fictional data
Solo or together

Your business grows. Your organization keeps up.

Share useful information with your assistant, partner or team. Assign contacts and tasks with access suited to each person’s responsibilities.

VCYou · Coach
ASAssistant · Follow-up
ACPartner · Coaching
Your AI assistant

You’re in a session. The first reply can come sooner.

Configure an AI agent to answer first questions, capture needs and guide leads toward a discovery call. Connect ChatGPT or Claude to work directly in your CRM too.

Hi, I’d like to learn about your coaching.

Of course. What goal would you like to work on?

Example conversation · agent requires setup
Your coaching relationships

Every client.
Every step.
The right context.

One-to-one, group, short program or long-term coaching: organize offers, appointments and next actions around the way you coach.

A clear client record

Goal, offer, conversations and next session.

A next step, already planned

Onboarding, reminders, review and renewal.

Your energy, focused on clients.
Your follow-up, in Ocliq.

AL
EXAMPLE CLIENT RECORD

Alex L.

1:1 program · 8 weeks

Active
Coaching goal
Clarify priorities and take action
Next session
Tuesday · 10 am · Video call
Next action
Send the preparation questionnaire

Discovery call completed

Proposal accepted

Onboarding sent

Review to schedule

Fictional data · configurable workflow
Your business, properly equipped

One CRM.
Practical help from day one.

Your leads, clients and follow-up together. We prepare the system around your business so you can use it every day.

Your coaching CRM
Ocliq subscription

140 CAD/month

2 users included. Additional user: 70 CAD/month.

  • Contacts, conversations and pipelines
  • Calendars and bookings
  • Forms and lead follow-up
  • Marketing and configurable automation
  • Help getting started
One time
Guided implementation

600 CAD

A foundation ready for the way you work.

  • Your pipeline and fields
  • Agreed calendars and connections
  • Assisted data migration
  • 3 training sessions
  • Workflow checks before launch

You don’t have to build it alone.

We start with your offers, lead sources and follow-up habits. You get an agreed configuration and the knowledge to use it.

Your method. Your business. Our setup.
What we organize with youThe exact workflow is agreed during setup.
Attract the right inquiriesForms, conversion pages, sources and qualification
Book discovery callsCalendar, confirmations, reminders and rescheduling
Follow up on proposalsPipeline, owner, follow-up and next task
Onboard and retainClient information, sessions, review, feedback and renewal

We handle the starting point.

Already have a CRM or contact files? We review available data and exports, prepare the migration and check the result with you.

Your setup, in four steps

Understand your offers and follow-up
Configure the agreed workflow
Import and check your data
Train your team and get started

Prices in CAD. Applicable taxes, communication usage, AI options, integrations and special requirements are specified in your offer. Migration scope depends on available exports and access.

FAQ

Your questions, answered.

A CRM tailored to your coaching, with help getting started.

Yes. Business, career, life, fitness, wellness or team coaching: we adapt fields, stages, forms and follow-up to your business. You keep your own coaching method.

The plan starts at CAD 140/month with 2 users. It brings together CRM, pipelines, conversations, calendars, marketing and automation in the agreed configuration. An extra user costs CAD 70/month. Communication usage, AI options and special integrations are specified in your offer.

Yes. The CAD 600 one-time fee includes agreed configuration, assisted migration from your current CRM and 3 training sessions. We review exports and confirm the data to transfer first.

You can configure confirmations, reminders and rescheduling follow-up. We define timing and stop rules with you. Replies, cancellations and session changes are handled through the agreed process.

Yes. Connect your assistant to Ocliq through MCP to review leads, create tasks, add notes and update records with the access you grant.

Ocliq organizes the client relationship and follow-up. Bring your video, payment or learning tools to the demo: we confirm connections and what you want to keep.
Your next step

Your talent is coaching.
Your CRM should simplify what comes next.

Show us your offer and client journey. See how Ocliq can organize inquiries, appointments and follow-up around your business.

Independent coach, partnership or team: start with your real workflow.