The Practitioners all-in-one marketing software to grow your business.
Full CRM & Pipeline Management
Track every lead. See the whole picture. Never forget a follow-up again.
Most coaches don’t need more leads.
They need to see the ones they’ve already got.
With a full CRM and visual pipeline, you can stop wondering where people are in your process—and actually know.
No spreadsheets. No scribbled notes.
Just one clear, colour-coded view of everything.
Full CRM & Pipeline Management
Your leads are falling through the cracks. Here’s the glue."
You know that feeling when you’re 90% sure you forgot someone?
This fixes that.
Drag-and-drop boards for total visibility
Colour-coded stages that make sense to you
Click into any deal, see everything: messages, notes, tasks
Move a lead? Auto-assign a task. Or send an email. Or both.
Some leads are hot. Others… lukewarm at best.
Smart Segmentation – “Not All Leads Are Equal
Some leads are hot. Others… lukewarm at best.
You can’t treat them the same.
Add tags based on behaviour, location, or vibe
Filter by value, status, or who ghosted you last week
Send the right message to the right person. Automatically.
Honestly, it’s like giving your email list a brain.
You shouldn’t have to remember everything.
Activities, Tasks, and Notes – “A Memory You Can Rely On”
You shouldn’t have to remember everything.
You won’t. You’re human.
Add notes after each call or voice note them in
Set follow-up tasks in two clicks
See every interaction at a glance
It's like a notebook that never gets lost and never runs out of pages.
Simple and effective, automate so many admin tasks
Pipeline Automation – “Things Just… Happen”
There’s a weird joy in watching stuff happen without lifting a finger.
Move a lead → send a thank-you text
Book a call → assign a task to your VA
Missed a call? → Auto-text them with a link to reschedule
You don’t have to build an empire manually. Just set up the dominoes.
Custom Stages Pipelines, Make It Yours
Some people use 'Discovery', 'Proposal', 'Close'.
Others use 'Had a chat', 'Seemed keen', 'Paid!'.
Whatever your style, the pipeline fits around you.
Create stages that reflect how you actually work.
Not how software thinks you should.
Even More Features!
Full CRM & Pipeline Management
Track every lead. See the whole picture. Never forget a follow-up again.
Stop No-Shows
How many times have you had a client not turn up to an appointment? With Practitioner CRM we can help to prevent this
Websites & Funnels
Create full featured websites, high-performing and captivating landing pages all in one place!
Courses
Create unlimited courses for your practice or health business by using our Membership Platform.
Repeat Bookings
Engage with current clients and patients to increase repeat bookings
Automated Reviews
Boost your local SEO listings with automated Google and Facebook Reviews
Conversations
Never miss another client communication. Bring SMS, emails, FB messenger and more into one conversation window
Email Marketing Campaigns
Run multiple email camapigns from within Practitioner CRM. No need to bolt on email marketing
Your Business Is At Risk
How many pieces of software do you use in your business right now?
A free version of Hubspot or Zoho for your CRM? Mailchimp or Active Campaign for your email outreach?
Calendly or Acuity to set appointments?
Click Funnels, Kartra, Lead Pages for your landing pages and funnels?
Kajabi, Teachable or Thinkific for your courses?
The truth is that all of these products needs to talk to each other. They may be 'duct-taped' together by something like Zapier or Pabbly. If one of these breaks your business is blind. Information will not flow into each application.
And There is More!
Capture
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
Nurture
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
CLOSE
Use our built in tools to collect payments, schedule appointments, and track analytics!
Ready to Ditch Chaos?
Book a call.
No pressure. Just a chat about sorting streamlining your day to day life
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