FavCRM

INDUSTRIES / COACHES & CONSULTANTS

Booking & AI CRM for coaches and consultants

Replace the patchwork of Calendly + Stripe links + session-tracking spreadsheets + chat notes with one client record your AI assistant can safely read.

  • Executive & career coaches
  • Personal trainers & performance coaches
  • Business & strategy consultants
  • Health, nutrition & life coaches
  • Solo advisory practices
Start free

Independent coaches, personal trainers, executive advisors, and solo consultants outgrow basic calendar links the moment they sell 6- or 12-session retainers. FavCRM connects free discovery calls, paid single sessions, automatic session-pack deduction, deal stages, and OAuth 2.1 Scoped MCP for Claude, ChatGPT, and Cursor—starting at $0.

How a coaching practice runs

Spend your energy coaching clients—not reconciling how many sessions remain on a retainer.

  1. 09:30

    Discovery call lands in your pipeline

    A prospect books a 20-minute fit call on your Branded Client Portal; FavCRM creates the contact and deal automatically.

  2. 13:00

    10-session package starts counting cleanly

    Once a client buys a coaching pack, every booked session deducts automatically and displays the live balance to both of you.

  3. 16:30

    Claude prepares post-session next steps via MCP

    Your AI assistant reads the client’s timeline over OAuth 2.1 Scoped MCP, summarizes commitments, and queues follow-up tasks.

  4. 18:15

    Renewal flagged before the final session

    When a client reaches their last 2 sessions, FavCRM prompts a timely renewal check-in so retainers never lapse silently.

Four friction points solo coaches eliminate

  • Calendly books single calls, leaving 12-session retainers stuck in manual Google Sheets

    Bookings and Memberships & Session Packs share one ledger—each completed session deducts automatically

  • Unqualified or casual bookings no-show free slots and waste prep time

    Collect deposits or full upfront fees on paid consultations via Stripe before holding the slot

  • Meeting transcripts sit in a separate notetaker app while follow-up admin piles up on Friday

    Scoped MCP connects your AI assistant directly to client records, tasks, and Approval Guard

  • Stacking scheduler + CRM + WhatsApp + AI glue costs $100+/month per seat

    Starter CRM is $0 forever; Simply Booking is US$20/mo; FavCRM Pro is US$29/mo flat (up to 5 seats)

Built for AI-forward solo operators

Connect Claude, ChatGPT, or Cursor in minutes via OAuth 2.1 Scoped MCP (`/view`, `/manage`, `/crm`) while keeping outbound client communication behind Approval Guard.

Your AI assistant can prepare

  • 2-minute pre-session client context briefs from past notes
  • Structured post-session action items and follow-up drafts
  • Pipeline review of discovery-call leads needing a nudge

Gated behind Approval Guard

  • Outbound WhatsApp messages and reminders to clients
  • Session balance credits, refunds, or custom discounts
  • Sensitive CRM record deletions or billing changes

How to connect Claude, ChatGPT, or Cursor via MCP

Start lean, snap in modules as you grow

Every plan runs on the same client spine—zero migration when you turn on packages or AI tools.

Common questions

Can I offer both free discovery calls and paid coaching sessions on one page?

Yes. Each service on your Branded Client Portal carries its own duration, buffer time, and payment rule—free discovery call, deposit-held consult, full prepaid session, or deduction from an active coaching pack.

How fast can I move off Calendly and Google Sheets?

Export your Calendly invitees or client spreadsheet to CSV and map it into FavCRM in about 3 minutes, including remaining package balances and deal stages.

Will connecting an AI agent message my coaching clients automatically?

No. You choose read-only or write OAuth 2.1 scopes when connecting your AI client, and Approval Guard holds outbound messages, discounts, and sensitive writes until a human approves.