AI CRM Builder for Business Coaches
A CRM for business coaches that fits the way you work, because you described it. Contacts, a pipeline you name yourself, notes and reminders, all in a database you own.
Who it's for
Small teams at business coaches who tried a big CRM, used four fields of it, and want something simpler that still keeps history.
What you can build
- Contacts and companies with client name, business and programme
- A pipeline with your own stages, dragged between columns
- Notes and activity history on every client
- Follow-up dates with a list of what is due today
- A source field so you learn which channel brings clients
How business coaches work
A business coaching practice works with owners and founders on growth, leadership and focus. Clients usually sign up for a three to twelve month engagement with sessions every two weeks, sometimes alongside group programs, strategy days and mastermind circles. Leads come from referrals, speaking, LinkedIn and podcasts, and most start with a discovery call. Session notes, action points and goals often end up spread across documents, email and a calendar. Software helps keep each client's history, commitments and progress in one place.
What crm for Business Coaches has to handle
- Leads record the source, such as referral, talk or podcast, and business size.
- Each client's engagement shows program, start date, sessions used and renewal date.
- Past clients should be followed up for renewals or referrals.
- Referral partners like accountants deserve their own records.
A tip for business coaches
Track referrals by source, especially accountants and other advisers. They see business owners at key moments, and knowing which ones send you good clients tells you where to invest your time.
A prompt to start from
Build a CRM for a business coaching practice. Track clients with client name, business, programme and session number, a status, a source and free-text notes. Show them on a kanban board with stages I can rename, plus a table view with search and filters. Add a follow-up date with a "due today" list, an activity history per record, CSV import and export, and user login for the team.
Questions
Can we track which referral partners send clients?
Yes. Add partners as contacts and link each new client to the partner who referred them, with a count per partner.
Can I import the clients I already have?
Yes. Ask for a CSV import, export your spreadsheet, and upload it. Mythex maps the columns and tells you which rows it could not read.
Can the whole team use it?
Yes. Ask for user accounts and roles, and each person signs in to the published app. Mythex does not charge per seat for the app you build.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
- Waitlist Landing Page Template — Countdown, live counter, lead admin
- Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
- Portfolio Website Template — Hero, projects, about, and contact
- Sales Attribution Dashboard Template — Multi-model revenue attribution
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
- Plumbing Business Site Template — Quote calculator with lead dashboard
- Personal Injury Law Firm Template — Practice areas with attorney bios
Guide
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