AI CRM Builder for Life Coaches
Your life coaching practice outgrew the spreadsheet. Tell Mythex what you track about clients and which stages a deal moves through, and it builds the CRM around that instead of the other way round.
Who it's for
Small teams at life 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, goal and package
- 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 life coaches work
A life coaching practice is usually one person working with clients on confidence, career changes, relationships or big transitions. Clients buy packages of six or twelve sessions, mostly over video, after a free discovery call. New clients come through Instagram, podcasts, word of mouth and a newsletter, and January and September bring surges of people wanting change. Coaches juggle a booking tool, a payment link and notes in a notebook. Software helps keep sessions, package balances and client progress straight without admin eating the week.
What crm for Life Coaches has to handle
- Leads record the goal they came with and where they found you.
- Clients have package, start date and sessions left on their record.
- Past clients deserve a check-in a few months after finishing.
- Newsletter subscribers who never booked are a separate group worth nurturing.
A tip for life coaches
Check in with past clients three months after their package ends. A short note asking how things are going is appreciated, often leads to a new package, and brings in referrals from people who got results.
A prompt to start from
Build a CRM for a life coaching practice. Track clients with client name, goal, package and sessions left, 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 the CRM remind us to check in with past clients?
Yes. Set a follow-up date when a package finishes, and the client appears in a due list on that date.
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
- Life Coach Website Template — Booking calendar with content sections
- 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
Guide
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