A CRM for coaching businesses, built into your platform
Every enquiry from your website lands on a lead board with its source, status and history, so nothing goes cold in a WhatsApp thread.
What is a coaching CRM?
A coaching CRM tracks every enquiry from first contact to enrolment. In MBSGuru, enquiries from your website forms land on a lead board with stages, notes, follow-up reminders and staff assignment. When a lead joins, you convert it into a student and enrol them without typing their details again.
What the CRM does
Lead capture forms
Enquiry and lead forms on your website feed the lead board, with the source recorded.
Trial-class booking
Visitors book a trial class on your website and pay online; each booking appears in your trial list.
Lead board
See each lead's stage, source and history, and move it as the conversation progresses.
Follow-up reminders
Set reminders and add notes so the next step is always clear.
Staff assignment
Assign leads to a staff member and see who owns each conversation.
Convert to student
Turn a lead into a student and enrol them into a course or batch. Import and export leads by CSV.
From enquiry to enrolment
- CaptureEnquiry, pricing and booking forms on your website, plus paid trial-class bookings.
- Follow upLead status, notes, reminders and assignment to a staff member.
- ConvertTurn a lead into a student and enrol them into a course or batch.
- Follow the numbersSearch and filter leads by status and date range, and export them to CSV.
Who it is for
- Coaches handling enquiries aloneStop losing leads between calls, forms and chat apps.
- Centres with a front deskAssign enquiries to staff and see who followed up.
- Academies running trial classesLet visitors book a trial and track them to enrolment.
Common questions
Is the CRM a separate tool?
No. Lead management is part of MBSGuru, next to your courses, batches and payments, so there is nothing separate to connect.
Can students book a trial class?
Yes. Visitors book a trial class on your website and pay online, and the booking appears in your trial list.
Can I import my existing leads?
Yes. Import leads from a CSV file in your dashboard, and export them the same way.
Can I assign leads to my team?
Yes. Assign each lead to a staff member, and staff see what their role allows.
Does it send WhatsApp or SMS messages?
Not yet. A click-to-chat WhatsApp button is available, but automated WhatsApp and SMS messaging is not available today. Reminders and notifications go by email and push.