The CRM for Coaches, Consultants and Trainers Who Are Done With Admin
You started your coaching or consultancy practice to do the work you’re good at. Instead, you’re chasing enquiries, sending calendar links back and forth, manually following up people who expressed interest three weeks ago, and trying to remember where every prospect is in your pipeline.
dAIsy is the CRM for coaches and consultants in the UK that automates the admin so you can focus on the clients.
No contracts
No setup fees
Cancel anytime
Why Coaches and Consultants Lose Clients Between Enquiry and Booking
The gap between someone expressing interest and actually booking is where most coaching businesses lose people. A slow reply, a missed follow-up, or a clunky booking process is enough to send a warm prospect cold. Research shows that 80% of sales require five or more follow-ups, yet most coaches and consultants send one, maybe two, before moving on.
dAIsy closes that gap automatically.
What dAIsy Does for Coaches, Consultants and Trainers
Fill your calendar without the back-and-forth
Clients self-book directly into your calendar based on your real-time availability. Automatic confirmations and reminders go out without you doing anything. No more “what time works for you” email chains
Follow up every enquiry automatically
When someone enquires — from your website, social media, or a referral — dAIsy sends an instant reply and begins a follow-up sequence that runs for as long as you set it. Warm prospects don’t go cold because you were busy with a client.
Manage every client relationship in one place
Every contact, conversation, note, and history lives in one unified record. See where every prospect is in your pipeline at a glance — new enquiry, discovery call booked, proposal sent, client onboarded.
Nurture past clients back into your programmes
Automated email and SMS sequences keep you front of mind with past clients, alumni, and warm leads who didn’t convert first time. Re-engagement campaigns run automatically so your pipeline refills without you having to manually reach out.
Get more reviews and referrals
After every completed programme or engagement, dAIsy automatically requests a review and can prompt satisfied clients to refer others. Social proof builds itself.
What’s Included
Unified inbox, email, SMS, WhatsApp, social DMs in one place
CRM with full contact history and pipeline stages
Smart booking and calendar management with automated reminders
Automated enquiry follow-up sequences
Email and SMS marketing for nurture and re-engagement
Lead capture pages and forms that sync to your CRM instantly
Review request automation after every engagement
Reporting so you know which channels are sending you the best clients
What Coaches and Consultants Say
This is a “I am saving so much time as a sole business owner — that is essential. I highly recommend this to anyone with their own business, larger or small.” — Katherine, Katherine Bray FitnessParagraph Font
Frequently Asked Questions
Can I use this alongside my existing booking tool?
Yes, though most coaches find they no longer need a separate booking tool once dAIsy’s calendar and booking features are running. Everything connects, booking, reminders, CRM, and follow-up, in one place.
I work with a small number of high-value clients, is this overkill?
Not at all. dAIsy is used by sole practitioners as well as growing practices. For high-value client work, the CRM pipeline and automated follow-up are particularly valuable, you never lose track of a warm prospect, and every touchpoint is handled professionally.
Does it handle group programmes and memberships as well as 1:1 work?
Yes. The Premium plan includes membership and recurring revenue tools specifically designed for group programmes, courses, and subscription-based coaching models.