Relatable for Coaches

The Relationship CRM for Coaches Who Grow Through Word of Mouth

Your coaching practice grows when clients become advocates. Relatable helps you nurture every relationship — active clients, alumni, referral partners, and your community — so your reputation does the selling.

Start Free Trial10-day free trial. No credit card required.

Sound familiar?

Coaches face unique relationship challenges. Relatable was built to solve them.

You're great at coaching but struggle to systematically grow your client base
Past clients who loved working with you don't think of you when someone asks for a coach recommendation
Your CRM is designed for salespeople, not relationship-first businesses
You know referrals are your best channel but have no system for nurturing referral sources
Managing client relationships across email, text, and social media feels scattered

Built for how coaches actually work

Not another generic CRM. Relatable is relationship intelligence designed for professionals who grow through their network.

Client Lifecycle Spheres

Organize contacts by their journey — prospects, active clients, alumni, referral sources, community members. Set different touchpoint frequencies for each stage.

AI Relationship Assistant

Whiz reminds you which relationships need attention and suggests the right moment to reconnect. Turn 'I should reach out to them' into a daily habit.

Communication Sync

Email, calendar, and messaging sync means every client interaction is automatically tracked. Focus on coaching, not CRM data entry.

Stay Connected Anywhere

Review a client's relationship history before a session. Log notes after a call. The mobile app keeps you connected between sessions.

Simple Setup

Import your contacts from any source — spreadsheet, email, or another CRM. We handle the migration so you can start nurturing immediately.

Engagement Visibility

See which client alumni you've stayed in touch with and who's gone quiet. Re-engage before they forget the transformation you helped them achieve.

How coaches use Relatable

Stay connected with coaching alumni so they refer new clients to you

Track prospects from initial inquiry through enrollment with relationship context

Nurture partnerships with other coaches, therapists, and wellness professionals

Build a community engagement rhythm for group coaching programs

Follow up with workshop and webinar attendees systematically

Keep notes on each client's goals and progress accessible across devices

Ready to transform how you manage relationships?

Join coaches who are using Relatable to grow through their network.

Start Your Free Trial

Frequently Asked Questions

Is Relatable designed for coaching businesses?

Relatable is designed for any professional whose business grows through relationships — and coaching is one of the best fits. Your practice depends on trust, referrals, and long-term connections. That's exactly what Relatable is built to manage.

Can I use Relatable to manage both clients and business contacts?

Absolutely. Use Spheres to separate active clients, alumni, prospects, referral partners, and personal contacts. Each gets its own engagement cadence and relationship tracking.

How much does Relatable cost?

$44 per month, no contracts, unlimited contacts. Designed to be affordable for independent practitioners.

Does it integrate with my scheduling tool?

Relatable syncs with Google Calendar and Outlook, so your coaching sessions are automatically logged. For other scheduling tools like Calendly, you can connect through Zapier.

Is there a free trial?

Yes — 10 days free, no credit card required. See how Relatable transforms your relationship management from day one.

Your network is your edge.

Start your free trial and see why relationship-driven coaches choose Relatable.

Get Started Free$44/mo after trial. No contracts.