Client Management Software Built for Coaches
Resonant is client management software for coaches who want one place to run their business. From leads, to clients, to referrers, everything stays in one secure, connected system. See the full story of your clients in one place.
Lead Pipeline
3 active
James M.
New Lead
Priya R.
Intro Call Scheduled
Alex T.
Interested
Donna Sheridan
she/her12 Sessions
6 Invoices
Thu 2:00 PM
Next Session
Referral Sources
Who's sending clients your way
Daniel M.
4 clients referred
$12,400
referred revenue
75%
conversion
Dr. James P.
3 clients referred
$8,900
referred revenue
67%
conversion
Maya R.
1 client referred
$3,200
referred revenue
100%
conversion
Follow-up Tasks
Review intake form
Send welcome email
Follow up after discovery call
Prep for next session
Session Notes
CompletedDonna Sheridan · May 6
Session Topic
Preparing for board presentation
My Tasks
Email about presentation
May 14Send follow-up resources
May 20My Session Notes
Donna feels more confident after rehearsing her intro.
Wants to focus next session on handling Q&A.
Keep every client organized from intake to outcomes
If you're stitching together various calendars, payment tools and scattered notes, managing your coaching work can feel overwhelming. Resonant brings coaching client management into one calm, connected workflow built around how real coaching engagements run.
- Client profiles that bring together contact details, engagement info, and key context
- Client portal access with secure login so clients can manage scheduling and payments
- Bulk uploads to help you transition from another system without starting over
Sarah's client file
Everything in one place
Coaching CRM is different from sales CRM
Client relationship management in coaching is all about tracking relationships and honoring each person's journey, not about pushing deals through a funnel.
Relationships
Track the full arc of each coaching relationship.
Context
Session notes, goals, and history at your fingertips.
Continuity
Scheduling, billing, and progress connected in one place.
Manage your coaching relationships in one place
Leads
We provide tools to track opportunities with potential leads for your coaching practice. Stay in the know about the growth of your business, and provide a professional experience from the moment you first meet your future clients.
- Create a lead booking form to embed in your website or share online, allowing potential clients to reach out and book an Intro Call with you.
- Track each opportunity's interest level, stage, and progress toward becoming clients.
- Snooze leads that you need to follow-up with on a future date.
Lead Pipeline
3 activeJames M.
New LeadPriya R.
Intro Call ScheduledAlex T.
InterestedClients
Maintain client profiles to see the full context of your coaching relationships. Track how many sessions are left in each engagement, session notes, follow-ups, and logistics like scheduling and payments. As you work with clients, and they come in and out of working with you over the arc of your career, maintain one place where you can always see the full context of your relationship and refresh on goals, notes, and actions.
- Give clients a login to their Client Portal to book and pay for coaching.
- Manage all the admin side of your engagements like scheduling, payments, and contracts.
- Maintain your notes securely, and track session followups.
Donna Sheridan
she/her12 Sessions
6 Invoices
Thu 2:00 PM
Next Session
Referrers
Understand where your clients are coming from and how your business is growing.
- Proactively grow your coaching business through tracking referral relationships.
- Understand the picture of where clients come from so you can better focus your growth efforts.
- Be able to thank people appropriately for connecting you.
Referral Sources
Who's sending clients your way
Daniel M.
4 clients referred
$12,400
referred revenue
75%
conversion
Dr. James P.
3 clients referred
$8,900
referred revenue
67%
conversion
Maya R.
1 client referred
$3,200
referred revenue
100%
conversion
Different types of offerings
One of the amazing things about the coaching industry is the diverse ways coaches work with clients. Create your coaching offerings to support how you work.
Programs
Create coaching programs around your offerings, making it easy to structure and manage longer client engagements.
Session Types
Set up session types to preset session lengths, titles, and rates, allowing you to offer and track your various ways of working.
Billing
Create billing presets to support your offerings, including pro bono, paid upfront, or billing plans.
Tasks
Use our task tracker to keep your action items organized. Keep your follow-ups and actions all in this same place, not in random to-do lists.
- After sessions, capture what you committed to doing or sending next, with due dates to keep you on it.
- Remember to check in on client accountability with client-specific reminders.
- Set reminders to follow up on leads or to remember important milestones and upcoming dates for your clients.
Follow-up Tasks
Review intake form
Send welcome email
Follow up after discovery call
Prep for next session
Credential & milestone tracking
For coaches pursuing ICF or other credentials, tracking hours and mentor sessions can feel daunting without a clear system in place. Resonant includes built-in credential and milestone tracking so your coaching hours live inside your practice system.
- Log sessions toward ACC, PCC, or MCC requirements.
- Track mentor coaching hours.
- Maintain an organized session history, that you can export in the format your certifying body expects.
Credentials
Certification progress at a glance
75 hrs
Goal = 100
Co-Active Certification
Coaching Hours
200 hrs
Goal = 500
Professional Certified Coach (ICF)
ICF Credential
Designed for the coaching community
Resonant was built specifically for coaches, not adapted from generic sales software. It supports the realities of session-based work, credential tracking and the professional standards that matter in coaching.
Whether you're a life coach supporting personal transformation, an executive coach leading corporate engagements, an ICF credential applicant tracking required coaching hours, or a mentor coach guiding newer coaches through a certification, you need a coaching system that truly understands your work.
Resonant reflects real coaching workflows — leads, clients, referrers, and long-term client relationship evolution.
Co-founded by a PCC credentialed coach and mentor coach, Resonant was shaped by firsthand experience navigating disconnected tools and administrative friction.
Security & privacy
Client conversations deserve care
Your coaching client management system should reflect that from the start. Resonant is built with security and privacy at its foundation.
- Secure access by design — your client information stays protected behind strong, built-in safeguards.
- Reliable, resilient infrastructure — automated backups and geographically distributed systems keep your data available and recoverable.
- Encryption everywhere — all data is encrypted both in transit and at rest.
- Transparent privacy-first practices — your client data is yours; Resonant never sells or monetizes it.
Your coaching business stays organized and secure — with enterprise-grade practices working behind the scenes, without complicated setup.
Frequently asked questions
Resonant centralizes client profiles, notes, scheduling, tasks, progress tracking, and billing so you always know where each engagement stands. Resonant doesn't charge per client, so you can manage your entire coaching practice in one system without worrying about scaling costs.
Clients can log into their secure portal to schedule or reschedule sessions, update their billing details, and pay invoices.
Resonant includes built-in credential tracking so you can log sessions toward ACC, PCC, MCC, or any other credential you may be pursuing. You can see a live view of your progress without needing to run a report, and when it's time to apply, you can export your data in the format you need to provide.
Resonant supports bulk import. You can upload a spreadsheet with your client data, and Resonant will populate everything for you. Resonant support is on-hand to help you through the process, so you can transition without needing to start from scratch.
Resonant helps you track the full client journey, from first inquiry to active engagement, inside one coaching client management system. Capture leads through your public booking page, schedule intro calls, log follow-ups, and easily transition them into an active client.