Practice 4+

Coaching Business CRM

Practice Software Inc.

    • 5.0 • 5 Ratings
    • Free

iPhone Screenshots

Description

Practice is built to help coaches, consultants and other solopreneurs simplify their workflow and manage their business and client relationships — all from one place.

- Track complete client records -
No need to jump between tools. With our client records, you will see every client interaction (appointments, notes, files, forms, links, and invoices) in a neat, unified place.

- Encrypted chat and messaging -
Chat privately in a space dedicated to your relationship with your client. Within our chat feature, you’ll be able to quickly answer questions like whether they’ve filled out a form, what they answered in that form, and whether an invoice has been sent or viewed.

- Send custom forms to clients and track answers over time -
Whether it’s gathering information through a coaching discovery call form, or a form to collect testimonials — you create and send any form which will be tracked and recorded for each client.

- Track progress with clients -
Create shared to-dos, action items, and habits with clients. Increased accountability, right out of the box.

- Scheduling appointments with ease -
Create schedulers that sync to your calendar availability (add as many Google calendars as you like), set up one-off or reoccurring appointments, and track client appointment history.

- Create invoices and set up reoccurring payments -
Simplify the process of requesting payments, tracking invoices, and managing subscriptions, without ever leaving the app.

- Take notes in between or during client meetings -
Record and log notes for clients. Notes are private by default, with an ability to share with clients if you choose.

- A library of coaching resources -
Including dozens of documents you can use in your client relationships.

What’s New

Version 2.1.0

You can now see your email threads with clients, in Practice! You and your clients can email from anywhere (doesn't have to be in Practice), and we'll passively log the conversation so you have it all in one place.

We also had a few smaller experience improvements and bugs — you can now see any cancelled appointments in your client records (previously, that was only available on the web).

Ratings and Reviews

5.0 out of 5
5 Ratings

5 Ratings

App Privacy

The developer, Practice Software Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Location
  • Contact Info
  • User Content
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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