From "yes" to their first session, without the chasing.
The intake form, the agreement and the first payment arrive together, and session one books itself. Brightpath is CloseEase CRM set up around how you coach, running within 14 days.
Costs less than one coaching hour a month.
Inbox (6)- Emily S.Re: Re: intake form (which link was it?)Intake form, agreement and first payment came in together. Session one is booked.
- Accounts, NorthgateWe need a PO before we can send the listTheir coordinator filled in one page: attendees, purchase order and dates.
- Marcus T.Which pod am I in today??Everyone got their pod, the links and the workbook the day they enrolled.
- PaymentsPayment failed: instalment 2 of 3The payment plan nudged the client and collected it.
- Dana (coach)Who am I seeing this week?Dana logs on and sees her own clients and sessions.
- You, to yourselfDid Sam ever renew???Sam heard what's next two weeks before the last session.
Made-up names. The inbox is real enough.
Everything between the discovery call and the renewal, in one place.
- A client says yesThe intake form, agreement and first payment go out in one link. You don't write a single email.
- A company buys a cohortTheir coordinator fills in one page with the attendees, the purchase order and the dates.
- A new group starts MondayEveryone already has their pod, the links and the workbook.
- Each coach sees their own clientsYou see everything.
- The programme endsThe client hears what's next, so the renewal doesn't depend on anyone's memory.
Not sure what you need yet?
Pick the one that sounds most like your week. A few taps later you'll see what it's costing you and what's worth fixing first. It's free, and the plan is yours to keep.
What keeps getting stuck?Need something Brightpath doesn't do? We build that too.
Portals, internal tools, automations and the fix for the thing that's been broken since spring. You get a written plan and a fixed price before any work starts.
Pharmacy delivery portalThe demos are playable on the , which is a whole Windows XP computer. Yes, with games.
Questions coaches ask
What is the best CRM for a coaching business?
The one your coaches will open every day. For a coaching business that means one place for enquiries, intake forms, agreements, payment plans and sessions, where each coach sees their own clients. Brightpath is CloseEase CRM set up that way for you, running within 14 days.
How do I onboard a new coaching client?
Send the intake form, the agreement and the first payment together on the day they say yes, and let them book their first session once all three are done. Brightpath sends all three in one link and does the reminding, so nobody has to chase.
How much does a CRM for coaches cost?
Brightpath is CAD $307.78 a month for 5 seats, and CAD $39 a month for each extra seat, plus HST. Pay yearly and you get 12 months for the price of 10 with your setup included, and a full refund if you change your mind in the first 30 days.
Do I need a CRM if I coach on my own?
If new clients start every month, yes. The forms, signatures, payments and renewals are the same work whether you have five coaches or none, and when you coach alone every reminder comes out of your coaching time.
How long does it take to set up a CRM for a coaching business?
Brightpath is running within 14 days, and you don't do the setup. We move your contacts in, set up your programmes and enrolment steps, and connect your calendar and email.
We already have software. Do we have to replace it?
Usually not. A lot of what we do is repairing the tools you already pay for, or getting them to work together. We only recommend new software when what you have can't do the job or when switching would save you money.
What is the Find, and what does it cost?
The Find is free. We follow one problem through your business and send you a written plan with a fixed price. The plan is yours to keep, whether or not you hire us.
Can you build something a CRM doesn't do?
Yes. We build portals, internal tools, integrations and automations, and we repair the ones you already have. You get a written plan and a fixed price before any work starts.
Tell us what's going on
A few lines is plenty. You'll get a personal reply by email within 24 hours, and the first chat is free.
Prefer email? info@closeease.com
Worth a read between sessions
- What should happen between a client saying yes and their first session? October 22, 2026
- 16 things AI and automation can take off a coaching business's plate October 23, 2026
- How to pass a new client from the discovery call to their coach without losing anything October 22, 2026
- The coaching intake form: what to ask before the first session (and what to leave out) October 22, 2026
- How long should it take to get a new coaching client to their first session? October 22, 2026
- Too many tools: how to tell which ones your coaching business actually needs October 22, 2026
Client project · names made up
Demo · fictional firms
