From "yes" to their first session, without the chasing.

Brightpath by CloseEase

Everything between the discovery call and the renewal, in one place.

Brightpath is CloseEase CRM set up for coaching businesses. We build it around your programmes, and you're running within 14 days. Here's what your week looks like after that:

• A new client says yes, and the intake form, agreement and first payment go out without you writing a single email.
• Each coach sees their own clients and sessions, and you see everything.
• One inbox for email, texts, social and website chat, so questions about Monday's cohort stop landing in five places.
• Payment plans that keep themselves on track. Instalments and company invoices go out on time, each with a Pay button.
• A follow-up when the programme ends, so the renewal doesn't depend on anyone's memory.

It costs less than one coaching hour a month. Pay yearly and you get 2 months free, we set the whole thing up and move your contacts in, and you have 30 days to change your mind. We set up a small number of coaching businesses each month, so ask early if you have a start date in mind.

Get Brightpath See how it works Ask a question first Already a client? Log on

Sound like your week?

If one of these made you wince, you're in the right place, and every one of them is fixable.

• A client said yes on Tuesday. It's Friday and you're still chasing the intake form. The agreement and the first payment are next, and you can't book session one until all three are in.
• A company bought a cohort for its managers. Now you need the attendee list, the purchase order and the dates from someone who isn't the person who signed.
• A new group starts Monday. Everyone needs the right pod, the links and the workbook, and every question lands in your inbox.
• Your associate coaches should see their clients, not everything. So the real client list lives in a spreadsheet only you understand.
• The programme ended and nobody followed up. The renewal that should have been easy never happened.
• You pay for five tools and you're still the system. Leads in your inbox, programmes in a course platform, bookings in a calendar, payments in Stripe and notes in a spreadsheet.
• Something else? Tell us what's going on

Need something the CRM doesn't do?

We build it, or fix the tools you already pay for. Custom work runs in three steps: Find. Fix. Support.

1. Find

   We look at how the work really happens in your business, find what's causing the problem and tell you plainly what should change.

   You get: the real cause, what we'd change, exactly what we'd build and a price, all in writing before you commit to anything.

2. Fix

   We build what's missing, connect the apps you already pay for, or repair what's broken. That could be a tool your team uses every day, a place your clients log in, a step that runs on its own, a website, an app, or AI where it helps.

   You get: something that does what we agreed, tested before you see it, a walkthrough for your team, and a set period after launch to fix anything that's off.

3. Support

   Once it's live, we keep it working as your business changes, so what you paid for keeps paying off.

   You get: regular check-ups, a clear way to get help when something breaks, and everything that's covered written down, so there are no surprises.

Projects

Use the remote to flip through some of our work. Client projects are shown anonymized, and the demos use made-up companies, so nobody's secrets end up on TV.

Client work

Names, brands and prices in the screenshots are made up, and the client's own content is never shown.

• 
  Client project

  Pharmacy delivery portal

  A partner portal that brings new pharmacies on board and keeps every request in one place. Built for a medical delivery company. Pharmacies sign in to send and track their own requests, and the company signs up new pharmacies and follows every delivery from one screen.

  partner portal · onboarding · CRM · Fix and Support

  Client project, shown anonymized. The brand in these screenshots ("Larkspur Rx") and every name, address and price are made up.

  Read the case study

• Client project

  Coaching program platform

  A member portal and program builder for a coaching business. It takes the business side of the program off the owner's plate. Paying clients get in straight away, members work through the program week by week (on their phone too), and the owner spots anyone drifting before they quit.

  member portal · course builder · CRM · Fix

  Client project. The client's course material is never shown.

Built by CloseEase

Working demos, plus three pieces of the CloseEase CRM rebuilt as standalone apps. Every firm in them is fictional.

• 

  Client Kickoff

  From signed to ready to start. It reads the email, the form, the call notes and the tracker together, then gives you one page: what's missing, what doesn't match, and the email to send.

  onboarding · handoff · process · Find and Fix

  Demo with fictional firms: Northlight Creative and its client Fernhill Coffee Roasters are made up.

• 

  Ask the Manual

  Answers from your own handbook, with the passage quoted. Your staff ask in their own words and get the firm's own answer, so the same five questions stop landing on your desk.

  knowledge · onboarding · Find and Support

  Demo with a fictional studio handbook (Northlight Creative).

• 

  Paper to Data

  Statements of work, job orders and invoices, turned into checked records. It reads a document and types it up for you, with every number traced back to the page it came from. Nobody has to retype an invoice again.

  documents · data entry · Fix

  Demo with fictional documents (Kestrel Motion Studio, Fernhill Coffee Roasters).

• 

  Triage Desk

  A shared inbox, sorted before your coffee. It sorts a messy shared inbox into five piles, pulls out the details and drafts the replies.

  inbox · process · Fix

  Demo with fictional firms and messages.

• 

  Quote to Paid

  From yes to paid, without the chasing. One piece of CloseEase CRM, rebuilt as a standalone app with its own look and made-up data.

  invoicing · payments · Fix

  Demo with fictional firms: Northlight Creative quotes Fernhill Coffee Roasters. Nothing is sent or charged.

• 

  Handoff Flows

  When a client says yes, the work starts on its own. The part of CloseEase CRM that kicks off the work for you, rebuilt as a standalone app. Each set of steps is drawn as a line on a subway map.

  automation · onboarding · Fix

  Demo with fictional firms (Northlight Creative, Harbor & Pine Talent, Ledgerline Accounting). Nothing is sent.

• 

  One Inbox

  Texts, email, social and website chat in one place. The shared inbox from CloseEase CRM, rebuilt as a standalone app.

  inbox · client communication · Fix

  Demo with a fictional design studio, Northlight Creative. Nothing is sent.

Want something like this? Tell us what's going on

How custom work starts

1. The FindWe look at one process with you, find where it breaks and hand you a written plan of what we'd change. It's free, and the plan is yours to keep.
2. A quote for the FixYou see the price and exactly what's included before any work starts.
3. The Fix, built to what we agreedWe test it before you see it, so you're not the one finding the problems.
4. Support to keep it runningWe stay on hand when something breaks or your needs change, so what you paid for keeps working.

The Find

One problem.
One clear next step.

Pick the problem that's costing you the most. We'll look at that one process with you, find the real cause and hand you a written plan with a price. It's free, and it's yours to keep, whether or not you hire us to build it.

• One process, looked at properly
• A plain map of what happens today and where it breaks
• A check of whether the software you already have can do the job, so you don't pay for something you already own
• What we'd change, exactly what we'd build, and a quote. Sometimes the answer is to leave it alone.
• Free. No catch: if we can't help, you still keep the plan.

About

Hi, I'm Georgio, the founder of CloseEase. Before this, I spent years in sales, working with start-ups and publicly traded companies alike. Big or small, I kept seeing the same thing: good people losing hours to messy handoffs, leaky pipelines and tools that didn't fit their work. So I started fixing them, first for the companies I worked with, then for clients of my own.

I started CloseEase with my brother in 2022 as an automation company. We soon found that building whole apps gave us far more room to be creative, and gave clients tools made for exactly how they work, so that's where CloseEase went. Because I come from sales, everything I build fits the way your business wins and keeps its clients.

I'll make the most of the software you already pay for. If different software would save you money, you'll hear it from me, and I'll take care of the setup.

If you run a coaching business, and one problem keeps costing you time, I'd like to hear about it. Read my story

Business is built on relationships, so I'll always tell you when a small fix is all you need.

Questions people ask

What does the CRM cost?

CAD $307.78 a month covers up to 5 people, and each extra seat is CAD $39 a month. Or pay yearly: CAD $3,077.80 a year, which is 2 months free, and we set the whole thing up for you. Prices are plus HST. More about CloseEase CRM

Do I have to hire you after the Find?

No. You walk away with a written plan and a price. Take it to anyone, or keep it in a drawer.

What does the Find cost?

Nothing. It's a free look at one process, and the written plan is yours to keep.

Who do you work with?

Established service businesses, usually around 5 to 50 people, with a problem that keeps coming back and someone who can say yes to fixing it.

Do you build new things, or only fix old ones?

Both. If what you have can be repaired or connected, we'll do that. If you need something new, we'll build it.

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, and if you do switch, we take care of the setup.

What does Support cover?

Whatever we agree in writing: what's covered, what gets checked, how you report a problem and what it costs. New features are quoted separately, and if everything runs smoothly, you may not need a monthly plan at all.

Is this an AI thing?

Only when AI is the right tool for the job. We start with how your work happens, then pick whatever fixes it best, and sometimes that's AI.

How do we start?

Tell us what's going on. You'll get a personal reply by email within 24 hours to set up the free Find.

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.

1. You send a few lines about what's slowing you down.
2. You get a reply by email within 24 hours to set up a short, free chat.
3. Then the Find, free: we look at one process and give you a written plan and a price.

Prefer email? info@closeease.com

Not ready to talk yet? Run the free ready-to-start checklist.

From the blog

• What should happen between a client saying yes and their first session? October 22, 2026
• 16 things AI and automation can fix in a service firm (that you might not know about) October 23, 2026
• How to hand a new client from sales to delivery without losing anything October 22, 2026
• The client onboarding questionnaire: what to ask before kickoff (and what not to) October 22, 2026
• How long should client onboarding take? October 22, 2026
• Too many tools: how to tell which ones your team actually needs October 22, 2026

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