Coach CRM

From discovery call to enrolled client—without the guesswork.

Tango's Coach workspace brings consultations, offers, onboarding, programs, follow-ups, payments, and renewals into one organized pipeline.

Know who booked, which offers are still open, who needs attention today, and where your best clients are coming from.

Sound familiar?

  • Discovery calls, notes, and follow-ups are spread across different tools.
  • Offers get sent, then forgotten because there is no clear next step.
  • Onboarding and renewals are handled from memory.
  • You cannot clearly see close rates, lead-source performance, revenue, expenses, or expected payments.
Your workspace

A pipeline built for coaching sales

One universal pipeline every income type shares—from first inquiry to enrollment, delivery, and payment. Deliverable statuses track the work itself separately.

Pipeline stages
1New Inquiry
2Consultation Booked
3Consultation Completed
4Offer Sent
5Client Confirmed
6Onboarding
7Program in Progress
8Payment Pending
9Paid
Deal Lost — secondary outcome

Deliverable statuses — Draft, Submitted, Revision Requested, Approved, Scheduled, Live — track the work inside each opportunity.

What Tango tracks
  • Lead and client contact details
  • Coach type and service category
  • Program, package, or offer
  • Consultation date and status
  • Offer value and payment terms
  • Lead source
  • Follow-up date and outreach history
  • Related expenses and estimated profit
  • Renewal or re-enrollment opportunity
All four Tango workspaces are included in one subscription. Switch between Coach, Creator, Podcaster, and Freelancer/Consultant without paying extra.

Programs and cohorts

See enrollment, start dates, and remaining capacity across your 1:1 offers and group programs.

1:1 Executive Coaching
Enrolling
12 weeks · Rolling start
6 of 8 spots filled
Spring Growth Cohort
Almost full
8 weeks · Starts Mar 24
14 of 15 spots filled
Mindset Intensive
Open
4 weeks · Starts Apr 8
3 of 12 spots filled

Everything behind your coaching business

Consultation pipeline

Track every lead from first inquiry through consultation, offer, onboarding, program delivery, and payment.

Programs and cohorts

Manage 1:1 offers, group programs, cohorts, enrolled clients, start dates, progress, and capacity.

Follow-ups and renewals

See overdue follow-ups, open offers, expiring programs, renewal opportunities, and clients who need attention.

Client relationships

Keep notes, outreach history, meetings, offers, and linked opportunities together on each contact record.

Revenue and profitability

Track contracted revenue, collected payments, outstanding balances, business expenses, close rates, and estimated profit.

Tia · Your AI Business Partner

Surface stalled leads, overdue follow-ups, unclosed offers, upcoming sessions, payment issues, and renewal opportunities.

Meet Tia

Your Creator Business Partner

A proactive AI partner—not another chatbot.

Tia keeps an eye on what’s happening across your business and surfaces what needs attention before a follow-up goes cold, a deadline gets missed, or a payment becomes overdue.

6
Follow-ups due
3
Silent 5+ days
4
Upcoming deadlines
$3,400
Pending payments
2
Renewal opportunities
1
Usage rights expiring
Follow up: Alo campaign

Five days without a reply. Deal value: $6,800.

Ad read approved: Shopify

Your 60-second mid-roll is ready to record.

Renewal opportunity: Glossier

The last campaign ended 90 days ago.

Deliverable due soon

Instagram Reel due within 48 hours.

Revenue intelligence

Know what you earned—and what you actually kept

See what’s in your pipeline, what’s contracted, what’s been collected, what you spent, and what you actually kept.

Pipeline Value
$48,200
Contracted Revenue
$21,900
Collected Revenue
$18,500
Recorded Expenses
$4,200
Estimated Profit
$14,300
Outstanding Payments
$3,400
Explore Tango Finances →
Revenue over time
Last six months · $43,900 · +38%
+38%
$12k
$9k
$6k
$3k
$0k
$3.8k
$5.7k
$5.0k
$8.2k
$9.8k
$11.4k
Jul
Aug
Sep
Oct
Nov
Dec

Questions

Can I use Tango for group programs and 1:1 coaching?

Yes. Manage individual clients, packages, cohorts, and group programs while keeping each client's opportunity, contact record, payments, and progress connected.

Does Tango replace my scheduling tool?

No. Keep using Calendly, Cal.com, or another scheduler. Tango connects the consultation, client, follow-up, and opportunity context around the booking.

Can I track where my best clients come from?

Yes. Record lead sources and compare consultations, conversions, revenue, and client value by source.

Can I track expenses and profit by client or program?

Yes. Connect expenses to opportunities and programs to see revenue, costs, outstanding payments, and estimated profit.

Do I get the other Tango workspaces?

Yes. Tango Pro includes the Coach, Creator, Podcaster, and Freelancer/Consultant workspaces at no additional cost.

Other Tango workspaces

Your next coaching client should not disappear after the discovery call.

Manage leads, consultations, offers, programs, payments, expenses, and renewals in one coaching-focused workspace.

7-day free trial · $0 today · Cancel anytime

Create like a creator. Operate like a business.