CRM & Automation for Coaches and Consultants
Coaches and consultants need one place for clients, programs, and digital products. Scalvera gives you a CRM for pipeline and programs, landing pages and funnels, memberships and courses, and email and SMS marketing—to sell more and deliver in one system.
What You Get
Everything you need to attract clients, sell programs, and deliver content — without piecing together separate platforms.
- CRM pipeline for tracking prospects through discovery calls to enrollment
- Sales funnels and landing pages for programs, courses, and webinars
- Membership sites with secure video hosting and drip content delivery
- Online course platform with student progress tracking
- Email and SMS marketing for launches, promotions, and re-engagement
- Booking page for discovery calls, strategy sessions, and coaching sessions
Common Problems We Fix
- Using separate tools for CRM, email, courses, and scheduling that don't connect
- Discovery call no-shows because reminders are manual
- No automated follow-up for prospects who attended a webinar but didn't buy
- Course content scattered across Google Drive, Vimeo, and email
- Manual invoicing and payment collection for programs and subscriptions
- No visibility into which funnels or content pieces drive the most enrollments