From DM to paying client, in one place.
PingWren for Coaches is built for online coaches. Leads come in on WhatsApp and Instagram, buy on a call or straight from a checkout, get onboarded and stay, and you can see every step.
Already using another CRM? We'll move your account across.
Only online coaches
Every account is set up around how coaches sell: DMs, calls, payment plans, check-ins.
WhatsApp in the inbox
On our own integration, next to Instagram, email and SMS. No Twilio needed for messages.
Everything else included
Funnels, email, payments, courses and a mobile app in the same account. We set it up so you don't have to.
Built around how online coaches sell.
Most coaches run sales out of their phone, a spreadsheet and three apps. PingWren puts the whole journey in one account, set up for you.
1DM to booked call
Every DM becomes a lead you can see.
WhatsApp and Instagram conversations land on the lead's record and in your pipeline. Your setter replies, sends the booking link and moves them along, and nothing gets lost in someone's phone.
- WhatsApp and Instagram DMs in one inbox
- Leads assigned to your setter automatically
- Pipeline built for coaching: enquiry, contacted, call booked, won
New enquiry 15
Contacted 9
Call booked 6
Won 4
2Enquiry to sale
Sell on a call or straight to checkout.
If you sell on calls, reminders go out on WhatsApp and no-shows get followed up to rebook on their own. If you sell programmes or memberships without a call, send people to a checkout page and the follow-up still runs itself.
- Booking calendars with WhatsApp reminders
- No-show and rebook follow-ups
- Checkout pages and funnels for programmes sold without a call
- Coming soonAI review of sales calls against your script
3Close to cash
Get paid however you sell.
Payment links, pay-in-full or payment plans, and subscriptions, with every payment tracked back to where the lead came from.
- Payment plans and monthly subscriptions
- Revenue by lead source
- Coming soonFailed-payment chasers on WhatsApp
4Onboard and keep them
New clients onboarded the moment they pay.
Your onboarding form goes out as soon as someone buys, and their answers save straight onto their record for you to coach from.
- Onboarding form linked to the programme they bought
- Welcome messages and documents sent automatically
- Coming soonWeekly check-ins with at-risk alerts
- Goal
- Drop 6kg before June
- Training
- 4x a week, home gym
- Injuries
- Left knee, no lunges
- Programme
- 12-week (set from the pipeline)
Got a setter or closer? See what they did today.
Your team sends a quick report at the end of each day, and it lands on a dashboard you can check from your phone. You see outreach, replies, calls booked and cash collected per person without chasing anyone on WhatsApp.
- Daily reports per setter and closer
- Team dashboard: booked calls and cash by person
- Calls and chats assigned to the right person
| Name | Outreach | Replies | Booked |
|---|---|---|---|
| Josh Setter | 58 | 11 | 4 |
| Mia Setter | 41 | 7 | 3 |
Reports go in from a phone in under a minute, PIN-protected per person.
The chat lives on the contact.
If your sales happen on WhatsApp, the usual routine is chatting on your phone and copying the details into a spreadsheet later. In PingWren the conversation sits on the lead's record, next to their pipeline stage, their booked call and their notes.
- Send WhatsApp messages from workflows: booking confirmations, reminders, follow-ups
- Assign a chat to your closer or setter and they pick it up with the full history
- Tag and move leads through your pipeline straight from the conversation
Moving from another CRM? Bring it with you.
Whether it's your own account or a white-label version through someone else's agency, we rebuild your setup inside your new PingWren account.
Your current CRM
Your PingWren account
- 1
You give us access
Add us as a user on your current account. No export available? We rebuild it by hand.
- 2
We move it across
Workflows, tags, custom fields, pipelines, forms and calendars come over to your new account.
- 3
You check it
Workflows arrive as drafts, so nothing sends to your leads until you've looked them over.
- 4
Switch on
Publish the workflows, connect WhatsApp and carry on selling from the new account.
One plan. Set up for you.
You pay a one-off setup fee and we build your account around how you sell. After that it's a flat monthly price, with no tiers and nothing held back for an upgrade.
+ £300 one-off setup
- Coaching pipeline, booking calendars and no-show follow-ups built for you
- WhatsApp built into the inbox and workflows
- Payments, onboarding form and team daily reports
- The full CRM, plus the mobile app
- Migration from your current CRM if you need it
Questions coaches ask
Who is PingWren for Coaches built for?
Online coaches. Whether you sell 1-1 coaching on calls, group programmes, memberships or apps through a checkout, on your own or with a setter and closer, if your clients find you online it's built for you.
Is there a mobile app?
Yes. Reply to leads, move them through your pipeline and check bookings and payments from your phone.
Do I need a Twilio account for WhatsApp?
No. WhatsApp runs through our own integration. You only need a phone number if you want to make and take calls in the CRM, and call minutes are charged on usage.
What does the £300 setup cover?
Building your account, connecting WhatsApp and your calendars, and setting up your pipeline, booking reminders, no-show follow-ups, onboarding form and team reports around how you take on clients.
Can you move my account from another agency's CRM?
Yes. Workflows, tags, fields, pipelines, forms and calendars all come across, with workflows set as drafts until you approve them.
See a lead go from WhatsApp to booked call.
Pick a time for a 30-minute demo. We'll walk you through the inbox, the pipeline and the workflows, using a coaching setup like yours.
Moving from another CRM? Mention it when you book and we'll cover the move on the call.
Booking received.
Your confirmation is on its way by email. If someone grabbed that slot a moment before you, we'll message you to pick another.