A CRM for your clients? If you’re a coach, therapist, consultant, or an entrepreneur working solo, chances are you’re using spreadsheets, phone notes, or even your own memory to track your clients, sessions, tasks, and emails.
That might work at the beginning. You know your clients by name, you remember who booked what, and follow-ups happen naturally… until one day, they don’t. You miss a message. You forget a session. You can’t remember where a client left off. And suddenly, your business starts feeling heavier than it should.
This is exactly where a Mini CRM, built specifically for solopreneurs like you, comes in.
What is our Mini CRM?
A CRM (Customer Relationship Management) system helps you organize and manage your client relationships in one place. While big companies invest in complex platforms, most solopreneurs don’t need all that. In fact, too many features can be overwhelming and counterproductive.
That’s why we created our Mini CRM, built in Airtable — a flexible, visual tool that adapts to the way you work. And for those ready to go a step further, we connect it with Make.com to automate your onboarding and follow-up processes.
What problems does it solve?
Let’s be honest — disorganization in a client-based business doesn’t just cost you time, it costs you trust. Here’s how the Mini CRM helps:
- Keeps you from losing track of your clients
- Centralizes all client info: session history, status, notes
- Automates onboarding flows (Onboarding Automations versions)
- Saves you hours of repetitive admin work every week
- Helps you look and feel more professional
The real win? You get mental clarity and more time to focus on your clients — not your backend.
What’s included?
We built this system as a packaged project inside our Nubedy service catalog, with three levels depending on how deep you want to go:
Mini CRM Lite
- Airtable CRM ready to go
- We’ll preload your Airtable CRM with up to 100 of your existing clients, fully organized and ready to go. After that, you’ll be able to continue adding as many new clients as you need — the system is built to grow with your business.
- Custom views, tags, filters, and smart fields
- You get it fully set up — no tech stress
This is the foundation for everything else. Our other systems, like Automated Onboarding, plug into it seamlessly. But it all starts here.
Why having a CRM is non-negotiable
A lot of solopreneurs resist setting up a CRM because they think it’s “one more thing” to manage. But here’s the truth: not having one costs you more.
A well-maintained CRM isn’t a nice-to-have — it’s a business essential. It allows you to:
- Visualize your entire client journey at a glance
- Know exactly where each person is in your process
- Identify who needs follow-up and when
- Track performance over time
- Make smarter, faster business decisions
When your systems support your flow, you work better and feel better.
Who is it for?
This Mini CRM was designed specifically for service-based solopreneurs who manage their own client flow, like:
- Wellness coaches
- Therapists and psychologists in private practice
- Mentors and facilitators running group or 1:1 programs
- Consultants offering personalized services
If you work directly with people and want to create a smoother experience — this is for you.
Ready to stop improvising?
If you’ve ever said: “I need to get more organized,” this is your moment. A visual, intuitive, and fully ready-to-use system is just one click away.
Want to see it in action? Send me a message — I’d love to show you how it works.
Or book a free discovery call via Calendly
Let’s simplify your business — one smart system at a time.
