For coaches
For coaches who'd rather coach than chase invoices.
Your clients, sessions and payments shouldn't live in four different apps. BuddyWorkflow keeps your client CRM, booking link, invoicing and bookkeeping together so you can focus on the work.
One login replaces
A CRM for clients and notesA scheduling / booking toolInvoicing and payment trackingBookkeeping for taxes and profit
Booking link that flows into your CRM
Share a booking link; new sessions and leads land in your client pipeline automatically — no copy-paste between tools.
Recurring & milestone invoices
Bill packages, retainers or per-session with recurring and milestone invoices, and see payment history per client.
Books free forever
Track income, expenses and taxes without a separate accounting subscription. Low, at-cost fees only when you get paid.
Savings calculator
What are you paying now?
$75/mo
$49/mo
$12/mo
$15/mo
8 hrs/mo
$50/hr
You'd save
$1,548/year
Your stack costs $1,812/yr. The same jobs on BuddyWorkflow: $22/mo.
Books and invoicing are free forever. You'd switch on Bookkeeping Automation, Client CRM, Scheduling, Contracts & e-sign, Marketing Analytics — that's $37 of modules, so you're on Pro at $22 instead, with everything unlocked. Switch on everything and you still pay $22. That also gives back ~96 hrs/yr, worth about $4,800 of your time.
Common questions
Can clients book sessions with me?
Yes — a booking link and embeddable form let clients request sessions, and new requests flow straight into your CRM.
Can I bill retainers or packages?
Yes. Recurring and milestone invoices handle retainers, packages and per-session billing, all tied to the client.
What does it cost?
Books are free forever. Pro is $29/mo and card processing is at cost with zero markup.
Run your whole business from one login.
Free forever for your books. Card processing at cost — zero markup — and free bank transfers on paid plans.
Start free →