Know who needs you
See at a glance whose package is running low, who hasn't booked in a while, and who's due to renew — with alerts so you never miss a save.
A CRM that trains clients
Flex vs. a general-purpose CRM or spreadsheet
Plenty of trainers run their client list on a spreadsheet or a generic CRM built for sales teams. It works until it doesn't: you're copying data between tools, you can't see who's about to run out of sessions, and nothing connects a client's payments to their attendance or their training.
Flex is client management built for coaching. Profiles, attendance, packages, payments, and workout history live together — so you always know who needs a nudge, whose package is running low, and who's due to renew.
Flex vs. general-purpose CRM software
What you get with one platform, versus the typical point solution.
| Capability | Flex | Spreadsheet / generic CRM |
|---|---|---|
| Client profiles & contact info | Yes | Yes |
| Attendance & session history | Yes | Manual |
| Coaching notes & assessments | Yes | Manual |
| Package & credit balances | Yes | Manual |
| Payments & renewals in the same place | Yes | No |
| Workout programs & progress per client | Yes | No |
| Low-credit & renewal alerts | Yes | No |
| Members self-serve booking & payment | Yes | No |
Why it matters
No more copy-paste
Bookings, payments, and workouts attach to the client automatically. No exporting from one tool and pasting into another.
Built for retention
Because attendance, progress, and billing live together, it's easy to spot churn risk early and keep clients engaged.
Frequently asked questions
Can I import my existing client list?
Yes. You can bring your clients into Flex, and we can help with the migration so you don't lose history.
Does Flex show me who's about to churn or run out of sessions?
Yes. Flex surfaces low package balances and renewals, with alerts so you can reach out before a client lapses.
Is this overkill for a solo trainer?
No. The Trainer plan ($59/mo) is built for independent trainers and keeps unlimited clients organized without the spreadsheet juggling.
Ready to run your business on one platform?
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