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From prospect to loyal client.

With nutrilize, you guide prospects from the first contact to long-term coaching. The entire customer journey stays traceable in one central client record.

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Client management that thinks ahead

From the first contact to long-term coaching.

New prospects, active clients or upcoming tasks: with nutrilize, you organize all important information and processes clearly in your client management.

Win prospects. Manage contacts.

Capture new prospects directly via forms and manage their information in the CRM. You keep track of open contacts and guide potential clients from first interest to coaching start.

All clients. One central overview.

Keep your clients and their key information in view at all times. Coaching status or personal data – everything is organized centrally and always accessible in the Coaching Zone.

Plan tasks. Miss nothing.

Create tasks, set due dates and assign responsibilities. Link your to-dos directly to clients and keep upcoming steps clearly in view – for structured coaching.
More than client management

Less admin. More possibilities.

  • Your clients. Your groups.

    Organize clients in individual groups and assign shared content. You support several clients efficiently and save effort.

  • Clients in view. Tasks under control.

    Create tasks directly for your leads and clients. Callback or follow-up – every next step in view.

  • Link forms. Collect data in advance.

    Link forms to appointments or products and receive important client data before the booking or purchase.

  • Your licenses. Your control.

    Manage client licenses and individual terms flexibly. You stay in control of access and its validity.

Less admin chaos. More focus on your clients.

Prospects, clients, tasks and coaching processes – all in one central Coaching Zone. You organize your coaching more efficiently and gain more time for your clients. Discover the possibilities in our live demo.

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Frequently asked

Everything you want to know about client management with nutrilize.

Can I also manage prospects who aren’t coaching clients yet?

Yes. You can capture leads in the integrated CRM. With your own lead forms, prospects can submit their information without needing a nutrilize account. Submissions land directly in your CRM.

How do I keep track of upcoming client contacts and tasks?

You can create tasks with a due date, priority and responsible person and link them to a client. They appear in your task overview and on the dashboard so you keep upcoming steps in view.

Can I organize my clients in groups?

Yes. You can assign clients to one or more groups and use them to distribute recipes, check-ins, reminders and knowledge content, for example. That way you don’t have to assign shared content to each person individually.

Can I offer aftercare or follow-up coaching once coaching ends?

Yes. For aftercare, you can create a separate offer with the content and access rights you want. Deactivated clients can be reactivated for follow-up coaching. Previous coaching data remains available unless a data deletion was requested.

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