CRM
LOG IN AS CLIENT
See exactly what they see
Switch into the user view to experience your platform as your client does. This makes it easy to troubleshoot, support, and guide users in real-time—especially helpful in group coaching or hands-on sessions.
ALL-IN-ONE PROFILE DASHBOARD
Track history and progress
Access everything from basic profile info and coach assignments to engagement history, assessments, and goals. Instantly review how each client is engaging across tools, coaching, courses, and more—all in one centralized view.
ASSIGN CONTENT WITH ROADMAPS
Guide their next step
Assign assessments, lessons, tools, and resources with just a few clicks. Build personalized learning paths using Roadmaps so clients stay focused and never feel overwhelmed.
MESSAGES, NOTES & CALENDARS
Stay connected and organized
Message clients, take private notes, and add calendar events directly to their portal view. All your coaching touchpoints—conversations, meetings, and milestones—stay in sync.
