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For consultants & coaches

The all-in-one CRM for consultants and coaches

Capture and nurture leads, let clients book discovery calls around the clock, and automate every follow-up by SMS and email — so your hours go to billable work, not admin.

  • No credit card to start
  • Free plan available
  • Free guided migration

Win and keep clients without losing time to admin or missed calls.

  • CRM & pipelines
  • AI voice agents
  • SMS & email
  • Online booking
  • Automations

A CRM for consultants and coaches is the single place you capture every enquiry, book and prepare for discovery calls, follow up automatically, and keep a complete history of each client relationship — so nothing slips while you’re busy doing the actual work.

MapleConnect brings that together in one flat-priced platform: lead capture, an AI voice agent and online booking that answer and schedule 24/7, automated SMS and email follow-up, an AI chatbot for your site, and a logged record of every conversation. Most independent consultants and coaches stitch this together from four or five separate tools — here it’s one login.

You can start on the Free plan, then move to flat plans from $199 per month as your client list grows, with AI voice included on the Premium plan. Pricing is flat, not per-minute — so a busy week of calls never produces a surprise bill.

The problem

Why clients slip between sessions.

  • Leads go cold while you’re in session

    A prospect fills in your form or calls during a coaching block or a client engagement, and by the time you surface hours later the moment — and often the lead — is gone.

  • Follow-up is all manual

    Every “great to connect, here’s my calendar” email and every nudge to a quiet prospect is typed by hand. It’s the first thing that gets dropped in a full week, and quiet leads quietly churn.

  • Your tools don’t talk to each other

    A scheduler here, a spreadsheet of contacts there, an inbox, a separate texting app, an email tool. Client context is scattered, and you’re the integration holding it together.

  • Discovery calls no-show

    Free intro and discovery calls are how consultants and coaches sell — but without timely reminders, a chunk of them simply don’t show, and you’ve blocked the time for nothing.

  • Admin eats your billable hours

    Logging notes, chasing replies, rescheduling, sending the same onboarding email again — every minute spent here is a minute not spent on the expert work clients actually pay you for.

What you get

The practice back office, automated.

Lead capture in one inbox

Web forms, your AI chatbot, and inbound calls all create a contact automatically, so every enquiry lands in one place with its source attached — no copy-paste, no lost notes.

24/7 booking and AI voice answering

Clients book discovery and coaching calls themselves through online booking, and the AI voice agent (on the Premium plan) answers and schedules after hours — so you capture the prospect who calls at 8pm.

Automated SMS and email follow-up

Trigger a welcome message the moment a lead comes in, send reminders before every call, and keep quiet prospects warm with sequences that run on their own.

An AI chatbot on your site

Answer “how does coaching work?” or “what does an engagement cost?” instantly, qualify the visitor, and turn the conversation into a booked call or a new contact.

Every conversation logged

Calls, texts, emails, and notes attach to the client’s record automatically, giving you the full history before any session — without keeping your own spreadsheet.

Media Studio and Brand Hub

Store proposals, intake docs, and session resources, and keep your logo, colours, and templates consistent across every email and message you send.

Replace the stack

Many subscriptions become one.

Most independent consultants and coaches pay for a stack of single-purpose tools. MapleConnect folds them into one flat price.

The stack today

  • Standalone scheduling app (Calendly, Acuity)
  • Answering service or virtual assistant for calls
  • Separate email marketing tool
  • A texting / SMS app
  • Website live-chat widget
  • Spreadsheet of clients and notes

6 logins · 6 bills

Inside MapleConnect

  • Built-in online booking for discovery and coaching calls
  • AI voice agent that answers and books 24/7 (on the Premium plan)
  • Email campaigns, drips, and templates
  • SMS follow-up and reminders
  • AI chatbot that qualifies and books visitors
  • A CRM record with every conversation logged

1 login · 1 bill · 1 record

The payoff

What a run practice frees up.

Capture leads around the clock

Booking, chat, and AI voice keep working when you’re in a session or off the clock, so after-hours enquiries become booked calls instead of missed ones.

Fewer no-shows

Automatic SMS and email reminders mean prospects show up to the discovery calls you’ve set aside time for.

More hours for billable work

When capture, follow-up, reminders, and logging run themselves, your day shifts back toward the expert work clients pay you for.

A client relationship you can actually see

One record per client, with the full history of calls, texts, and emails, makes it easy to follow up, re-engage, and spot the chance to expand an engagement.

Start free, scale on flat pricing

Begin on the Free plan and grow into flat plans from $199 per month — flat, predictable pricing with no per-minute voice charges to watch.

Get started

Live in an afternoon.

1

Connect your lead sources

Add the booking link and chatbot to your site and point your enquiry form at MapleConnect so every new lead lands as a contact automatically.

2

Set your follow-up to run itself

Switch on a welcome message, call reminders, and a nurture sequence for quiet prospects — written once, sent automatically.

3

Turn on AI voice for 24/7 coverage

Turn on the AI voice agent on the Premium plan so calls are answered and booked even when you can’t pick up, then watch conversations log themselves.

Consultants & Coaches FAQ

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The best fit is a CRM that handles the whole client journey — capturing leads, booking discovery calls, following up, and logging every conversation — instead of just storing contacts. MapleConnect is built for that as an all-in-one platform with a Free plan, so independent consultants and coaches can run capture, booking, follow-up, and records from one login rather than four or five separate tools.
You’re juggling several clients and prospects at once, and the work itself is what pays. Without a system, leads go cold while you’re in session, follow-up gets dropped, and client context scatters across apps. A CRM automates the capture, reminders, and logging so you can focus on billable work and stop losing prospects to slow responses.
Yes. MapleConnect has a Free plan you can start on, with flat plans from $199 per month when you’re ready for more. AI voice is included on the Premium plan. Pricing is flat rather than per-minute, so a heavy week of calls doesn’t change your bill.
Yes. Online booking lets clients pick a slot 24/7 from your site or booking link, and automatic SMS and email reminders cut down on no-shows. With the AI voice agent on the Premium plan, inbound callers can be answered and booked even when you’re unavailable.
The AI voice agent (on the Premium plan) answers calls you can’t take, responds to common questions, and books callers into your calendar — then logs the call on the contact’s record. It’s designed so a one-person practice can capture after-hours and overflow calls without hiring an answering service.
For many consultants and coaches, yes. It combines online booking, email and SMS follow-up, a website chatbot, AI voice answering (on the Premium plan), and a client record in one place — the jobs people usually pay for a separate scheduler, texting app, email tool, and chat widget to do.
No. Whether you’re a solo independent consultant, a life or health coach, or a small firm, the value is the same: stop losing leads and time to manual admin. The Free plan lets you start small and add capability as your client list grows.
Many AI voice and calling tools bill by the minute, so a busy stretch produces an unpredictable invoice. MapleConnect uses flat, published pricing with AI voice included on the Premium plan, so your cost stays predictable no matter how many calls come in.

One platform. Everything you need.

Replace the stack with one AI-native CRM — pipeline, AI voice, SMS, email, and booking together. Flat pricing, a free plan to start, and free guided migration.

See Pricing
  • No credit card to start
  • Free plan available
  • Free guided migration