Coaches & consultants
A solo practice that still looks organised to the person on the other end.
A typical flow
Enquiry form → automatic WhatsApp reply → discovery call booked from your link → invoice sent from the same record.
Built for coaches, academies & service businesses
Turn more enquiries into enrolments and clients
Bring your leads, follow-ups, bookings and payments together, so your team knows exactly what to do next.
14-day free trial. No credit card required.
New Enquiry3
Meera IyerIELTS — evening batchInstagram
Rahul DesaiBusiness coachingWebsite form
Follow-up2
Arjun NairAttended demo classCall due today
Sana QureshiSpoken EnglishWhatsApp sent
Consultation2
Kavya RaoDiscovery callTue, 4:30 pm
Enrolled1
Dev PillaiBatch B2 — 12 weeks₹24,000 paid
Follow-up scheduled
Payment received
Illustrative interface with sample data.
A short walkthrough of how one enquiry becomes an enrolment inside Axel.
The problem
Every enquiry deserves a clear next step.
- ×Leads scattered across spreadsheets and chats.Nobody is sure which list is current.
- ×Follow-ups dependent on memory.The ones that slip are the ones that were nearly ready.
- ×Bookings and payments disconnected from customer records.You find out what happened by asking around.
Spreadsheet
WhatsApp
Inbox
Meera IyerLead #2184
- Interested in
- IELTS — evening batch
- Came from
- Instagram enquiry form
- Owner
- Priya (Admissions)
- Last contact
- WhatsApp, 2 days ago
Next step · Call before Friday
How it works
From first enquiry to ongoing relationship.
Four steps, one record. Nothing is re-typed and nothing is kept in someone's head.
1Capture
Lead form › Free demo classsample data
Meera Iyer
+91 98xxx xxx12
IELTS — evening batch
Creates a lead in New Enquiry and tags the source automatically.
2Follow up
Sequence › New enquiry nurturesample data
- D0WhatsApp — batch timings and feesSent 3 minutes after the form is submitted
- D1Email — what the demo class coversSkipped automatically if they have already booked
- D3Task — call the leadAssigned to the admissions owner
3Book
Booking page › 20-min consultationsample data
Tuesday, 14 April · Asia/Kolkata
11:00 am
2:00 pm
4:30 pm
6:00 pm
Moves the lead to Consultation and sends both of you a reminder.
4Manage
Customer › Dev Pillaisample data
₹24,000
Paid
Invoice INV-1043 · Batch B2
- ₹Payment receivedInvoice marked paid, receipt emailed
- ✉Welcome pack sentPortal login and batch schedule
- ★Enrolled in Batch B2Course access opens in the student portal
What you get
Everything the journey needs, in one subscription.
Grow
Lead pipelines
See every enquiry by stage, with an owner and a next step on each one.
Funnels & lead forms
Build the landing page and the form, and the leads arrive already tagged by source.
Follow up
Email & WhatsApp sequences
Multi-step follow-ups run on their own, so a busy week does not cost you the enquiry.
Bookings
Share one link for consultations and demo classes, and let people pick a slot themselves.
Deliver
Invoicing & payments
Raise an invoice against the customer record, send it, and see when it is paid.
Workshops, portals & courses
Run workshops and give clients, students and affiliates their own branded portal.
Explore all features
Feature availability varies by plan — see pricing.
Who it's for
Built around the way you work.
Academies & training institutes
Admissions and the batch that follows, handled by the same team in one place.
A typical flow
Demo-class registration → counsellor follow-up task → fees invoiced → student portal opens with the course and schedule.
Service businesses
Client work where the handover from sales to delivery is the part that usually breaks.
A typical flow
Enquiry captured → proposal and invoice raised → project and tasks opened → client portal for files, invoices and tickets.
Getting started
Start with one workflow. Grow from there.
You do not have to move the whole business on day one. Most people start with the enquiries they are losing.
01
Create your workspace
Your company name, your team, and the pipeline stages you actually use.
02
Add or import your leads
Bring in a CSV from your spreadsheet. Column mapping handles the usual mismatches.
03
Set up your first follow-up
One sequence on new enquiries is usually enough to see the difference.
Pricing
Priced per user, so it fits a team of one.
Start free. Every paid plan includes a 14-day trial with no card required.
Free
₹0/mo
1 user. For trying it on your own first.
- 100 leads, 50 clients
- 1 pipeline, 1 lead form
- Tasks & calendar
Starter
₹599/user/mo
Freelancers and solo consultants.
- 1,000 leads, 500 clients
- Bookings
- 2 lead forms
GrowthMost popular
₹999/user/mo
Small teams and service businesses.
- 5,000 leads, 3 pipelines
- Workflow automation
- Support tickets, advanced reports
Professional
₹1,999/user/mo
Agencies and growing teams.
- 25,000 leads, 10 pipelines
- Campaigns, 10 funnels
- Lead scoring, custom domain
Enterprise
Custom
Unlimited usage, white-label and onboarding support.
- Unlimited leads and pipelines
- Everything in Professional
- White-label & dedicated support
Founding member pricing
See the terms
The Professional plan at ₹999 per user per month, locked while the subscription stays active. Limited to the first 100 users across 20 companies.
Billing is per active user, per month. Yearly billing is charged up front at ₹499, ₹833 and ₹1,666 per user per month for Starter, Growth and Professional. Email and WhatsApp sending runs through your own provider account, and those providers bill you for messages separately. See the full comparison
Questions
Before you start.
Who is Axel CRM for?
Coaches, coaching institutes, academies and training businesses, and the consultants and service businesses who work the same way: enquiries come in, somebody has to follow up, a call gets booked, and then there is work to deliver and invoice. If that is your week, the product is shaped around it.
Can I bring my existing leads across?
Yes. Import a CSV from your spreadsheet and map the columns to Axel's fields; the common ones are detected for you. You can keep working from your existing list while you move.
What is involved in setting up WhatsApp and email?
You connect your own sending accounts, so messages go out from your business rather than from us. WhatsApp runs through a provider account you hold; email is configured in your workspace settings.
Are there separate charges for messages?
Your Axel subscription covers the software. The WhatsApp and email providers charge you for what you send, under their own rates, billed by them.
How does the trial and billing work?
Every paid plan starts with a 14-day free trial and no card up front. After that, billing is per active user per month, monthly or yearly. The Free plan stays free for a single user with no trial to run out.
Do my clients and students get their own login?
Yes. Clients get a portal for invoices, files, bookings and support tickets. Students get a portal for their course, progress and fee receipts. Affiliates get one for referrals and commissions. Each is permission-controlled and carries your branding.
Can I export my data or cancel?
Your data stays yours and can be exported from your workspace. You can cancel from your billing settings; your account stays reachable through the end of the period you have paid for.
Give every enquiry a clear next step.
Start on your own in a few minutes, or have someone walk you through it with your own workflow in front of you.
14-day free trial. No credit card required.
Prefer to talk first?
support@axelcrm.com
+91 93544 44534
support@axelcrm.com
+91 93544 44534