Purpose-built for coaches and consultants

The AI-Powered CRM Built for Coaches & Consultants

Replace scattered scheduling, community, LMS, and follow-up tools with one platform. Manage clients, run courses, automate growth, and deliver a premium coaching experience from a single operating system.

No credit card required Guided onboarding included

27TechAI Dashboard Preview
Before: tool sprawl After: unified 27TechAI workflow
Scheduling Tool
Conflicting availability windows
Reminder emails sent late
Course Platform
Manual login delivery
No completion visibility
Community App
Fragmented conversation threads
No member lifecycle automation
Follow-up Tool Stack
Lead list copied manually
Sequences rebuilt every launch
Slow response handoffs
Unified client timeline
Live automations
New lead books discovery call → confirmation, reminder, and intake sent automatically.
Client joins program → course access, community welcome, progress milestones triggered.
Milestone completed → retention check-in and renewal path launched by AI.
Weekly operator view

Active clients

174

Sessions booked

92 this week

Follow-up response

41% uplift

LMS + progress tracker
Community engagement loops
Billing + invoices in one place

1,200+ coaching teams onboarded 480k+ client sessions coordinated 3.2M automation events each month

Why operations stall

Every disconnected tool adds drag to your client experience.

Most coaching businesses don’t struggle with delivery quality—they struggle with operating from five systems at once. That fragmentation compounds errors, delays, and churn.

Client scheduling chaos across multiple disconnected tools

Calendar conflicts, duplicate reminders, and manual booking updates consume admin time that should be spent coaching.

No centralized place to deliver courses or run a community

Learners and members bounce between systems, which lowers participation and makes your brand feel fragmented.

Manual sales and lead follow-up eating up hours every week

Without automation, leads cool off in inboxes and pipelines become impossible to manage consistently.

No clear way to track client progress and retention

When outcomes data sits in silos, it’s hard to intervene early, prove ROI, and improve renewal rates.

Platform depth

One operating layer for delivery, engagement, and growth.

27TechAI combines every core workflow coaches and consultants need into one integrated CRM and automation stack—without sacrificing enterprise-level control.

Feature 01

LMS and course delivery

Publish structured learning journeys, gate content by milestones, and monitor module completion without exporting data to a separate learning platform.

Cohort control

Drip schedules, prerequisite paths, and automated unlock logic.

Progress intelligence

Completion, inactivity, and intervention triggers in one view.

Built-in community platform

Run member spaces with channels, announcements, and engagement automation tied directly to each client profile.

Booking and calendar automation

Sync calendars, automate confirmations/reminders, and route appointments by service type, coach, or lead score.

AI Workflow Core

AI-assisted follow-up sequences and nurture campaigns

Generate context-aware follow-up copy, trigger multi-step nurture paths, and personalize outreach from pipeline behavior and client progress.

Smart response prompts for stalled leads
Re-engagement loops for inactive clients

Branded client portals

Give each client one branded destination for sessions, coursework, resources, and communication.

Automated invoicing and payments

Send invoices automatically, collect recurring payments, and trigger billing reminders without manual finance follow-up.

Outcome snapshot

Real operational leverage for modern coaching teams.

Illustrative impact from consolidating fragmented systems into one AI-powered CRM and automation engine.

Time saved per week

0 hrs

saved each week

Client retention improvement

0

retention lift

Follow-up response rate uplift

0

higher follow-up response

“Switching to 27TechAI replaced six tools in our coaching business. We cut admin overhead, improved follow-up consistency, and finally have one reliable view of every client—from booking to renewal.”

Sarah Mitchell

Founder, Elevate Impact Coaching (Leadership & Performance Consulting)

Pricing teaser

Pick a plan that matches your stage now, then scale smoothly.

Monthly plans shown below. Annual billing delivers meaningful savings for teams planning long-term growth.

Starter Scale

Pro

$209 /mo

  • CRM + pipeline automation essentials
  • Booking, forms, and follow-up sequences
  • Core reporting and onboarding support
View full pricing
Most selected

Growth Engine

Impact

$339 /mo

  • Advanced AI nurture and lifecycle campaigns
  • LMS + community delivery with progress tracking
  • Higher automation volume and team collaboration
View full pricing

Agency Control

White Label

$469 /mo

  • Full branding control for client-facing assets
  • Multi-team management and priority support
  • Advanced automation + invoicing orchestration
View full pricing

Need help choosing? Book a demo and get a plan recommendation based on your client volume, delivery model, and automation goals.

Frequently asked

Answers for coaches and consultants switching platforms.

Most teams migrate in structured phases: contacts/pipeline first, then booking and automations, then course/community assets. 27TechAI onboarding specialists provide templates and migration checklists to reduce downtime.

Yes. You can upload course modules, structure lessons, manage access, and track learner progress in-platform. This removes the need for separate LMS tooling and keeps engagement tied to CRM records.

You get branded community spaces, topic channels, announcements, and automated lifecycle messaging. Member actions can trigger personalized follow-up sequences and retention flows.

Pro fits solo operators and early teams. Impact is ideal for growing coaching firms that need deeper AI automation and delivery systems. White Label is designed for agencies and multi-team environments needing advanced branding and control.

Typical onboarding runs 7–21 days depending on migration depth and workflow complexity. Most teams can launch booking, follow-up, and core client operations in the first week.

Stop stitching tools together—run your coaching business on one AI platform.

The longer systems stay fragmented, the more revenue leaks through delayed follow-up, poor visibility, and inconsistent client experiences.

No credit card required • Guided onboarding • Migration support included