Client Management For Small Businesses

As a small business, you need something simple but reliable to handle all of your admin tasks. Streamline your payments, form collection and client communication into one place with Practice.

Trusted by thousands of small business owners, like...

Everything flows through Practice: payment, communication, notes, tasks. Smooth operation so I can focus on working with the client!

Productivity Coach
Portrait photo of Mike

Before Practice, it was all over the place. Now, I feel more organized which helps me disconnect from work a lot easier.

Mental Performance Consultant
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I appreciate that Practice is intuitive, simple to use and has a great app.

Psychotherapist & Social Worker

I love how Practice streamlines my client communication and billing process!

Personal/Business Development Consultant

So much less stress on the structure side of my business.

Relationship Coach
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It's all streamlined with Practice. Centralized dashboards where all my client details and notes can be easily found.

High Performance Coach
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I'm loving using Practice as I grow my coaching business. It's a great help for scheduling, keeping track of my contacts and invoicing.

Executive Leadership Coach

I had a separate calendar, payment system, notes, email, and forms before Practice. Now it's all integrated and works together.

Coach Mentor Consultant

I am loving my experience of Practice, the software itself is great but the customer onboarding, ease of use, and responsiveness of their team is exceptional.

Award Winning Virtual Assistant Coach

I don't have enough time to say everything I love about Practice... it's SOOOO user-friendly. I've used Hubspot, Infusionsoft, Dubsado, and MORE... and this by FAR has the greatest and most intuitive UX.

Story Coach and Publishing Consultant

It's just simple, it doesn't need to be explained to clients and it helps so that you can focus on your interactions with clients instead of worrying where's this link, those notes.

Strategist and Business Coach

It helps me stay in touch with my clients, without getting lost between systems.

Entrepreneur and Startup Coach

Prior to Practice, I was using a patchwork of numerous softwares to manage my business. Practice has been my best business investment so far!

Life Coach

I keep all my client's details in one place, including client calls, important information, program progress, and more!

Confidence & Freedom Coach

Practice is the only platform focused on coaching with a mobile app, and the only CRM I could find at this solopreneur-friendly price point.

Career Coach

It seems the people behind Practice thought of everything, and it works like a charm.

Transformation Coach

From the interconnectivity with other platforms to the valuable app they provide, you can go from struggle to rock star in a flash!

Career Coach

Practice is the perfect size for my business. Just enough, but not too much!


Practice provides robust automation to simplify onboarding and furnishing start-up forms such as legal and contact details.

Leadership Coach
Consolidate your tools
Stop paying for multiple subscriptions by getting scheduling, payments, forms, contracts and more — all in one place (and for one price).
Give your clients one single login
Your clients get one place to chat, exchange voice memos, and see their documentation (invoices, forms, files, links, etc). Available on iOS, Android, and web.
Give your clients one single login
Your clients get one place to chat, exchange voice memos, and see their documentation (invoices, forms, files, links, etc). Available on iOS, Android, and web.
Automate your workflows
For all the repetitive tasks in your business like sending reminders or follow up forms — set it and forget it with Practice’s smart actions.

Work in a team of

Small Businesses


Assign clients
Designate specific owners of each relationship so each member of your organization is responsible for their clients.
Set permissions
As the organization owner, customize how members of your organization access and engage with your client roster.
Shared clients
Share clients with other members of the organization and co-deliver services for your clients.

Rated best for small businesses

Out of thousands of software applications, Practice earned 5 top awards from G2 — all related to small businesses and support.

That’s right, when you contact us, a real human will respond quickly. 🧡

Streamline and simplify your business

Get everything you need in one place for you and your clients
Some of what you (and your clients) get:

Some of what you (and your clients) get:

  • Private client portal with messaging and organized folders
  • Flexible payments – scheduled invoices, packages, subscriptions. 
  • Form templates and contract signing
  • 5-minute landing page
  • Unlimited file storage
  • Organized and detailed client management
  • Dedicated mobile apps for you and your clients


You're in good company

Yiorgos Boudouris

I used to rely Google for emails but Practice now integrates with Gmail too, so I use Practice for everything.

Evan Silver

Freedom! Practice gives me the organization that I need.

Cam Charbonneau

Before Practice, it was all over the place. Now, I feel more organized which helps me disconnect from work a lot easier.

Lois Weinblatt

The team is exceptionally dedicated and always available to learn about my needs. There is no going back!


When scheduling meetings requires a chain of emails, and rescheduling is a nightmare.

Sync as many calendars as you want, schedule without any back and forth, and never worry about double booking again.


Full control of your schedule

  • Connect as many Google Calendars as you want.
  • Create different availabilities for different appointment types.
  • Fine tune your schedulers with daily and weekly appointment limits, buffers and time blocking. 

SMS and email reminders

  • Decrease last minute cancellations and no-shows with automated reminders
  • Customize send times and create as many reminders as you like. 

Easy automations to save you time

  • Attach a form to the scheduling flow so you can capture client information smoothly.
  • Attach payment to the scheduling flow so you get paid before someone gets on your calendar. 
  • Schedule a form to go out before an appointment starts, or after an appointment ends.


When documents are going missing and things are falling between the cracks.

Your entire client relationship in one place

  • See every appointment, event, file, form, invoice, link, note and email thread in one neat place with our client records.
  • Remember important details with our custom fields – things like birthdays, who they were referred by, etc.
  • Light project management using our shared to-do list.

A single place for your client communication

  • Private client portal available on iOS, Android and Web.
  • Chat and voice memos functionality. 
  • See all shared resources and past appointment history.

Manage groups and events as well

  • Easily create and manage events – from sign up, to payment, to feedback forms. 
  • Manage any groups alongside your individual clients.


When you need flexible ways to get paid, and easy invoicing tools to make you look professional.

Whether you sell your services through packages, retainers and/or one-off projects – we’ll help get you paid and stay organized.

Multiple payment options

  • Give clients flexibility by using payment plans.
  • Create and schedule invoices.
  • Offer packages, subscriptions and one-off products.

Coupons and promo codes

  • Create and manage discounts.
  • Choose between one-time or recurring options.

Save time with Practice

Get started


Does Practice charge by client or project like other client management software?

Nope! Practice is a flat rate of $35/month or $300/year regardless of how many clients you have.

Which payment processors are you integrated with?

Currently, we only integrate with Stripe, one of the world’s largest payment processors. Stripe is free to sign up for, and will charge you only on successful transactions. 

Does Practice integrate with Outlook or iCal?

Practice currently integrates with Google Calendar, but more will be on the way!

Can I import any workflows?

Not yet. However, we’d be more than happy to help you set up automations based on the needs of your coaching business.

Can you help migrate my existing forms?

Absolutely! Simply send a message to: or read about our migration experience.