Feature 01
Documents and Files
Store all client data, documents, and files in one space with functional editing.
All industries
Consulting
Manage Clients, Programs, and Tasks with Ease
Easylim helps coaches, consultants, and mentors organize clients, programs, meetings, and progress in one place — without chaos or overload.
Built for
- Business coaches
- Expert consultants
- Trainers and mentors
- Coaching schools
By the numbers
20+
clients per coach
customer data
1 click
to a client's full history
Easylim docs
0 dupes
in session notes
2025 survey
Everything your team needs — already inside
Programs, session notes and client progress — without scattered documents.
Feature 02
Process Control
Create program structures, stages, and tasks for each client.
Feature 03
Contextual Communication
Discuss directly within the task to stay in context.
Feature 04
Scheduling and Deadlines
Manage session schedules, meetings, and important milestones in Easylim calendar.
01 · How it worksHow it works · 01
Business Consultant
Creates a dedicated workspace for each client with tasks, analytics, and deadlines.
- Life Coach
- Marketing Consultant
02 · How it worksHow it works · 02
Career Coach
Tracks client progress on development programs, monitors achievements, and creates action plans.
- Training Company
- Mentor or Expert
Integrations
Plug into the tools you already use
Easylim connects to the apps your team already lives in.
- Google Calendar
- Zoom
- Loom
- Stripe
- Slack
- Zapier
Frequently Asked Questions:
Other industries
See how Easylim works in other verticals
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