A full-stack CRM for a holistic trainer - clients, courses, events, emails, payments - 100% on Ubex.
Laura Puie needed a complete platform to manage her holistic training business. Client management with role-based access, calendar with events and sessions, email campaigns, programs and course enrollments, payments, Q&A feedback, file management, social media posts, audit logs, and notifications. Clients access their courses and programs through a dedicated portal. The entire CRM - built and runs on Ubex.
From scattered tools to one unified platform.
Before
After (Ubex)
Everything a holistic training CRM needs.
From client management to course delivery - every feature built and running on Ubex workflows and tables.
Client & role management
Full client database with role-based access. Assign roles that control what each client can see - courses, programs, events, and content gated by permissions.
Calendar & scheduling
Complete calendar system for managing appointments, events, and sessions. Create one-time events or recurring sessions. Clients book directly through available slots.
Email & campaigns
Send emails to all subscribers announcing new products, programs, or events. Email templates for consistent branding. Campaign management with audience targeting.
Programs & enrollments
Create training programs with structured content. Manage client enrollments, track progress, and control availability based on client roles and prerequisites.
Courses & access control
Build courses and make them available based on client roles. Clients see only what they're entitled to. Track completions, progress, and engagement.
Payments
Manage payments for sessions, programs, and courses. Track payment status, generate invoices, and maintain a full financial overview of the practice.
Q&A & feedback
Built-in Q&A system for clients to ask questions and leave feedback. Helps Laura stay connected with her community and improve her offerings continuously.
Social media posts
Manage and schedule social media content directly from the CRM. Keep marketing organized alongside client management without switching tools.
Audit logs & security
Complete audit trail of all actions in the system. Track who did what and when. Full visibility into the CRM activity for security and accountability.
Workflows, tables, and integrations - all inside Ubex.
The backend areas powering the platform.
| Area | Built with | What it handles |
|---|---|---|
| Client management | Both | Client CRUD, profile management, role assignment, access control, client search and filtering. |
| Calendar & events | Both | Event creation, recurring sessions, booking management, availability slots, calendar views. |
| Email system | Both | Email campaigns, subscriber lists, template management, bulk sending, new product/event announcements. |
| Programs & courses | Both | Program creation, course builder, enrollment management, role-based availability, progress tracking. |
| Payments | Both | Payment recording, invoice generation, payment status tracking, financial reporting. |
| Q&A feedback | Both | Question submission, feedback collection, response management, client engagement tracking. |
| Files & media | Both | File uploads, document management, media library, course material attachments. |
| Social media | Both | Post creation, content scheduling, platform management, marketing content organization. |
Before Ubex, I was using five different tools just to keep my practice running - one for scheduling, one for emails, one for payments, and still managing courses in a folder. Now everything lives in one place. My clients can see exactly what's available to them, enroll in programs, and I can run email campaigns to announce new offerings in minutes. It feels like I finally have a real business system instead of duct-taping tools together. The role-based access means I can offer exclusive content to advanced clients without any extra effort.
Laura's entire CRM runs on Ubex.
Yours can too.
Clients. Courses. Emails. Payments. Scheduling. All Ubex.
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