Laura Puie CRM · 100% on UbexClients, bookings, courses and emails. One application.
Laura Puie is a coach in personal transformation and Theta Healing. Her CRM runs the whole practice: clients book and pay for sessions, join programs and follow courses in their own portal, while she sends campaigns and sees everything on one dashboard.
Replaces a separate CRM, booking tool, email marketing tool and course platform. Screens shown with sample data.
Everything a coaching practice runs on
From the first booking to the last lesson of a course.
Clients
Every client with tags, notes and time zone. Import and export with Excel or CSV.
Booking calendar
Session types, availability, a public booking page, a waitlist and meeting links.
Programs
Group programs with their sessions, RSVPs and enrolments.
Courses
Modules, lessons and files, with access by role and progress tracking.
Email campaigns
Templates, audiences, scheduled sends, and open and click tracking.
AI email writer
Writes a branded email template from a short description and edits it on request.
Payments
Stripe payment links. Each payment confirms its booking or enrolment by itself.
Client portal
Bookings, programs, courses, files and forms, in one place for every client.
Funnels
Sign-ups from three landing pages, each labelled with where it came from.
Questionnaires
Build forms, send them to clients and review the answers.
Social posts
Connect Facebook, Instagram and X, then schedule and publish posts.
Team and roles
Staff accounts, custom roles with detailed permissions, and an audit log.
Clients book and pay without a single email back and forth.
The public booking page lists Laura's session types with their length and price. Bookings follow her availability rules, and once a session is paid it confirms itself, with the meeting link and reminders sent automatically.
- Session types, availability rules and days off
- A waitlist when a day is fully booked
- Zoom or Google Meet links and reminder emails
Campaigns written with AI, sent to the right people.
Laura designs branded templates in the editor or lets AI write and edit them, picks an audience by tags, program or source, and schedules the send.
- Opens, clicks and bounces tracked for every campaign
- An automatic resend to people who did not open
- Newsletter subscribers with one-click unsubscribe
Every client gets their own space.
Clients sign in with a code sent by email, no password, and find their bookings, programs, courses, files and questionnaires in one place.
- Book a new session or manage the ones already booked
- Courses with modules, lessons and progress
- Upload files and leave a review
Laura Puie's CRM runs on Ubex: its frontend, more than 90 backend workflows, over 40 database tables, file storage, sign-in and hosting are all built on Ubex, and so are her website and three landing pages. Payments go through Stripe, connected from Ubex workflows.
Want an application like this for your business?
Describe it and build it yourself, or have our team build it on Ubex and hand it over.