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Forms, popups & client CRM

Forms, popups and a CRM built for coaching

Questionnaires and targeted popups that land in a client record with her program, phase, payments and messages — and segments you build once and use everywhere.

Your domainYour Razorpay accountYour data0% commission

How it works

From setup to results

Four steps, one place.

Record
Intake to check-in, one builder
Forms

Intake to check-in, one builder

Onboarding questionnaires, PAR-Q, weekly check-ins — answers land in the CRM.

  • Conditional questions
  • File and photo uploads
  • Answers in the client record
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Targeted, not annoying
Popups

Targeted, not annoying

Show the right message to the right segment: renewal due, new joiner, luteal week.

  • Segment targeting
  • Frequency caps
  • Side-by-side layouts
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The whole client on one screen
Record

The whole client on one screen

No tab hunting: program, targets, logs, payments and chat in a single record.

  • Timeline of activity
  • Notes and tags
  • Payment history
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Build once, use everywhere
Segments

Build once, use everywhere

A full-height builder inside the CRM; the same segment drives broadcast, popups and Autoflow.

  • Plan, phase, behaviour, tags
  • Saved and shared segments
  • Live counts
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Included in every plan

No add-ons, no per-client fees. Everything below is in the flat plan.

QuestionnairesTargeted popupsClient recordSegment builderTagsTeam roles

Questions coaches ask

Is forms, popups & client CRM included in every plan?

Yes. FitxOS is one flat plan per coach and every module is in it — no add-on stacking and no per-client fees. Questionnaires, Targeted popups and the rest of this page ship on day one.

Does it work in the branded app as well as on the web?

Everything here runs on the web dashboard and in your student app from the same data — including anything the recommendation engine suggests. Coaches author on the web; clients act from their phone.

Who owns the data and the payments?

You do. Payments settle into your own Razorpay account with 0% commission, the site runs on your domain, and every client record can be exported at any time. Cycle data stays consent-gated at the database level.

I stopped juggling five subscriptions. Programs, cycle-synced nutrition, live classes and my Instagram funnel all run from one place — and my clients finally feel like the plan was written for them.

Priya NairFounder, Strong Cycle CoachingPriya Nair

Try FitxOS today

Fourteen days, the whole stack, your first five clients on us.

Works with

Community, chat & broadcast
Engage

Community, chat & broadcast

A private feed with polls and reactions, one inbox with AI-assisted drafts, and broadcasts to any segment — all inside your platform and your app.

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Autoflow & integrations
Grow

Autoflow & integrations

Triggers, conditions and action packs run onboarding, re-engagement and renewals; Razorpay, Stripe, Klaviyo, WhatsApp, Meta and Zapier are wired at setup — no middleman.

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Instagram DM automation & attribution
Grow

Instagram DM automation & attribution

Comment keyword → DM → tagged link → trial, about 95% automated. Server-side Meta CAPI, audiences and trial-to-paid attribution per post show which Reel paid.

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One flat plan · your brandPricingStart free trial
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