Know where every lead stands
New inquiries arrive as texts, DMs, a notebook by the front desk, and a spreadsheet nobody has opened in a month. Put them all in one pipeline, each with a stage, a next step, and a history you can actually read.
Maya Okafor 
Daniel Ruiz 
Priya Raman 
Tom Whitfield 
Sofia Klein 
Andre Baptiste Every inquiry in one place
A lead has a stage, a source, a next step, and a history. There is nothing else to maintain.
Every stage on one screen
New through Converted in a single table. Filter by stage, source, or what’s overdue, and search by name.
One timeline per lead
Calls, texts, notes, forms, and stage changes land in the same history, dated and in order.
Follow-ups that don’t slip
Put a date on the next touch. Anything past due is flagged Overdue until you clear it.
Convert without re-typing
One click turns a lead into a client, and their details and history come with them.
Adding leads
Add leads however they arrive
Someone calls, so you type one in. You come back from an event with a list, so you paste the rows. Or you upload whatever you already have. Uploads accept CSV, TSV, XLSX, DOCX, TXT, Markdown, PDF, PNG, and JPEG, which means a photo of the paper sign-up sheet from the front desk comes back as structured leads.
- Three ways in: Single lead, Batch add, or Upload
- Nine formats: CSV, TSV, XLSX, DOCX, TXT, Markdown, PDF, PNG, JPEG
- Spreadsheets parse exactly. Documents and photos are read for you.
- Every row comes back labeled Ready, Needs review, Invalid, Duplicate, Applied, Failed, or Skipped
- Upload, review, finish — nothing is created until you pick the rows and click Add Leads
Upload a lead list
Add leads from CSV, TSV, XLSX, DOCX, TXT, Markdown, PDF, PNG, or JPEG files.
Review leads
sign-up-sheet.jpgSelect importable rows and edit any extracted details before adding them.
0 leads selected
Lead activity
One timeline per lead
Open a lead and the whole relationship is there in order. What you log sits next to what the system recorded, so you can pick up a conversation three weeks later without reconstructing it from memory.
- Log a Note, Call, Text message, Email, or Meeting as it happens
- Form sent, Form submitted, Consultation booked, and every stage change record themselves
- Your notes stay editable. System events don’t change.
- A contact card holds name, email, phone, source, and contact status
Activity
- Qualified → Consultation booked 2 hours ago
- Form submitted 3 hours ago
Coaching fit questionnaire
- Call 1 day ago
Ran through pricing and the 3-day template. Wants to start the week of the 24th.
- Form sent 2 days ago
Coaching fit questionnaire
- Text message 4 days ago
- New → Contacted 5 days ago
Notes you log stay editable. System events do not change.
The pipeline
A CRM built for gyms and coaches
Eight stages, in the order a coaching conversation really moves. Change the stage from the lead’s header and the move writes itself into the timeline, so the history stays honest without anyone maintaining it.
- New
- Contacted
- Qualified
- Consultation booked
- Decision pending
- Nurture
- Converted
- Closed
Nurture keeps a slow lead alive instead of losing it. Closing one asks you why — Not interested, Not a fit, Price, Timing, No response, or Other — so next quarter you know what you were up against.
Know where they came from
Every lead carries a source: Referral, Website, Social, Advertising, Walk-in, Outreach, Integration, or Other. Add a line of source detail for the part that actually matters — which member referred them, or which post they replied to.
A call list, not a memory test
Set a next follow-up date on any lead. Filter for Overdue and Upcoming, and the first ten minutes of your day plans itself.
The same person, once
Add a lead whose email or phone is already on file and wagmi.fit stops you with a choice: use the existing contact, or create a separate lead. Records that already split can be merged back together.
Do not contact, respected
Flag a contact and every send button for them is disabled, everywhere in the app. Nobody sends the follow-up text by accident.
Conversion
Convert, then onboard
When they say yes, hit Convert. The lead becomes a client with their contact details and source intact, and you decide right there whether to start them on an onboarding checklist or skip it. Everything after that stays a decision you make, not one the software makes for you.
- Contact details, source, and the lead’s history carry over
- Create the onboarding checklist now, or skip it and add it later
- No card charged, no app invite sent, no programming assigned on your behalf
- Their new client record picks up where the lead timeline left off
Sarah Malik 
James Cole 
Priya Nair Questions, answered
What Leads does, and what it doesn’t
Is the pipeline a board I drag cards around?
No. It’s a filterable table with columns for Lead, Stage, Source, and Next follow-up. You filter, search, and sort instead of dragging cards between columns. If a kanban board is the thing you can’t work without, this isn’t that.
Can I score leads, tag them, or track deal value?
No. There’s no lead scoring, no tags, no deal value, and no custom fields. A lead has a stage, a source, a follow-up date, a contact card, and a timeline. That’s the amount of structure a coaching business actually keeps up with, and it’s deliberately where we stopped.
Does wagmi.fit follow up with leads for me?
It can. Automatic follow-up for a new lead who goes quiet is off until you turn it on in Settings. The rest comes switched on with sensible defaults: you hear the moment a lead’s follow-up date passes or a consultation is a no-show, and client check-ins go out and get chased on their own. Anything sent to a client in the app this way is marked Automated.
Where do leads come from?
From you, mostly: typed in, batch-added, or uploaded. Each one gets a source, from Referral and Walk-in through to Advertising and Integration. Consultations are the exception that runs itself — connect Calendly or Cal.com and a real booking moves the lead to Consultation booked on its own.
What exactly happens when I convert a lead?
You get a client record with their contact details and source intact, and a choice to create an onboarding checklist or skip it. Nothing else fires. No card is charged, no app invite goes out, and no programming is assigned until you do it.
Can I work leads from the phone app?
Not yet. Leads is trainer-facing and web only. The mobile app is built for your clients and their training, so pipeline work happens in the browser.
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