Leads and relationships

Gym CRM Software for Leads, Trials and Member Follow-Up

Jim helps fitness teams organise prospects before they become members. Capture enquiries, track the next stage and maintain the context staff need for useful follow-up.

A clearer way to operate

Replace fragmented admin with one reliable workflow.

Leads are easily lost when enquiries live in notebooks, personal phones or scattered messages. A shared pipeline makes ownership and conversion activity visible.

01

Central lead records

Keep the right information visible, current and available to authorised staff.

02

Clear pipeline stages

Keep the right information visible, current and available to authorised staff.

03

Trial booking and completion tracking

Keep the right information visible, current and available to authorised staff.

04

Contact notes and follow-up context

Keep the right information visible, current and available to authorised staff.

05

Lead-to-member conversion

Keep the right information visible, current and available to authorised staff.

06

Team visibility and accountability

Keep the right information visible, current and available to authorised staff.

Designed for real teams

Where this workflow fits

Website and walk-in enquiries

Configure Jim around your branches, staff responsibilities and member journey.

Trial-session follow-up

Configure Jim around your branches, staff responsibilities and member journey.

Membership sales pipelines

Configure Jim around your branches, staff responsibilities and member journey.

Frequently asked questions

Questions about gym crm software

Which lead stages are supported?+

Teams can track stages such as new, contacted, trial booked, trial completed, converted or lost.

Can a lead become a member?+

Yes. Converted prospects can move into the member workflow.

Can receptionists use the CRM?+

Access depends on the role and permissions assigned by the workspace owner.

Is this separate from member management?+

The lead workflow is distinct but designed to connect naturally with membership onboarding.

See how Jim fits your fitness business.

Book a guided walkthrough or start with the package that matches your current team and member capacity.