Spirit CRM
A calm CRM for the people you serve. Everyone in one place, gentle states instead of a sales pipeline, and invoices that look after themselves. Free for your first fifty contacts.
Keep the people, not the funnel.
Most client tools are built to chase money. Spirit CRM is built to keep relationships. Everyone you serve lives in one calm view called Your Circle, moving through gentle states (New, Active, Quiet) so your attention stays on the person, not a pipeline. Offerings, subscriptions, invoices and follow-ups run quietly underneath, and a renewal arrives as a reason to reconnect rather than a notice to chase. It is yours from the free tier up, included with Spiritual Agency membership.
What you can expect.
- Everyone you serve in one calm view
- Gentle states, never a sales pipeline
- Invoices, payments and follow-ups without the admin sprawl
- Renewals framed as reconnection, not chasing
- Free for your first fifty contacts
- Yours inside membership, from the free tier up
One workspace. Everything you need.
The stack to run a real business, without the spreadsheet gymnastics.
Your Circle
Everyone you serve, held in one view. Gentle states, New, Active and Quiet, replace the sales pipeline so the focus stays on the relationship.
Offerings and subscriptions
Your products and services, one-off or recurring. A renewal surfaces as a chance to reconnect, never a dunning notice.
Invoices that send themselves
Clean PDF invoices with public pay pages and email delivery, in pounds, dollars or euros.
Follow-ups
A simple To do, Doing and Done board so nobody quietly slips away.
Gentle automation
Daily reminders, a soft flag when someone drifts, and AI-drafted check-ins you can send in your own words.
Spirit Campaigns
Optional email and SMS marketing, on your own provider, for when you want to reach the whole circle at once.
Relationships first, numbers second.
Spirit CRM keeps the relationship in front and the admin behind. Your offerings, renewals and numbers all live in one calm place, with no sales pipeline and no pressure to chase. A renewal reads as a reason to reconnect, so your attention stays where it belongs, on the people you serve.
How Spirit CRM works
From a free join to a circle you actually tend, in minutes.
Start on the free tier. Your Circle holds up to fifty contacts, with no card and no trial clock.
Bring contacts in by CSV or by hand, list what you offer, and let invoices and follow-ups take care of themselves.
Higher membership tiers lift the limits. Add Spirit Campaigns when you want email and SMS, on your own provider.
Made for the way you actually work.
- Teachers and guides tending a growing circle
- Practitioners who bill for sessions and packages
- Anyone raising vibrations who wants care, not a sales funnel
- Small studios and collectives looking after members
- Solo founders who want one calm tool, not five tabs