Doula CRM

Doula CRM: never lose an inquiry or a client detail

A doula CRM is software that tracks every inquiry from first message to signed client and keeps each client's record in one place. MinhaDoula includes a kanban sales pipeline with stages, temperature (cold, warm, hot), quoted price, installments and scheduled follow-ups, and when a prospect signs they become a client in one click.

Try MinhaDoula free for 14 days No card needed. Plans from $7 per month.

The problem a CRM solves for doulas

Inquiries arrive by text, Instagram, email and referrals. Without one place to track them, follow-ups slip and promising clients go quiet.

What the doula CRM does

• A kanban pipeline: see who has not signed yet and what the next step is.
• Temperature (cold, warm, hot), quoted price and installments for each prospect.
• Conversation history and scheduled follow-ups, so a message does not get lost.
• One click turns a signed prospect into a client, keeping what you already recorded.
• A client record with her profile, pregnancy, intake, birth plan, babies and sessions on one sheet. Pipeline and intake are part of the Pro and Premium plans.

Beyond contacts: the whole client journey

The pipeline is connected to the rest of your business: schedule, contracts, payments with expected and overdue amounts, and the client portal. You see the whole journey from first contact to postpartum without switching tools.

Frequently asked questions

What is a doula CRM?

It is software for tracking prospects and clients: who inquired, what you quoted, who signed and what happens next.

Is the pipeline included in every plan?

The sales pipeline is part of the Pro and Premium plans.

What happens when a prospect signs?

You convert them to a client in one click and the information you already recorded stays.

Can I track payments too?

Yes. Finances include expected and overdue amounts, payment receipts and reminders by email and WhatsApp on Pro and Premium.

Keep reading

• Doula scheduling software that keeps sessions, due dates and on-call in one place
• Doula contract template: what to include and how to generate it
• Doula software vs spreadsheets, paper forms and text threads
• MinhaDoula: doula software and CRM, with features and plans