Clefsy

Turn inquiries into students.

A built-in CRM: every inquiry lands on a lead pipeline, from new lead to first lesson booked, with follow-ups and a morning reminder when they are due. Automated follow-up emails go out in sequence, and you can edit every step.

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The Clefsy pipeline of new-student inquiries, from new to first lesson booked

What's included

Inquiry form
A form on your site or booking page for new students, with your own questions.
Lead pipeline
Every inquiry on a board by stage, from new to first lesson booked. Drag to move. You can rename the stages.
Contact records
Each lead's answers, history, stage and next step on one card.
Follow-ups
Set a date, a note and who's responsible. See what's overdue, due today and due this week, with a morning notification when follow-ups are due.
Log calls, emails and notes
Every touch saved on the person's timeline.
Stages that move themselves
A reply, a first lesson booked or a first lesson taught moves the lead forward.
Automated follow-up sequences
Eleven ready-made email sequences: new lead, first-lesson check-in, three-month check-in, anniversary, birthday, sibling offer, win-back, welcome, review request, package running low and teacher welcome.
Edit every step
Change the words, the days to wait between messages and the follow-up tasks in each sequence. The new-lead sequence stops on its own once the lead replies or books.
Approve before it sends
Any automated message can wait as a draft for you to approve.
Review requests
Ask students for a review after a set number of lessons and send them to your Google review page.
Private feedback
Students rate their experience privately. One response per request, kept as a record.
Webhooks
Send new leads, bookings, students and payments to your own tools.

Common questions

What happens when someone fills out my inquiry form?

They appear as a new lead on your pipeline with their answers, and your new-lead follow-up starts.

Is there a CRM with lead tracking?

Yes. Every inquiry lands on a lead pipeline (new, in conversation, matched, first lesson booked) with its answers, history and next follow-up. Calls, emails and notes are logged on the timeline.

Can follow-ups be automatic?

Yes. Eleven ready-made email sequences cover new leads, check-ins, birthdays, win-backs, review requests and more, and you can edit each step and the days between them. Any message can wait for your approval.

Can I ask for Google reviews?

Yes. Ask after a set number of lessons and send students to your Google review page.

Start free. Never pay more than $49.

Solo studios are always free. Encore is $10 a month, each extra teacher is $5, and the bill never goes above $49. You never pay per student.

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