# A WhatsApp CRM for therapists and coaches

> LVLZ helps therapists and coaches keep appointments, client details, invoices and payments in one private workspace, run by text or voice note on WhatsApp.

Admin should not eat into your sessions. Tell your agent what changed and it updates the diary, the client’s record and what is still owed, and writes the invoice when you ask. Your notes stay private to your workspace.

## What you send, what you get

- “Book Maya weekly on Wednesdays at 6pm from next week.” A weekly appointment for Maya on your calendar.
- “Send me an invoice for Daniel’s four sessions in October.” An invoice in your branding, ready for you to send.
- “Who still owes me for last month?” Open balances by client, with the sessions they cover.
- “Remind me Friday to review the intake forms.” A reminder that arrives in your WhatsApp on Friday.

## Recommended plan

Personal, $29 a month. One chat for clients, bookings, and follow-ups.

## Read next

- [Best WhatsApp CRM for small business in 2026 (8 tools compared)](https://lvlz.ai/blog/best-whatsapp-crm-small-business.md)
- [Why approvals belong outside the model](https://lvlz.ai/blog/approvals-outside-the-model.md)

## Frequently asked questions

### Who can see my client records?

Only you and people you invite to your workspace. The agent talks only with you.

### Does the agent ever contact my clients?

No. It drafts messages and gives you links to forward. Nothing goes to a client unless you send it or set up an automation yourself.

### Can it write invoices and receipts?

Yes. Invoices and receipts in your branding and your client’s language, following your country’s rules.