The client lifecycle, connected
Move every relationship from inquiry to client to renewed engagement.
Erovi connects lead capture, intake, proposals, delivery, payments and renewal signals across individual, group and sponsored engagements, all in one calm workspace.
English + FrenchCanadian + U.S. data residency optionsBuilt for independent professionals and small teams
The problem
You're excellent at your work.
Your system isn't.
Most coaches and consultants run their businesses across a stack of disconnected tools — and spend more time managing the tools than managing the relationships.
Context is everywhere — and nowhere
Notes in one app, client history in another, invoices in a third. Every session, you spend the first few minutes reconstructing what happened last time.
Clients drift in the gaps
Between sessions, between engagements, at renewal time — that's where client relationships quietly erode. Not because your work isn't good. Because no one is watching the gaps.
The admin never stops
Scheduling, follow-ups, invoicing, onboarding, proposals. The hour before and after the client work consumes more time than it should — and it scales badly.
What Erovi is
Not a CRM.
An A to Z relationship operating system.
"Run the relationship, not just the appointment."
Lead capture & intake
Capture leads, qualify prospects, and move them into your practice with a structured intake — not an email thread.
Relational notes
Notes that evolve over time. Not isolated meeting records — a continuous narrative of each client relationship.
Engagements & programs
Run individual, group and sponsored engagements with scheduling, session tracking, milestones and role-specific visibility.
Proposals & payments
Contracts, proposals, and Stripe-integrated payments — without sending your clients to three different platforms.
Client portal
A private space for each client. Shared materials, progress, communication — all in one place they actually return to.
Lifecycle analytics
See the health of your client relationships at a glance. Renewals, engagement, referral patterns — before they become problems.
Who it's for
Built for professionals whose business runs on trust.
Erovi is designed for solo practitioners and small service businesses where the relationship is the product — and continuity, context, and follow-through determine whether clients stay, grow, and refer.
Contact us for custom setup for large enterprise sales teams.
Why we built this
“We built EROVI out of pure disappointment with standard tools that treat business as a transaction, completely underserving the relationship-based way coaches, advisors, and consultants work.”
I am a PhD psychologist with a background in B2B sales and financial services. I’ve used my share of clunky minimalist CRMs. What started as a personal project to solve the admin headache of managing the combination of 1:1 clients, groups, and sponsored billing is now a calm workspace built with a small team of engineers—designed from lived experience and built with care.
Blog
From the Erovi blog
From the co-founder
The Gap I Couldn't Stop Thinking About
Read article →Client relationships
Why most coaches lose clients between sessions — and how to fix it.
Read article →Practice management
The intake form is your first impression. Treat it like one.
Read article →Growth
Referrals do not happen by accident. Here is how to make them systematic.
Read article →Early access
Be part of what gets built.
We're building Erovi in close collaboration with the professionals who need it most. Joining the waitlist means you're in the room — not waiting outside it.
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