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Kanban CRM for gyms: the trial class that turned into enrollment

The trial costs structure, teacher, and reception time.

Our Clients Companies that trust the operation

+180k

Messages and media exchanged every day

+1,200

Companies that trust our solutions

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Automations built on our platform

O que é CRM Kanban para Academias

The Kanban CRM for Gyms from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of gyms and studios. With a solution developed for the fitness sector, your team automates student retention and enrollment management, focusing on what truly matters: retaining students.

Companies in the fitness segment face unique challenges in communication and customer relationships. The complete customer service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of gyms and studios across Brazil.

Results

Benefícios do CRM Kanban para Academias

What's changing in the gym when enrollment and retention become two separate funnels.

3x

Increased productivity in the fitness sector

Kanban CRM for Gyms eliminates repetitive manual tasks and allows your team to focus on efficiently retaining students.

80%

Reduced response time

Serve gyms and studios instantly at any time, leaving no message unanswered.

24/7

Full availability for gyms and studios

Clients in the fitness sector receive immediate responses even outside business hours.

45%

Increased customer satisfaction

Resolve inquiries and requests from gyms and studios quickly, enhancing the customer experience.

Features

Funcionalidades do CRM Kanban para Academias

Recursos projetados para transformar o atendimento no segmento de academias.

Visual drag-and-drop pipeline

Move negotiations between funnel stages with intuitive drag-and-drop and see progress instantly.

Automation of funnel stages

Automatic rules move leads between columns based on actions, elapsed time, or scoring.

Enriched cards with history

Each card displays contact information, conversation history, and pending next actions.

Multiple customizable pipelines

Create separate funnels for different products, teams, or processes with customized stages.

Visual pipeline with drag-and-drop

Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.

Automatic activity logging

All interactions via chat, email, and phone are automatically logged in the contact history.

Funnel that arises from the conversation

The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.

Drag to change stage

Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.

Multiple funnels, one for each process

New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.

Custom fields by business

Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.

Task with a date on each card

Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.

Responsible for the card, not the queue

Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.

Reason for loss is mandatory

A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.

Automation by stage change

Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.

Forecast for closing by stage.

Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.

Comece a usar CRM Kanban para Academias

Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.

Segments

Para quem é o CRM Kanban para Academias

The studio and gym formats that earn the most with a kanban funnel.

academias e estúdios de pequeno porte

Equipes de 2-10 pessoas

Lack of organization in student retention and enrollment management leads to lost opportunities and daily rework.

academias e estúdios em crescimento

Equipes de 10-50 pessoas

Increasing demand volume exceeds the team's capacity to retain students with quality.

academias e estúdios com múltiplas unidades

Operações com 3+ locais

Standardizing service across branches and maintaining uniform quality is challenging without centralization.

Consultative sales with a long cycle

Starting from 3 users

They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.

High volume lead operations

Starting from 3 users

They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.

Post-sales, renewal, and expansion

Starting from 3 users

They need a funnel separate from new sales, with its own stages and renewal timelines.

Professional services with a proposal

Starting from 3 users

They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.

Health and aesthetics with treatment plan

Starting from 3 users

They present budgets that are rarely approved on the spot and need to resume the conversation days later.

Real estate, vehicles, and high-value goods

Starting from 3 users

They work on few high-value opportunities, where losing track of one is costly.

Education and enrollments

Starting from 3 users

They have a concentrated season and need to know how many enrollments are at each stage before the window closes.

Billing and debt recovery

Starting from 3 users

Leads agreements with stages and deadlines that need to be monitored by time, not by memory.

Recruitment and selection processes

Starting from 3 users

They move candidates through stages of a process and need to see where each position got stuck.

What sets us apart

Por que escolher Nexloo para Academias

What is already included in the plan for gyms.

  1. Natively integrated WhatsApp CRM

    Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.

  2. Simple automation

    Visual automation rules that anyone can set up, without complex flows or coding.

  3. Instant pipeline visualization

    See in seconds where each negotiation stands, which need action, and which are stuck.

  4. Centralized data in each card

    All lead information, history, and next steps in one accessible place.

Ecosystem

Integrations that simply work.

Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it

Where the conversation flows to

  • Parceiro OficialMeta
  • Zapier
  • HubSpot
  • Salesforce
  • RD Station
  • Pipedrive
  • API REST

Where the lead comes from, and where the team works after

  • Mais pedidaMeta Ads
  • Google Ads
  • Meta Lead Forms
  • Google Sheets
  • Google Calendar
  • Shopify
  • Slack

What's changing

Took the class. No follow-up. No one called.

The trial class costs structure, teacher, and reception time. If no one follows up with those who attended but did not enroll, this cost repeats every month without turning into revenue.

The operation, compared

Scenario
  • Leads in the enrollment funnel — today16%
  • Interested parties in the enrollment funnel — with the CRM82%+66 p.p.
  • Experimental without unfolding — today51%
  • Experimental without unfolding — with the CRM9%−42 p.p.

Illustrative scenario, not client measurements. The percentages are used to compare the two modes of operation and vary according to each company's process. The example considers a gym offering trial classes and enrollment campaigns.

In practice

How the trial turns into enrollment

Three columns and one rule: no one who stepped into the gym leaves the funnel without someone having a conversation afterward.

  1. The interest turns into a card

    Plan of interest, preferred time, and source are entered as fields.

  2. The experimental stage is marked

    Scheduled, completed, and no-show are different states, with different actions.

  3. The follow-up has conditions

    The recorded objection — price, time, distance — guides the follow-up offer.

  4. Retention has its own funnel

    Declining frequency creates a card on the risk board, before the cancellation request.

FAQ

Before the next season.

The most common questions about enrollment funnel, trial class, and retention board.

How does the Kanban CRM for Gyms work in practice?

The Kanban CRM for Gyms from Nexloo was specifically developed to meet the needs of the fitness sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for gyms and studios. In practice, gyms and studios can set up the tool in minutes, connecting their service channels and customizing flows for student retention and enrollment management. The system learns from interactions and becomes more efficient over time, allowing your team to focus on retaining students instead of repetitive operational tasks.

Does the Kanban CRM for Gyms have a free plan for gyms and studios?

Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Gyms for gyms and studios. Fitness professionals can set up the system, connect preferred channels, and test with real demands for student retention and enrollment management without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports gyms and studios throughout the evaluation, ensuring full utilization of the available resources for the sector.

How do I connect the Kanban CRM for Gyms to the systems I already use?

Connecting the Kanban CRM for Gyms with tools used by gyms and studios is done without programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the fitness sector, as well as a RESTful API for specific integrations. Fitness management, scheduling, financial, and marketing software can be integrated directly. For gyms and studios with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.

How long does it take to set up the Kanban CRM for Gyms?

The initial setup of the Kanban CRM for Gyms for gyms and studios takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automated messages for the fitness sector. Advanced features like complex automations and integrations with specific gym and studio systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the fitness sector that significantly speed up the initial setup and reduce the learning curve.

Is the Kanban CRM for Gyms safe for customer data in the fitness sector?

Absolutely. The Kanban CRM for Gyms meets specific security requirements for gyms and studios, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows you to define which employees can view sensitive customer data in the fitness sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by gyms and studios.

What is the difference between the Kanban CRM for Gyms and traditional CRMs?

Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Gyms was built for messaging in the fitness sector, with a visual pipeline where gyms and studios organize negotiations by dragging cards. The direct integration with WhatsApp and channels used in the fitness sector eliminates manual typing, and each card already contains conversation history regarding student retention and enrollment management with follow-up automations to retain students.

How soon will I see results using the Kanban CRM for Gyms?

Initial results with the Kanban CRM for Gyms are visible within the first 48 hours, especially in response speed and organization of service for gyms and studios. Productivity metrics and reduction of manual tasks appear in the first week of active use. The impact on revenue and customer retention in the fitness sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.

Last step

Where is your trial does not become a student

A short conversation to assess how many trial classes convert into enrollments in your operation.

  • No credit card
  • Set up in 5 minutes
  • Cancel whenever you like

Request your free assessment

No commitment. One conversation to map where your operation is losing sales.

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Your details are safe and will not be shared.

  • Immediate activation
  • Support included
  • Cancel any time

Secure environment. Your data is encrypted.

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