Connect your CRM and your coach reads your last 14 days of activity before every session. No recap, no self-reporting, no pretending the week went better than it did.
Paste your API key once. Calls, texts, emails and appointments flow into every coaching session automatically.
Same connection, same result. Your activity reaches your coach without you logging it twice.
Without the data, every session starts the same way: the coach asks how the week went, and the agent gives the version of the week they can defend. Not dishonestly - that is just what happens when you are recalling five days from memory on the spot.
A coach who can already see you logged four calls and no appointments asks a different question. And asks it in the first minute, before the conversation has settled into a story about how busy things were.
Paste your API key in Settings. That is the whole setup.
Your last 14 days of activity is read before the conversation starts.
No logging, no syncing, no reports to run. It is simply there.
Your key is encrypted at rest and is never shown back to you or anyone else once saved. It is used only to read your own activity, and you can disconnect it at any time from Settings.
No. The connection is read-only. soravel reads your recent activity so your coach has context, and writes nothing back to your CRM.
All of them. CRM sync is included on Starter, Pro and Team at no extra cost.
soravel works fully without a CRM connection - your coach tracks the goals and commitments you set together instead. Follow Up Boss and Lofty are supported today; tell us what you use and it helps us decide what to add next.
Paste your API key and your coach stops asking how the week went - because it already knows.