Member CRM and retention
Every member, on one timeline.
Texts, calls, notes, tasks, visits and payments in one record, with the Untouched Report and milestones that show who needs a word before they drift.
What you get
Six things it does every day.
One timeline
Every text, call, note, task, visit and payment in order, so anyone on the team can pick up where the last person left off.
The Untouched Report
Who has not heard from you in the days you set. The daily list that turns retention from a month-end number into a morning habit.
Milestones and birthdays
A 20th check-in, a year with the gym, a birthday. The prompt goes to the coach; the recognition goes to the member.
Attendance rhythm per member
Weekly visits tracked per person, so a member who went from three a week to one shows up before they go to zero.
Leads in the same record
A lead becomes a trial becomes a member without re-typing. Sales stages trigger follow-up, and the history stays.
Connected to billing and bookings
A declined payment, a missed week and a no-show all land on the same timeline as the conversation about them.
How it works
Three steps, then it runs.
Members, memberships, history and notes import from your current system or a spreadsheet. See the switching guides.
How many days quiet counts as untouched, which milestones prompt a message, who owns which members.
A short, named list per coach. Owners read the week in a minute and see attrition move.
See it in action
CRM, engagement and retention in Naamly, in 1 minute 56 seconds
- The member timeline with everything in one place
- The Untouched Report and how a coach works it
- Milestones that prompt a word at the right moment
From gyms that use it
What changed for them.
“Our length of engagement has gone up from 24 months to 32 months and our lifetime value has gone up by $2,000 per person.”
Questions
The ones owners ask.
What is on a member's timeline?
Every text and call, notes, tasks, visits and check-ins, bookings, payments and campaign messages, in order, with who did what.
How does the Untouched Report decide who is on it?
You set the number of days. Any member without a contact from your team in that window is listed, grouped by the coach who owns them.
Does it work for leads as well as members?
Yes. Leads sit in the same system with sales stages that trigger follow-up, and the record carries over when they join.
Can we import our history?
Members, memberships and history import during onboarding from Mindbody, Pike13, Zen Planner, Wodify or a spreadsheet.
Is this the same as the texting inbox?
The inbox is one view of the same data. The timeline shows texts next to visits, payments and notes, which is what makes the Untouched Report possible.
The rest of the platform
Connected to everything else.
See your roster in it
Retention as a daily habit.
A live demo of the member timeline and the Untouched Report, set up on how your coaches own their members.