In most tools, they stay behind. The client's history lives in your account, in a format built to keep you from leaving. In Pupul, signed notes live in the client's own profile, so switching software strands nothing.
Nothing here is a promise. Read the public revocation list or run the live revoke demo yourself.
In a typical coaching CRM the client's history lives in the practitioner's account, so switching tools strands years of notes. In Pupul, signed notes live in the client's own profile and survive both the client leaving you and you leaving Pupul.
Think about the last time you changed practice software, or the reason you have not. The scheduler migrates fine. The contact list exports as a CSV. But the part that actually holds your practice's accumulated judgment, the session notes, comes out as a lump of unstructured text if it comes out at all. So most practitioners keep paying for a tool they have outgrown, because the alternative is abandoning years of client history in a format designed to be hard to leave.
That trap exists because of one architectural decision every classic CRM makes: the client's history is stored in the practitioner's account. The tool is the landlord of the record. Change landlords and the record does not come with you.
Pupul makes the opposite decision. Notes you sign are written into the client's own profile. The client owns the record, you are credited as the author, and the note is dated the moment it is signed. Because the record was never inside your software subscription, no software switch can strand it. The client can leave you and keep everything. You can leave Pupul and the client's record is still theirs, still intact, still readable by whoever they share it with next. There is nothing to export when a relationship ends, because the record was never locked in anyone's software to begin with.
Pupul is not a CRM replacement, and pretending otherwise would be the fastest way to disappoint you. Here is the fair version.
| Question | Classic coaching CRM | Pupul practitioner room |
|---|---|---|
| Scheduling, invoicing, and intake forms | The CRM wins, clearly. These are mature, polished features and the honest reason to keep one. | Pupul replaces none of those and says so. Keep your CRM or scheduler for operations. |
| Where does the client's history live? | In your account. The client's record exists inside software you rent. | In the client's own profile. You are a credited contributor to a record they own. |
| What happens when you switch tools? | Years of notes stay behind, in a format built to keep you from leaving. | Nothing strands. Signed notes survive both the client leaving you and you leaving Pupul. |
| What happens when the engagement ends? | You keep the record and the client leaves empty handed, or you assemble an export by hand. | There is nothing to export. The client already holds everything, including your notes. |
| Can entries be edited or backdated later? | Usually yes. Notes are ordinary database rows the account owner can revise. | No. Entries are dated the moment they are signed and can never be edited or backdated, by anyone, including Pupul. |
| Does a new client arrive with usable history? | No. Each practitioner's CRM starts every client at zero. | Yes, if the client shares it. A profile with dated, credited entries from earlier engagements arrives before session one. |
The honest summary: if what hurts in your practice is scheduling, billing, and intake logistics, buy a CRM and do not let anyone talk you out of it. If what hurts is that the actual substance of your work is trapped in whichever tool you happened to rent the year you wrote it, that is the specific problem Pupul exists to remove. Many practices will sensibly run both.
Notes that travel are only valuable if the next reader can trust them. Three properties make that true here.
Entries are dated the moment they are signed. There is no draft state to quietly revise a week later and no way to slot a note into the past.
Signed entries can never be edited or backdated, by anyone, including Pupul. That "including Pupul" is the part that makes the record portable rather than just stored.
Every note carries its author. The client owns the record, and your contribution to it remains visibly, permanently yours.
Plain numbers, no sales call.
No export fees when a relationship ends, because there is nothing to export.
Open the practitioner roomOpen the practitioner room and sign your first note into a profile the client owns. Free to start, $29 monthly or $290 a year after that, unlimited clients.