Astrolium CRM is the part of the workspace that turns a chart calculator into a working practice. Every client gets a profile that holds every chart you have ever cast for them, every session note, the intake form they filled in before the first session, and the consent record that lets you record the call. One tab, not 5 tools stitched together.
The chart generator is the entry point for casting charts that land in client profiles. The natal chart feature covers the wheel itself. The predictive timing ribbon attaches to every client's profile alongside their natal. For the $29 per month Pro plan with unlimited clients, see pricing.
What a working astrologer's CRM needs
Most practitioners building a paid practice in 2026 have the same setup: Solar Fire (or Astro Gold on Mac) for the charts, Google Sheets for the client list, Notion for session notes, Google Forms for intake, DocuSign for consent, and an email thread per client to tie it all together. The chart and the client live in 5 different places. The session before this one is in a fourth different place. Re-finding context for a returning client takes 8 to 12 minutes of tab-switching, which is the part of the practice that does not pay.
The CRM is the part of Astrolium that absorbs those 5 tools. The chart is the same chart you cast in Solar Fire (Swiss Ephemeris core, arc-second positions, 23 house systems). But the chart now lives next to the client, and the client now lives next to the notes, and the notes now cite the specific transit they reference. The 12 minutes of tab-switching becomes 1 click.
What lives on a client profile
A client profile in Astrolium is 1 page with 5 sections, all visible at once:
- The header. Name, pronouns, time zone, the date of the first session, the date of the most recent session, the next scheduled session. A small chart preview of their natal on the right.
- Intake. The form they filled in before the first session. Birth data verified. Area of focus (career, relationships, transitions, study). Prior astrology experience. Consent flags for recording, AI-assisted reading, and shareable PDFs.
- Charts. Every chart cast for this person. Natals, synastries with other clients, returns, progressions, composites. Each chart is dated, named, and 1 click to re-open.
- Sessions. The full session history. Each session is a markdown note with citations: a sentence about Saturn squaring the natal Sun links to the natal chart and the transit ribbon, not just to a memory.
- Predictive. The client's profected year, current Zodiacal Releasing period, and upcoming major transits. Updated live, no recompute needed.
The 5 sections are stacked, scrollable, and searchable. Full-text search across notes, intake, and chart annotations runs in under 200 ms across a 5,000 record roster.
Session notes that cite the chart
The session notes module is the part of the CRM that practitioners spend the most time in. It is a markdown editor that knows the client's chart.
Type "Saturn squaring her natal Sun for 10 months" and Astrolium suggests linking the phrase to the transit it is reading from. Click and the citation is attached. The next time you re-open the note, that sentence is hyperlinked to the specific Saturn transit at that specific degree at that specific date, on the wheel. The notes become a navigable archive of the practice, not a flat text file.
A working session looks like this:
- Open the client's profile. Last session's notes are on screen.
- Cast a transit ribbon for today (1 click from the profile).
- Read the session. Take notes inline as you go. The markdown editor sits next to the wheel.
- After the session, click "send summary." Astrolium builds a 1 page summary from the notes and the chart positions, grounded in your Knowledge Base, and exports it as a client email, an Instagram message, or a branded PDF.
The summary is editable before it sends. Because it follows your method, most practitioners change a sentence or two rather than rewriting before it goes out.
Intake and consent
The intake module ships a default 8 question form (name, birth data, area of focus, prior astrology experience, recording consent, AI reading consent, PDF deliverable consent, email opt-in). You can edit, add, or remove questions per practice. The form lives at a shareable URL the client opens in any browser.
Consent records are first-class. Every "yes" the client clicks is stored with a timestamp, the version of your terms of service at that moment, and an exportable PDF. GDPR-relevant practitioners can export a single client's full consent record on demand from the client's profile.
Recording consent is per-session, not just per-client. If the client gave general recording consent at intake but you forgot to remind them at the start of the call, the session log flags the missing per-session consent. The recording URL (Zoom, Google Meet, or a hosted MP3 link) attaches to the session note with the consent attached.
Tags, segments, and search
The roster view is a table you can filter by tag, by profected year, by upcoming transit, or by session recency.
Useful filters in practice:
- "Profected year just turned" — shows every client whose 12 month profection year started in the last 30 days. Useful for proactive outreach.
- "Saturn return active" — shows every client currently in their first, second, or third Saturn return. Sorted by peak date.
- "Last session 90+ days ago" — for the client retention email.
- "New this quarter" — for the welcome flow.
Tags are free-form: a 3 person practice might use tags for archetype ("counselling," "career," "relationships"), referral source, or year cohort. Full-text search across the roster handles 5,000 records in under 200 ms.
What this replaces
A practitioner running 50 active clients today usually has:
| Tool | Cost | What it does | Astrolium replaces |
|---|---|---|---|
| Solar Fire | $360 one-time | Casts charts | Chart engine + chart library |
| Google Sheets | Free | Client list | Roster |
| Notion | $10/mo | Session notes | Session notes |
| Google Forms | Free | Intake | Intake module |
| DocuSign or PandaDoc | $15/mo | Consent records | Consent records |
| Canva | $13/mo | PDF deliverables | PDF generator |
Total: roughly $38 per month plus the Solar Fire license, across 6 tools. Astrolium Pro is $29 per month for 1 tool that does all of it.
Astrolium does not try to be the booking tool (Calendly stays) or the payment tool (Stripe stays). Those are mature single-purpose products that integrate via 1 click. Everything else collapses.
Pricing
The CRM is included in every Pro plan at $29 per month. The free Lite tier supports up to 5 clients, which is enough to evaluate the workspace with your active roster. The founding-member rate of $14.50 per month for life includes the full CRM on the same terms as Pro. The $99 per month Business tier adds 2 practitioner seats with shared client access and white-label PDF deliverables. See pricing for the full breakdown.
Continue exploring
- Natal chart feature — the wheel that attaches to every client profile
- PDF reports — the 4-second client-ready deliverable the CRM ships out
- Predictive timing — the live ribbon that runs on every client
- Synastry — couples on the same roster
- Solar Fire vs Astrolium — the desktop comparison (no CRM in Solar Fire)
- Case study: 200 clients on Astrolium — a practitioner's actual migration
- Building an astrology practice in 2026 — first 10 clients, then 50
- How to price astrology readings — the $150 to $500 brackets explained
- Free tier vs Pro, when to upgrade — the actual thresholds