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 Adept 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 the duplicate problem
Intake ships five templates, and each one exists because practitioners kept rebuilding it by hand:
- Full Client Intake: birth details, consultation goals, astrological background.
- Quick Birth Data: three fields, name, birth date and time, birth city. For the client who books on a Tuesday for a Thursday.
- Pre-Session Focus: which life areas the session should cover.
- Rectification Questionnaire: major life events with dates and times, which is what the rectification wizard actually runs on.
- Synastry Partner Data: birth data for two people, plus relationship context.
Start from a template, edit the fields, add or remove questions, then publish it at a URL the client opens in any browser. Or build one from blank.
The part that matters most is what happens on the second submission. A returning client who fills in a new form merges into the record you already have, rather than appearing as a second Maria Khoury with half the history. Submissions land in an inbox marked pending, accepted, rejected, or duplicate, so you decide what joins the roster instead of discovering the fork three sessions later.
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
Every client carries a lifecycle stage: Lead, Active, or Inactive. The stage is not decoration. It governs which clients the automated transit digests and solar-return outreach actually reach, and a client with no stage set is skipped by status-filtered views until you pick one. New clients default to Active. A VIP flag sits on top of the stage and stays independent of it, so a client can be VIP while temporarily inactive.
The roster view is a table you can filter by stage, by tag, by profected year, by upcoming transit, or by session recency.
Useful filters in practice:
- "Profected year just turned": every client whose 12 month profection year started in the last 30 days. Useful for proactive outreach.
- "Saturn return active": 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 | Report Studio |
Total: roughly $38 per month plus the Solar Fire license, across 6 tools. Astrolium Adept is $29 per month for 1 tool that does all of it.
A 50-client roster is one end of the range, not the entry point. Someone building a part-time or early-career practice with a handful of clients gets the same attached charts, session notes, and consent records, and the Pro plan at $11 per month (25 clients) is the on-ramp before the unlimited roster on Adept earns its place.
Payments stay with Stripe. Booking does not: session scheduling runs inside Astrolium, syncs both ways with Google Calendar, handles cancellations and reschedules in-app, and creates a Zoom meeting for every confirmed session. Everything else collapses into the same tab.
Pricing
The CRM is included in every Adept plan at $29 per month. The free tier supports up to 5 clients, which is enough to evaluate the workspace with your active roster. The $79 per month Master tier adds 3 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
- Report Studio — the client-ready document the CRM ships out
- Session scheduling — calendar sync and the Zoom link per booking
- 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