19 Best CRMs For Coaches - Switch On Business

The table below shows a quick price comparison of all the Coaches CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Zoho CRM	$20	15 day
Keap	$199	14 day
ActiveCampaign	$19	14 day
ClickUp	Free plan available then $7	No
Nimble CRM	$29.90	14 day
Close	$59	14 day
Less Annoying CRM	$15	30 day
Kylas	Free plan available	15 day
HoneyBook	$9.50	7 day
Breakcold	$29	14 day
OnePageCRM	$9.95	21 day
noCRM	$27	15 or 30 days
Ontraport	$29	14 day
EngageBay	Free plan available then $14.99	No trial available
Simply.Coach	$29	14 day
My Coach Office	$19	14 day
Paperbell	$47.50	No trial available
Simplero	$59	14 days
Satori	$33	15 days

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Zoho CRM

Offers a CRM that caters for coaches helping them to manage and track their clients and prospects.
They offer an all-in-one CRM that brings together sales, marketing and service.
It is designed to help businesses to build lasting relationships, convert more leads and grow their business.
The CRM provides lead management tools which help capture leads, score them, identify the greatest opportunities and carry out follow-up.
You can track what stage your leads are at and close deals faster using the CRM.
They offer workflow automation to reduce the amount of manual tasks and create efficiencies.
It supports omnichannel communications and can manage all interactions including email, phone, website and social media.
You can measure your sales performance and track your clients using reporting and analytics.
It can be integrated with over 1,000 apps and they provide a marketplace to support you with this.
A 15-day free trial is available so you can see for yourself what it can do and they also offer a demo.

Website: https://www.zoho.com/crm/customers/action-coach.html

2. Keap

They offer a CRM for coaches which includes wellness coaches, business coaches, featured speakers and authors.
It is designed to help you create and build stronger client relationships.
The software is an all-in-one CRM, sales and marketing automation platform.
It can assist with scheduling appointments and sending automatic follow-ups.
You can utilize the CRM to qualify leads and nurture them into clients.
It allows you to create referral programs and discounts to reward clients and incentivise sales.
The CRM helps with communications including broadcast text and email messages as well as sending automated messages.
It can also incorporate quotes, invoices and payment processing.
You can gain insight from your data about your clients, prospects and performance.
Offers a 14-day free trial of the CRM and a demo so you can sample the software.

Website: https://keap.com/industry/coaches-crm

3. ActiveCampaign

Offers a CRM that caters for coaches to assist them in managing their leads and clients.
It enables you to automate your processes and make efficiencies so you can focus on less manual tasks.
The CRM can aid you in managing deals and tasks through the sales funnel and nurture them through the pipeline.
It allows you to manage your contacts, score leads, track progress and segment them with tags all in one platform.
You can create and assign tasks to your team as well as send notifications to alert you about certain changes or actions.
It allows you to build multiple pipelines with unique stages to match your workflows and needs.
You can utilize your data to find new opportunities for cross-selling and upselling.
It offers reporting facilities to help you track your campaigns and understand your ROI.
The CRM can connect with your favorite tools to expand its capabilities.
You can access a 14-day free trial to see what the software can offer.

Website: https://www.activecampaign.com/stories/integrative-coaching

4. ClickUp

They offer a CRM for coaches that is a project management and contact management tool.
You can personalize and customize the CRM to meet your needs and have the space you need for your client information.
It allows you to store all your documents and create documents such as action plans, tables, notes and journals.
You can track your clients easily through the CRM and view them collectively.
They offer a range of templates to support you including a communication plan template.
It enables you to streamline your processes and client communications to save time.
It centralizes your data and makes it easier to work collaboratively on clients through this shared platform.
You can run reports and gain insight about your clients and your activities to help inform your decisions.
It can be integrated with third-party tools to make further efficiencies and save duplication.
They offer a free plan for personal use which could be used to trial the software.

Website: https://clickup.com/blog/crm-for-coaches/

5. Nimble

Offers a CRM for coaches, mentors and trainers that can help them reach better results for their clients.
The CRM centralizes your customer data enabling you to share it with colleagues to improve collaboration.
It enables you to send emails and schedule appointments through the CRM.
The CRM can run automated drip campaigns to send promotions and engage prospective clients.
You can segment your data by a range of fields to help you target and run reports on your clients and prospects.
It provides task management allowing you to create, assign, schedule and postpone tasks.
You can create, share and monitor action plans through the CRM using document sharing, reminders and task management modules.
It offers a client library of resources to share information with the client using compatible third-party integrations.
They provide valuable reporting insights and analytics so that you can see what is happening in your business and with your clients.
A 14-day free trial is available so you can see what it can offer.

Website: https://www.nimble.com/blog/crm-for-coaches-that-helps-your-practice-to-reach-better-results-for-more-clients-faster/

6. Close

They offer a CRM that is suitable for coaching practices and provides a suite of sales tools to support you in growing your business.
It is a cloud-based CRM that is intuitive to use and easy to set up in about an hour.
The CRM can be customized to work for you with custom activities, fields and objects.
They provide advanced email, call and SMS features to support your sales cycle.
It enables you to create automated email and SMS campaigns to promote your business or send out information or reminders.
You can set up tasks for you and your team to ensure that you stay on top of all your actions.
The CRM can be integrated with calendars and third-party apps and software to synchronize the information.
It is available on iOS and Android mobile apps so you can access your information on the go.
You can run detailed reports to help you keep track of marketing efforts and performance.
They offer a 14-day trial of the software at no charge and a demo so you can familiarize yourself with it.

Website: https://www.close.com/blog/crm-career-coaches

7. Less Annoying CRM

Offers an easy-to-use CRM for business and life coaches to help grow their business.
It is designed to assist with managing sessions and strengthening the relationships with clients.
The CRM centralizes your client information and enables you to keep track of them.
They provide customizable pipelines to assist you in nurturing your leads.
You can personalize workflows to help with onboarding new clients and track your client’s information.
The client records can contain their contact details, emails, contracts, notes and follow-up as well as being able to add tags to aid segmentation.
It can integrate with your calendar in Google or Outlook to enable you to manage your schedule and track follow-up.
Each day you can get a daily agenda email sent to you summarizing all your tasks and events for the day.
It can be integrated with other apps and tools to help synchronize information.
You can access a 30-day free trial of the software to learn more about it.

Website: https://www.lessannoyingcrm.com/industry/coaching

8. Kylas

They offer a CRM for coaching institutes which provides insights into each branch’s operations and student interactions.
It provides a central and unified platform to manage admissions and students.
The CRM helps you to understand day-to-day operations and enable collaborations between teams and branches.
It enables you to personalize and contextualize communications to your students and prospects and offers a range of templates to support you.
The CRM can auto-capture leads from your website, social media and paid channels.
It can store and manage student documentation to help organize your files.
Leads can be auto-assigned to team members based on pre-defined criteria.
You can automate tasks and reminders so that you never miss any follow-up activities.
It provides customizable dashboards that enable you to access metrics and reports.
They offer a free plan for up to 1,000 records and they also offer a 15-day free trial of the software.

Website: https://kylas.io/industry/coaching-institutes-crm

9. Honeybook

Offers a CRM that is suitable for coaches to manage client flow and communications.
It is an all-in-one booking and filing system that can keep you organized.
The CRM provides centralized communications for clients and offers a client portal to support clients.
You can automate tasks to reduce manual work such as sending emails and tasks reminders.
It can assist you in managing leads in the pipeline so you can see how they are progressing.
The CRM makes appointment scheduling easy and can be integrated with calendar apps.
It can automate processes including replies and follow-up to speed up your communications.
The CRM allows you to manage projects from onboarding clients, contracts and completing work.
You can also manage invoices with integrated payment processing including sending automated emails for payment reminders.
Offers a 7-day free trial of the CRM to allow you to experience it first-hand.

Website: https://www.honeybook.com/blog/best-crm-for-coaches

10. Breakcold

They offer a CRM for coaches that can help you create a personalized experience for your clients.
It is an all-in-one sales CRM that enables you to manage your contacts and build a sales pipeline.
You can centralize all your email conversations automatically in one place.
It helps you to nurture your contacts and reduce the time it takes to manage your leads.
The CRM can automate processes to save hours on manual data entry which allows you to focus on other tasks and close deals faster.
You can connect with your clients on social media to keep connected with them and stay in their minds.
They provide a library of templates to use which include over 30 templates.
The CRM provides actionable content so that you can see what is happening in your business.
It can be integrated with other tools to increase its effectiveness and sharing of data.
A 14-day free trial is offered to allow you to see what the CRM can do.

Website: https://breakcold.com/crm/crm-for-coaches

11. OnePageCRM

Offers a CRM that is simple to use for coaches and mentors which combines a contact database and a productivity tool.
It centralizes and organizes your client database and keeps track of your interactions.
Client records include contact details, emails, interactions, documents, notes and more in one place.
The CRM enables you to track your leads, sort them by urgency and nurture them into long-lasting relationships.
You can streamline your email communications with prospects and clients and send reminders to clients.
It enables you to set up reminders for follow-up activities and ensure that activities aren’t missed.
You can also automate repetitive tasks to save time and create efficiencies such as follow-up emails, moving projects through the pipeline and sending invoices.
The CRM allows you to add tasks and reminders to contacts and they can be color-coded so you can prioritize your activity.
It can be integrated with all your favorite apps so you can access all the tools you need to grow your business.
Offers a 21-day free trial of the CRM so you can see what it can do.

Website: https://www.onepagecrm.com/crm-solution/coaching/

12. noCRM

They offer software for coaching and consulting businesses that assists them in handling their sales tasks efficiently.
The CRM assists with managing, scaling and optimizing coaching and consulting sales processes.
It is designed to help you manage your sales cycle and ensure that your client engagement is followed up.
The CRM tracks all your client interactions and enables you to manage your follow-ups and next steps more efficiently.
It can streamline your sales processes to create efficiencies and enable you to focus on other activities.
You can manage leads more effectively including organizing, qualifying and prioritizing them so you can allocate time better.
It enables you to send, schedule and monitor your emails through the CRM and email integration.
They provide powerful analytics to help you maximize your sales and understand what is happening in your business.
It is easy to set up and can be accessed through a mobile app so you can stay connected on the go.
Depending on the plan you are interested in you can access either a 15 or 30-day free trial of the software.

Website: https://www.nocrm.io/use-cases/consulting-crm

13. Ontraport

Offers coaching software that is an all-in-one software that aids with marketing, membership and client management.
It is designed to help simplify your business operations so that you can free up your time to do more coaching.
The software can automate your processes and activities as well as track your client interactions.
You can synchronize your calendar so that reminders and follow-up activities can be done automatically like email or text reminders.
It can also centralize your payments so that you can keep track of all your payment methods and ensure good record-keeping.
They offer membership capabilities so that you can offer online courses more easily.
It can assist you in managing marketing campaigns with web pages, emails, SMS and more.
The software provides smart pipelines to manage your leads, enables lead scoring and routing, and segmenting contacts to target them more effectively.
It can be integrated with your existing systems to make running your business easier.
A 14-day free trial is available to enable you to learn more about the software.

Website: https://ontraport.com/vertical/coaches-teachers

14. EngageBay

They offer a CRM that is suitable for coaches to aid with client retention, marketing and managing deals.
It is an all-in-one marketing platform that is designed to help you streamline your marketing activities.
You can use their SEO tools to track customer behaviors on your website and design landing pages and forms to capture leads.
It can automate activities to free up your time and create efficiencies such as sending out emails, alerting team members and assigning leads.
You can segment your contacts to help you target your communications more effectively based on their behaviors and the information collected.
It can manage your leads and score the leads to aid you in identifying the best leads.
The CRM can assist you in delivering multi-channel campaigns easily including emails and social media posts.
It can be integrated with a wide range of tools to help you simplify your operations and improve processes.
You can monitor and track the performance of your campaigns and activities through the CRM to aid with decision-making.
Offers a free plan for up to 15 users and 250 contacts that can be used for a trial of the software.

Website: https://www.engagebay.com/blog/best-crm-for-coaching-businesses/

15. Simply.Coach

They claim to offer the number one digital coaching platform that can simplify your operations and assist growth.
It caters for a range of coaches including business, leadership, career and life and is suitable for individuals and businesses.
The software assists with managing clients more efficiently and streamlining your processes.
It enables you to set goals and track progress to see how well you are achieving them.
The software can help you monitor the time spent on tasks and assist you in managing your time more effectively.
It can help you in collaborating with subcontractors and managing work between you.
The software helps to digitize the coaching experience so that you can offer a consistent experience and scale your business.
They provide a user-friendly dashboard which enables you to see at a glance what is happening in your business.
It can be integrated with other tools including your calendar to support you in managing your business more effectively.
Offers a 14-day free trial of the software and you can schedule a demo to see what it can do.

Website: https://simply.coach/blog/crm-for-coaches-client-management/

16. My Coach Office

They offer specialist software to support coaches that can assist with automating elements of your business to make improvements.
It is designed to help you focus your activity on your clients, reduce admin tasks and grow your revenue.
The software can assist you with scheduling appointments and sessions.
It can connect with clients and nurture these relationships so you can get more from them.
All your client data is stored in one place including files, session notes and more.
You can manage online courses through the software and keep your clients engaged.
They provide marketing and business growth tools including marketing strategies, social media content planning and online strategies.
It can also manage your invoices so you have an overview of your payments too.
You can integrate the software with any website to make it easy to use and set up.
Access a 14-day free trial of the software to learn what it can offer you.

Website: https://mycoachoffice.com/

17. Paperbell

They claim to offer the best CRM for coaches who want to keep things simple.
It is a specialist CRM designed by coaches to cater for coaching needs but doesn’t require technical know-how to use it.
You can integrate your calendar so clients can make appointments in your calendar.
It can include a checkout page to take payments or deposits when booking an appointment.
The CRM can automate your reminder emails to reduce the number of no-shows.
It can integrate custom intake forms to collect client information on booking.
They can offer a client portal so that clients can access their bookings, make appointments, access resources and more.
The CRM integrates with Zoom so you can run group coaching and live workshops.
It includes a client management dashboard that allows you to analyze and monitor what is happening in your business.
They offer a free account so you can explore its features, you only pay once you add your clients.

Website: https://paperbell.com/blog/crm-for-coaches/

18. Simplero

Offers dedicated software to support coaching business with simple software that can drive efficiency in your business.
Their software can support all aspects of your business including aiding you in managing your client relationships and marketing.
It can automate your workflows and create custom journeys for customers based on interactions.
You can tag and segment your contacts so that you can target your customers more effectively.
The software can automate your email messages such as drip campaigns, send special messages or rewards on key dates, run nurture sequences and deliver promotions.
It allows you to build a sales funnel to manage your leads all in one place with integrated scheduling and application forms.
The software can help you create group coaching programs with content, calendar and community in one place.
It can offer payment solutions with integrations with Stripe, PayPal or 120+ other gateways.
They provide insights into your data about how and which customers/prospects are interacting with your messages so you can make more informed decisions.
Offers a 14-day free trial of the software and a demo so you can see for yourself what it can do.

Website: https://simplero.com/

19. Satori

They offer an all-in-one platform for coaching businesses that helps streamline your business and improve customer service.
It can assist you in managing leads and tracking all of your customers in one place.
You can set up discovery conversations that can help you to convert leads and qualify them.
It allows you to set up reminders at key times to help your clients prepare for your appointment and ensure that appointments aren’t missed.
Automate your onboarding using a link rather than using manual emails and forms.
They provide a range of templates to help you create pages and documents to support your business.
You can track your clients’ coaching journey, record session notes and share feedback with clients.
The software can connect with your calendar to enable online bookings and an integrated view of your schedule.
They provide actionable metrics that enable you to track your sales, financial accounts and address revenue issues before they develop.
A 15-day free trial is available for you to explore the software before you commit to it.

Website: https://satoriapp.com/