The global coaching landscape has grown beyond offline coach-to-client sessions and administrations. Digital transformation is redefining the next frontiers of coaching and consultancy.
Fortunately, CRM for coaching is at the forefront of this revolution. Today, we can see the likes of Tony Robbins, Bob Proctor, and John Maxwell, to name a few, coaching thousands of people globally from the comfort of their homes.
The big questions are, how are they able to track the progress of each of their students? How are they able to consistently onboard new students? And do much more at scale.
This article outlines the 12 best CRM for coaches that will enable you to amplify your coaching business and serve more clients worldwide.
So, What is a Coaching CRM?
CRM is an acronym for Customer Relationship Management. As the name implies, CRM software is a system that enhances customer relationships through automation and workflows.
Coaching CRM is a software tool that helps coaches to automate, follow up, and manage their client’s relationships. A coaching CRM can transform a coaching business from appointment scheduling to progress tracking.
When done right, a CRM tool can be potent for a coach. Whether a free, affordable, or expensive CRM doesn’t matter. What matters most is how best the coach can use it to scale their business.
A recent survey suggests that life coaching is growing fast. Between 2015 and 2020, the number of life coaches went up by 33%.
Drawing from the above statistics, there’s an increasing level of competition in the coaching industry. And to win, you need more than industry knowledge. You need a software tool that will enable you to develop and solidify a genuine relationship with your clients from anywhere.
The Best CRM for Coaches
1. Keap CRM
Keap is one of the industry’s leading CRM for coaches and speakers. It’s an intuitive CRM tool that helps coaches automate their practices from start to finish.
Whether you’re a life coach, wellness coach, business coach, or even football coach doesn’t matter. Keep CRM has enough room for all kinds of coaching businesses and the necessary tools to help automate their business.
Best of all, with Keap CRM, you don’t need an accounting tool like Freshbooks. It comes with some in-built accounting functionalities like retainer fee alerts, quotes, invoicing, and payment processing.
| Key Features and Benefits | |
|---|---|
| Attract and convert new leads into clients | |
| Allows clients to automatically schedule appointments from anywhere | |
| Predictably generate new business with client referrals | |
| Send personalized text and email messages | |
| New clients onboarding and lead nurturing. |
2. MeetRecord
MeetRecord is a high-intelligence coaching CRM for businesses. It’s a simple and coaching-focused solution for sales coaches who want to accelerate revenue and close deals faster.
One of the most remarkable features of MeetRecord is that it lets you transcribe your Zoom and Microsoft Teams meetings to make them accessible at your fingertips. This means you don’t need to repeat a particular session. You can just transcribe and send it in multiple formats.
| Key Features and Benefits | |
|---|---|
| Record and share coaching recordings and transcripts | |
| Facilitate onboarding and identify best practices | |
| Get actionable insights and decisions to make data-driven decisions | |
| Easy handoffs from SDR to AE to success |
3. Pipedrive CRM
Pipedrive is a generic sales-based CRM solution for teams of all sizes. Even though it’s generic, it also has some specific functionalities that coaches can benefit from to grow their businesses.
With over 100,000 businesses onboard, Pipedrive CRM is a top-rated CRM solution with tangible results. If you’re looking at attracting more clients to your life coaching business, then Pipedrive is for you.
It allows you to set up a pipeline seamlessly, track progress, and automate growth. And that’s not all; It’ll help you gain deeper insights about your clients, so you can better serve them.
| Key Features and Benefits | |
|---|---|
| Schedule reminders for all your client's appointments | |
| Collaborate with your team members in a coaching session | |
| Forecast sales volume and revenue based on your pipeline | |
| Quickly get details from your clients with an intuitive web form | |
| Segment your clients and create targeted lists |
4. My Coach Office
My Coach Office is a unique and simplistic CRM solution for life coaches. It removes the administrative bottlenecks of the coaching profession and allows you to focus only on what matters most.
It helps you automate routine things like booking schedules, coaching sessions, invoicing, client processes, and even marketing. Although, it’s more coaching-focused. This means all features of My Coach Office are geared towards coaching-related activities.
| Key Features and Benefits | |
|---|---|
| Connect and nurture the relationship with your clients | |
| Marketing resources to help you scale | |
| Single dashboard for all your administrative activities. |
5. ActiveCampaign CRM
ActiveCamapign takes coaching and sales automation to another level with its seamless workflows. And you don’t have a technical person to use it. They’re all straightforward and have a low learning curve.
No more digging through emails and documents to extra a piece of information, ActiveCampaign’s AI feature automatically recalls information at will. It’s also open to integrating tons of applications you already use.
Additionally, it comes with a UI-friendly mobile application that lets you work from any location at any time.
| Key Features and Benefits | |
|---|---|
| Powerful contact management system with AI functionality | |
| Lead scoring to segment leads according to their stages in the life cycle | |
| Seamlessly connect with Gmail, Outlook, or other email providers | |
| Follow-up with prospects with a superior customer experience system |
6. Zoho
Zoho’s booking software is arguably the best CRM for life coaches. It’s the software assistant you never knew you needed.
Zoho helps you with everything from self-scheduling to instant notifications. You’ll only need to set it up once, and that’s it. Whenever someone signs up for your coaching program, it’ll send you instant notifications on multiple platforms.
Aside from its specific booking features, Zoho has other incredible functionalities like AI Assistant, pipeline automation, contact management, and many more.
Unlike other project management software for civil engineers focused on collaboration, Upbase is designed to solve your productivity issues with powerful features like weekly/daily planner, time blocking, Pomodoro timer, daily journal, etc.
| Key Features and Benefits | |
|---|---|
| Sync bookings with events on your Google and Zoho calendars | |
| Allow clients to choose between face-to-face meetings or video calls | |
| Contact management made easy | |
| Built-in marketing and sales tools for attracting clients | |
| Schedule small sessions and meetups with Zoho bookings |
7. CoachAccountable
CoachAccountable is a coach-centric CRM for life, wellness, and other types of coaches. With CoachAccountable, you can activate a system that follows up with your clients, ensuring that they accomplish their given tasks.
Whether you’re doing group, organizational, or individual coaching, CoachAccountable arms you with all the necessary tools to look professional.
Most importantly, It’ll help you get better results for your clients through its self-serving follow-up functionalities.
| Key Features and Benefits | |
|---|---|
| Track progress and effectively manage coaching programs | |
| Engage clients and allow them to demonstrate their learnings | |
| Transparent records of coaching effectiveness | |
| Shared resources for consistent program quality | |
| A mobile app for accessible communication and accessibility |
8. Hubspot CRM
Hubspot is among the world’s top-rated CRM for businesses. Surprisingly, they have a Free CRM you can leverage if you’re just starting your coaching business. And it gives you most of the vital features you’ll need to grow your business.
Hubspot CRM can track sales in real time, providing you with the correct information at the right time. A thing I love about Hubspot is its ease of use. You don’t need to spend months learning how to use it, it’s just a matter of a few days, and you’re set.
| Key Features and Benefits | |
|---|---|
| Email tracking with intelligent insights | |
| Pipeline management and follow-ups | |
| Live chat to facilitate the relationships with your clients | |
| Meeting scheduler with embedded forms |
9. FreshSales CRM
Freshsales is a sales-oriented CRM and more. Coaches can leverage Freshsales to improve relationships and attract and onboard new clients. Although it’s a coaching-focused-CRM, it still has many valuable features that’ll benefit coaches globally.
One of its most incredible functionality is Feddy AI. This AI-powered assistant assists business owners in deal insights, real-time slack integration, and dynamic forecasting. Generally speaking, it drives deals to closure faster and enhances sales conversions.
| Key Features and Benefits | |
|---|---|
| Improve effectiveness by streamlining sales processes | |
| Use AI-powered Chatbots to chat with visitors in real-time | |
| Focus only on the best opportunities with Contact Scoring | |
| Understand your clients inside-out with a 360% customer view | |
| Quickly capture your visitor's information with web forms |
10. Paperbell
Paperbell is a simple and intuitive CRM software for coaches. Paperbell understands that most coaches are not technically inclined. Hence they built the CRM in the simplest possible way. Plus, it has a low learning curve.
Whether you’re a one-person coach or a team of coaches, Paperbell will serve you well. It allows your clients to have their customized portal to self-schedule appointments, answer surveys, and make payments.
Also, You can integrate video calling platforms like Zoom & Google Meet for virtual conferences and consultations.
| Key Features and Benefits | |
|---|---|
| Allow clients to self-schedule appointments based on their ideal availability | |
| Sell single or multi-session packages | |
| Custom branding across your checkout experience | |
| Allow clients to e-sign coaching contracts and agreements | |
| Customized client management boards | |
| Create bespoke landing pages for each of your offerings | |
| Quickly adding digital downloads to every coaching session | |
| Group coaching functionality |
11. Delenta
Delenta helps you streamline your coaching business to the most vital things. It’s a platform built for coaches by coaches. Everything you could need to take your coaching business to the next level is on Delenta.
It goes beyond a casual CRM for coaches. It’s an all-in-one tool for mentoring, consultation, and administration. With Delenta, you can access marketing tools for attracting and retaining clients, a payment integration tool, and a clean dashboard.
| Key Features and Benefits | |
|---|---|
| Payment integration for effortless payments | |
| Frictionless scheduling experience for your coaching | |
| Seamless prospect and client management | |
| Manage single and group coaching sessions with ease | |
| Easily sell single and retainer coaching packages |
12. Practice Better
Practice Better is one of the best CRMs for wellness coaches and nutritionists. Due to the peculiarity of the wellness profession, it needs a CRM that appeals to the needs of wellness experts and meets the industry’s regulatory standards.
Most importantly, Practice Better helps wellness professionals in three primary areas: client management, client accountability, and scheduling and billing.
| Key Features and Benefits | |
|---|---|
| Create and share professional recommendations | |
| Give your clients the right tools to reach their health goals | |
| Allow clients to book sessions and easily make payments |
Final Verdict
Statistically, 92% of businesses claim that CRM plays an essential role in achieving their income goals. A CRM is more than just a fancy tool for contact management; it has become a necessity for 21st-century business.
An effective CRM tool will help you conduct business better and generate more revenue, regardless of the type of coaching program you’re currently running.
All the CRMs listed here were carefully handpicked based on their primary features, price points, and customer reviews. So, at whatever stage of business you are, you can find a CRM that will work for you here.
It is advisable to choose the CRM that aligns with your business goals and budget. This will enable you to use it for a longer time without the urge to switch CRMs anytime soon.
Kindly comment if you have any questions or concerns.
