Choosing the best CRM for your coaching business is essential to record student interactions and engage with them. A good CRM provides every piece of information that a coach needs to improve their business.
Coaches need to manage every piece of information about their students, like appointments, schedules, customer analytics, client information, and much more, which can be challenging for anyone to handle and manage.
That’s why many coaching businesses use customer relationship management systems (CRMs) to manage information and improve customer experience.
This guide ranked and reviewed the 5 best CRM for coaches in 2023, including all features, pros and cons, and the best choice for your coaching business.
- Best Overall
Hubspot CRM is undoubtedly the best CRM for coaching businesses which offers every great feature that a coaching business needs.
- Best Features
HoneyBook is a client relationship management software that helps you to manage business operations and handle client interactions.
- Best For Small Business
Best for small business coaches and life coaches, Bitrix24 offers a great customer relationship management system.
A good coach always prefers to offer more value and information to their students and clients so they can provide significant performance in their work.
CRM software can help coaches to track client progress, create customized and detailed questionnaires and schedule meetings with the clients to improve client interactions with the coaching services.
As we know, CRM software is widely used in every field, like the coaching industry, WMSs, freight shipping, small businesses, and many other fields.
CRM software is essential for managing client relationships and gaining potential clients.
What Is The Best CRM Software For Coaches?
After testing and reviewing a lot of CRMs. Here are my top 5 picks for the best CRM for coaching businesses, including free options.
- Bitrix 24
- Zoho CRM
- Keap CRM
1. HubSpot CRM
Hubspot CRM is undoubtedly the best CRM for coaching business which offers every great feature that a coach needs for client management, scheduling appointments, and automated communications.
It lets you track and manage clients’ progress and customer behavior and enables you to schedule coaching sessions for your students and clients.
It helps to improve customer relationships and the coaching journey of the clients with the coaching business.
It offers excellent features like a meeting scheduler, live chat, email tracking, and prospect tracking. HubSpot also offers a free CRM version for coaches with good features.
- Meeting Scheduler
- Task Management
- Contact Management
- Automated Email Notifications
- Schedule Builder
- Scheduling Software
- Email Tracking
- Live Chat
- Customer Analytics
- Data Insights
- Easy To Use
- Great Features
- Offers a Free CRM Version
- Easy To Track Emails
- Paid Plans Are Expensive For Small Businesses
- Free Plan
- Starter Plan – $45 Per Month
- Professional Plan – $800 Per Month
- Enterprise Plan – $3600 Per Month
2. HoneyBook CRM
HoneyBook is a client relationship management software that helps you to manage business operations and handle client interactions with the business.
It offers every feature that a business needs to work efficiently. It enables you to organize your customer data in one place and helps in lead generation.
It is used by businesses from small to enterprise level to manage their work and generate more new clients.
It helps in monitoring client progress and improving marketing strategies for the future. It also helps in improving customer relationships and business activities.
It offers a free trial for new customers for only $1 Per Month for 6 Months.
- Project Tracking
- Streamline Communication
- Payment Tracking
- Payment Management
- Real-Time View
- Session Details
- Sales Reporting
- Sales Automation
- Notification Status
- Project Workspace
- Easy To Organize Data
- Easy To Track Contracts
- Good Templates
- Easy Client Communication
- It is Hard To Setup For Beginners
- Unlimited Monthly Plan – $39 Per Month
- Unlimited Annual Plan – $390 Per Year
Best for small business coaches and life coaches, Bitrix24 offers a great customer relationship management system to automate communications and tasks, monitor clients’ progress, and improve client relationships.
It enables you to automate sales and marketing processes and monitor project activity on a single dashboard.
It helps generate more leads and manage them accordingly with the help of the scoring tool.
It offers workload management, enabling users to distribute the work according to the reports.
It offers many great features like client management, customer support, and marketing automation. It also offers a free trial version for new customers.’
- Marketing Analysis
- CRM Store
- Customer Support
- Task and Automation
- Visual Management
- Workload Management
- Lead Management
- Project Workgroups
- Time Tracking
- Live Chat
- HR Automation
- Easy To Use
- Good IP Technology
- Great Customer Support
- Good Project Management
- Need More Customizations
- Basic Plan – $46 Per Month
- Standard Plan – $87 Per Month
- Professional Plan – $175 Per Month
- Enterprise Plan – $325 Per Month
4. Zoho CRM
Zoho is one of the most used and well know customer relationship management software used by more than 250000 businesses all around the globe.
It enables businesses to automate and run all processes more efficiently and smoothly. It lets you analyze workflow and monitor client behavior and data insights.
It can be used by all types of business coaches, career coaches, wellness coaches, and life coaches for automating and managing their coaching business.
Zoho CRM offers modern features like marketing automation, lead nurturing, event management, and sales intelligence.
It integrates with more than 500 third-party software and apps and offers a free trial for all the programs for new customers.
- Event Manager
- Google Ads Integration
- Lead Nurturing
- Marketing tools
- Marketing Attribution
- Customer Segmentation
- Real-Time Data Monitoring
- Sales tools
- CRM Tools
- AI Forecasting
- Easy Integrations
- Good Customer Support
- Good Features
- Free Trial
- Easy To Use
- Average User Interface
- Standard Plan – $15 Per Month
- Professional Plan – $24 Per Month
- Enterprise Plan – $40 Per Month
- Ultimate Plan – $52 Per Month
5. Keap CRM
Keap customer relationship management helps businesses to get more leads and improve client relationships and journeys with the business.
It is said to be the best CRM for coaches and undersized businesses. It helps personal trainers, life coaches and health coaches to provide coaching packages and assign tasks to new prospective clients to improve business management and increase client interactions.
It helps schedule coaching sessions and provides online courses and training programs for the coaching platform.
It offers many advanced features like client management, marketing automation and customer experience optimization.
Keap CRM also offers a free trial for 14 days for new customers.
- Appointment Management
- Business Automation
- Contact Record
- Data Segmentation
- Automated Lead Capturing
- Client Nurturing
- Client Onboarding
- Customer Optimization
- Google Calendar Sync
- Activity Tracking
- Batch Processing
- Excellent Email Automation
- Easy To Use User Interface
- Action Based Segmentation
- Minor Bugs
- Pro Plan – $129 Per Month
- Max Plan – $199 Per Month
What Is a CRM?
Customer relationship management (CRM) is software that helps companies and businesses manage customer interactions, sales, leads, and customer data and improve customer experience.
CRM software manages customer data and collects various types of information from social media messages, search intent, user clicks, feedback forms, direct contact and many other factors.
This software helps businesses get more leads by understanding customer needs and converting sales.
This software helps businesses improve customer relationships and gain customers’ trust by paying customers more attention.
It helps track and analyze customer interaction with the business and provides the right product and information for the customer.
It also provides in-depth insights into customer behavior and retention that helps businesses improve and create good strategies.
It also helps businesses automate online payments, customer feedback and business automation.
CRM software is used by almost every big business and company to improve their business activities and sales.
What Is CRM For Coaching?
Customer relationship management software (CRM) is a type of software that is used to improve customer experience and automate processes. It is also used by coaching services to analyze and monitor student engagements and manages student data.
What Is The Best Free CRM For Coaches?
If you are looking for the best free CRM for coaches, you should go with HubSpot CRM because it provides good features and customizations for free and is also the most trusted CRM.
What are the best CRMs for coaching businesses?
Here is the top 5 list of the best CRM for coaches to improve their business:
3. Bitrix 24
4. Zoho CRM
5. Keap CRM
There are various CRM for coaches available online, and every software has its benefits and features.
I will suggest you go with Hubspot if you want the premium features and benefits, as this CRM tool has been in the market for years, and many businesses have seen good results by using these CRM tools.
You can pick any of the software listed above, as this software is highly reviewed and rated by many big companies.
Choose the best CRM for your coaching business that fulfills your needs and improves your coaching platform.
I hope you got the information you wanted. So which tool are you planning to use for your coaching business? Let me know in the comments.