Today there are 59 different CRMs for coaches. We spent 70 hours comparing the top 50 to find the seven best you can use to efficiently manage your coaching business.
What is the Best CRM for Coaches?
- Paperbell — best of the best
- Practice Better — best for health coaches
- HubSpot — best multichannel CRM
- HoneyBook — best phone CRM
- Coaching.com — best for enterprises
- Satori — best for business coaches
- ActiveCampaign — best for brand management
1. Paperbell
Our Verdict — Best Of The Best
Price: Starts at $57/month
Paperbell is the ultimate CRM solution for coaches. We think it’s the best because of its flexible free plan, sleek interface, and all-encompassing features.
The Best Part:
It has the best billing solution for coaches. Paperbell allows you to process all of your payments through its platform with flexible payment features such as multi-session packages, group coaching sessions, and set-up fees.
The Worst Part:
No mobile app. While Paperbell is our best pick for desktop; they currently offer no iOS and Android apps.
Get it if you want a comprehensive CRM that’ll guarantee a happy experience for your customers.
I recommend you get started with the Free plan, then sign up for the All-Inclusive plan for $57/mo.
(free plan)
Best For
Paperbell is best for all coaches, pros or beginners, who want an all-in-one CRM to manage their business and customers.
Top Features
- Manage clients in one place. View all your client’s appointment history and notes on their profiles to better keep your marketing and communication always relevant.
- Skip the back-and-forth of rescheduling. Reduce no-shows and cancellations by sending clients timely automated appointment reminders.
- Included HelloSign subscription. Enjoy integrated contract management in your booking process, and manage e-signatures free of charge.
- Industry-leading payment solution. Send custom quotes for various coaching offers and allow customers to use payment features such as pay-in-full discounts, coupon code fields, and pay-as-you-go.
- Build your brand. Create branded PDFs, videos, and cheat sheets for your clients, and create content to bring in new leads from your website and ads.
Pricing
Paperbell offers one pricing plan:
- Free: Free forever, for new coaches that want a comprehensive CRM solution with unlimited features, for up to one client.
- All-inclusive: $57/month for well-established coaches that want a comprehensive CRM to deliver content, manage clients, and schedule coaching sessions, for two clients or more.
Annual plans provide a 17% discount.
Try Paperbell today with the free plan.
Our Verdict — Best For Health Coaches
Price: Starts at $25/month
Practice Better is the go-to CRM for health & wellness coaches. We think it’s the best for health coaches because of its telehealth feature, food journaling app, and lab integration.
The Best Part:
Client accountability features. Practice Better enables you to monitor clients with features such as health app integrations, health goal setting, and daily lifestyle journaling.
The Worst Part:
Limited customization. If you require a lot of custom features for your practice, it might be hard to tailor Practice Better to your specific needs.
Get it if you want a specialized health CRM to help monitor your customers and manage your practice.
I recommend you get started with the free 14-day trial, then sign up for the Starter subscription at $25/mo.
(14-day free trial)
Best For
Practice Better is best for health and wellness coaches who want to stay on top of all of their clients and leads.
Top Features
- Nutrition and health tracking. Monitor your clients’ wellness in real-time with Practice Better’s Fitbit watch integration and health journaling tool.
- Streamline payments and invoicing. Create and send invoices through Practice Better and set up recurring payments for coaching sessions.
- Manage your CRM on the go. Access your CRM from your iOS or Android phone to message, call, and monitor clients — even when out of the office.
- Built-in cloud space. Keep your treatment plans, contracts, and invoices stored in your CRM to streamline your practice into one platform.
- Workflow automation. Automate repetitive tasks such as customer follow-ups and invoicing to make more time for coaching.
Pricing
Practice Better offers five pricing plans:
- Sprout Plan: Free forever, for students and new coaches who want a basic CRM to manage clients, book coaching sessions, and manage payments, for up to three clients.
- Starter Plan: $25/month for coaches who want a CRM with all Sprout Plan features plus health integrations, workflow, automation, and telehealth video chat features, for up to 10 clients.
- Professional Plan: $59/month for professional coaches who want a CRM with all Starter Plan features plus customization options for payments and branding as well as SMS reminders, for up to 300 clients.
- Plus Plan: $89/month for professional coaches who want a CRM with all Professional Plan features plus a customized Practice Better profile domain and built-in faxing system, for unlimited clients.
- Team Plan: $145/month for teams of two or more coaches who want access to robust, unlimited CRM features with all Plus features and the option to add up to 100 practitioners, for unlimited clients.
Try Practice Better today with a free 14-day trial.
3. HubSpot
Our Verdict — Best Multichannel CRM
Price: Starts at $50/month
HubSpot is a versatile CRM solution for running your coaching business. We think it’s the best multichannel CRM for coaches because of its state-of-the-art marketing features, built-in workflow automation, and wide range of integrations.
The Best Part:
Streamlined lead conversion. HubSpot enables you to build sleek sign-up forms and landing pages, then automatically picks up submitted leads from your website to add them straight into your CRM system.
The Worst Part:
Advanced plans are a little expensive. HubSpot’s business plans for coaching businesses with more than five practitioners start at $1,781/mo for the Professional CRM Suite plan.
Get it if you want a CRM that will save you the hassle and cost of using multiple tools instead of just one comprehensive platform.
I recommend you get started with the free 14-day trial, then sign up for a yearly Starter CRM Suite subscription at $360/yr.
(14-day free trial)
Best For
HubSpot is best for coaches who want an all-in-one business solution to market and manage their services.
Top Features
- Cross-platform client management. Manage all your client interactions and communications across email, social media, and messaging tools straight from HubSpot.
- Custom audience advertising. Run targeted ads on Facebook, Instagram, Google, and LinkedIn to reach your custom HubSpot audiences.
- Huge CRM integrations library. HubSpot enables you to seamlessly connect LinkedIn Sales Navigator, Zoom, Gmail, Google Ads, and over a thousand other tools to help sync your data into one system.
- Sales pipeline management. Watch every lead go from prospect to client with a customized sales pipeline view for your process.
- Fully customizable dashboard. Personalize your CRM homepage to monitor performance metrics such as website conversion rates, client return on investment (ROI), and customer acquisition cost (CAC).
Pricing
HubSpot offers four pricing plans:
- Free Tools: Free forever, for new coaches who want to test out some HubSpot CRM tools for marketing, sales, and content management.
- Starter CRM Suite: $50/month for individual coaches and teams of two that want a versatile CRM with essential tools and integrations to manage one coaching business, for up to 1,000 marketing contacts.
- Professional CRM Suite: $1,781/month for coaching businesses or teams that want a comprehensive CRM with a complete set of automation, marketing, and client management features, for up to 2,000 marketing contacts.
- Enterprise CRM suite: $60,000/year for established coaching businesses or teams that want the best CRM available from HubSpot to access all features, for up to 10,000 marketing contacts.
Annual plans provide a 10% discount.
Try HubSpot today with a free 14-day trial
Our Top Three Picks
Here’s a quick summary of our top three picks:
- Paperbell — best of the best
- Practice Better — best for health coaches
- HubSpot — best multichannel CRM
Here’s a quick comparison of our top seven picks:
Tool | Entry Offer | Pricing |
|---|---|---|
Paperbell | Free plan | Starts at $57/mo |
Practice Better | 14-day free trial | Starts at $25/mo |
Hubspot | 14-day free trial | Starts at $50/mo |
HoneyBook | 7-day free trial | Starts at $19/mo |
Coaching.com | Free plan | Starts at $47/mo |
Satori | 30-day free trial | Starts at $19/mo |
ActiveCampaign | 14-day free trial | Starts at $228/yr |
Here are the top 50 coaching CRMs we considered in this review:
- Paperbell
- Practice Better
- Hubspot
- HoneyBook
- Coaching.com (formerly Coach logix)
- Satori
- ActiveCampaign
- Apptivo
- Delenta
- 10to8
- Gist
- Less Annoying CRM
- Bitrix24
- Pipedrive
- CoachAccountable
- Zoho CRM
- Bonsai
- Dubsado
- My Coach Office
- CRM Runner
- Profi
- Keap
- Upcoach
- Nudge Coach
- EngageBay
- Quenza
- TrueCoach
- The Coaches Console
- Coach.me
- MBODY360
- DataCRM
- amoCRM
- Teamhood
- CoachVantage
- MeetRecord
- FreshSales
- Insightly
- Salesforce
- SalesRabbit
- Nimble
- Zengine
- SugarCRM
- Copper CRM
- Kixie
- Streak
- Capsule
- Ontraport
- Vtiger
- AgileCRM
- Covve
What CRM do coaches use?
Coaches can benefit greatly from customer relationship management (CRM) software, as it helps them to organize client data, track progress, and streamline administrative tasks. There are many different CRMs available, each with its unique features and benefits. Based on our research, we have enlisted 50 top CRMs for coaches and compared the top seven you can use for your coaching business.
Our #1 pick is Paperbell, specifically designed for coaching businesses. It offers a wide range of features, including client progress tracking, coaching package management, online payments, and email marketing tools. Paperbell also includes a scheduling feature that allows clients to book appointments directly from your website. With its user-friendly interface and powerful features, Paperbell is a great choice for coaches who want to invest in providing their customers with a great coaching experience from start to finish.
The second CRM on our list is Practice Better, designed for health and wellness professionals. It provides features such as appointment scheduling, client management, and task management, as well as advanced features like customized forms and client questionnaires. Practice Better also integrates with popular health and wellness apps such as Fitbit.
HubSpot — our third CRM pick for coaches — is a popular all-in-one marketing and sales software that includes a CRM. It offers advanced features like marketing automation, email marketing, and lead tracking. HubSpot also provides a free 14-day trial, ideal for coaches who are just starting and want to test the software before committing to a paid plan.
Our fourth pick is HoneyBook, a CRM designed specifically for creative entrepreneurs, including photographers, event planners, and designers. It includes features like contract management, online payments, and lead tracking, as well as a variety of customizable templates. HoneyBook is an excellent choice for entrepreneurial coaches who want to streamline their business operations and improve their client relationships. Moreover — in case mobile is a deal-breaker or -maker for you, — HoneyBook has the best CRM app for coaches based on our examination of all top 50 options.
What are the three types of CRMs?
There are three main types of CRMs: Operational, Analytical, and Collaborative. Operational CRMs are focused on the day-to-day operations of a business, such as sales, marketing, and customer support. Analytical CRMs are used to analyze customer data, such as buying habits and preferences, to improve business operations. Collaborative CRMs focus on customer engagement, providing tools for communication and collaboration between businesses and their current and potential clients.
Which CRM is easiest to use?
There are many different CRMs available, and the ease of use can vary depending on the specific platform and user experience design.
However, some of the most popular and user-friendly CRMs include HubSpot, ActiveCampaign, and HoneyBook. These platforms offer intuitive interfaces, customizable dashboards, and a range of advanced as well as basic features, making them a good option for businesses of all sizes, including those providing coaching services.
What CRM does PwC use?
Global professional services firm PwC uses Salesforce as its primary CRM platform. Salesforce is a cloud-based CRM solution that offers a range of features for sales, marketing, customer service, and analytics.
PwC uses Salesforce to manage customer relationships, track sales opportunities, and gain insights into customer behavior and preferences. Salesforce's customizable dashboards and integration with other business tools make it a popular choice for businesses looking for a comprehensive CRM solution, especially at the enterprise level.
It is possible to manage coaching clients through Salesforce, though it is advised to stick to lighter tools such as those we recommend in this article.
What is the highest-rated CRM?
When it comes to the highest-rated CRM, there are many different opinions. However, according to G2 Crowd, the highest-rated CRM is Salesforce, which is used by many businesses across various industries.The Bottom Line
To recap, here are the best coaching CRMs to try this year:
- Paperbell — best of the best
- Practice Better — best for health coaches
- HubSpot — best multichannel CRM
- HoneyBook — best phone CRM
- Coaching.com — best for enterprises
- Satori — best for business coaches
- ActiveCampaign — best for brand management
