Best 14 CRM for Coaches To Manage Efficiently

A CRM can be a helpful tool for coaches because it allows them to keep track of their client's progress, which is beneficial both in the short-term and long term. As a coach, you want to make sure that clients are progressing in their desired direction.

Best 14 CRM for Coaches To Manage Efficiently

Coaching is about more than just the time spent on a session. It's about building and maintaining relationships with your clients and making sure they are progressing in their desired direction.

One of the best ways to do this? CRM software! Learn how CRM can help coaches manage client relationships, so you can focus on what matters: coaching.

What is a CRM?

A CRM, or customer relationship management system, acts as a central database that stores all information for each client.

It is essentially the go-to place where you can monitor your clients' progress and take care of any necessary follow-ups such as sending messages to clients between sessions.

There are many different types of CRMs out there: some are online, some offer a mobile app and others have both. However, the most important criteria for choosing one is to find out if it can do what you need it to do.

CRM For Coaches

A CRM can be a helpful tool for coaches because it allows them to keep track of their client's progress, which is beneficial both in the short-term and long term.

It is useful for making sure that you and your client stick with the goals set out at the beginning of coaching. As a coach, you want to make sure that clients are progressing in their desired direction.

CRM can help by keeping track of this progress over time. One way it does this is through reminders such as automated email notifications or SMS messages (i.e., texts).

These reminders can help keep in touch with clients between sessions, which is important for maintaining strong relationships and keeping your client on track!

CRM enables faster communication because all of the information about a client is stored in one place instead of being scattered across emails, spreadsheets, or paper notes. This way you will always have the most up-to-date information about your client at hand.

Once you get to know a few of your clients, it can be difficult to keep track of all their different preferences and settings so that the next time you email them or call them, they don't feel like it's spam!

A CRM automatically saves each contact’s contact information, so you don't have to worry about doing it manually. The best 7 CRM for Coachers is the following.

1. HoneyBook

HoneyBook is a top-notch CRM software with coaching services. Health coaches, business coaches, and life coaches find this program versatile and useful for managing client relationships.

And because it is cloud-based, your information will always be up to date! It is known for its suite of features. You as the coach can customize your brand and client-specific plans well, thanks to HoneyBook's intuitive dashboard design.

Not only that but CRM can help you manage marketing campaigns for both inbound and outbound lead generation!

Features

  • The HoneyBook platform also allows you to see how many views each page or post has received.
  • Make sure your website is optimized for lead generation and check out our previous blog post on how to build a client-generating website.
  • You can even schedule meetings and manage them effectively through HoneyBook!
  • This way you'll never miss an appointment with a new or existing client.
  • There's no need to contact any third-party service because everything is managed through HoneyBook.
  • Lastly, the client-coach connection enhances favorably due to automated communication features such as canned emails or SMS messages (i.e., texts).

2. Bitrix24

Bitrix24 is a cloud-based CRM software for managing client relationships. It's so simple and easy to use that anybody can master its features in no time at all.

This way you will not have any technical problems when using this program. CRM allows you to easily organize your contacts into groups or tags, and to create as many custom fields as needed.

Bitrix24 CRM is also useful for marketing campaigns because it allows your team members or clients to track leads generated from various channels such as social media posts, ads on Google, YouTube, and Facebook.

Features

  • It is a great CRM for coaches who have a team to manage.
  • Collaborative to-do lists help you assign tasks to team members and track their progress.
  • Bitrix24 tracks time spent on each task, so that you know exactly what your employees are doing at any given moment!
  • Automated email notifications keep everyone up-to-date with all the latest news since contacts' information is stored within the system for easy access.
  • These features make it easy to send out personalized mass emails and newsletters via Bitrix24's email marketing service, Campaigns.
  • Enabling social media integration gives you the ability to monitor conversations happening about your brand on different social channels such as Facebook, Twitter, and LinkedIn!

3. Satori

Satori is one of the best CRMs for coaches. It offers a complete package that has all the features you need to keep track of your clients and streamline your business. It is a robust CRM, built from the ground up specifically for coaches.

It can also be hooked to your email account so you'll have all of your contacts and emails ready at hand! Satori allows you to create clients as well as prospects.

The difference between a client and a prospect is that a client has signed up with you while a prospect is someone who has expressed interest in your services but has not yet committed.

You can also have "associates" or individuals that may be part of a larger organization you are working with.

Features

  • Creating and managing different packages, which allows you to charge for specific services or products.
  • Setup automated email sequences that can be integrated into the CRM and sent out automatically to your contacts (i.e., prospective clients).
  • Automated follow-ups remind you about tasks such as sending out emails to your contacts.
  • Track and manage leads by automatically adding all contacts you meet into Satori.
  • The easy-to-use calendar helps you schedule meetings with clients, send out automated email campaigns, or organize any other tasks.

4. The Coaches Console

The Coaches Console is a CRM with a difference. The main focus of the Coaches Console is to help coaches get organized and grow their business by increasing productivity, efficiency, sales, and marketing efforts.

Features

  • Easily add contact information for all your prospects or clients.
  • Track appointments with a schedule builder that allows you to organize events over time.
  • Manage all your contacts in one place so you don't have to search around for different emails, phone numbers, or addresses.
  • Track the results of each meeting with a status report that summarizes what was discussed and any actions are taken.
  • Setup automated email campaigns (i.e., drip marketing) to send out automatically to your contacts.
  • Manage all of your clients from a single dashboard that shows key metrics such as lead source, status, and deal size.

5. 10to8

This software is a free CRM for coaches. It can be used to schedule meetings and it syncs with your calendar. You will have all of the contact information you need, right where you want it that is at hand!

The process works as follows:

  • Your client books an appointment by clicking on "Schedule Appointment" to book a 30-minute call with you.
  • You receive an email confirmation and the calendar event is added to your own Google or iCalendar account. Your client receives a reminder of their upcoming meeting via text message, phone call, or SMS.

Features

  • Track clients, prospects, and leads.
  • Manage your calendar and optimize your time.
  • Send text messages, emails, or phone calls automatically to new leads based on the rules you set up.

6. Life Coach Office

This CRM is designed for coaches working with one-on-one clients. It offers great tools to help you manage your clientele, track the success of each individual, and measure improvements made over time.

Life Coach Office also helps simplify your life by automatically organizing contacts and following up on tasks that need attention all from a single dashboard!

Features

  • Onboarding new clients and managing your client profiles.
  • Track and manage appointments with a built-in calendar that allows you to schedule meetings or follow up on tasks such as emails, phone calls, etc
  • Invoice your clients automatically for the coaching sessions.
  • Client progress tracking tools that allow you to see their history and measure changes in behaviors over time.
  • Keep your resource library in one place.
  • Automatically organize your contacts into groups (i.e., different types of clients) and tag them with relevant keywords for easy filtering later on;

7. Coach Logix

Coach Logix is an intuitive software that helps coaches manage their clients more effectively. It was created with the needs of busy professionals in mind, so it offers great tools to help you reach your goals and grow your coaching business!

Coach Logix will help you cure your information overload once and for all. It is one of the best online CRMs for coaches.

Features

  • Manage client interactions easily using custom forms for booking appointments or following up on tasks.
  • Keep your calendar up-to-date with all of the contacts you meet throughout the week.
  • Keep everything organized by tagging contacts according to their industry or type of business.
  • Manage invoices easily using a built-in invoice generator. You can also automatically send them to your clients for payment.
  • Create custom forms that are suited specifically to what you need (i.e., booking an appointment, following up on a task, etc). These will help save time by skipping unnecessary steps later on.

8. Coach. me

Coach.me is an online CRM for coaches that offers great tools to help you track your results and manage your interactions with clients more efficiently. It offers great integrations that allow you to quickly view contacts in just one click!

The process works as follows:

  • Your client logs in to your coaching platform (i.e., Coach. me) and books a session.
  • You receive an email notification that the session has been booked.
  • On the day of the appointment, you can check your schedule and quickly access their bio or phone number by clicking on their name.

Features

  • Workspace: Keep all of your financial records, calendars, contact lists, etc., in one place.
  • Tracking: Keep track of all interactions with clients (i.e., phone calls, emails, meetings) and track your progress in hitting weekly goals.
  • Integrations: Easily add contacts to your database through integrations such as Google Calendar or Salesforce.

9. Profi

Profi is a CRM for coaches that offers great features to help you manage your workflow and stay organized. It tracks everything from your meetings to tasks and follow-ups, so you can always keep track of what needs attention and when!

Profi also offers a built-in payment system and messaging tools to help you stay in touch with your clients while enjoying all of the benefits of automatic invoicing!

Features

  • Create areas of interest (AOIs) as groupings for your contacts or as an industry focus. You can also create custom fields such as importance levels, task lists, etc.
  • Organize clients according to contact types such as prospects, leads, current clients vs potential clients, etc., using tags. This will allow you to easily filter out contacts later on when needed.
  • Track follow-up dates with neat graphs so you have insight into how often you are reaching out to your prospects.
  • Customize your workflow by creating tasks with due dates, priorities, etc., that are specific to your business.
  • Track client interactions using customizable forms for following up on tasks or booking appointments.

10. Nudge Coach

Nudge Coach is a CRM for coaches that were developed with the needs of professional personal trainers in mind. It offers everything you need to manage your clients and their sessions easily!

With Nudge, you can easily manage client sessions, track results, and follow up with leads. Push notifications to remind you of upcoming business meetings or events so you don't forget!

Features

  • Manage all client information such as contact info, sessions booked, progress tracking, etc., in one place.
  • Assign tasks to yourself or others across the team (i.e., assistants) making collaboration between everyone who works on your business easier than ever before!
  • Use task templates for common types of requests (i.e., hiring an assistant, booking a session). This will save time and help ensure nothing slips through the cracks!
  • Manage all of your tasks and projects using customizable lists like To-Do's, Upcoming Events, Future Plans, etc. from your dashboard.

11. Practice Better

If you are a coach who works mainly with professionals, Practice Better is an ideal CRM for you. It offers the features that busy professionals need to manage their schedules and communication with clients effectively!

Practice Better is a great fit for coaches looking to manage client interactions efficiently. It offers the tools you need to schedule your sessions, collaborate with your team and manage follow-ups all from one place!

Features

  • Keep track of your client sessions or interactions easily by using customizable templates. These templates will ensure everything you need to remember is stored in one place without having to spend time manually entering information later on!
  • Group contacts according to what they do or where they live so it's easy to find them again if needed. You can also filter contacts using any custom fields you create (i.e., AOI, task list).
  • Access your contact lists at any time through apps available for iOS, Android, etc., so reaching out doesn't take you away from your schedule.
  • Create tasks to represent specific client requests or meetings that need to occur across various periods (i.e., this week, next month). You can also use task templates to make it even easier!
  • Schedule events easily by creating calendar entries for them directly through the app. This means you won't have to switch between apps to check your schedule and client info at any point during your day!

12.MBody360 Coach

MBody360 Coach is a robust CRM for coaches who work with fitness clients. It offers features that any personal trainer needs to organize their workouts and track their client's progress!

It is also an app that is perfect for group training, so you can track all of your client's progress in real-time!

Features

  • Manage gym time easily by creating templates to schedule workouts, sessions, or classes quickly. You can also use templates to set reminders of when you need to schedule the next session with a client.
  • Track your client sessions or interactions using customizable templates so you don't have to spend time entering information later on!
  • Create a workout plan for your clients based on their goals, past workouts, etc. Then use the calendar feature to manage session dates across various periods (i.e., this week, next month). This will make managing your schedule easier than ever before!
  • Easily create follow-up tasks for individual sessions or general follow-ups through customizable forms. You can also set reminders according to task type (i.e., follow up with a client, mention new techniques, etc.).
  • Schedule your client sessions or appointments by creating calendar entries right in the app. You'll never have to switch between apps again!

13. Quenza

Quenza is a CRM for coaches who want to easily manage client interactions and create customized client journey maps. It's perfect for coaches who work with many different types of clients and business models!

One of the best features Quenza offers is the ability to create client journey maps. You can easily use these maps to store all of your client information in one place (contact info, marketing funnel stages, articles they've read) without having to switch between multiple apps!

Features

  • Create customizable forms for various client requests (i.e., booking sessions, purchasing gift certificates). These forms can also be used to save notes about your interactions or appointments where needed!
  • Manage interactions such as phone calls, email exchanges, social media messages, etc., through Quenza's custom contact database.
  • This will help you keep track of your conversations across various periods (i.e., this week, last month) and filter contacts using any custom fields you make (i.e., location).
  • Track your client sessions or interactions using customizable templates. You can even set reminders for tasks that need to be completed across various periods (i.e., today, next week)!
  • Create a customized client journey map based on your client's needs and the feedback you receive from them. Then use Quenza to manage your communication or interaction history with specific clients across various periods!

14. TrueCoach

TrueCoach is a CRM designed specifically for coaches who work with youth sports leagues. Despite being built for coaches, it works perfectly well for any coach looking to track their clients' progress professionally!

It is built around the idea that keeping your clients, tasks, and information organized in one place is key to staying productive.

This app is perfect for coaches who work with kids because it helps you manage every aspect of your business without having to spend time entering data later on!

Features

  • Track league registration info using customizable forms so you never have to spend time entering the same information twice!  You can also document any follow-up conversations or interactions essentially creating customer journey maps!
  • Manage your schedule by creating calendar entries right in the app.  This means you won't have to switch between apps at any point throughout your day so getting things done will be much easier than before!
  • Create tasks and track as they progress across various periods (i.e., today, this week).  You can also set reminders for any tasks you need to manage across various periods (i.e., an individual follow-up with a client) so you never have to worry about forgetting something important!

Conclusion

As you can see, the CRM software for coaches has different features and functionality depending on your specific needs. Some focus more specifically on scheduling appointments or following up with clients etc.

In any case, all of these tools make a great addition to a coach's toolkit as they help simplify many aspects of business management. Indeed, they help keep track of client interactions and follow up tasks automatically. This way you can focus more on the coaching itself!