INTRODUCTION
One quality of the best CRM for coaching business free is its versatility. CRM software is an abbreviation for Customer relationship management. If you are still new to the world of tech, it is classified as a software tool that helps business owners keep track of, manage and Automate processes between clients and leads. Using one of the best CRM software for coaches can make your work a whole lot easier especially if you are a coach and have to handle multiple clients and business owners at a go. CRM software makes client impressions the key here. In this article, we have compiled a list of 6 CRM software that would be a lot effective for coaches and individuals who want to venture into the coaching business.
6 Best CRM Software For Coaches
There are so many tools and advantages of using the best CRM software in your coaching business and that includes; Segmentation, time tracking, closing deals, automated messages via Chatbot etc. Now, let’s jump right in and view our list
1 . PAPERBELL
OVERVIEW
This is one of the best CRM for business coaches and has also been tailored for consultants. It helps to help run their business smoothly. This software aims to lessen the workload for coaches so they do not spend lots of time sending messages and reminders to clients. This way, with an automated workflow they can focus on enhancing building up their business.
KEY FEATURES
Paperbell CRM has the following key features:
- Create and schedule a time for group coaching, also determine the number of participants to be allowed in
- Video call integration
- Create all packages beforehand so that it gets to your client automatically as soon as they pay
- Customize a creative landing page for your products and services
- Scheduler allows your client to schedule themselves for sessions based on your available time
PRICING
Paperbell has a free plan
It’s paid plan cost $40.00 monthly
2 . HUBSPOT
OVERVIEW
This is regarded as one of the best CRM for coaching business because it is easy to use, spontaneous and comes in handy for marketers, coaches and small business owners. If you want to grow your coaching business and keep track of everything work related, this is the perfect fit for you. Comes with a free trial session that does not include inserting your credit card.
KEY FEATURES
Hubspot CRM has the following key features:
- Visual dashboard gives you an entire view of your sales funnel
- Custom filters help you sort deals and client interaction by names, contact or amount.
- Tracks customers interaction, be it through Email, social media or calls
- Allows you to sync your mail and other necessary apps
- Sort through and discover previous conversations with clients
PRICING
Hubspot CRM has a free plan.
The paid plan for Hubspot CRM includes:
- Starter plan cost $22.50 per user monthly
- Professional plan cost $90.00 per user monthly
- Enterprise plan cost $120.00 per user monthly
3. ZOHO CRM
OVERVIEW
Create long lasting relationships and help retain customers as loyal clients. With guaranteed satisfaction through the use of this customer’s relationship management tools. There is an automatic process attached to this software that helps to lessen your work and gives you more time to manage new leads accordingly.
KEY FEATURES
Zoho CRM has the following key features :
- Track what stage your deals are in and helps you close more deals on time
- Integrate over 500+ third party apps
- Set up automated rules in your CRM following real time sales process
- Connect with Telephony providers in order to make calls
- Social listening helps monitor what people are saying about your brand
- Access calendar, Workspace and office 365
- An administrator section with customizable features
PRICING
Zoho CRM has a free plan
The paid plan for zoho CRM includes:
- Standard
- Professional
- Enterprise
- Ultimate
4. PIPEDRIVE
OVERVIEW
Has won best CRM in 2021. Stay organized while building your business with this best CRM software for coaches. If you are an online coach looking to increase your sales and close more deals you have to make do with this software. It comes equipped with a free 14 days trial phase and no credit card details needed.
KEY FEATURES
Pipedrive CRM has the following key features:
- Track your progress towards achieving a particular goal.
- Automate repetitive administrative task with AI
- Deep and clear insights of your customers metric and business goals
- Allows 350+ apps integration
- Customize and set your stages on closing any deal
- Fully customized online form to help you secure more leads
PRICING
Pipedrive has a free plan
There are also paid plans which includes:
- Essential plan cost $9.90 monthly
- Advanced plan cost $19.90 monthly
- Professional plan cost $39.90 monthly
- Enterprise plan cost $59.90 monthly
Save 17% once you subscribe Yearly.
5. COACH ACCOUNTABLE
OVERVIEW
Helps you deliver smooth services to clients and customers through task automation tools that carry out long repetitive processes. It also gives you opportunities to close more deals through our system of automated text messaging. An effective software that would keep clients on their feet through reminders to help them stick to their goals and sessions for more personal and business growth.
KEY FEATURES
Coach accountable has the following key features:
- Coordinate and manage your team with an oversight and clear accountability tool
- Can adapt to mobile or system hence encourage clients to reach you through chat via SMS or through the app
- Schedule an appointment, sync with calendar and let your client know about the meeting or sessions
- Generate recurring invoices for your client
- Track your sessions to see what is used up and what is left
- Manage contracts, terms of agreement and legal policies
PRICING
Coach accountable CRM has a free plan
There is also a paid pricing plan available at different levels depending on the number of Clients your business has.
TRY COACH ACCOUNTABLE FREE FOR 30 DAYS
6. MY COACH OFFICE
OVERVIEW
This simple and effective CRM software helps coaches to grow their business without hassles. There are provided solutions and tools that help you deal with clients in a professional and timely manner. You can easily get started and navigate your way through in a few minutes. It contains few business growth tools and resources to help you. Note that you do not need any technical knowledge for you to get started.
KEY FEATURES
My coach office has the following key features:
- Create Automated and recurring invoices
- Send group messages
- Set up meeting and schedule sessions in the calendar
- Allows you to allocate homework to clients
- Marketing and business materials available for free
PRICING
My coach office has a free plan
There are also other paid plans and they include:
- Kick-starter plan cost $19.00 monthly can accommodate up to 10 clients and 1 coach
- Premium plan cost $39.00 monthly can accommodate unlimited clients and 1 coach
- Enterprise plan cost $79.00 monthly can accommodate unlimited clients and up to 20 coaches
Summary
Well, we have finally come to the end of our article and I would love for you to try one of these in your business. A CRM can be your gateway to having stress free time while working. Even as a newbie, you can always navigate your way through the free trial because it’s just a one step process of registering.
Go through our list and tell us which one suits your coaching business type.
