Best CRM for Coaches in 2023 (Reviewed and Ranked)

7
minute read
Updated on:
February 8, 2023

Introduction

Choosing the “right” CRM for coaches is crucial to engage with clients and record relevant interactions. A solid CRM features the most intuitive information that coaches can use to improve their collective business efforts.

Whether it’s customer analytics, schedules, appointments, or client data, coaches today maintain a wide range of information related to clients. But some CRMs fail to cater to the specific needs of life coaches.

Ordinarily, it would be difficult to manage and navigate such a plethora of information. But CRM solutions help coaches transform their customer relations and information management to render a highly satisfying customer experience.

Here are the elements to look for while reviewing a CRM tool for coaches:

Automation

Centralize information and provide added support to your sales process through automation.

Scheduling

Set appointment or calendar scheduling with reporting capabilities to run a smooth coaching business.

Reminders & Follow-Ups

Ensure effective follow-ups to pass leads to the sales pipeline.

Direct Invoicing

Direct invoicing and manage documents and messages within the CRM software.

Lead Tracking

Automated lead tracking and scoring allow you to gain more flexibility to create/review task reminders.

In this guide, we’ll review the 8 best 2023 CRM tools for coaches with pros and cons so that you can make the right call for an emerging coaching business.

#1 Bonsai

Pros

  • Seamless data tracking related to different projects
  • Easy to get familiar with
  • Automated language support of documents in the preferred country
  • Automated features to save valuable time and resources
  • Allows users to track spent time
  • Simplified dashboard to keep an eye on current projects easily
  • Supports subcontracting and numerous integrations

Cons

  • It only supports the English language at the moment
  • Limitations in contract creation

Best for: Life Coaches looking for all aspects of business functionality

Review

Bonsai is an ideal CRM solution for coaches. In fact, Bonsai is capable of supporting different types of industries. For instance, you can use Bonsai to calculate and estimate taxes you owe for the Q4 of 2022. Typically, data management can spiral out of control. But with Bonsai, you can simplify and centralize information that matters.

Bonsai can remind you about the most relevant information and keep you highly focused. Coaches can leverage the accounting features of Bonsai to link their credit cards and bank accounts. You can also generate a dedicated secure link and send it to your bookkeeper or accountant.

One of the hallmark aspects of Bonsai is that it makes it easier to categorize information like business expenses and features the flexibility to re-categorize information. It is an all-around solid time-saving CRM tool to improve your coaching business.

#2 Keap

Pros

  • Seamless email automation
  • Easy-to-use and interactive user interface
  • Action-specific segmentation

Cons

  • Minor bugs

Best for: Coaches looking for email capabilities

Review

Keap is one of the most famous CRM solutions. It is a wondrous tool for coaches to improve customer journeys, engage with clients, and generate more leads. Apart from small businesses, experts believe it is one of the most intuitive CRM tools for coaches.

From health coaches to life coaches, Keap is a solid CRM tool to help coaches gain a full perspective of their business and improve client interactions and business management.

With Keap, you can schedule specific coaching sessions and tap into training programs and online courses. Keap also features marketing automation, customer experience optimization, and client management.

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#3 Bitrix24

Pros

  • Track and manage tasks and activities
  • Access multiple accounts
  • Allows to communicate through vide-calls, phone calls, and emails
  • Affordable than other CRM tools
  • File sharing based on password-protection

Cons

  • It doesn’t feature sales chatbots
  • Requires consistent learning

Best for: Coaches who don't mind a steep learning curve

Review

Bitrix24 is a solid CRM system solution with modern automation features. It can automate your tasks and communications, track clients’ progress, and improve collective client relationships. With Bitrix24, coaches can automate their marketing and sales processes and keep an eye on project activities from a centralized dashboard.

Bitrix24 also allows users to generate and manage more leads through its built-in scoring tool. With Bitrix24, coaches can simplify their workload management and distribute work based on reports.

#4 Paperbell

Pros

  • Impressive project management
  • Dedicated customer support
  • Easy-to-use than most CRMs
  • Configure with specific business needs
  • Streamline the scheduling, client management, and payment processes

Cons

  • Limited payment options
  • It doesn’t have a dedicated mobile app
  • Needs added customizations

Best for: Coaches who don't require any customization

Review

Paperbell is designed for coaches to sell and schedule their businesses. This CRM solution caters explicitly to the diverse needs of coaches to work online without relying on third-party tools.

Paperbell features impressive life coaching templates. It also features detailed scheduling, instant booking, and integration with digital Calendars such as iCal and Google Calendars.

Paperbell has a robust client management dashboard that allows users to maintain an organized and complete profile of clients within the system. You can check client transactions and history instantly.

#5 Honeybook

Pros

  • Simple data management and organizing
  • Easy to monitor contracts
  • Intuitive client communication
  • Excellent templates

Cons

  • Difficult to set up for new users

Best for: Coaches who use CRM to track client communication

Review

HoneyBook is an excellent client relationship and management tool that makes it easier to run coaching business operations and track client interactions. It offers essential features that cater to small coaching businesses.

With HoneyBook, you can organize customer data in a centralized spot and step up lead generation efforts. HoneyBook helps you track client progress and implement more effective marketing strategies. It also allows you to improve business activities and customer relationships.  

#6 Less Annoying CRM 

Pros

  • Redesigned modern user interface
  • Easy mobile and site implementation
  • Full support and help options

Cons

  • Lack of reporting features
  • Requires a learning curve to get familiar

Best for: small to mid-size enterprises

Review

If you want a cost-effective and high-performing customer relationship and lead management tool, you can’t go wrong with Less Annoying. As the title suggests, this CRM tool focuses on simplifying a lot of traditional features to improve the user experience. It is an intuitive and modern solution that allows you to manage and tailor different workflows.

#7 Satori 

Pros

  • Easy and simple user interface
  • Straightforward scheduling options
  • Manage client accounts quickly and safely
  • Create and send out custom questionnaires
  • Onboard client management and digitally sign agreements

Cons

  • Requires some learning curve to get familiar with the features and use cases
  • Best for: professional and established coaching businesses

Review

Satori has many attractive features and is ideal for coaches navigating different fields. With Satori, you can track your coaching practices 24/7. It is a dynamic and user-oriented CRM tool and caters to professional coaching businesses that want more accessibility.

#8 Coach LogicX

Pros

  • Coaches and players can review stats to improve their communication and workflow standards
  • It supports comprehensive analysis and allows you to review different players and teams
  • Features invoice management and organized billing

Cons

  • Difficult to understand for new users
  • Doesn’t have diverse language support

Best for: coachew just starting out

Review

Coach LogicX is a free and versatile web-based CRM solution. It is a perfect CRM solution for coaches to closely monitor their client management tasks. With Coach LogicX, you can schedule different coaching sessions, plan your goals, manage billing and invoices, and monitor client progress.  

Note: Try Bonsai's suite of coaching tools to help streamline your business. We have task management, time tracking, tax, intake forms, invoice, contract, proposal templates and more. Claim your 7-day free trial here.

How does pricing differ across each offering?

#1 Bonsai

You can get Bonsai basic package for $19 a month, and advanced features cost $29 per month.

#2 Keap

Keap offers Lite, Pro, and Advanced package plans with $79, $129, and $199 pricing.

#3 Bitrix24

You can use a free version that supports unlimited users. Bitrix24 features Basic, Standard, and Professional at $49 per month, $99 per month, and $199 per month.  

#4 Paperbell 

You can get Paperbel for $57/month and $47.50 for annual billing/month.

#5 Honeybook

You can get HoneyBook for $39 a month or $390 per year, which allows users to save 17%. If you’re a new customer, HoneyBook offers a free trial of just $1 / month for six months.

#6 Less Annoying CRM

You can get Less Annoying for $15 / month. With more money, you can unlock more features. You can get a free 30-day trial and pay for the CRM tool monthly or annually.

#7 Satori 

You can try the free Explorer plan or get Pioneer or Trailblazer for $15/month and $32/ month.

#8 Coach LogicX

The pricing package of Coach LogicX begins at $33/ month.

How did we review? 

In this guide, the evaluation criteria of top CRM tools for coaches are based on built-in sales and marketing tools, customer support, diversity of features, integration options, automation, analytics, mobility, and flexibility. Part of the evaluation is to review each tool on trial and compare the results.

Wrap Up

In 2023, CRM tools have become integral to gaining a clear perspective about clients and managing seamless customer relationships. Today, you can find a variety of CRM tools suitable for coaches. What’s interesting is that each CRM tool for coaches has its own perks and limitations.

A great CRM for coaches features the best perks and offers added value. It makes it easier for students to provide the best performance. CRM for coaches is ideal for tracking progress, scheduling meetings, creating custom questionnaires, and improving interactions.

Bonsai is a robust, all-in-one, full-stack suite of impressive business tools, including CRM software. It features invoicing for coaches, scheduling, and much more. Start your free trial today!