The coaching business has grown rapidly over the last few years. Nowadays, people look for coaches for almost every sector of life.
Health, career, business, relationships, mindset, spirituality…
What not!
But how does an online coach manage his online coaching business?
Every coach needs a platform to run their coaching.
This is where CRM (Customer Relationship Management) software for coaches comes into play. Coaches using CRM software have reported up to a 29% increase in clients.
A Customer Relationship Management system is like a smart assistant for your business. It keeps all your client information in one place, automates routine tasks, and makes it easy to build stronger relationships with clients.
In this blog, I’ll share 10 of the very best CRM software for coaches in 2025. Let's get started.
What is CRM Software for Coaches?
In simple words, CRM software refers to a complete solution for coaches. It comes with all the features a coach may need in one place.
This type of software works as a central hub for client data. You can streamline the coaching journey, automate communications, manage sales and marketing efforts, and provide insights into coaching business growth.
However, traditional CRMs are built for big companies and sales teams. They focus on deals, leads, and closing sales. But coaching is different. Coaches don’t just need a contact list. They need an entire support system that manages their coaching sessions, real relationships, and tracks client growth.
That’s why coaching CRMs are special. With a coaching CRM platform, you can:
Save important client details, goals, and progress
Schedule coaching sessions and sync with your calendar
Send automated reminders so clients don’t forget meetings
Track notes and action steps from each session
Accept payments and manage invoices
Track client goals and progress
Offer digital products, courses, or communities or memberships
In short, a CRM allows you to track progress, personalize communication, and provide customized support, by keeping all data in one place. This ensures clients feel valued and engaged.
At the same time, coaches can manage marketing and sales with a CRM software. Overall, CRM technology serves as a strong pillar in modern coaching.
Related Read: Top 10 Online Coaching Platforms For Coaches
Top 10 CRM Software for Coaches in 2025
What are the top CRM software for online coaches? Oh yes! It’s high time to dive into the full list. Each tool offers distinct features and strengths. Some focus on simple scheduling. While others provide advanced features like automation, analytics, and payments.
1. EzyCourse (Best All-in-One CRM for Coaches)
EzyCourse is a complete coaching business platform for online coaches, course creators and educators. It is the easiest and simplest platform to build and sell online courses, membership sites, coaching services, and communities.
Here’s a sneak peek of the coaching features of EzyCourse:
What’s more, the platform helps you to scale your online business with 20+ revenue streams. Unlike most CRMs that only handle client details, EzyCourse goes far beyond that. It gives you a single dashboard where you can manage clients, schedule sessions, track progress, and build digital programs.
Moreover, it also allows you to manage payments with any type of payment gateways. You can also send automated emails. Then again, this platform lets you create a private community where your clients can connect and engage with each other.
Another good part of this platform is that the dashboard is simple, clean, and easy to use. So, no matter whether you are a tech-savvy guy or a beginner, you can get started quickly. Unlike many traditional CRMs, EzyCourse is made exclusively for coaches who want to grow their business.
If you’re looking for a powerful one-stop solution packed with tons of features to grow your coaching business, EzyCourse should be your top choice.
Key Features
Complete CRM tools for coaches
20+ revenue streams to monetize your content
1:1 and group coaching features
Create online courses with 13+ lesson types
Broadcast live events where up to 40,000 people can attend.
Build any type of website
Client management dashboard
Scheduling & reminders integrated with your calendar
Payments & invoicing directly inside the platform
Email automation and workflow builder
Dynamic membership features
Facebook-like community feeds
Advanced analytics to track progress, engagement, and revenue
Mobile apps for iOS and Android
Pros
All-in-one platform to manage everything
A coaching platform for creating coaching sessions, online courses, and communities.
Many ways to earn money from memberships, courses, products, and services.
Built-in email marketing and automation tools.
Facebook-like community creation tools for creating community spaces.
Free white-label mobile app under your brand name*
Manage live webinars and events.
Support for multiple languages to reach audiences globally.
Cons
Certain advanced features may only be accessible with higher plans.
Pricing
Free Trial (30 days)
Essential Plan: $59/month
Pro Plan: $139/month
Unlimited Plan: $199/month
Elite Plan: $299/month
👉Start your coaching business now!
2. Simply.Coach
Simply.Coach is a digital coaching platform. It’s designed specifically for professional coaches. The platform focuses on those coaches who prefer dynamic client engagement.
It emphasizes accountability, progress tracking, and reporting features. Whether you’re a life coach, business coach, or career coach, it helps you organize client data, track progress, and streamline administrative tasks.
This CRM platform for coaches is great for both new and experienced coaches. It offers powerful tools to manage clients efficiently. It also supports automated communication in different languages. Moreover, project tracking is simple and organized. Best of all, it comes at an affordable price. Simply.Coach is a reliable choice for coaches who want data-driven results.
If you're serious about scaling your coaching business, Simply.Coach is a smart and reliable choice. However, you can’t create a community or courses on this platform as you can with the other platforms like EzyCourse and Upcoach. This is an issue to keep in mind when you’re choosing the platform.
Key Features:
Client management dashboards
Automated administrative tasking
Goal tracking and time tracking features
Session notes, journaling, invoicing
Analytics for both coaches and clients
Customizable coaching plans and templates.
Pros
Client progress and tracking features.
Subcontracting support
Plenty of integrations.
Cons
No technical course maker.
The UI can be overwhelming.
Limited customization options
Pricing
Simply.Coach offers four plans for solopreneurs:
Starter: $19/month, up to 5 coachees
Essentials: $39/month, up to 10 coachees
Growth: $59/month, up to 30 coachees
Leap: $89/month, unlimited coachees
3. CoachAccountable
As the name suggests, CoachAccountable focuses on accountability. It’s made to keep clients engaged between sessions.
This platform is a strong choice for life coaches and performance coaches. CoachAccountable lets your clients track their progress with a client portal. This insight motivates clients to be more responsive in their coaching development.
This coaching CRM offers a flexible way to interact between users with group sessions and direct messaging. With the platform, you can design your custom coaching programs. It includes checklists, journal prompts, and session reflections to strengthen accountability. On top of that, the platform includes reminders, calendar features, and automated billing.
However, one major issue I should note here is that the CoachAccountable comes with an extremely complex pricing structure.
Key Features:
Goal-setting and habit tracking
Unrestricted access to resources
Enhances client responsibility
Detailed reports and progress tracking
Web-based app accessible on any device.
Coaching plans and client progress management.
Action items with goals and deadlines.
Pros
Automation features reduce administrative workload
Progress tracking with engagement tools
Build a strong community inside the platform
Cons
Very steep learning curve for new users
Extremely complex pricing structure
Doesn't offer advanced reporting features
Pricing
CoachAccountable has a total of 18 levels.
The first level, Starter: $20 per month, and includes 2 active clients.
The highest level, Level 8: $4,000 per month, supports 1000 active clients.
So, these levels have various pricing plans according to the number of clients.
👉Start your coaching business now!
4. Paperbell
Paperbell is one of the most beginner-friendly CRM tools for coaches. It takes care of the basic features like scheduling and payments. Initially, it is a great fit for new or solo coaches.
This platform is perfect for you if your coaching style emphasizes continuous improvement. What makes Paperbell stand out is its simplicity. It’s a good choice for coaches who want to keep things simple and effective. With features like project management, scheduling, and payment processing all in one place, Paperbell reduces your administrative efforts.
If you’re looking for a CRM that combines ease of use with powerful tools, this is an excellent option. However, Paperbell lacks advanced marketing tools.
Key Features
Efficiently manage coaching projects
No-Code website builder
Dedicated customer support
Simplified scheduling system
Payment management.
Pros
Simple, easy-to-navigate interface
Easy Payment processing
Contract management made simpler
Cons
Difficult setup for new users
Limited customization options
Lacks of advanced marketing tools
Pricing
Paperbell pricing comes with two tiers:
$57/ month (for beginners)
$570/ year (with 2 months free)
5. Upcoach
Upcoach is built for group coaching programs. It’s lightweight, easy to set up, and gets the job done. If you coach teams or run workshops, this CRM makes program management much easier.
The platform is designed for coaches who lead team-based programs, cohort groups, or workshops. It’s intuitive and helps you manage your clients and content all in one place. Whether you're conducting live sessions, assigning follow-up tasks, or building a community, Upcoach will get you done.
It is especially a smart choice for coaches who run group coaching programs rather than just one-to-one sessions. With Upcoach, coaching feels smooth, efficient, and much easier. Nevertheless, this CRM platform is not a good fit for solo 1:1 coaching sessions.
Key Features:
Designed for group coaching, teams, and workshops.
Easy to set up and lightweight.
Organize programs, sessions, and client tasks in one place.
Send automated reminders and calendar invites.
Assign habits, tasks, and smart documents for accountability.
Host interactive courses with videos, worksheets, and progress tracking.
Pros
Program design and curriculum tools
Accountability features
Group tracking dashboards
Collaborative client spaces
Cons
Advanced features take time to learn.
Few third-party app integrations.
Not suitable for solo 1:1 sessions.
Pricing
Starter Plan – $59/month
Pro Plan – $119/month
Business+ Plan – $249/month
👉Build your coaching website now!
6. HoneyBook
HoneyBook isn’t built just for coaches, but also for freelancers. That's exactly what makes it a great fit for business or executive coaches.
It is a CRM that keeps you on top in client relationship management and ends back work. Whether you are engaged with multiple clients, HoneyBook allows you to automate communication, scheduling, and invoicing. Its simple interface and efficient tools make it perfect for small to mid-sized coaching businesses.
Honeybook is also good for tracking client communication. It’s a flexible option if you need strong business admin features without feeling overwhelmed.
Key features
Intuitive interface for client communication
Automates follow-ups and reminders
Streamlines payments and scheduling
Workflow automation, Client communication hub
HoneyBook Mobile app
Pros
Simple data management
Comprehensive all-in-one platform
Customizable "Smart Files"
Cons:
Difficult setup for new users
Transaction fees
Can be pricey for solo coaches
Pricing
Starter Plan — $36/month (monthly)
Essentials Plan — $59/month (monthly)
Premium Plan — $129/month (monthly)
7. CoachCRM
CoachCRM is for business coaches and consultants. It is built specifically for business coaches, consultants, and professional service providers. The platform helps with client onboarding, project management, and workflow automation.
With CoachCRM, you can organize clients, track progress, and manage projects. This platform focuses on keeping your business processes structured. Overall, it saves time and improves client accountability. In other words, CoachCMR is best suited for coaches working with corporate clients or business consulting.
Key Features
Easily set up new clients with automated workflows.
Track tasks and milestones for every client project
Automate follow-ups, reminders, and recurring tasks.
Monitor client engagement and project completion.
Create reusable forms, emails, and documents for consistency.
Pros
Client pipelines & workflows
Project management features
Onboarding automation
Task tracking
Cons
Steep learning curve for features
Limited customization
Lack of 3rd-party Integrations
Pricing
You’ve to request a demo to know the pricing.
8. HubSpot CRM
HubSpot CRM is one of the most powerful free CRMs for coaches available. If you’re starting and want a no-cost solution, HubSpot is the best choice for you. It tracks customer relationships, as well as manages marketing, sales, and service processes.
HubSpot is ideal for any scaling business (whether you’re small, mid-sized, or enterprise). At the same time, it’s a good fit for any team such as marketing, sales, customer service, operations, or C-suit. Simply, this platform is great for coaches who need a flexible system.
Key Features
You can manage sales, marketing, and customer service all in one place
It helps you keep track of clients, deals, and conversations easily
Automation saves time by handling follow-ups and routine tasks.
Email tracking and chat tools improve communication with clients.
Clear reports and dashboards help you make smarter business decisions.
Pros
Free CRM with unlimited users
Sales pipeline management
Email tracking & automation
Scalable to paid plans
Cons
Expensive add-on
Complex setup
Not coaching specific features like other CRMs in the list
Pricing
Starts with free tools. But Hubspot has different pricing plans like:
Starter
Professional
Enterprise
Check here for detailed pricing.
9. Bonsai
Bonsai is mostly popular among freelancers and solopreneurs. This platform simplifies contracts, proposals, and client payments in one place.
It is a CRM for coaching businesses that offers a wide range of features. The platform is designed to simplify and enhance your practice. It allows you to automate workflows, track time, and manage projects.
Overall, Bonsai is ideal for admin tasks and client relationships. It also works great for both solo coaches and growing coaching businesses. Bonsai is the best fit for the coaches who are seeking broad business functionality.
Key Features
Easily oversee ongoing projects and tasks.
Automate tasks for better workflow efficiency.
Monitor and track time spent on various tasks.
Facilitates collaboration with subcontractors or contractors.
Pros
Contract & proposal templates
Automated invoicing
Task management
Expense tracking
Cons
Too many features for solopreneurs
Slow customer support
Lack of some niche features
Pricing
Basic – $15/month
Essentials – $25/month
Premium – $39/month
Elite – $59/month
👉Start your online coaching business now!
10. Zoho CRM
Zoho CRM is an enterprise-grade solution which is highly customizable and scalable. It’s ideal for coaching academies, agencies, or larger operations. Particularly this platform is perfect for coaches like consultants, and freelancers.
The CRM is best suited for client relationships, automating processes, and analyzing client data. It can be a good choice for coaches who want to perform simple operations while gaining valuable insights into their business performance. Overall, it's for solo coaches. But at the same time, the CRM suite works excellent for larger coaching organizations.
Key features
Organize client information and track interactions.
Automate routine tasks like follow-ups and scheduling.
Gain insights into client behavior and coaching effectiveness.
Engage clients via email, phone, chat, and social media.
Pros
Good for solo coaching
Workflow automation features
AI-powered analytics
Integrations with plenty of apps
Cons
An extensive range of features can be overwhelming
Customization requires technical expertise
Lack of coaching-specific features
Pricing
Standard – $20 (monthly billing)
Professional – $35 (monthly)
Enterprise – $50 (monthly)
Ultimate – $65 (monthly)
Key Features Coaches Should Look for in a CRM Software
When you’re choosing the best CRM software for coaches, it’s important to remember that not every tool will match your style of coaching.
Some platforms offer “all-in-one” solutions. For example, they cover everything from coaching management to client management to payments to courses. The best choice depends on how you coach and what you really need.
Other platforms are simpler and focus only on features like scheduling or tracking coaching sessions. Well, to make the right choice, you should look for these features in a coaching CRM:
1. Client Management & Tracking
A good CRM should let you create a full profile for each client. This includes their personal details, coaching goals, past session history, and any notes you would love to take. Having all this in one place helps you stay organized and provide a more personalized coaching experience.
2. Scheduling & Calendar Sync
Nobody enjoys sending a bunch of emails just to lock in a session. Let your CRM automate the task for you. A CRM with scheduling tools makes the process much simpler. It should connect with calendars like Google or Outlook so both you and your client always know when the next session is.
3. Automated Reminders & Follow-ups
Missed appointments can waste time and affect client progress. A CRM with automated and scheduled reminders can send emails or text messages before a session. Besides, follow-up messages after sessions can help keep clients engaged.
4. Payment Integration
Managing payments separately can be messy. The best CRMs for coaches enable you to accept payments directly within the system. This makes invoicing easier and ensures you get paid on time.
5. Notes & Session Tracking
Coaches often need to record what was discussed in a session. Then again, they want to know what actions the client should take next. A CRM with built-in notes and tracking features keeps everything in one place. This makes it easy to review past conversations and track progress.
6. Reporting & Analytics
Understanding how your clients are doing and how your business is performing is very important. Some CRMs provide detailed reports. Like you can see, client engagement rate, session frequency, earning trends, and so on. These insights help you make better decisions for your coaching business.
7. Community, Course & Membership Features
A few advanced CRMs also include features to build online communities, courses, or membership programs. So, go for the platforms that offer these features so that you can scale your business. This is especially helpful if you want to scale your business with digital products.
👉Start your online coaching business now!
How to Choose the Best CRM for Your Coaching Business
With so many options, how do you pick the right CRM for your coaching business? Choosing the right CRM depends on your coaching style and long-term goals. To make it easier, you may consider these factors:
Your coaching style: If you do one-on-one coaching, you need a crm that tracks client progress and personal notes. For group coaching or workshops, choose a platform that manages teams and shared sessions better. If you run online courses, look for a CRM with built-in course delivery tools.
Availability of automation tools: Do you want reminders and follow-ups to run automatically? A good CRM coaching platform can send reminders, follow-ups, and updates. It saves time and reduces missed sessions.
All-in-one vs. specialized platform: Do you prefer a single or various tools together? Some coaching software an all-in-one solution. It handles everything from scheduling to payments, while others are specialized tools that only manage certain tasks. The choice depends on how much control and flexibility you want.
Your Budget: Some CRMs are affordable for beginners. Budget also matters a lot. Beginner-friendly CRMs come at a low cost, while advanced systems are priced higher for established coaching businesses. So choose one that fits your coaching.
The Platform scalability – Finally, think about scalability. As your business grows, your CRM should be able to handle more clients. These advanced features and larger programs are available without forcing you to switch platforms.
Why EzyCourse is the Best Choice for Coaches in 2025
Most CRMs require you to rely on multiple tools.
Zoom for sessions, Stripe for payments, Kajabi for courses, and a separate booking platform for scheduling. EzyCourse replaces all these tools. You can manage everything from one single dashboard.
This is at the same time a course platform, a coaching software, a community builder tool, a membership site creator, an email marketing tool: all-in-one!
Moreover, your clients or students can enjoy a seamless mobile experience with a branded mobile app. The app can take your business to the next level (you’ll get it for FREE with selected plans).
You can also gain valuable insights into your audience’s behavior with analytics and tracking tools. It helps you to fine-tune your coaching strategies.
If you’re serious about growing your coaching business, EzyCourse is by far the most scalable and cost-effective choice. Overall, all these aspects make EzyCourse one of the best CRM for coaching businesses in 2025.
Yet all CRMs have useful features, but EzyCourse puts everything together in one place. It is built on an easy system to manage clients, run programs, sell courses, and accept payments.
Here’s why EzyCourse wins over other coaching CRM platforms:
It combines CRM + website + courses + memberships + community in one system.
It saves you hundreds of dollars by replacing multiple platform subscriptions.
It’s designed specifically for coaches, creators and educators.
It grows with you, from solo coaches to full coaching academies.
Thus, if you’re looking for an all-in-one solution to manage every part of your coaching, course or membership business, EzyCourse should be your top choice.
👉Need the Best CRM for Coaches? Try EzyCourse!
Conclusion
People everywhere are seeking professional support to achieve their goals. But the behind-the-scenes workers, the life of coaches are becoming more complex than before.
Managing clients, scheduling sessions, tracking progress, handling payments, and keeping up with follow-ups can feel overwhelming. That’s why all coaches need one thing!
One CRM software for coaches can make your life as a coach much easier.
Hopefully, by coming this far, you’ve made up your mind to choose the best coaching CRM platform for you.
If you’re looking for an all-in-one platform, then EzyCourse can be your pick. And fortunately, you’re getting the platform free for 30 days.
