Untitled (200 × 200 px) (1)
The best CRM for a coaching business free vs paid reviews

Best CRM for a Coaching Business [Free vs Pro]

Table of Contents

What is the best CRM for a coaching business for free?

A customer relationship management tool can help your coaching business manage and improve your customer relationships, this is a great way of increasing the retention and lifetime value of our clients. 

When choosing the best CRM for a coaching business, we’re looking for something that will allow us to store, organize, and analyze customer data and information, and to use that data to improve the way coaching businesses interact with and serve their customers.

A good CRM for our coaching will feature:

  • Contact and lead management.
  • Sales and marketing automation.
  • Manage their customer interactions and communication.
  • Track sales and marketing efforts.
  • Analyze customer data and behavior.

Crm features best crm for coaching business free

The best CRM for a coaching business should be easy to use and intuitive, with a user-friendly interface that allows us to quickly and easily access and manage their customer information. 

Most of them offer a range of customization options, allowing coaching businesses to tailor the tool to their specific needs and preferences.

Overall, a CRM tool can be an invaluable asset for businesses looking to manage and improve your customer relationships. It can help businesses 

  • Improve their customer service.
  • Streamline their operations. 
  • Grow our business with less friction.

Why should you use a CRM for your coaching business?

Using a CRM, or customer relationship management, tool or system can be beneficial for a coaching business in several ways. Some of the key reasons why you should use a CRM for your coaching business include:

  • Improved customer service: A CRM system can help your coaching business manage and track customer interactions and communication, allowing you to provide better customer service. It can also help you identify and address any customer service issues or problems, leading to improved customer satisfaction.
  • Increased sales and revenue: A CRM system can help your coaching business track and analyze your sales and marketing efforts, allowing you to identify and target the most promising leads and opportunities. This can help you increase your sales and revenue.
  • Better organization and efficiency: The best CRM for a coaching business will help you organize and manage customer data and information, allowing you to access and use it more easily and efficiently. This can help you streamline your operations and improve your overall efficiency.
  • Enhanced collaboration and teamwork: A CRM system can help your coaching business teams collaborate and share customer data and information, allowing them to work together more effectively and efficiently. This can help improve your overall performance and productivity.
  • Improved customer insights and analysis: A CRM system can help your coaching business track and analyze customer data and behavior, providing valuable insights into your customers and their needs. This can help you make better-informed decisions and improve all aspects of your sales funnel.

How to use the best CRM for a coaching business for free diagram

Overall, using a CRM system can provide a wide range of benefits for your coaching business, helping you improve your customer relationships, increase your sales and revenue, and streamline your operations.

By finding the best CRM for your coaching businesses you can save money and improve the lifetime value of each customer.

What is the best CRM for a coaching business? Free Versions

There are many different CRM (Customer Relationship Management) tools available that could be suitable for a coaching business.

The best CRM for a coaching business will depend on the specific needs and goals of the business.

However, there are several free CRM tools that could be suitable for a coaching business.

The first option we will look at is Insightly, which offers a free plan for businesses with up to two users.

Using Insightly CRM for a Coaching Business. [Free for up to 2 users]

Insightly is a customer relationship management (CRM) tool designed to help businesses manage and improve their customer relationships. It is a cloud-based CRM tool that offers a range of features and capabilities, including contact and lead management, sales and marketing automation.

It’s easy to use and really intuitive, with a user-friendly interface that helps coaches quickly and easily access and manage their customer information. It has a lot of customization options, we can tailor the tool to our specific needs and preferences.

One of the biggest features of Insightly is its integration with other business tools and services like: 

  • Google Apps 
  • Mailchimp
  • Zapier 

This helps us to easily connect the CRM with other tools and services. This is great for streamlining operations and improving our efficiency.

In addition to its core CRM features, Insightly also offers a range of additional tools and resources to help businesses improve their performance. 

These include

  • Detailed reporting and analysis 
  • A library of educational resources and guides 

Overall, Insightly is a powerful and customizable CRM tool that can be an invaluable asset for businesses looking to manage and improve their customer relationships. It has all the features and integrations to help a coaching business grow and succeed, and is available in both a free version you can get started with.

Using Zoho CRM for a Coaching Business. [Free Version] 

Similar to Insightly, Zoho is a comprehensive CRM platform that has a range of features and capabilities to help you grow and nurture your customer base.

Zoho CRM is designed to be easy to use and intuitive, with a user-friendly interface that allows businesses to quickly and easily access and manage their customer information. It offers lots of handy customization options.

Zoho CRM also integrates with other business tools and services:

  • Google Apps 
  • Mailchimp
  • QuickBooks

Overall, Zoho CRM is a great CRM tool that can be an invaluable asset for businesses looking to manage and improve customer relationships. It has a free version you can check out to see if it’s suitable for your coaching business.

Using Salesforce CRM for a Coaching Business. [Free Version]

Salesforce is the OG of customer relationship management (CRM) tools. Its designed to help businesses manage and improve their customer relationships. It is a cloud-based CRM platform that has all the features you’d expect from on of the best modern CRM systems available.

Salesforce is highly customizable, including the ability to create custom fields, objects, and workflows. This allows coaching business owners to create a CRM system that is tailored to their specific business processes and requirements.

It also allows integrations with the tools that your need, like mail and google apps. It also has lots of educational resources and guides to help learn more about customer relationship management.

Salesforce is a powerhouse CRM tool. I would recommend you check out the free version yourself on this one.

Using Hubspot CRM for a Coaching Business. [Free Version]

Hubspot is another classic customer relationship management (CRM) tool. It’s cloud-based and a free CRM tool that has all you need to get started.

Like the others, it’s customizable and has all the integrations you’ll need.

In addition to its core CRM features, HubSpot CRM has all the additional tools and resources to your businesses grow. Such as detailed reporting and deep analysis.

Overall, Hubspot is one of the best CRM for a coaching business. It’s free to get started and easy to set up and use.

Using Freshsales CRM for a Coaching Business. [Free Version]

Freshsales from Freshbooks is also cloud-based CRM tool that offers a range of features and capabilities, including contact and lead management, sales and marketing automation, and email and phone integration.

Freshsales is designed to be simply and intuitive, with a user-friendly interface that allows businesses to quickly and easily access and manage their customer information. It has all the usual customization options, helping coaching businesses looking for a CRM to tailor the tool to their specific needs and preferences.

It also has integration with other business tools and services. It offers seamless integration with Gmail, Google Calendar, and Mailchimp, we can easily connect the CRM with other tools and services. Great for streamlining operations.

Freshsales is a great option and a real competitor for the best CRM for a coaching business to improve customer relationships. Check out the free version.

Using Apptivo CRM for a Coaching Business. [Free Version]

Apptivo is a solid choice as a customer relationship management (CRM) I

It’s easy to learn and use, with a user-friendly interface.

One of the key features of Apptivo is its integrations with tools like QuickBooks, Xero, and Google Calendar. This allows a coaching businesses to easily connect the CRM to the other tools and services we use.

It’s a solid tool, but some of the options above should be checked out first as they also have great free versions and are better established. 

A final word on finding the best CRM for a coaching business 

When choosing a CRM tool it’s important to carefully evaluate the different options and choose the one that best fits your coaching business’s needs. Most offer free versions that will get you going. 

You may want to try out several different tools to see which one works best for you and your team.

Overall, a good CRM tool can be an invaluable asset for a coaching business. It can help coaching businesses manage and improve their customer relationships, track and analyze customer data, and streamline your operations. 

By finding the most suitable and best CRM for your coaching businesses you can save money and improve the lifetime value of each customer.

Trying to get more customers on social? Check out the winner in our Hypefury vs Tweethunter battle.

If you are looking to create a premium sales funnel or website for your business, check out the webflow vs clickfunnels battle.

To find the right keywords and backlink to grow your organic traffic. Check the best option between rank tracker vs Semrush.

Leave a Comment

Your email address will not be published. Required fields are marked *

Submit a tool

Fill out the form below, I’ll get back to you and let you know when it’s live on the site.