A Deep Dive into the Best CRM Tools for Coaches to Improve Client Relationships

As a coach, maintaining strong client relationships is essential for your success. For this, you should be implementing the right Customer Relationship Management (CRM) system that streamlines your operations and enhances client satisfaction.

This article explores the top CRM tools, focusing on their features and pricing, and introduces a specialized alternative tailored for coaches that even integrates with a couple of CRMs itself.

Without further ado, let’s jump in!

Understanding CRM Tools for Your Business

CRM tools are software solutions designed to help businesses manage interactions with current and potential clients. For you, these tools offer features like scheduling, client communication, and progress tracking, all essential for delivering personalized coaching experiences.

Integrating a CRM system can lead to improved client retention and business growth in a short time. There are a lot of options we will explore that will serve as better serve your needs and are better priced than honeybook pricing.

Evaluating Honeybook for Coaching Needs

Honeybook is a CRM platform that offers various features suitable for coaching businesses. However, it’s essential to assess whether its offerings and honeybook pricing align with the specific needs of your coaching practice.

Honeybook pricing plans:

Starter plan: Priced at $36 per month, this plan includes unlimited clients and projects, invoicing, proposals and contracts, calendar integration, and a client portal.
Essentials plan: At $59 per month, it offers all Starter Plan features plus scheduling, automation, QuickBooks Online integration, and support for up to two team members, SMS reminders, Honeybook AI & standard reports.
Premium plan: For $129 per month, this plan includes all Essentials features, unlimited team members, priority support, multiple company management, and advanced reporting capabilities.

While Honeybook provides a range of features, some coaches may find that it lacks certain functionalities tailored to the unique demands of coaching businesses. Also, honeybook fees are a considerable factor, as it can be on the pricier end for the coaching features it has.

Exploring Other CRM Options for Coaches

Several CRM tools cater to the unique needs of coaching professionals. Here’s a brief overview of some notable options:

1. Simply.Coach

Simply.Coach is a digital coaching platform tailored to meet the unique needs of coaches at all stages. It streamlines your administrative tasks, enhances client engagement, and supports business growth.

The platform also offers a 14-day free trial, allowing you to explore its features before committing.

Simply.Coach pricing plans:

Starter plan: At $9 per month, this plan is ideal for individual coaches starting their digital journey. It includes 1-1 coaching, group coaching, calendar booking pages, survey forms, contracts, programs, and the ability to coach up to 3 individuals.
Essentials plan: Priced at $29 per month, it offers all Starter Plan features plus the ability to coach up to 7 individuals, 3 reusable programs, and 3 reusable digital contracts.
Growth plan: At $49 per month, this plan includes all Essentials features, coaching for up to 30 individuals, logo upload, scheduling recurring sessions, 10 reusable programs, 10 reusable digital contract templates, and multiple calendar connections.
Leap plan: For $69 per month, it encompasses all Growth Plan features, coaching for unlimited individuals, a whitelabeled platform with your domain, unlimited programs, and unlimited digital contracts.

Note: These are just Solopreneur plans; for business plans, you can check them out here.

Simply.Coach is one of the most affordable and optimized CRM tools as compared to honeybook pricing and other alternatives.

For a more detailed comparison between Simply.Coach and Honeybook, read The Ultimate Honeybook Alternative for Your Coaching Business

Key features of Simply.Coach:

Client relationship management (CRM): Consolidate all your client information in one place, track communication history, and manage progress reports to boost personalized engagement.
Goal and progress tracking: Set action plans, monitor them, and analyze client goals using intuitive tools, ensuring informed adjustments and effective support for your clients.
Session scheduling & automation: Automate booking, send reminders, and reduce no-shows with integrations with Google Calendar and Zoom.
Payment processing & invoicing: Generate invoices, track payments, and manage billing within the platform, simplifying your financial operations.
Customizable coaching frameworks: Tailor your coaching methods with pre-built forms, templates, and surveys that align with your unique style.
Collaboration for group coaching: Manage group sessions seamlessly with built-in collaboration tools, enhancing interaction and group dynamics.
Mobile accessibility: Access coaching tools and engage with your clients from any device, ensuring flexibility and continuous connectivity.
Client workspace: Provide your clients with personalized workspaces to track goals, access resources, and stay informed about their coaching journey.
Automated reminders & follow-ups: Keep clients engaged and on track with automated reminders and follow-ups using nudges, promoting accountability from your clients.
Secure and compliant: Ensure data security and privacy with the only platform being HIPAA, SOC2, and GDPR compliance, safeguarding client information.
Professional development log: Track your professional growth with logs for certifications, learning milestones, and ongoing development.
Contracts management: Simplify onboarding by managing contracts digitally, ensuring clarity and efficiency.

2. Bonsai

Bonsai is an intuitive CRM designed for coaching businesses, offering features like workflow automation, time tracking, and project management. It’s ideal for you if you are also seeking a comprehensive tool to handle both administrative tasks and client relationships.

Bonsai pricing plans:

Basic plan: Costs $15 per month when billed monthly, includes time tracking, task management, unlimited projects, CRM, service library & an IOS & Android app.
Essentials plan: Costs $25 per month when billed monthly, adds Basic plan plus invoices & payments, all templates, scheduling, client portal, income tracking & more.
Premium plan: Costs $39 per month when billed monthly, includes everything of the Essentials plan plus project insights, Gantt view, integrations, workload management, remove Bonsai branding & more.
Elite plan: Costs $59 per user per month when billed monthly, includes everything from Premium plans plus custom permissions, custom data import, dedicated onboarding, timesheet locking, Hubspot integration & more.

Bonsai is nearly equivalent to honeybook pricing in but gets an upper edge in terms of providing more useful coaching features.

3. Paperbell

Paperbell is a coaching CRM designed to simplify business operations, offering features like project management, scheduling, and payment processing. It’s ideal for you as you also want to focus more on clients than administrative tasks.

Paperbell pricing plan:

Flat rate: $57 per month, includes all features such as client scheduling, payment processing, secure client portal, contract signing, email workflows, surveys, group coaching tools, video call integration, client notes, digital downloads, online classes, custom branding, support, and calendar integration.

4. Satori

Satori is a coaching CRM software with a clean interface and powerful features, making it easy to manage client schedules, communication, and payments. It’s suitable for established as well as budding coaching businesses like yourself seeking a user-friendly experience to scale operations efficiently.

Satori pricing plan:

Essentials plan: $39 per month when billed monthly, includes access to all features such as appointment scheduling, coaching engagements, program builder, client portal, and resource library.
Pro plan: $59 per month when billed monthly, includes all essential features plus custom engagement portals, custom branding, client reviews & more.
Leader plan: $149 per month when billed monthly, includes all prop plan features plus dedicated account manager, custom domain, virtual assistant logins & more.

Note: Each plan goes upwards in terms of capacities for active clients, coaching programs, session bookings & Google calendars.

5. Zoho CRM

Zoho CRM is a versatile platform built for businesses at every stage, offering AI, customization, and automation. It helps you focus more on growing your business than managing backend tools.

Zoho CRM pricing plans:

Zoho offers five pricing plans that each differ and scale up from one another as we go up in price in terms of features. Zoho CRM stands out by being the only tool on the list offering a free plan forever for you to take advantage of.

Note: Pricing information is based on available data and may vary. It’s recommended to visit the respective website for the most current pricing.

Why Choose Simply.Coach?

For solo coaches, Simply.Coach simplifies your client management, automates tasks, and allows focus on delivering impactful coaching experiences. For coaching businesses, it manages multiple coaches, clients, and sessions from a single platform, with customizable features supporting your enterprise needs.

Call to Action

In conclusion, selecting the right CRM tool is key to fostering better client relationships and streamlining your coaching business. While Honeybook offers solid features, its pricing may not be ideal for all coaches. For those seeking a more tailored, cost-effective solution, Simply.Coach provides an excellent alternative with customizable features designed specifically for coaches at all stages of their careers.

Ready to streamline your coaching practice and enhance client relationships? Schedule a demo or sign up for a free 14-day trial with Simply.Coach today and experience the benefits firsthand.