Best CRM for Coaches: Grow Your Clients in 2025?

بواسطة | آخر تحديث Aug 7, 2025

الأفضل إجمالاً
الإثنين
4.75
  • Monday AI
  • Integrations Center
  • Smart Workflow Automation
  • Kanban Board
  • Gantt Chart
  • خطة مجانية متاحة
  • الباقات المدفوعة من $9/شهرياً
أفضل قيمة
gohighlevel logo
4.50
  • Digital Marketing Engine
  • Capture New Leads
  • Nurture Leads
  • Automated Booking
  • Create Membership
  • الخطة المجانية المتاحة
  • Paid Plan Starts at $97
الأكثر تميزاً
انقر فوق
4.25
  • إدارة المشاريع
  • تطوير المنتجات
  • سير العمل
  • إدارة الموارد
  • إدارة المعرفة
  • خطة مجانية متاحة
  • خطط مدفوعة الأجر من $7
best crm for coaches

Ever feel like you’re juggling flaming bowling pins?

Clients, schedules, payments. it’s a mess, right?

You’re a coach, not a circus performer! Imagine if you had a magic tool.

One that organized everything. A tool that helped you get more clients.

Think of all the time you’d save! No more frantic notes or missed appointments. 

We’re diving into the best إدارة علاقات العملاء for coaches.

Let’s ditch the chaos and grow your الأعمال.

What is the Best CRM for Coaches?

Tired of sticky notes and scattered spreadsheets? You need a real solution.

But which one? Don’t worry, we did the hard work.

We tested and compared. Now, we’re sharing our top picks.

Let’s find the perfect fit for your coaching business.

1. Monday CRM (⭐️ 4.75)

Monday.com is actually a flexible work operating system.

But, it has powerful إدارة علاقات العملاء features built-in! It’s great for teams and is super customizable.

Think of it like a digital whiteboard where you can track everything.

أطلق العنان لإمكاناتها مع Monday tutorial

monday CRM homepage

وجهة نظرنا

Monday CTA

Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM. However, it may not be best for those with complex sales needs or large teams.

المزايا الرئيسية

  • Visually appealing interface: Easy to navigate and understand.
  • Flexible and customizable: Adapt the platform to your specific needs.
  • Collaboration features: Work seamlessly with your team.
  • Integrations with popular apps: Connect with your favorite business tools.

التسعير

  • مجاناً: $0 free forever.
  • الأساسيات: $9/seat/month.
  • قياسي: $12/seat/month.
  • محترف: $19/seat/month.
  • انتربرايز: Custom Pricing based on your needs.
monday pricing

الإيجابيات

  • Visually appealing and user-friendly.
  • Flexible and customizable workflows.
  • رائع لتعاون الفريق.
  • Integrates with popular apps.

السلبيات

  • It can be expensive for large teams.
  • Limited reporting capabilities.
  • Not as feature-rich as some competitors.

2. Gohighlevel (⭐️ 4.50)

GoHighLevel is an all-in-one platform for agencies & marketers.

It has إدارة علاقات العملاء, marketing, and sales tools.

It’s very powerful and suitable for managing multiple clients.

أطلق العنان لإمكاناتها مع Gohighlevel tutorial. 

Building digital marketing in GoHighLevel

وجهة نظرنا

GoHighLevel

This is great for agencies and businesses wanting to consolidate tools. The automation capabilities are very strong. However, its vast feature set means it can be overwhelming for new users, and there’s a definite learning curve.

المزايا الرئيسية

  • All-in-one marketing platform.
  • White-labeling available.
  • Automated campaigns.
  • Lead-nurturing tools.
  • Comprehensive reporting.

التسعير

  • المبتدئ: $97/month.
  • غير محدود: $297/month.
GoHighLevel Pricing

الإيجابيات

  • All-in-one solution.
  • واجهة سهلة الاستخدام.
  • Powerful automation tools.
  • Extensive integrations.
  • Active community & support.

السلبيات

  • Steep learning curve.
  • It’s pricey for some.
  • Limited customization.

3. ClickUp (⭐️ 4.25)

كليك أب is an all-in-one productivity platform.

It includes إدارة علاقات العملاء features. It’s highly customizable.

أطلق العنان لإمكاناتها مع ClickUp tutorial. 

الصفحة الرئيسية للنقر فوق

وجهة نظرنا

انقر فوق CTAup CTA

إنه قوي ومرن بشكل لا يصدق. الباقة المجانية سخية للغاية، ولديها العديد من الميزات لإدارة المشاريع. ومع ذلك، بسبب خياراته العديدة، يمكن أن يكون مربكًا في البداية، ويمكن أن يكون منحنى التعلم حادًا للمستخدمين الجدد.

المزايا الرئيسية

  • مساحة عمل مركزية للمهام.
  • تقدم خطة مجانية للأبد.
  • يدعم أكثر من 1,000 عملية تكامل.
  • عمليات سير العمل وطرق العرض القابلة للتخصيص.
  • ميزات إعداد تقارير شاملة.

التسعير

  • مجاناً: الأفضل للاستخدام الشخصي.
  • غير محدود: $7/المستخدم.
  • الأعمال التجارية: $12/المستخدم.
  • انتربرايز: اتصل بهم للحصول على أسعار مخصصة بناءً على متطلباتك.
تسعير Clickup

الإيجابيات

  • منصة الكل في واحد.
  • قابل للتخصيص بدرجة كبيرة.
  • خطة مجانية متينة.
  • أتمتة قوية.
  • ميزات تعاونية.

السلبيات

  • منحنى التعلّم الحاد.
  • تحميل زائد على الميزات.
  • قيود تطبيق الهاتف المحمول.
  • مشكلات الأداء.

4. ActiveCampaign (⭐️ 3.75)

ActiveCampaign is powerful. It’s great for email marketing.

It also manages your clients. It’s like two tools in one.

You can send targeted messages. You can track client interactions.

أطلق العنان لإمكاناتها مع ActiveCampaign tutorial

حملة أكتيف كامبين

وجهة نظرنا

حملة أكتيف كامبين

ActiveCampaign is an excellent choice for businesses that want to leverage the true power of email marketing and automation. However, it may not be the best fit for beginners due to its complexity.

المزايا الرئيسية

  • Advanced automation: Create complex workflows to nurture leads and automate tasks.
  • Email marketing powerhouse: Send beautiful and effective email campaigns.
  • Built-in إدارة علاقات العملاء: Manage contacts and track interactions.
  • Segmentation and personalization: Target specific groups of contacts with personalized messages.

التسعير

  • المبتدئ: $15/month.
  • زائد: $49/month.
  • محترف: $79/month.
  • انتربرايز: $145/month.
ActiveCampaign Pricing

الإيجابيات

  • Robust automation capabilities.
  • Excellent email deliverability.
  • Detailed reporting and analytics.
  • Great for growing businesses.

السلبيات

  • It can be complex to learn.
  • Pricing can increase quickly.
  • It’s not as user-friendly as some options.

5. Pipedrive (⭐️ 3.75)

Pipedrive is focused on sales. It’s designed for sales teams.

It helps you manage your pipeline. It’s easy to visualize your deals.

It has a simple interface.

أطلق العنان لإمكاناتها مع Pipedrive tutorial

Pipedrive Homepage

وجهة نظرنا

Pipedrive logo

Pipedrive is a solid choice for sales-focused businesses. It’s user friendly, visually appealing, & packed with helpful features. The only reason it doesn’t get a perfect 10 is that the lower-priced plans have some limitations.

المزايا الرئيسية

  • Laser focus on sales: Pipedrive is built to help you close more deals.
  • Visual pipeline management: See exactly where each deal stands.
  • Powerful automation: Automate tasks like sending emails and scheduling appointments.
  • 24/7 support: Get help whenever you need it.

التسعير

  • Essential: $14/user/month.
  • متقدم: $24/user/month.
  • Professional: $49/user/month.
  • Power: $59/user/month.
  • انتربرايز: $79/user/month.
Pipedrive Pricing

الإيجابيات

  • سهل الاستخدام والتنقل.
  • It is a great visual pipeline.
  • ميزات أتمتة قوية.
  • دعم عملاء ممتاز.

السلبيات

  • Limited customization on lower plans.
  • It can be pricey for large teams.
  • Reporting could be more robust.

6. Instantly (⭐️ 3.75)

Instantly, it is for outreach.

It helps you send cold emails, automates your email campaigns, finds leads, and is focused on gaining new clients.

أطلق العنان لإمكاناتها مع Instantly tutorial

Instantly AI

وجهة نظرنا

instantly CTA

Instantly is a valuable tool for businesses that want to ramp up their outreach efforts. However, it’s important to note that it’s primarily an outreach platform, not a complete CRM solution.

المزايا الرئيسية

  • Multi-channel outreach: Connect with prospects through email, LinkedIn, Twitter, and more.
  • Personalized messaging: Tailor your messages to each recipient.
  • Automated follow-ups: Stay top-of-mind without lifting a finger.
  • Detailed analytics: Track your progress and identify what’s working.

التسعير

  • Growth CRM: $37.9/month, unlimited seats.
  • Hyper CRM: $77.6/month, unlimited seats.
Instantly Pricing

الإيجابيات

  • Great for outreach and lead generation.
  • ميزات أتمتة قوية.
  • It helps improve response rates.
  • Easy to personalize messages.

السلبيات

  • It can be expensive for high-volume outreach.
  • The free plan is minimal.
  • Not a full-fledged CRM.

7. HubSpot (⭐️ 3.75)

HubSpot is a big name. It’s a complete platform with إدارة علاقات العملاء, marketing, and sales tools.

It’s very powerful and suitable for growing businesses.

Unlock its potential with our HubSpot tutorial. 

What is Hubspot

وجهة نظرنا

هبسبوت

HubSpot is a powerful platform with many features, but you must consider your budget and needs before committing. It’s a good choice for businesses that want a comprehensive solution & are willing to invest in it.

المزايا الرئيسية

  • Free CRM: Start with a free plan with basic CRM features.
  • All-in-one platform: Access a marketing, sales, and service tools suite.
  • Extensive community and resources: Benefit from a wealth of knowledge and support.
  • Inbound marketing focus: Attract and engage leads with valuable content.

التسعير

  • Free Tools: Free for up to two users.
  • Marketing Hub Starter: $15/seat/month.
  • Starter Customer Platform: $15/seat/month.
  • Marketing Hub Professional + three seats: $800/month, additional seats at $45/month.
HubSpot Pricing

الإيجابيات

  • Comprehensive features and tools.
  • Free CRM option.
  • Strong reputation and brand recognition.
  • Great for inbound marketing.

السلبيات

  • It can be expensive for small businesses.
  • It can be complex to learn and use.
  • Some features are limited to lower plans.

8. Keap (⭐️ 3.50)

كاب is like a super-powered assistant.

It helps you keep track of clients. It automates tasks.

You can send emails and schedule appointments. It does a lot of busy work for you.

أطلق العنان لإمكاناتها مع Keap tutorial

What is Keap CRM

وجهة نظرنا

كياب CRM

كاب is a fantastic option for small businesses to streamline their sales and marketing efforts. It’s user-friendly and packed with valuable features. However, it may not be best for larger companies with more complex needs.

المزايا الرئيسية

  • Built-in email marketing: Send targeted emails to your audience.
  • Easy-to-use automation: Automate tasks like sending follow-up messages and assigning leads.
  • Sales pipeline management: Track your deals and identify opportunities.
  • Ecommerce integrations: Connect Keap with your online store to manage orders and customers.

التسعير

Keap offers a free trial and a simple pricing structure to get you started.

  • Simple plan: Starts at $249/month (Annually Billed) and offers two users and 1500 contacts.
Keap Pricing

الإيجابيات

  • Great for small businesses.
  • سهلة التعلم والاستخدام.
  • Powerful email marketing tools.
  • Excellent automation features.

السلبيات

  • It can get expensive as you grow.
  • Limited customization options.
  • Not ideal for large enterprises.

9. Freshsales CRM (⭐️ 3.25)

فريش سيلز إدارة علاقات العملاء is simple. It’s easy to use. It focuses on sales.

It helps you close deals. It has a clean interface. You can track your sales pipeline.

أطلق العنان لإمكاناتها مع Freshsales tutorial

Freshsales Homepagee

وجهة نظرنا

Freshsales CTA

Freshsales CRM is a solid choice for businesses prioritizing ease of use and affordability. It’s a great way to use CRM without a steep learning curve.

المزايا الرئيسية

  • واجهة سهلة الاستخدام: Easy to navigate and learn.
  • Built-in phone and email: Connect with customers directly from the platform.
  • AI-powered insights: Get helpful suggestions and predictions.
  • Affordable pricing: Offers a free plan and competitive paid plans.

التسعير

  • Growth + 500 Marketing Contacts: $9/user/month.
  • Pro + 500 Marketing Contacts: $39/user/month.
  • Enterprise + 500 Marketing Contacts: $59/user/month.
Freshsales crm pricing

الإيجابيات

  • بديهية وسهلة الاستخدام.
  • خيارات تسعير معقولة التكلفة.
  • Great for small businesses.
  • Helpful AI-powered features.

السلبيات

  • Limited customization options.
  • Reporting could be more robust.
  • There are not as many integrations as some competitors

What to Look For in the Best CRM for Coaches?

When diving into the world of CRMs, getting lost in a sea of features is easy.

Here’s a breakdown of what really matters, especially for coaches:

  • سهولة الاستخدام:You’re busy. You don’t have time to learn a complex system. Look for a إدارة علاقات العملاء with an intuitive interface. Can you quickly find what you need? Is it easy to add clients and manage tasks?
  • قدرات التشغيل الآلي:Time is your most valuable asset. Does the إدارة علاقات العملاء automate repetitive tasks? Think email follow-ups, appointment reminders, and payment processing. 
  • Seamless Integrations:Your CRM should play well with your existing tools. Does it integrate with your email, calendar, and payment platforms?
  • Robust Client Management:Can you easily track client interactions? Does it allow you to store detailed client profiles, including notes, appointments, and communication history? 
  • Scalability for Growth:Your coaching business is growing. Will the CRM grow with you? Can you easily add more clients and team members? Choose a CRM that can handle your future needs.

How can the best CRM tools benefit you?

Using the best crm tools can totally change how you run your business.

It’s not just about storing customer information. It helps you manage sales leads and improve your sales processes.

You can use automated workflows to handle repetitive tasks and save tons of time on data entry.

This gives you more time to focus on your existing customers and finding new ones through smart lead generation.

A good CRM also boosts your client relationships.

You can track customer interactions and customer behavior across multiple channels like phone calls.

This helps your entire team gain insights and address any customer issues quickly.

You’ll have all the data in one place, including a client’s purchase history and notes, giving you powerful deal insights.

This leads to better customer engagement, stronger brand loyalty, and more effective marketing campaigns and marketing efforts.

دليل المشترين

When doing our research to find the right crm solution, we didn’t just pick names out of a hat.

We used a thorough process to find the best crm software for coaches.

Our goal was to give you the most accurate and helpful information possible.

So you can make an informed decision for your business needs. Here are the key steps we took:

  • Business Needs Analysis: First, we identified the specific business needs of a coach. This includes things like managing customer relationships, automating sales tasks, and improving customer satisfaction. We focused on features that are most valuable for a successful coaching business.
  • مقارنة الميزات: We created a checklist of essential crm features, such as contact management, workflow automation, and marketing automation. We also looked for advanced features like predictive analytics and lead scoring. We compared what each platform offered to see which ones provided a complete picture for coaches.
  • Pricing and Value: We analyzed the pricing of each crm platform, looking for transparent costs and hidden fees. We considered not just the upfront price but the overall value, including what was included in each tier and the availability of a support team. We also looked for free trials to ensure you could test the product before buying.
  • User Experience and Usability: We read countless user reviews and tested platforms ourselves to evaluate the user experience. We focused on finding platforms that were easy to use and had a low learning curve, ensuring you could get up and running quickly. We also checked for mobile access to ensure you can manage your business on the go.
  • Integrations and Ecosystem: We examined how well each crm solution integrated with other popular tools, such as email clients and payment gateways. We also looked at all in one crm options that offer a comprehensive suite of tools for sales marketing and other functions. This helps streamline processes and gives you a single place to access data.
  • Support and Community: We evaluated the quality of the support team and the availability of a knowledge base or community. We believe that good support is crucial for the successful implementing a coach crm.
  • Data Security and Management: We looked into how each customer relationship management software handled customer data, including customer contact information. We prioritized platforms with strong data management and security protocols to protect your clients’ information.
  • Negative Feedback: We also looked for what was missing from each product. We paid close attention to user complaints and common issues to give you a balanced view of each crm software options. This helps you know what to expect and what compromises you might have to make.

الخاتمة

Finding the right crm software is a huge step for small businesses.

It can transform how you handle your business processes.

By using a CRM, you can automate tasks and get a clearer view of your customer information.

This frees up your time, so you can focus on your current customers and attracting new ones.

We’ve given you the rundown on some of the best crm tools out there, from the power of Zoho CRM to the simplicity of كبسولة CRM.

Our goal is to help you make a smart choice. We did the research so you don’t have to.

The right tool can help you with everything from lead generation to providing great customer experiences, ultimately leading to increased sales.

الأسئلة الشائعة

What are the best CRMs for individual coaches?

The best CRMs for individual coaches often include Keap, HubSpot, and Pipedrive. These platforms offer features like client management, automation, and scheduling, essential for driving business growth. Pipedrive is one that software reviews ranked Pipedrive very highly.

Can I use an Excel CRM template instead of dedicated CRM software?

While an Excel CRM template can be a starting point, a dedicated CRM tool offers more automation and integration. For a successful coaching business, you will need something better. It’s better for managing client data and tracking interactions effectively.

How do I select a CRM software that fits my coaching business?

When selecting CRM software, consider your needs, budget, and scalability. Ask the right questions. Look for features like client tracking, automation, and integration with top payment platforms. Test free trials and read software reviews ranked Pipedrive to make an informed decision.

How can I improve my client engagement within the CRM?

To improve your client engagement within the CRM, personalize communication, track client progress, and automate follow-ups. Use Pipedrive’s mobile CRM for a seamless mobile experience. You can also implement a coach CRM to help with this.

How do I connect my CRM with other tools I use?

Most popular CRM systems offer email, calendars, and payment gateway integrations. Look for a CRM that connects your CRM with your existing tools. This streamlines your workflow and prevents data silos.

فهيم جوهردر

فهيم جوهردر

المؤلف

كاتب متحمس للتكنولوجيا وكاتب شغوف بالذكاء الاصطناعي وابتكارات البرمجيات. يبسط الموضوعات المعقدة لمساعدة القراء على البقاء في صدارة العالم الرقمي.

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