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 CRM for coaches.
Let’s ditch the chaos and grow your 仕事.
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 CRM features built-in! It’s great for teams and is super customizable.
Think of it like a digital whiteboard where you can track everything.
私たちの可能性を解き放ちましょう Monday tutorial.
私たちの見解
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM.
主なメリット
- 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.
価格
- Free: 永久に $0 無料。
- Basic: $9/seat/month.
- Standard: $12/seat/month.
- 어떤 대안이 가장 좋은 음성 옵션을 제공합니까?: $19/seat/month.
- Enterprise: Custom Pricing based on your needs.
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2. Gohighlevel （⭐️ 4.50）
GoHighLevel is an all-in-one platform for agencies & marketers.
It has CRM, marketing, and sales tools.
It’s very powerful and suitable for managing multiple clients.
私たちの可能性を解き放ちましょう Gohighlevel tutorial.
私たちの見解
This is great for agencies and businesses wanting to consolidate tools. The automation capabilities are very strong.
主なメリット
- オールインワンのマーケティング プラットフォーム。
- ホワイトラベルもご利用いただけます。
- 自動化されたキャンペーン。
- リード育成ツール。
- 包括的なレポート。
価格
- 매력적인 비디오 콘텐츠 제작이 더욱 간편해지고 빨라졌습니다! 음성 해설에 몇 시간을 허비하거나 완벽한 스톡 영상을 찾는 데 지치셨나요? DupDub은 AI의 힘을 빌려 몇 분 만에 사실적인 음성 해설과 비디오를 제작합니다. 하지만 과연...: 月額97ドル。
- 일레븐 뮤직 로고: 月額 297 ドル。
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3. ClickUp (⭐️ 4.25)
クリックアップ is an all-in-one productivity platform.
It includes CRM features. It’s highly customizable.
私たちの可能性を解き放ちましょう ClickUp tutorial.
私たちの見解
非常に強力で柔軟性に優れています。無料プランでも非常に充実した機能があり、プロジェクト管理のための機能が豊富です。しかし、オプションが多すぎるため、最初は戸惑うかもしれません。初心者にとっては、使いこなすのが大変かもしれません。
主なメリット
- タスクのための集中化されたワークスペース。
- 永久無料プランを提供します。
- 1,000 を超える統合をサポートします。
- カスタマイズ可能なワークフローとビュー。
- 包括的なレポート機能。
価格
- 아사나 대안: 個人使用に最適です。
- 일레븐 뮤직 로고: ユーザーあたり 7 ドル。
- 仕事: ユーザーあたり 12 ドル。
- Enterprise: 要件に応じたカスタム価格についてはお問い合わせください。
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4. アクティブキャンペーン （⭐️ 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.
私たちの可能性を解き放ちましょう ActiveCampaign tutorial.
私たちの見解
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.
主なメリット
- Advanced automation: Create complex workflows to nurture leads and automate tasks.
- Email marketing powerhouse: Send beautiful and effective email campaigns.
- Built-in CRM: Manage contacts and track interactions.
- Segmentation and personalization: Target specific groups of contacts with personalized messages.
価格
- 매력적인 비디오 콘텐츠 제작이 더욱 간편해지고 빨라졌습니다! 음성 해설에 몇 시간을 허비하거나 완벽한 스톡 영상을 찾는 데 지치셨나요? DupDub은 AI의 힘을 빌려 몇 분 만에 사실적인 음성 해설과 비디오를 제작합니다. 하지만 과연...: 月額 15 ドル。
- プラス: 月額49ドル。
- 어떤 대안이 가장 좋은 음성 옵션을 제공합니까?: 月額79ドル。
- Enterprise: 月額 145 ドル。
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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.
私たちの可能性を解き放ちましょう Pipedriveチュートリアル.
私たちの見解
Pipedriveは、販売重視のビジネスにとって確かな選択肢です。ユーザーフレンドリーで見た目も美しく、便利な機能が満載です。満点10点を取れなかった唯一の理由は、低価格プランにいくつかの制限があることです。
主なメリット
- 販売に重点を置く: Pipedrive は、より多くの取引を成立させるために構築されています。
- 視覚的なパイプライン管理: 各取引の現状を正確に把握します。
- 強力な自動化: メールの送信や予定のスケジュール設定などのタスクを自動化します。
- 24時間365日サポート: 必要なときにいつでもサポートを受けられます。
価格
- 不可欠: ユーザーあたり月額 14 ドル。
- Advanced: ユーザーあたり月額 24 ドル。
- Professional: $49/user/month.
- 力: ユーザーあたり月額 59 ドル。
- Enterprise: ユーザーあたり月額 79 ドル。
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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.
私たちの可能性を解き放ちましょう Instantly tutorial.
私たちの見解
Instantly は、アウトリーチ活動を強化したい企業にとって貴重なツールです。
主なメリット
- 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.
価格
- 成長CRM: 月額 37.9 ドル、座席数は無制限。
- ハイパーCRM: 月額 77.6 ドル、座席数は無制限。
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7. HubSpot （⭐️ 3.75）
HubSpot is a big name. It’s a complete platform with CRM, marketing, and sales tools.
It’s very powerful and suitable for growing businesses.
Unlock its potential with our HubSpot tutorial.
私たちの見解
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.
主なメリット
- 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.
価格
- 無料ツール: 最大 2 ユーザーまで無料。
- マーケティングハブスターター: 1シートあたり月額15ドル。
- スターター顧客プラットフォーム: 1シートあたり月額15ドル。
- マーケティングハブプロフェッショナル + 3シート: 月額 800 ドル、追加シートは月額 45 ドル。
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8. Keap （⭐️ 3.50）
Keap 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.
私たちの可能性を解き放ちましょう Keap tutorial.
私たちの見解
Keap is a fantastic option for small businesses to streamline their sales and marketing efforts. It’s user-friendly and packed with valuable features.
主なメリット
- 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.
価格
Keap offers a free trial and a simple pricing structure to get you started.
- シンプルな計画: 月額 249 ドル (年払い) から始まり、2 人のユーザーと 1500 件の連絡先が提供されます。
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9. Freshsales CRM (⭐️ 3.25)
Freshsales CRM 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.
私たちの可能性を解き放ちましょう Freshsales tutorial.
私たちの見解
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.
主なメリット
- ユーザーフレンドリーなインターフェース: 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.
価格
- 成長 + 500 マーケティングコンタクト: ユーザーあたり月額 9 ドル。
- プロ+500マーケティングコンタクト: ユーザーあたり月額 39 ドル。
- エンタープライズ + 500 マーケティングコンタクト: ユーザーあたり月額 59 ドル。
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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:
- Ease of Use:You’re busy. You don’t have time to learn a complex system. Look for a CRM with an intuitive interface. Can you quickly find what you need? Is it easy to add clients and manage tasks?
- 自動化機能:Time is your most valuable asset. Does the CRM automate repetitive tasks? Think email follow-ups, appointment reminders, and payment processing.
- シームレスな統合: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?
- 成長のためのスケーラビリティ: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.
バイヤーズガイド
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.
- 機能比較: 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.
- 価格と価値: 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.
まとめ
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 Capsule 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.
よくある質問
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.
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