9 Best Free CRM for Coaching Business
Finding the best free CRM for coaching business is essential to ensure that all tasks are tracked and managed in one place. There are so many different aspects to running an effective coaching business, but there are also tools out there that can help make your life easier.
If you’re looking for the perfect CRM but don’t want to pay for it, check out this blog article where we give you the top 9 best CRM. Continue reading the article below.
What is CRM?
CRM stands for customer relationship management. It is a system that businesses use to manage their interactions with customers and potential customers. CRM systems can help businesses track customer data, sales, and marketing campaigns. They can also help businesses automate tasks such as sending out emails or creating customer loyalty programs.
Importance of CRM for Business
CRM systems are important for businesses because they help to manage customer relationships. CRM systems help businesses to keep track of their customer’s contact information, purchase history, and preferences.
Additionally, CRM systems also help automate tasks such as marketing and sales follow-up.
CRM systems can be very helpful for coaching businesses because they can help to keep track of clients and their progress.
Top 9 Best Free CRM for Coaching Business
There are a few different CRMs that could be used for a coaching business. However, not all of them are the same, so it is important to choose one that fits the needs of the business.
HubSpot CRM
HubSpot is definitely the most used CRM out there, it is a great option for coaching businesses because it has a wide range of features. It can track customer interactions, manage contact lists, and automate tasks. It also has a built-in email tool, which makes it easy to stay in touch with customers.
Key Features:
- Meeting and tasks Scheduler
- Customized dashboard
- Social Media integration and management
- Automated workflows
- Email tracking and Analytics
- Landing page builder
- Up to 1 Million contacts can be stored
Pricing Packages:
- Free package (limited features)
- Starter package for $540/yr with 5x marketing contacts and standard web analytics dashboard
- Professional package for $5,400/yr with 10x marketing contact, Customizable website traffic analytics, social media and campaign management
- Enterprise package for $14,400/yr with 20x marketing contacts, Customizable website traffic analytics, up to 300 teams and more
Zoho CRM
Zoho is another great option for coaching businesses. It has many of the same features as HubSpot CRM, but it also has some unique features. Moreover, it has a “workflows” feature that can automate repetitive tasks. Lastly, It also has a “deals” feature that helps businesses keep track of sales opportunities.
Key Features:
- Sales force, marketing, and workflow automation
- Omni Channels and team collaboration
- Social media integration
- Reports and analytics
- Performance and process management
Pricing Packages:
- Offers free trial
- Standard package for $14/user/month with sales automation and process management, 10 dashboards for analytics and measurement and 100 custom reports
- Professional package for $23/user/month with sales automation and process management, 3 active blueprints, unlimited dashboards for analytics and measurement and unlimited custom reports
- Enterprise package for $40/user/month with sales automation and process management, 50 active blueprints, unlimited dashboards for analytics and measurement and unlimited custom reports and more
- Ultimate package for $52/user/month with sales automation and process management, 100 active blueprints, unlimited dashboards for analytics and measurement and unlimited custom reports and more
Salesforce
Another top CRM for any business including coaching business is Salesforce. It is one of the most trusted CRM platforms. You can find important information about your customers all in one place, let you Interact with every part of your company that deals with customers, and see a full overview of each customer’s history.
Key Features:
- Contacts and leads management
- Pipeline and forecast management
- Workflow creation and channel management
- Email automation and integration
- Customer engagement tools
- Process automation
- Sales forecasting
- Custom reports and dashboard
Pricing Packages:
- Each package offers a free trial
- Essential package for $25/user/month all in one sales support
- Sales professional package for $75/user/month complete sales solution
- Service professional package for $75/user/month complete customer service solution
- Marketing cloud account engagement package for $1,250/user/month with a Suite of marketing automation tools and up to 10,000 contacts
ActiveCampaign
ActiveCampaign is a cloud-based software that enables marketing automation. This platform helps to automate marketing, sales, and customer communications. This includes lead scoring and web analytics tools, among other features.
Key Features:
- Contacts and leads management
- Pipeline and forecast management
- Workflow creation and channel management
- Email automation and integration
- Customer engagement tools
- Process automation
- Sales forecasting
- Custom reports and dashboard
Pricing Packages:
- Offers free trial
- Lite package for $29/mo with up to 3 users, email and marketing automation and reporting, unlimited email sending and more
- Plus package for $49/mo with up to 25 users, advanced performance reporting, Custom Branded Forms & Landing Pages and more
- Professional package for $149/mo with up to 50 users, CXA strategy consultation, website personalization and more
- Enterprise package that can be customized and price may vary. This includes unlimited users, Free Design Services, Unlimited Email Design Testing, a dedicated account rep and many more
Scoro
Scoro is an end-to-end work management software for professional and creative services. Project management and time management are the primary functions of this software, which also includes sales automation, billing automation, and professional services automation which is ideal for a coaching business. It is the most comprehensive business management solution for professional services by streamlining workflows.
Key Features:
- Routine task automation
- Streamlined quoting and billing
- Sales goals and performance tracker
- High-level reports in a single click
- Tools integration and built-in tracker
- Real-time Gantt chart to track real-time progress
Pricing Packages:
- Offers free trial
- Essential package for $26/user/month with limited work and collaboration features, customizable dashboard, summary financial reports, up to 50,000 API calls/day
- Standard package for $37/user/month with full work and collaboration features, customizable dashboard, detailed financial report, up to 100,000 API calls/day
- Pro package for $63/user/month with full work and collaboration features, customizable dashboard, multiple project timeline and time locking, finance platforms integration and up to 250,000 API calls/day
- Ultimate package with full platform features (contact Scoro for the pricing)
Accelo
Another great option for a coaching business is Accelo. This platform manages all aspects of client work delivery and improves visibility and coordination by streamlining workflows and increasing efficiency across the business and teams, allowing leaders and professionals to run their businesses and focus on the most important work.
Key Features:
- Automation and processes
- Clear team scheduling
- Tracking and sharing of client emails, attachments and appointments
- Systemized sales and quoting process
- Contextual business insights
Pricing Packages:
- Offers free trial for Plus and Premium packages
- Plus package for $24/product/user/month (minimum of 5 users) with Client & Contact Database, timesheets, task, email and calendar sync and custom fields
- Premium package for $39/product/user/month (minimum of 5 users) with client & contact database, branded workspace, custom workflows, enhanced Security and more
Insightly
Insightly is an easy-to-use CRM platform focusing on small to mid-sized businesses including professional services. Also, Insightly includes a customizable landing page that assists you with prioritizing your most important tasks and provides an organized email layout and reports. This platform currently has more than 1.5 million users making it one of the most popular CRM platform.
Key Features:
- Dataset management
- Customizable apps for your business
- Workflow automation and reports
- Built-in governance and security
- Metrics tracker
Pricing Packages:
- Offers free trial for different packages
- Plus package for $29/user/month with higher record limits, 100 custom email templates and more
- Professional package for $49/user/month with full features including priority email support
- Enterprise package for $99/user/month with full features including unlimited records and dedicated specialist
NetSuite
NetSuite is definitely another option in the list for the best free CRM for coaching business as this platform is the number 1 enterprise resource planning software in the market. It is a business management platform that offers many applications which make running your business easier. The platform can be used for several business modules such as relationship management, supply chain, finance, custom and more.
Key Features:
- Customer management in a single, integrated system
- E-commerce integration
- Accounting and financial management
- Inventory management
- Enhanced business analytics and reporting
- Better data and cloud security
- Professional services automation
- Fast loading user interface
Pricing Packages:
- Offers free trial
- Price varies for different business needs (subscribers pay annual license fee that includes core platform, optional modules and the number of users)
- One-time implementation fee for initial setup
Zendesk
Zendesk is a powerful, service-first, modem customer service platform on a SaaS model, designed for ultimate productivity. It is an award-winning software used by thousands of small to big businesses. Zendesk offers four powerful products for different needs, helping businesses to scale. It has complete features designed to help businesses build better customer service.
Key Features:
- Help desk software
- Live chat
- Option to create community forums and Help center
- Support ticket system
- Advanced ticketing system
- Performance measurement and customer analytics
- IT help desk
Pricing Packages:
- Offers free trial for different packages
- Suite Team package for $49/agent/month with 1 help center, basic theme customization, up to 50 AI-powered bot solution
- Suite Growth package for $79/agent/month with up to 5 help centers, intermediate theme customization, up to 100 AI-powered bot solution
- Suite Professional package for $99/agent/user with up to 5 help centers + community forum, intermediate theme customization, up to 500 AI-powered bot solution
- Suite Enterprise package for $150/agent/month with up to 300 help centers + community forums, advanced theme customization, up to 1000 AI-powered bot solution
Overall Insight for the Best Free CRM for Coaching Business
There are a lot of free CRMs out there, but not all of them are created equal. The 9 best free CRMs for coaching businesses listed in this article are the cream of the crop when it comes to features, ease of use, and price.
If you’re looking for a free CRM to help you manage your coaching business, any one of these would be a great option.
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