CRM for Coaches: Scale Your Coaching Practice
Manage your coaching clients professionally and grow your practice with confidence.
The Challenges You Face
As a coaches, managing client relationships comes with unique challenges:
- Keeping track of client goals and session notes
- Scheduling sessions across different time zones
- Following up with potential clients consistently
- Managing discovery calls and conversion
- Sending resources and follow-up materials
- Balancing client work with business development
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Centralise all client information and session notes
- Online booking handles time zones automatically
- Pipeline view shows every prospect's status
- Track which marketing brings coaching clients
- Email templates for consistent follow-up
- Pipeline shows your business at a glance
Key Features for Coaches
Everything you need to manage your coaches business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Form Builder
Create contact forms and embed them on your website to capture leads automatically.
Simple Pricing for Coaches
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 3,000 contacts
- 3 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 3 forms
- 6,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 10,000 contacts
- 10 team members
- 20 marketing lists
- 40 email templates
- 40 active deals
- 10 forms
- 20,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 50,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Coaches
Can I track client goals and session notes?
Yes, you can add detailed notes to each client record and track their progress over time. The activity timeline keeps a complete history of every interaction, so you always remember where each client is in their journey.
How does the booking system handle different time zones?
Kabooly's booking system automatically detects your client's time zone and shows availability accordingly. No more confusion about meeting times when working with international clients.
Can I send resources and follow-up materials?
You can create email templates for common follow-ups and send them directly from client records. Attach files to client profiles for reference. Use marketing lists to send resources to groups of clients.
How do other coaches use Kabooly?
Coaches typically use Kabooly to track prospects from discovery call to ongoing client, manage session bookings, store session notes and client goals, and stay in touch with past clients for referrals and repeat business.
Can clients book discovery calls themselves?
Yes, share your booking link and let prospects schedule discovery calls at times that work for both of you. Set different availability for different types of sessions.
How do I convert prospects to paying clients?
Use the deal pipeline to track every prospect. Create stages like 'Discovery Call Scheduled', 'Discovery Complete', 'Proposal Sent', 'Enrolled'. You'll always know who to follow up with and when.
Is Kabooly suitable for group coaching programmes?
Yes, you can use marketing lists to group clients in programmes, send updates to everyone in a programme at once, and track individual progress while managing the group.
What reporting is available?
You can see where your clients come from (lead attribution), track your pipeline value, monitor conversion rates through your stages, and export data for further analysis.
Ready to Grow Your Coaches Business?
Start your free trial today and see how Kabooly can help.