A powerful CRM (Client Relationship Management) system is now essential for modern coaches who want to streamline client management, automate workflows, and scale their business. In 2026, coaching CRMs have evolved to include automation, AI-assisted client engagement, scheduling, progress tracking, program delivery, and more.
Here’s a clear and practical breakdown of the top 10 coaching CRMs, including features, pricing insights, and best use cases.
1. CoachAccountable
Key Features
- Goal tracking and habit assignments
- Automated reminders & workflows
- Client dashboards for progress
- Built-in scheduling & notes
- Group coaching support
Pricing Insight
Mid-range, ideal for solo coaches scaling gradually.
Best For
Coaches focused on structured programs and client accountability.
2. Practice Better
Key Features
- Scheduling, telehealth, and billing
- Secure notes and client forms
- Nutrition & wellness protocols
- Program delivery and tracking
Pricing Insight
Tiered pricing; scales well for multi-practitioner practices.
Best For
Wellness, health, nutrition, and holistic coaches needing a full practice management suite.
3. HoneyBook
Key Features
- Invoicing, contracts, workflows
- Automated onboarding sequences
- Scheduling & communication tools
- Lead tracking for sales pipelines
Pricing Insight
Affordable for growing businesses with strong invoicing tools.
Best For
Coaches needing strong admin, invoicing, and client-flow automation.
4. HubSpot CRM (Custom for Coaching)
Key Features
- Lead tracking & email automation
- Sales pipeline management
- AI-driven insights
- Integrates with nearly everything
Pricing Insight
Free tier available; advanced tiers cost more.
Best For
Business, executive, and B2B coaches needing deep CRM capabilities.
5. Paperbell
Key Features
- Packages & payment setups
- Scheduling & client portal
- Contract signing & onboarding
- Minimal, coach-friendly interface
Pricing Insight
Flat pricing model; simple for new coaches.
Best For
Beginner coaches or those wanting a clean, lightweight CRM.
6. CoachVantage
Key Features
- Client records, notes, and files
- Scheduling & session tracking
- Custom forms and questionnaires
- Program management features
Pricing Insight
Mid-range, suitable for early-stage coaches.
Best For
Life, career, and personal development coaches.
7. Satori
Key Features
- Intake forms & onboarding
- Client agreements & billing
- Automated reminders
- Simple workflow design
Pricing Insight
Affordable starter pricing with limitations.
Best For
Coaches who want simple workflows without tech complexity.
8. Bonsai
Key Features
- Contracts, invoices, proposals
- Project & task workflows
- Time tracking for coaches with multiple services
- Client portal
Pricing Insight
Flexible pricing depending on needed modules.
Best For
Coaches who also freelance or consult and need business admin tools.
9. Notion (Customized Coaching CRM)
Key Features
- Fully customizable workspace
- Client records, programs, tracking
- Templates for sessions and goals
- Collaboration tools
Pricing Insight
Low cost; customization takes time.
Best For
Coaches who want complete control and flexibility.
10. Asana / ClickUp (For Workflow-Heavy Coaches)
Key Features
- Task management workflows
- Program building & delivery
- Team collaboration
- Automations for client follow-ups
Pricing Insight
Entry-level pricing; advanced automations available with upgrades.
Best For
Productivity, executive, and business coaches with complex systems.
Which CRM Is Best for You?
Choose CoachAccountable if:
- You focus on progress, habits, and accountability
- You want a simple coaching-first system
- You run 1:1 or group coaching programs
Choose Practice Better if:
- You offer wellness, nutrition, or holistic services
- You need telehealth, secure notes, or protocols
- You want a full “practice management” suite
Choose HoneyBook or Bonsai if:
- You want stronger business admin (contracts, invoices, workflows)
Choose HubSpot if:
- You want robust lead tracking & automation for B2B coaching
Choose Notion if:
- You want a fully customized CRM you can build your way
Choose ClickUp/Asana if:
- You run structured programs and need workflow automation
Conclusion
The best coaching CRM in 2026 depends on your coaching style, niche, and the complexity of your business.
- For pure coaching → CoachAccountable
- For wellness & multi-service practices → Practice Better
- For strong business admin → HoneyBook or Bonsai
- For custom systems → Notion or ClickUp
- For sales-heavy coaching → HubSpot
Choosing the right CRM can save dozens of hours per month, improve client transformation, and help your coaching business scale sustainably.
