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10 Best CRM for Coaches of 2026

This list is for life, business, executive, career and wellness coaches, plus consultants, who need one place for client records, session booking, coaching packages and payments. We compared documented features and published prices for 10 tools, from coach-specific platforms with goals, action plans and session logs to general client management suites with proposals and invoicing. Scores weigh features at 40%, ease of use at 30% and value at 30%. Prices are the vendors' own US dollar figures where the pricing page showed them to us; two vendors did not and are marked as pending.

By the Mojolin research desk · Updated November 12, 2026 · 10 tools compared · Prices checked on vendor pages, latest November 12, 2026

Questions or corrections: editorial@mojolin.com

Mojolin is self-funded How we score

CoachVantage is our top pick because it was built for coaching: unlimited contacts and engagements, 1:1 and group programs, booking pages with payment, e-contracts and recurring invoices all start at $35 per month billed yearly. Simply.Coach is the low-cost option for coaches with up to 3 active clients at US$9 per month billed annually, with goals, action plans and nudges. HoneyBook is the strongest choice for proposals and payments if you are based in the US or Canada. Satori and Paperbell are coach-first platforms with packages and enrollment built in, Practice Better fits health and wellness coaches, and CoachAccountable suits accountability-heavy programs priced by active client. Delenta, Bonsai and Dubsado round out the list for coaches who also sell courses, bill hourly or want deep workflow automation.

Top picks

Best overall

CoachVantage

8.8 / 10

Independent coaches who want unlimited clients on a flat monthly price

Read the review →

Runner-up

Simply.Coach

8.7 / 10

New coaches with a small roster who want goal tracking on a budget

Read the review →

Also great

HoneyBook

8.5 / 10

Coaches in the US or Canada who sell many service types and want proposals and payments in one file

Read the review →

Comparison table

#ToolPricingScore
1CoachVantageClarity from $35 per month billed yearly ($39 monthly); Aha $53 billed yearly ($59 monthly)8.8
2Simply.CoachStarter from US$9 per month billed annually (US$19 monthly); Essentials US$29; Growth US$49; Leap US$698.7
3HoneyBookStarter from $29 per month billed annually ($36 monthly); Essentials $49; Premium $1098.5
4SatoriSee vendor pricing (USD check pending)8.4
5PaperbellSee vendor pricing (USD check pending)8.3
6Practice BetterStarter $35 per month billed monthly ($25 billed annually); Professional $69; Plus $99; Team $1558.2
7CoachAccountableStarter $20 per month for 2 clients; Level 1 $40 for 5; Level 2 $70 for 10; Level 3 $120 for 208.1
8DelentaSolo $79 per month or $699 per year; Teams $99 per month plus a fee per coach8.0
9BonsaiBasic from $9 per user per month billed annually ($15 monthly); Essentials $19; Premium $29; Elite $497.9
10DubsadoStarter $335 per year (about $28 per month); Premier $525 per year; prices in USD7.8

Scoring weights

Every tool gets three editorial scores out of 10, from vendor documentation, product pages and the published price. The overall score is the weighted average below, the same method on every list. Full method

Features40%
Ease of use30%
Value30%

The full ranking

  1. Rank 1 · Best overall

    CoachVantage

    Coaching software that combines contact management, 1:1 and group programs, scheduling, e-contracts, invoices and a client portal.

    coachvantage.com

    8.8

    out of 10

    Best for: Independent coaches who want unlimited clients on a flat monthly price

    CoachVantage ranks first because it covers the full coaching cycle at a flat price that does not grow with your client list. Both plans include unlimited contacts and coaching engagements, a client portal, coaching logs, goals and assignments, forms, and one-off or recurring invoices paid through PayPal or Stripe. Clients can self-book through booking pages that take payment, show an intake form and handle time zones, cancellation and reschedule policies. Contracts go out for e-signature with an audit trail, and Aha lets you embed the contract directly in a program sign-up page. The Clarity plan at $35 per month billed yearly is aimed at newer coaches and has real limits: 2 booking pages, 2 group programs, 4 e-contract signatures per month and 500MB of storage. Aha at $53 removes most caps and adds cohorts. Branding on invoices, emails and the portal is included without an extra charge.

    Standout feature

    CoachVantage is the best choice for coaches who want unlimited clients and engagements on a $35 per month plan billed yearly.

    Use cases

    • Life coaches

      Sell a 1:1 program through a branded sign-up page with a contract and payment

      Outcome: New clients enrol without back-and-forth emails

    • Group coaches

      Run cohorts inside a group program on Aha

      Outcome: Each cohort tracked separately in one program

    • Business coaches

      Bill monthly retainers with recurring invoices

      Outcome: Regular income without manual invoicing

    Key features

    • Unlimited contacts and coaching engagements on both plans
    • 1:1 coaching program sales pages and group coaching programs, with cohorts on Aha
    • Booking pages with intake forms, payment collection, recurring appointments and 2-way calendar sync
    • Contract e-signatures with an audit trail and reusable contract templates
    • One-off and recurring invoices with PayPal and Stripe, plus Zoom and Google Meet integrations

    Pros

    • No limit on how many clients you coach, so the price does not rise with your roster
    • Branded sub-domain, invoices, emails and client portal on every plan
    • No commissions on the revenue you earn, per the pricing page

    Cons

    • Clarity caps you at 2 booking pages and 4 e-contract signatures per month
    • Clarity allows only 2 group programs and no cohort management
    • No free plan; the 14-day trial is the only way to try it
  2. Rank 2 · Runner-up

    Simply.Coach

    A digital coaching platform with client workspaces, goal and development planning, action plans, scheduling, contracts and invoicing.

    simply.coach

    8.7

    out of 10

    Best for: New coaches with a small roster who want goal tracking on a budget

    Simply.Coach is the most coaching-focused tool on the list and the cheapest way to start. Every plan includes a coachee portal, 1:1 and group coaching, session notes and reflections, action plans with reminders, goal and development planning, and stakeholder management, which helps executive coaches who report to a sponsor. Scheduling covers booking pages, multiple session types and a rescheduling and cancellation tracker, and calendar integration spans Google, Apple and Outlook. Contracts can be signed digitally and payments tracked and collected. The catch is client limits: Starter at US$9 per month billed annually covers 3 active coachees, Essentials at US$29 covers 7 and Growth at US$49 covers 30. Recurring sessions and your logo arrive on Growth, and Leap at US$69 adds a white-label portal and custom domain with unlimited coachees. Automated invoices are flagged as coming soon, so coaches who bill on a schedule should test that first.

    Standout feature

    Simply.Coach is the best choice for coaches with a small roster because Starter includes goal planning and a coachee portal for US$9 per month billed annually.

    Use cases

    • Executive coaches

      Share goals and progress with a client's stakeholders

      Outcome: Sponsors see outcomes without reading private notes

    • New coaches

      Run first paid clients on the Starter plan

      Outcome: A structured practice for US$9 per month

    • Habit coaches

      Send nudges and action plan reminders between sessions

      Outcome: Clients keep momentum between calls

    Key features

    • Dedicated coachee portal with session notes, action plans, tracking and reminders
    • Goal and development planning, stakeholder management and behavior building nudges
    • Booking pages, multiple session types and pre-session prep forms
    • Digital contracts with signature plus payments tracking and collection
    • Lead capturing and client management (CRM) on every plan

    Pros

    • The cheapest coach-specific plan on this list at US$9 per month billed annually
    • Google, Apple and Outlook calendars plus Zoom, Google Meet, Teams and Webex
    • Lists HIPAA BAA and SOC2 report under security

    Cons

    • Starter covers only 3 active coachees and Essentials 7
    • Automated invoices are marked as coming soon on the pricing page
    • Recurring sessions and multiple calendars start on Growth at US$49
  3. Rank 3 · Also great

    HoneyBook

    A client management platform for service businesses that ties proposals, contracts, invoices and payments to each client and project.

    honeybook.com

    8.5

    out of 10

    Best for: Coaches in the US or Canada who sell many service types and want proposals and payments in one file

    HoneyBook is not built only for coaches, but its client and payment tools are among the most complete here. Every plan includes unlimited clients and projects, invoices and payments, proposals, contracts, a client portal, a calendar and the full template library, so a coach can send one file that describes a package, collects a signature and takes a payment. Essentials at $49 per month billed yearly adds the scheduler, automations, SMS reminders, QuickBooks Online and up to 2 team members, and that is the plan most coaches will want because session booking is central to coaching. What HoneyBook lacks are coaching specifics such as goals, action plans or session logs, which CoachVantage, Simply.Coach and CoachAccountable include. It is also limited by geography: the pricing page says HoneyBook is available for business owners in the US and Canada, with another passage also naming the UK and Australia.

    Standout feature

    HoneyBook is the best choice for coaches who want proposals, contracts and payments in one file, with unlimited clients from $29 per month billed annually.

    Use cases

    • Business consultants

      Send a proposal that includes the contract and deposit invoice

      Outcome: Signed and paid engagements from one file

    • Wellness coaches

      Book sessions through the Essentials scheduler with SMS reminders

      Outcome: Fewer missed appointments

    • Coaches with an assistant

      Share the account with a second team member on Essentials

      Outcome: Admin handled without sharing a login

    Key features

    • Unlimited clients and projects on every plan
    • Invoices and payments, proposals and contracts in the Starter plan
    • Client portal, calendar and all professional templates
    • Scheduler, automations and SMS reminders on Essentials
    • QuickBooks Online integration and HoneyBook AI

    Pros

    • Unlimited clients and projects, so a growing roster costs nothing extra
    • Free trial of 30 days with no credit card required
    • Proposals and contracts are included from the entry plan

    Cons

    • The scheduler only starts on Essentials at $49 per month billed yearly
    • Starter allows up to 2 live lead forms
    • Available only to business owners in a few countries, led by the US and Canada
  4. Rank 4

    Satori

    A business platform for coaches covering proposals, enrollment, scheduling, billing and session insight.

    satoriapp.com

    8.4

    out of 10

    Best for: Coaches who want discovery calls, proposals and enrollment handled in one coaching app

    Satori is a coach-only platform that pairs the business essentials, proposals, enrollment, scheduling and billing, with tools that make the value of coaching visible. It can capture sessions and pull out insights, actions and reported changes, then turn those into content ideas and personalized offers built around what a prospect said in a discovery call. Pricing is simple in structure: Essentials is described as the plan for new coaches with up to 10 active, paying clients, Pro is for coaches with some traction, and Leader adds dedicated support. Only active clients count towards billing, there are no setup or cancellation fees, and Satori takes nothing from client payments beyond standard PayPal and Stripe fees. Coaches studying for a certification can apply for a free Scholar plan with unlimited pro-bono clients. We could not confirm the dollar prices from the page text, so check the pricing page before you compare.

    Standout feature

    Satori is the best choice for coaches in certification training because its Scholar plan is free with unlimited pro-bono clients.

    Use cases

    • Leadership coaches

      Shape a proposal around the outcomes raised in a discovery call

      Outcome: Offers tied to the change the client wants

    • Coaches in training

      Run pro-bono clients on the free Scholar plan

      Outcome: Practice hours logged without a subscription

    • Solo coaches

      Show clients a record of insights and actions across an engagement

      Outcome: A clear reason to renew

    Key features

    • Proposals, enrollment, scheduling and billing in one platform
    • Captures coaching sessions and surfaces insights, actions and reported changes
    • Turns client conversations into marketing content ideas and personalized offers
    • Charges no fee on client payments; standard PayPal and Stripe fees apply
    • Free Scholar plan with unlimited pro-bono clients for coaches studying for a certification

    Pros

    • Only active clients count towards billing
    • No setup fees, cancellation fees or contracts
    • Refund available within the first 30 days on monthly or annual plans

    Cons

    • Prices load by script and could not be confirmed in USD for this list
    • Essentials is designed for up to 10 active paying clients
    • Positioned around transformational coaching, less suited to other service work
  5. Rank 5

    Paperbell

    An all-in-one coaching platform with a coaching website, scheduling, packages, payments, contracts and a client portal on one plan.

    paperbell.com

    8.3

    out of 10

    Best for: Coaches who want a website and packages on a single all-inclusive plan

    Paperbell takes the opposite approach to tiered tools: one plan, every feature, unlimited clients and sessions. That plan includes a coaching website, client scheduling, payment processing and packages, contract signing, client email workflows, surveys and forms, group coaching tools, video call integration, secure notes, digital downloads, online classes and custom branding. For a coach starting from nothing, it can replace a website builder, a scheduler, an e-signature tool and a payment form at once, and Paperbell adds no transaction fees of its own. A 30-day money-back guarantee lowers the risk of trying it. The trade-off is that there is no cheap entry tier for a coach with two clients, and coaching-specific tracking such as goals and action plans is lighter than in CoachVantage or Simply.Coach. Our checker could not load the pricing page, so the price is marked as pending.

    Standout feature

    Paperbell is the best choice for coaches who want one all-inclusive plan because it covers a website, packages and payments with unlimited clients.

    Use cases

    • New coaches

      Launch a coaching website with booking and payment in one place

      Outcome: A working sales page without a separate site builder

    • Career coaches

      Sell 3 and 6 session packages

      Outcome: Clients buy and book in one flow

    • Group coaches

      Run group sessions and online classes

      Outcome: Group and 1:1 work in the same account

    Key features

    • Professional coaching website included
    • Client scheduling with calendar and video call integration
    • Payment processing and packages with no additional transaction fees
    • Contract signing, client surveys and forms, and secure client notes
    • Secure client portal, group coaching tools, online classes and digital downloads

    Pros

    • Unlimited clients, sessions, files, packages and traffic
    • All features included on every plan, with no upsells
    • 30-day money-back guarantee

    Cons

    • Price could not be confirmed from the page as fetched for this list
    • One plan only, so there is no cheaper tier for coaches with a few clients
    • Fewer coaching tools such as goals and action plans than CoachVantage or Simply.Coach
  6. Rank 6

    Practice Better

    Practice management for health and wellness practitioners with scheduling, telehealth, billing, programs and a client portal.

    practicebetter.io

    8.2

    out of 10

    Best for: Health, nutrition and wellness coaches who need telehealth and programs

    Practice Better comes from the health and wellness side of coaching, and it shows in the feature set. Starter includes scheduling, telehealth video chat, integrated billing and payments, secure messaging, a client portal, forms and note templates, and access through the web and a mobile app. Professional at $69 per month raises the limit from 10 to 300 clients and adds group scheduling, group messaging, fixed-date programs, account deposits, payment plans and Zapier. Plus at $99 unlocks unlimited clients, evergreen and self-paced programs, portal branding, a personalized URL, 750 SMS reminders a month and broadcast messaging. For nutrition, fitness and health coaches who run programs and video sessions, that is a strong package. For a business or executive coach, the clinical extras such as an EHR and fax number are features you pay for but may never use, and the 10-client cap on Starter pushes most working coaches to Professional.

    Standout feature

    Practice Better is the best choice for wellness coaches because telehealth video and billing are included from the $35 Starter plan.

    Use cases

    • Nutrition coaches

      Run a fixed-date group program with scheduled content

      Outcome: Cohorts move through the program together

    • Health coaches

      Hold video sessions through built-in telehealth

      Outcome: No separate video tool to manage

    • Fitness coaches

      Sell a program with a deposit and payment plan

      Outcome: Higher priced programs paid in installments

    Key features

    • Scheduling, telehealth video chat and secure messaging
    • Integrated billing and payments, with deposits and payment plans on Professional
    • Client portal, forms and note templates, plus a mobile app
    • Group scheduling and fixed-date programs on Professional; evergreen and self-paced programs on Plus
    • 20+ integrations, including Zapier on Professional

    Pros

    • Telehealth video is built in from Starter
    • Professional covers 300 clients and Plus covers unlimited clients
    • Plus includes SMS text reminders (750 per month) and 3 admin licenses

    Cons

    • Starter covers only 10 clients
    • Designed around clinical practice, so some features exceed what a life or business coach needs
    • Payment plans and Zapier start on Professional at $69 per month
  7. Rank 7

    CoachAccountable

    Coaching software for scheduling, action plans, metrics, engagements, invoicing and courses, priced by active client.

    coachaccountable.com

    8.1

    out of 10

    Best for: Coaches and coaching teams running structured accountability programs

    CoachAccountable is the deepest tool here for coaches who sell structured programs. Its engagements track how many sessions or days each client has left and invoice automatically, which maps directly onto session packages. Clients work through action plans, metrics, fillable worksheets and collaborative documents, and you get follow through and activity reports to see who is doing the work. Scheduling syncs with Google, Outlook and Apple calendars, supports group sessions and can attach pre- and post-session forms, with SMS reminders in the US, Canada, the UK and Australia. Billing covers recurring invoices, memberships, installments and company billing through Stripe, Square or PayPal, and you can author courses too. Every plan has every feature, and unlimited coaches and admins are free, which suits coaching teams. The cost is the pricing model: $20 per month covers just 2 active clients and 20 clients cost $120, so a full solo practice pays more than flat-priced tools.

    Standout feature

    CoachAccountable is the best choice for coaching teams because unlimited coach and administrator accounts are included on every plan from $20 per month.

    Use cases

    • Coaching firms

      Add every coach and admin to one account and pair them with clients

      Outcome: Team oversight without per-seat fees

    • Executive coaches

      Bill a client's company directly and organize clients by company

      Outcome: Corporate engagements handled cleanly

    • Accountability coaches

      Track client metrics and action plans between sessions

      Outcome: Progress visible to coach and client

    Key features

    • Engagements that show how many sessions or days a client has remaining and bill on schedule
    • Action plans, metrics and KPI tracking, fillable worksheets and follow through reports
    • Scheduling with Google, Outlook and Apple calendar sync, group sessions and pre- and post-session forms
    • Recurring billing, memberships, installment billing, company billing and packages via Stripe, Square or PayPal
    • Self-paced, calendar-based and group courses with content drip

    Pros

    • Every plan is the complete system; only active clients count
    • Unlimited coach and administrator accounts at no extra cost
    • 30-day free trial with no credit card and no limits

    Cons

    • Cost climbs with clients: $120 per month for 20 and $250 for 50
    • No discounts for non-profits or pro-bono coaching
    • Groups and couples count as separate clients, one account per person
  8. Rank 8

    Delenta

    Coaching software for solo coaches, coaching firms and enterprise programs with booking, payments, client portals and AI session notes.

    delenta.com

    8.0

    out of 10

    Best for: Coaches who sell 1:1 coaching, group programs and digital courses together

    Delenta is a full coaching business platform that sits between a CRM and a course platform. On Solo, coaches can sell 1:1 coaching, group programs, packages and digital courses, let clients book and pay in one flow, and give each client a branded portal for sessions, resources and progress. There is no per-client portal fee and no commission on what you sell, and integrations cover Zoom, Google Meet, Microsoft Teams, Stripe, PayPal, Google and Outlook calendars, Mailchimp, MailerLite and Zapier. AI session notes and the built-in assistant are add-ons on Solo but included on Teams, which adds multi-coach management, coach payouts and sponsor reporting for firms of 2 to 50 coaches. Support runs 24/7 by live chat and email on every plan. The drawback is price: Solo is $79 per month or $699 per year, more than double CoachVantage's entry plan, so it makes most sense for coaches who will use the course and program tools.

    Standout feature

    Delenta is the best choice for coaches who also sell courses because it charges 0% commission and no per-client portal fees on every plan.

    Use cases

    • Course-selling coaches

      Sell a digital course and a 1:1 package from the same account

      Outcome: Program and private clients in one place

    • Coaching firms

      Track each associate coach's sessions and payouts on Teams

      Outcome: Monthly statements of what each coach is owed

    • Health coaches

      Add HIPAA compliance to a Solo plan

      Outcome: HIPAA-aligned security for $20 per month

    Key features

    • Sell 1:1 coaching, group programs, packages and digital courses
    • Booking, calendar and payments in one flow, with no separate invoices
    • Branded client portal with no per-client fee
    • Zoom, Google Meet, Microsoft Teams, Stripe, PayPal, Mailchimp, MailerLite and Zapier integrations
    • AI session notes and a built-in assistant (add-on on Solo, included on Teams)

    Pros

    • 0% commission on programs sold on every plan
    • Live chat and email support 24/7 on every plan
    • Export clients, sessions, notes and invoices as CSV at any time

    Cons

    • Solo is $79 per month, the highest entry price among the verified tools here
    • AI session notes are an add-on on Solo
    • HIPAA compliance costs $20 per month extra on Solo
  9. Rank 9

    Bonsai

    Client and project management software for service businesses with CRM, proposals, contracts, scheduling, invoicing and time tracking.

    hellobonsai.com

    7.9

    out of 10

    Best for: Consultants who bill hourly and want time tracking with client management

    Bonsai is a client and project management suite rather than a coaching tool, and it earns its place for consultants who sell time. Basic at $9 per user per month billed annually includes time tracking, task management, unlimited projects and clients, a CRM and a service library. Most coaches will need Essentials at $19, which adds invoices and payments, proposals and contracts, all templates, forms and questionnaires, scheduling, a client portal and expense and income tracking. Premium at $29 adds a deals pipeline, custom client fields, client tasks and messaging, and integrations such as QuickBooks. The plan comparison lists scheduling with 1 event type, which is thin for coaches who offer discovery calls, sessions and group calls. There are also no goals, action plans or session logs, so Bonsai suits consultants who think in projects and hours more than coaches who run ongoing engagements.

    Standout feature

    Bonsai is the best choice for hourly consultants because time tracking and a CRM with unlimited clients start at $9 per user per month billed annually.

    Use cases

    • Management consultants

      Track billable hours against each client project

      Outcome: Accurate hourly invoices

    • Marketing consultants

      Send a proposal and contract on Essentials

      Outcome: Signed engagements without a separate e-sign tool

    • Small consulting teams

      Manage leads in the Premium deals pipeline

      Outcome: A clear view of upcoming work

    Key features

    • CRM, service library, time tracking and unlimited clients on Basic
    • Invoices and payments, proposals and contracts on Essentials
    • Forms and questionnaires, scheduling and a client portal on Essentials
    • Deals pipeline, custom fields and client tasks and messaging on Premium
    • iOS and Android app

    Pros

    • Low entry price at $9 per user per month billed annually
    • Unlimited projects and clients on every plan
    • Strong time tracking for consultants who bill by the hour

    Cons

    • Invoices, contracts and scheduling need Essentials at $19 per user
    • Scheduling on the plan comparison shows 1 event type
    • No coaching-specific tools such as goals, action plans or session logs
  10. Rank 10

    Dubsado

    Business management software for service providers with lead capture, contracts, invoicing, client portals, scheduling and automated workflows.

    dubsado.com

    7.8

    out of 10

    Best for: Coaches who want heavy workflow automation and pay yearly

    Dubsado is a general client management system that many coaches use for its automation. Both plans include unlimited projects and clients, email integration, invoicing with payment plans, form and email templates, client portals, calendar connection and a mobile app, so you can sell a package and split it into installments from day one. Premier at $525 per year is where Dubsado earns its reputation: it adds scheduling, automated workflows, public proposals, bookkeeping integration and Zapier, and unlimited lead capture forms instead of 1 on Starter. For a coach, that means a booking can trigger a contract, an invoice and a welcome questionnaire without manual steps. Three extra users are free, and additional brands cost $10 per month. The downsides are that scheduling sits behind Premier, which most coaches need, and that setting up workflows takes time compared with coach-specific tools that ship with session and engagement tracking ready.

    Standout feature

    Dubsado is the best choice for coaches who want automated client onboarding because Premier workflows handle contracts, invoices and forms for $525 per year.

    Use cases

    • Coaches with an assistant

      Give a team member access using the 3 free extra users

      Outcome: Shared admin without added cost

    • Package coaches

      Split a 12-week package into a payment plan

      Outcome: Clients pay in installments automatically

    • Consultants

      Automate onboarding with Premier workflows

      Outcome: Contract, invoice and intake sent after one booking

    Key features

    • Unlimited projects and clients with invoicing and payment plans
    • Client portals, form and email templates and calendar connection
    • Scheduling and automated workflows on Premier
    • Public proposals, bookkeeping integration and Zapier on Premier
    • 3 additional users free, with extra brands at $10 per month each

    Pros

    • Payment plans for package pricing on both plans
    • 3 additional users included at no cost
    • 21-day trial with full Premier access and no credit card

    Cons

    • Scheduling and automated workflows require Premier at $525 per year
    • Starter allows only 1 active lead capture form
    • No coaching-specific tools such as goals or session logs

Buying guide

How to choose

Pick a coach-specific platform or a general client suite

CoachVantage, Simply.Coach, Satori, Paperbell, CoachAccountable and Delenta are built around coaching engagements, with session logs, goals, programs and client portals. HoneyBook, Dubsado and Bonsai come from the freelance world and focus on proposals, contracts and invoices. If your work is mostly recurring sessions with the same clients, a coach-specific tool keeps notes and progress in context.

Check how the price scales with clients

Several coaching tools charge by active client. Simply.Coach Starter covers 3 coachees, Satori Essentials covers 10 active clients, Practice Better Starter covers 10 clients and CoachAccountable starts at $20 per month for 2 clients and reaches $120 for 20. CoachVantage, Paperbell, HoneyBook and Dubsado include unlimited clients, which matters once your roster grows.

Make sure packages and recurring billing are included

Coaches usually sell session bundles or monthly retainers. CoachAccountable shows how many sessions a client has left in each engagement and bills on schedule, Paperbell includes payment processing and packages on its single plan, and CoachVantage offers one-off and recurring invoices on both plans. Simply.Coach lists automated invoices as coming soon, so check before you rely on it.

Look at booking limits on entry plans

Entry plans often cap scheduling. CoachVantage Clarity allows 2 booking pages and 4 e-contract signatures per month, and HoneyBook only adds its scheduler on Essentials at $49 per month billed yearly. Dubsado puts scheduling on Premier at $525 per year.

Confirm availability and compliance needs

HoneyBook says it serves business owners in the US and Canada, with some page text also listing the UK and Australia, so coaches elsewhere should confirm before signing up. Coaches who handle health information should look for HIPAA options: Simply.Coach lists a HIPAA BAA and Delenta sells HIPAA compliance as a $20 per month add-on on Solo.

Frequently asked questions

+What is the best CRM for coaches?

CoachVantage is our top pick for 2026. Its Clarity plan costs $35 per month billed yearly and includes unlimited contacts and coaching engagements, booking pages, e-contracts and recurring invoices. Simply.Coach is the budget pick from US$9 per month billed annually.

+What is the cheapest CRM for coaches?

Simply.Coach Starter is the cheapest coach-specific option at US$9 per month billed annually, covering 3 active coachees. Bonsai Basic is also $9 per user per month billed annually, but invoices and scheduling need Essentials at $19.

+Is there a free CRM for coaches?

Not a full one among the tools we compared. Satori offers a free Scholar plan with unlimited pro-bono clients for coaches studying for a certification, and most others offer free trials, such as 30 days on CoachAccountable and HoneyBook.

+Which coaching software handles session packages?

CoachAccountable is the most detailed: its engagements show how many sessions a client has left and invoice on schedule. Paperbell includes packages on its single plan, and Delenta lets solo coaches sell packages alongside group programs and courses.

+Is HoneyBook good for coaches?

Yes, for proposals, contracts and payments, but it lacks coaching tools such as goals and session logs. Starter is $29 per month billed annually, the scheduler starts on Essentials at $49, and HoneyBook is only available in a few countries led by the US and Canada.

+Which CRM is best for coaches who charge per client?

CoachVantage, Paperbell, HoneyBook and Dubsado include unlimited clients, so cost stays flat as you grow. CoachAccountable charges by active client, from $20 per month for 2 clients to $120 for 20.

+What CRM should a health or wellness coach use?

Practice Better is the strongest fit, with telehealth video, billing and a client portal from $35 per month. Coaches who need HIPAA coverage can also look at Simply.Coach, which lists a HIPAA BAA, or Delenta's $20 per month HIPAA add-on.

About this list

Updated November 12, 2026 by the Mojolin research desk. Mojolin is self-funded

Questions or corrections: editorial@mojolin.com

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