In the world of business, having a strategic approach to allocating time and resources is key to success. In fact, there are many small businesses that fail simply because they lack organized systems of operation. These days, there are plenty of third-party tools to help manage a company’s data, streamline workflow processes and more. So in this blog post we’ll be looking at how you can set up your best CRM for coaching business free Software for your coaching business with ease. We’ve compiled some useful tips on why CRM software is important and how you can use your CRM software for your own coaching business with ease. In an age where cloud storage is commonplace, it makes sense to have an online system that keeps all the data related to customers and leads in one place with easy access from any device – including desktop computers, laptops and smartphones.

What is CRM Software?

CRM stands for “customer relationship management” software. Such software helps companies and organizations keep track of customer interaction data, including sales leads, customer support tickets, product information and other important facts related to keeping customers happy. These tools typically include a calendar, a customer-relationship graph, a to-do list, customer/sales/support stats, customer satisfaction surveys and a content library. Small businesses often use the best CRM for coaching business software to track sales leads, customer information, marketing campaigns and other tasks relevant to running a company.

Why is CRM Software important for small businesses?

A CRM Software is useful for small business and coaches due to the following reasons: 

  • Organization: Keeping track of all your leads and sales in one place can help you stay organized and focused. You can easily filter data based on criteria like geography, product and even sentiment (positive or negative). Having this information at your fingertips allows you to make better, more informed business decisions. 
  • Visibility: coaching CRMs with built-in dashboards can help you track your sales, marketing campaigns, and other key metrics. You can see what’s working and what isn’t so that you can change course before you run out of time and money. Using analytics and metrics in your CRM can also help you forecast future revenue so you know when to hire more employees or order more inventory.

Which is the best free CRM software for coaches in 2018?

If you’re looking for free CRM for business coaches, there are plenty of options to choose from. However, some are better than others. We’ve compiled a list of the best free CRM software in 2018. 

  • Salesforce - Salesforce is the world’s largest CRM software platform, with over 100,000 businesses using its products. Salesforce is a great option for startups and small businesses because it’s affordable and has a large community.
  • HubSpot CRM - HubSpot’s CRM tool is a great option for coaches and startups businesses that use inbound marketing. It’s affordable and has all the features you need to track leads and manage relationships. - 
  • Zoho CRM - Zoho CRM offers advanced tools and functionality at a low cost. It also integrates with other business tools. 
  • Paperbell - Paperbell is one of the most popular CRM tools, especially among freelance creatives and coaching consultants. It comes with great integrations and tools to help build a seamless work environment for coaches.  

How to set up your free CRM software?

First, sign up for a free CRM software of your choice. Then, you can start adding contacts by importing your company email database, or manually adding them one by one. You can also add contacts manually by adding relevant information like their name, email address, company name and other information relevant to your business. You can use tags to add more information about a contact like their location, purchase history, interests, etc. Next, you can create sales opportunities by adding details like the title of the project, target client, budget, and other relevant information. You can also create campaigns and assign leads to your team members so that everyone is on the same page.


A CRM software can be very helpful for managing your coaching business. It’s important to choose the right software for your needs. You can use your CRM software to share information with clients, track your progress and stay organized throughout the sales process. It’s also a good idea to select a CRM software that’s user-friendly so that everyone on your team can use it easily.