The Best 10 Coaching Software with Client Management [2024]

As a coach, the daily tasks can feel never-ending. At a minimum, you’re communicating with clients, scheduling appointments, and handling invoices. Managing all these tasks can be overwhelming, especially when your primary focus is helping clients achieve their goals.

It’s becoming increasingly clear that prioritizing client management isn’t just a choice but a vital necessity for ensuring the long-term success of businesses. Client satisfaction and loyalty are more than just industry catchphrases; they’re deeply intertwined with revenue and growth.

But, there are numerous coaching platforms available to help you automate common tasks the average coach juggles. This article highlights ten of the best coaching softwares with client management features designed to help you grow your coaching business confidently.

Importance of Client Management in Coaching?

Client management is an effective process of nurturing and maintaining relationships with clients, leading to business growth and long-term success.

It involves using various strategies and techniques to understand and meet the needs of your coaching clients throughout their entire engagement with you.

The stages of client management include:

• Initial contact and onboarding
• Maintaining regular communication
• Addressing concerns or inquiries
• Providing ongoing support
• Ensuring overall client satisfaction

For coaches, it’s a multifaceted process that encompasses every interaction with clients.

In short, client management starts the moment potential clients express interest in your coaching services!

Top 10 Coaching Softwares with Client Management

Significant technological advancements have made software solutions increasingly accessible over the past several years. 

With effective client management software, your coaching business can automate and streamline client management processes like managing engagements, collaborating with clients, and much more.

Here’s a list of the top client management coaching software to take into account:

1. Simply.Coach

Simply.Coach is recognized as the #1 digital coaching platform globally, trusted by businesses for its capabilities in coaching, mentoring, consulting, training, and therapy practices. Their wide-ranging software solutions digitize client management, making interactions seamless and personalized across various coaching contexts, with lasting healthy impressions.

With a firm commitment to security, Simply.Coach is SOC2, HIPAA, and GDPR-compliant, ensuring the utmost data protection for sensitive client information. The platform automates administrative tasks like scheduling and reporting and supports coaches and consultants like you in managing diverse client portfolios across 35+ countries.

Acclaimed for its customer-centric approach, Simply.Coach provides top-rated support to its users and continuously enhances its features based on client feedback to drive optimal business outcomes and growth to add value to their journey.

Key Client Management Features:

• Goal and development planning: Simply.Coach helps you set SMART (Specific, Measurable, Attainable, Relevant, Time-bound) goals for each client, and track progress.
• Forms: You can create and manage proprietary content, exercises, forms, and templates online, capturing and maintaining client responses in one centralized location.
• Reports: Automatically generates comprehensive reports that provide data and insights on client progress, practice impact, and Return on Investment (ROI) for clients.
• Stakeholder Integration: Facilitates automated stakeholder feedback at specific intervals to capture gradual behavioral changes, including perspectives from managers and peers.
• Action Plans: Offers visibility into clients’ upcoming and overdue actions, allowing service professionals to monitor and send reminders efficiently.
• Nudges: Supports clients in sticking to their goals with action tracking and friendly nudges, facilitating consistent behavioral changes and progress follow-up.
• Scheduling: Seamlessly integrates with industry-leading providers like Google and Microsoft to schedule sessions and attach exercise sheets, streamlining client interactions.
• Notes: Provides a dedicated space for both service professionals and clients to take notes, access shared content repositories, and collaborate effectively.
• Team Engagement: Automated logistical tasks digitizes communication and creates a centralized platform for team-level engagement and personal client support.

Pricing:

For Solopreneurs: 

• Starter: $9 / month paid annually
• Essentials: $29/month paid annually
• Growth: $49/month paid annually
• Leap: $69/month paid annually

For Businesses:

• CoCreate: $79/month paid annually
• Surge: $159/month paid annually
• Enterprise: Contact Simply.Coach

2. Paperbell

Paperbell simplifies the administrative tasks of running a coaching business, allowing you to focus on what truly matters – your clients and their growth.

Key Client Management Features:

• Effortless Scheduling: Clients can easily book and reschedule appointments through customizable online booking pages that integrate seamlessly with your calendar. The effortless scheduling eliminates the back-and-forth of email or phone tags, saving you valuable time.
• Streamlined Payments: Automate invoicing and payment collection, including recurring subscriptions and payment plans. The streamlined payments ensure timely payments and reduce your administrative burden.
• Centralized Client Hub: Provide a secure and organized space where your clients can access their appointments, billing information, and shared resources and communicate with you directly. The centralized client hub fosters a sense of professionalism and convenience for your clients.
• Personalized Onboarding: Gather essential client information through customizable intake forms. The personalized onboarding helps you tailor your coaching approach to each individual’s needs and goals from the very start.

Pricing

Starter Plan: $47.50 per month (billed annually)

Annual Plan: $570 per month (billed monthly).

With its focus on simplicity and efficiency, Paperbell is designed to help coaches save time and energy on administrative tasks, allowing you to invest more in your clients and your coaching practice. Whether you’re a seasoned coach or just starting out, Paperbell’s client management features can help you elevate your business and deliver a seamless client experience.

3. Practice

Practice understands the unique needs and rhythms of coaching. It’s more than just software – it’s a partner in your coaching journey, designed to empower you to deliver exceptional client experiences while simplifying your business operations. Built by experienced coaches, Practice anticipates your needs and provides intuitive solutions to streamline your workflow and foster deeper connections with your clients.

Key Features for Efficient Client Management:

• Client Portal: A centralized hub where clients can access their schedules, session notes, and resources. The effective client portal empowers clients to take ownership of their coaching journey.
• Scheduling: Effortlessly schedule and manage appointments with automated reminders and calendar syncing.
• Invoicing & Payments: Create professional invoices and securely accept payments online, with options for recurring billing and payment plans.
• Contracts & Proposals: Easily generate and send clear, professional contracts and proposals to protect both you and your clients.
• Session Notes: Record detailed session notes to track progress, key takeaways, and action items.
• Group Coaching: Facilitate group coaching sessions with shared calendars, group messaging, and resource libraries.

Pricing:

Practice offers three tiered plans:

• Essential: $5/month
• Standard: $60/month
• Premium: $99/month
• Enterprise: Upon request

Practice is a powerful, yet user-friendly tool that simplifies the administrative tasks of running a coaching business. If you’re looking for a way to streamline your workflow and enhance the client experience, Practice is a worthwhile investment.

4. HoneyBook

HoneyBook isn’t just for coaches, but it’s preferred among many because it’s an all-in-one client management platform that can handle everything from initial inquiries to final payments. It’s designed for all kinds of service-based businesses, offering a comprehensive suite of tools to streamline your workflow and create a seamless client experience.

Key Features That Enhance Your Client Interactions:

• Lead Capture & Management: Capturing leads directly from your website or social media and tracking them as they move through your sales funnel helps you nurture relationships and convert potential clients into paying customers with their lead capture & management feature.
• Customizable Templates: Enhance your professional image with customizable templates for impressive proposals, contracts, and invoices that you can easily tailor to reflect your brand
• Online Booking & Scheduling: Simplify online booking & scheduling by allowing clients to book sessions directly from your website or social media. HoneyBook integrates with your calendar to avoid double bookings.
• Automated Workflows: You can save time and energy with automated workflows, emails, and reminders for follow-ups, payments, and more.
• Project Management: Keep yourself organized and on track by consolidating project management milestones, deadlines, and tasks in a single location.

Pricing

·         Starter: $19/month or $16/month (billed yearly)

• Essentials: $39/month or $32/month (billed yearly)
• Premium: $79/month or $66/month (billed yearly)

While it may not be a coaching-specific platform, HoneyBook’s client management capabilities make it a versatile tool for coaches who want to simplify their business operations, enhance the client experience, and ultimately grow their practice.

5. UpCoach

UpCoach is a digital platform designed to transform how you deliver coaching services. It’s more than just software; it’s a partner in your coaching journey, designed to help you create transformative experiences for your clients while streamlining your coaching practices.

Key Features That Drive Client Results:

• Personalized Coaching Programs: Craft personalized coaching programs for each of your clients using UpCoach’s intuitive drag-and-drop interface. Integrate courses, lessons, assignments, and resources specifically designed to meet their unique needs.
• Engaging Course Creation: Develop engaging courses enriched with multimedia content, quizzes, and assessments to keep your clients motivated and actively participating in their growth journey.
• Habit Tracking & Accountability: Encourage your clients to establish and track positive habits while staying accountable and making progress towards their goals. UpCoach’s habit tracker simplifies the process of celebrating achievements and addressing obstacles.
• Interactive Worksheets & Exercises: Provide personalized interactive worksheets and exercises to deepen client learning and encourage self-reflection, leading to greater self-awareness and action.
• Thriving Community Building: You can create a supportive community environment for your clients through discussion forums, group coaching sessions, and shared resources, enhancing their sense of connection and growth.

Pricing

• Basic: $29/month (billed annually)
• Professional: $79/month (billed annually)

If you’re looking for client management coaching software that empowers you to create transformative client experiences through coaching, UpCoach is an excellent choice. It’s a useful tool that can help you scale your business, increase your impact, and make a lasting difference in your clients’ lives.

6. Bonsai

Bonsai client management software is designed to simplify every aspect of running your independent coaching business. From proposals and contracts to invoicing, time tracking, and even taxes, Bonsai streamlines your operations so you can focus on what truly matters – your clients and your craft.

Key Features That Make Your Life Easier:

• Client Relationship Management (CRM): With client relationship management, you can easily track leads, client communications, project timelines, and more in one centralized location. It helps you build stronger relationships and stay on top of every client interaction.
• Proposals & Contracts: Customizable templates allow you to create professional proposals and legally sound contracts in minutes, simplifying the onboarding process and ensuring a clear understanding of expectations.
• Invoicing & Payments: Automate your invoicing and payment collection process. Bonsai integrates with popular payment gateways, making it easy for clients to pay you on time.
• Time Tracking & Project Management: Track your time, manage projects, and collaborate with clients seamlessly to ensure you stay on schedule, manage your workload effectively, and get paid for all your time and effort.
• Tax Preparation & Filing: Bonsai helps you track your income and expenses, estimate quarterly taxes, and even file your taxes directly from the platform. It takes the stress out of tax season and ensures you’re always prepared.

Pricing:

• Starter: $21 per month
• Professional: $32 per month
• Business: $66 per month
• Scale: upon request

Bonsai helps you easily manage your business so you can focus on what you do best: coaching. With its intuitive interface, features, and affordable pricing, Bonsai is a smart investment for any coach looking to simplify their workflow, increase productivity, and ultimately grow their business.

7. CoachVantage

CoachVantage is a coaching platform meticulously created to cater to the unique needs of coaching professionals. It understands that you wear many hats and need a reliable partner to help you manage everything from client relationships to session delivery and business growth.

Key Features That Simplify Your Coaching Practice:

• Client Onboarding: Create a seamless and professional onboarding experience for your clients with customizable sign-up pages, intake forms, electronic contracts, and integrated payment options, which eliminates the need for multiple tools and ensures a smooth start to your coaching relationships.
• Scheduling: Offer flexible scheduling options to accommodate your clients’ busy lives. CoachVantage allows clients to easily book sessions online, choose from your available time slots, and receive automated reminders, minimizing no-shows and organizing your schedule.
• Centralized Client Management: You can keep track of your client’s contact information, progress notes, session history, and shared resources in one convenient location, enabling you to deliver personalized coaching experiences and track your clients’ growth over time.
• Session Delivery: You can easily conduct virtual coaching sessions using CoachVantage’s designed video conferencing feature. Share documents, notes, and assignments during sessions for a more collaborative and effective coaching experience.
• Reporting & Analytics: Through streamlined reporting and analytics, you can add valuable insights into your coaching business with detailed reports on client progress, session attendance, revenue, and more. These reports empower you to make data-driven decisions and optimize your coaching practice for success.

Pricing:

• Starter: $26/month (billed annually)
• Team: $44/month (billed annually)

CoachVantage client management coaching software platform is designed to empower you to build an authentic practice. With its intuitive interface, features, and coach-centric focus, CoachVantage is the perfect partner for your coaching journey.

8. Kea

While Keap (formerly Infusionsoft) is known for its CRM capabilities, it offers supportive client management features tailored for coaches. It goes beyond simple contact management, equipping you to nurture leads, automate follow-ups, schedule appointments, and deliver personalized client experiences at scale.

Key Features for Coaching Client Management:

• Automated Client Journeys: Create customized workflows to automate client journeys, emails, follow-ups, and reminders, confirming that your clients receive timely and proper communication throughout their coaching journey.
• Appointment Scheduling: Simplify appointment scheduling by allowing clients to book sessions directly from your website or emails. Keap syncs with your calendar, eliminating the risk of double bookings.
• Personalized Communication: You can send targeted emails and text messages to individual clients or groups, delivering the right message at the right time to nurture relationships and drive engagement using personalized communication features.
• Client Progress Tracking:  You can track your client’s milestones, goals, and progress over time, giving valuable insights into their growth and allowing you to tailor your coaching approach accordingly.
• Lead Capture & Nurturing: Capture leads through your website, social media, or other channels, and then nurture them with automated email sequences and personalized content to help you build a pipeline of potential clients and convert them into paying customers.

Pricing:

• Ignite: For small teams, $249/month (Billed at $2,988/year)
• Grow: For growing teams, $329/month (Billed at $3,948/year)
• Scale: For larger teams, $499/month (Billed at $5,988/year)

Keap is more than just a client relationship management; it’s a platform that allows you to manage every aspect of your coaching business, from attracting new clients to nurturing relationships and driving growth. If you’re looking for a trusted tool to streamline your workflow, enhance client experiences, and take your coaching practice to the next level, Keap is a worthy investment.

9. Satori

Satori is client management coaching software designed with heart, specifically for coaches who prioritize building healthy relationships and profound transformative experiences. It streamlines your workflow, enhances client engagement, and helps you focus on what truly matters—guiding your clients towards their goals.

Key Features That Nurture Client Relationships:

• Intuitive Client Portal: Provide your clients with a personalized and inviting space where they can easily access their coaching programs, schedule sessions, review notes, and interact with you with a sense of ownership and engagement. This will empower clients to participate actively in their growth.
• Scheduling & Reminders: Simplify scheduling for both you and your clients with online booking, calendar sync, and automated reminders, reduce no-shows, and ensure coaching sessions run smoothly.
• Discovery Questionnaires: Before your first session, valuable insights into your clients’ motivations, goals, and challenges allow you to tailor your coaching approach from the start and create a more impactful experience.
• Personalized Coaching Programs: Design and deliver personalized coaching programs with multiple sessions, check-ins, progress tracking, and customizable content that helps you create a structured and effective coaching journey for each client.
• Check-In Prompts: Keep your clients engaged and accountable between sessions with thought-provoking prompts that encourage reflection, action, and progress tracking.
• Secure Messaging & File Sharing: Maintain confidential communication with your clients through secure messaging and file sharing features, which provide a privacy-safe space for open communication.

Pricing:

• Essential: $33/monthly
• Pro: $49/monthly
• Leader: $124/monthly

If you’re looking for client management coaching software that prioritizes the client experience, allows you to deliver transformative coaching, and simplifies your business operations, Satori is a well-intentioned investment.

10. Workee

Workee is designed with the busy coach in mind. It offers a user-friendly platform that simplifies client management without a steep learning curve and is packed with essential features to help you streamline your workflow and connect with your clients effortlessly.

Key Features That Keep You Organized:

• Effortless Client Management: Easily store and access client information, track session history, and manage communication all in one place. Say goodbye to scattered spreadsheets and notes.
• Scheduling: Allow clients to book appointments directly from your website or social media profiles. Workee’s intuitive calendar syncs with your schedule, preventing double bookings and keeping you organized.
• Invoicing & Payments: Create and send professional invoices with just a few clicks. Workee integrates with popular payment gateways, making it easy for clients to pay you securely online.
• Virtual Session Support: Conduct seamless video coaching sessions directly through the platform, eliminating the need for external tools.
• Personalized Client Portal: Provide a dedicated space for your clients to manage their appointments, access resources, and communicate with you.

Pricing:

• Free: 0.00
• Workee Plus: $15.90 per month / billed annually
• Pro: $32.50 per month / billed annually

Workee is the ideal solution for coaches who want a straightforward and easy-to-use platform for managing their client relationships, scheduling appointments, and getting paid on time. With its intuitive interface, essential features, and affordable pricing, Workee is a valuable tool for any coach looking to streamline their business and focus on what truly matters – helping their clients achieve their goals.

Top Features of Client Management Software in Coaching

Here’s a closer look at the top features:

Automated Client Onboarding and Goal Setting

Consider implementing automated intake forms and goal-setting prompts to optimize the initial coaching process. The efficiency gained from sending clients pre-coaching surveys to collect crucial background information and automatically generate personalized goal templates for the initial session approach saves valuable time during coaching sessions and enables a more in-depth understanding of the client’s needs from the outset.

Secure Communication and Document Sharing

Establish and uphold secure and centralized communication channels with clients using the CMS. The system offers a platform for exchanging messages, documents, action plans, and resources within a single, organized space. Sharing personalized coaching materials, activity worksheets, or motivational content directly within the CMS ensures that clients can access all relevant materials, thereby promoting accountability and progress.

Progress Tracking and Data Visualization

Track the progress of clients in real-time using intuitive tools and data visualization features to generate reports that illustrate the client’s journey, highlighting their accomplishments, Training & Development, and areas for potential growth. These insights enable you to personalize your coaching approach, recognize achievements, and maintain client motivation throughout their coaching experience.

Goal Management and Accountability

Empower your clients to stay on track with their goals through automated reminders and progress-tracking tools. CMS allows clients to set milestones, track their progress, and receive automated notification reminders. Imagine setting up reminders for clients to complete coaching exercises or schedule self-reflection sessions fosters accountability and enhances the effectiveness of your coaching program.

Secure Video Conferencing and Session Management

Schedule and conduct coaching sessions seamlessly with integrated video conferencing capabilities. Managing your entire coaching schedule within the CMS, sending automated reminders for upcoming sessions, and facilitating secure, face-to-face interactions with clients from anywhere, eliminating scheduling hassles and ensuring continuity in the coaching experience.

Client Feedback and Performance Analytics

Using client feedback tools and performance analytics dashboards with client management can give you valuable insights into your coaching effectiveness. Gathering client feedback after each session or tracking client satisfaction metrics over time can help you continuously improve your coaching approach, refine your program offerings, and ultimately improve client outcomes.

Conclusion: 

Selecting the right client management coaching software can truly transform your coaching practice, allowing you to efficiently manage clients and provide exceptional service. With the multitude of options available in 2024, it’s crucial to choose software that aligns with your unique needs and budget. 

Whether you place high importance on features such as scheduling, communication, or advanced analytics, the right tool has the power to simplify your processes and enhance client satisfaction. Take some time to explore the top 10 options and discover the perfect fit for your coaching business.

Reach out to us and rely on Simply.Coach’s dedication to excellence. Let us provide your business with the necessary tools to succeed. Remember, your clients are vital to your business, and nurturing those relationships is key to success.

Sign up for a free trial today!

FAQs

Q1) How do I choose the best client management system for my coaching business?

When choosing a client management coaching software, start by identifying your business needs, such as contact management, scheduling, billing, and communication tools. Look for software that offers these features and integrates well with your current systems. Consider its scalability to support business growth and check user reviews for reliability insights. Lastly, ensure it fits within your budget, offering the best value for its features.

Q2) What are the main benefits of using a coaching platform with a client management system?

Using a coaching platform with client management coaching software centralizes client information, making it easily accessible and manageable. It automates repetitive tasks, increasing efficiency and reducing errors. Additionally, it provides reporting and analytics tools to offer insights into client behavior and business performance, helping you make informed decisions. Overall, it enhances organization, efficiency, and client satisfaction.