Dos and Don’t For CRM Software For Coaching Business 

Coaching business is a complex practice, with so many things to put in place. As a result, it’s important that your CRM software is able to support all the processes of your coaching business. The best CRM for coaching business free will make your everyday tasks simpler and more streamlined than ever before. That being said, not all CRM solutions are made equal. Some aren’t equipped with the features you need to manage your coaching business effectively – which is why we put together this useful list of dos and don’ts for choosing the right free CRM software for your coaching business.

Don’t Be Afraid To Ask For Recommendations

The best CRM for coaching business might not be the one you’re most familiar with, so always seek for recommendations! There are a few ways you can go about getting recommendations. First, you can seek out the advice of an experienced business coach. This way, you can learn about the CRMs they use and how they are benefitting their own coaching practices. Another way to go about it is to talk to other business owners in your niche. If most of them have implemented CRMs in their businesses, there’s a good chance that you can benefit from one as well.

Don’t Sacrifice Functionality For Looks

This is super important: don’t be swayed by cool looks and end up with a software that has less features. You are implementing CRM software to help streamline and optimize your business processes – not to create an aesthetically pleasing experience for your clients. The best CRM software for coaching business will look sleek, modern and professional but not at the expense of its functionality. It’s easy to get caught up in the design of  coaching CRMs and lose sight of the fact that it’s meant to make your life easier. So, before you settle on which CRM is right for you, make sure it has all the features you need to run a successful coaching business.

Do Be Selective About Which Features You Include

While it’s important not to sacrifice functionality for looks, it’s also important to select a CRM for business coaches that includes the right features for your business. For example, if you are primarily focused on relationship-based coaching clients, you might want to find a CRM that offers functionality for managing client relationships, with a Reminders feature to help keep track of dates. Another example is if you want to be able to track your team’s time, you might want a CRM that has time-tracking functionality built in. Make sure to select features based on what you need for your coaching business.

Do Be Aware of Your Integration Options

You’ll want to make sure you choose CRM software that has the appropriate integration options for your coaching business. If you use certain services or software that you need integrated into your CRM, make sure the CRM you’re considering has the appropriate integration options. If not, you might run into some issues down the line. For example, if you use a scheduling tool like Calendly, you’ll want to make sure your CRM has an integration option with Calendly. Having the right integration options can really help to streamline your business processes and make it easier for your team to do their daily tasks.

Don’t Assume All CRMs Are The Same

Although you may be tempted to assume that all CRM software is the same, this definitely isn’t the case. A CRM software can vary in terms of its features, design, and cost – so it’s important to know what makes one CRM better than another. If you’re not sure which CRM is right for you, make sure to read up on the various CRMs in the market to get a better idea of which one would best suit your coaching business needs, don’t forget to ask for recommendations. You may also have to read product reviews, check out online forums where CRM users discuss their experiences with different solutions, and read blogs that discuss the different CRMs in the market. By educating yourself on the various CRMs in the market, you can make sure you choose one that’s the best fit for your coaching business.


When choosing that best CRM for your coaching business, it has to be one that is tailored to your needs. This is the reason why you need to consider so many factors so you do not end up with a software that doesn’t suit your business.

Clarissa Cooke

Clarissa Cooke