best cRM for solopreneurs & Online Coaches

The Importance of CRM Software for Online Coaches

For online coaches, a CRM system is essential to manage business and provide excellent service to their clients. By using a CRM, an online coach will be able to benefit from features such as contact management, lead management, task management, productivity tracking, scheduling, billing and much more. Additionally, they can gain better insights into the performance of their business while reducing costs and enhancing the client experience. With all these benefits combined, online coaches can have peace of mind that their processes are running smoothly and that they’ll be able to secure higher profits. 

essential features that make the best for online coaches

Affordable Pricing:

For online coaches, having an affordable CRM software solution on hand can be incredibly helpful. Fortunately, there are plenty of cost-effective options available to them. Our top picks enable you start your online business free. This makes setting up and running your online coaching business much more financially feasible – you don’t have to break the bank!

Manage Customer Relations:

As an online coach, streamlining customer relationships is key to maximizing your time and growing your business. That’s why the use of Customer Relationship Management (CRM) platforms is essential: they offer a powerful and effective way to manage client relationships while saving you time. With CRM platforms, coaches can concentrate their energies on building their businesses and helping their clients, rather than dealing with mundane administrivia.

Intuitive Interface:

With its intuitive interface and user-friendly features, online coaches are able to manage their client relationships with ease. No more juggling spreadsheets or struggling with clunky software. 

Streamline Business Process:

Coaching platforms are designed to streamline your business processes and free up your time so you can focus on what you do best.

Customizable Features:

Our top online free coaching app stands out due to its customizable features. These include data fields, workflows, reports & analytics, integrations, user permissions & access levels, and custom branding of your website

Build, Track & Monitor Progress:

You have the capability to track client progress, set up automated emails, and integrate with other tools and allowing you to obtain real-time analytics. – including your website and social media channels – all in one package. 

Customer Support:

However, our top picks go beyond just offering exceptional features: they are dedicated to providing top-tier customer support. There is a consistent update of comprehensive knowledge base and their support team is ready to address any issues or questions you may have along the way. With these tools by your side, you’re sure to find success.

Don’t wait any longer to take your coaching business to the next level. Try our top CRM picks today and see the difference it can make. 

1. Vonza

Best Overall Platform for Online Courses

Our best pick is Vonza.

Vonza within the space of 3 years of launch has been stated as one of the fastest growing businesses in America, servicing over 15,000 online course creators worldwide.

Vonza is a complete package for any online coach looking to build a viable business of building your customized platform, launching your online store, managing your customer database, creating and selling your online courses. 

The cloud-based platform offers entrepreneurs the tools they need to construct and maximize their online presence. Let’s explore the features deeper. Create a website that speaks to your brand with Vonza’s website builder, which provides customizable templates and no coding necessary.

Customers can also create successful e-commerce stores with Vonza’s store builder feature, manage inventory, design payment plans, and extend discounts – all within one platform.

Putting your business on the map has never been easier than with Vonza!

Vonza Pricing

Free Forever Plan:

Gives you all the tools and features you need to kickstart your online coaching business.

Basic Plan

You get all extended features of the Free Forever Plan including

• Third Party Integrations
• Course Completion Certificate
• Benefit from its Affiliate Program
• 100 send/receive SMS credits/month

Pro Plan

You get the extended features of the Basic Plan including

• 500 send/receive SMS credits/month
• Unlimited Landing Pages
• 3 Membership Community
• Graded Quizzes & Exams
• Flexible Payments
• Cloud

Business Plan

You get the extended features of the Pro Plan including

• Unlimited Sales Funnels
• Unlimited Courses & Products
• 10 Membership Community
• Live Webinar*
• Advanced Report & Analytics
• Unlimited Landing Pages

Keap is a great all in one online training platform for small businesses due to its ease of use and simplified functionalities and modules in creating courses. Also, it is great with managing customers and automating sales and marketing activities easily.

Customization is highly flexible, allowing businesses to tailor the software to their specific needs which includes adding fields, layouts, sections, and sub forms, modify details view, create custom modules and reports, manage translations, and create custom functions.

Keap’s top features include web forms, blueprints, workflows, signals, sandbox and automation which comprises of workflows, email notifications, task assignments, and web hooks.

Keap CRM offers a wide range of modules and features to manage customer relationships and sales activities.

Keap Pricing

Pro Plan

• Starts at $149 per month when billed annually
• Includes 2 users. An additional user will cost $29
• Manage up to 150 customers

Max Plan   

• Starts at $199 per month when billed annually
• Includes 3 users. An additional user will cost $29
• Manage up to 2500 customers

We recommend you take advantage of Keap’s 14- day free trial before you buy, to see how the platform suits your business conditions.

3. Learnworlds

Turning your expertise into revenue just got a lot easier.

Learn Worlds experienced a surge in demand for its platform when COVID-19 hit, leading to a funding round of $32 million in 2021. Learn Worlds received positive reviews from customers on various review platforms such as G2, Product Hunt, and blogs, with feature richness being a key highlight.

The platform offers a website builder with good-looking templates for different industries and a dynamic drag-and-drop workflow that saves time and provides a variety of learning activities beyond just text, audio, video, or quizzes, such as match and ordering type activities.

Below is a summary of general review comments and testimonials from users of learnworlds

Learnworlds Pricing

Starter: 30 day free trial for all the plans and Starts at $24/month for starter plan

Pro Trainer: At $79/month, you get gives all features in the starter package including

• Advanced Assessments
• Affiliate Management
• Advanced Zapier & Premium Integrations
• Question Banks
• Unlimited Access to LW Academy
• 24/7 Priority e-mail support

Learning Center: At $249/month, you get gives all features in the in the Pro Trainer package including

• Unlimited SCORMs / HTML5
• User Segments / Progress Reports
• Webhooks Integrations
• Advanced SSO 
• 24/7 Premium Support
• Premium Onboarding