5 Best Coaching Management Software & CRM Platforms

How To Become A Life Coach: Best Online Certifications

You became a coach to help others, not because you love coaching management—so how can you do more of what you love?

This article will help you pick the right coaching management software for your practice, so you can free up time to focus on your zone of expertise. Read on for the best platforms that will keep our practice ticking over seamlessly while you scale!

Why You Need A Coaching Management Software or CRM

Most helping professionals, like coaches, get into the business to help people, not for a love of coaching management tasks such as administration, paperwork, billing, or invoicing.

Nevertheless, it’s a necessary undertaking for coaches, especially those practicing independently.

Without a way to manage all the admin involved in coaching, you”ll find yourself spending more and more time on administrative work and less time actually working with your clients.

Without a way to manage it all—your clients, your coaching forms and filings, your technology needs—you will find yourself spending more and more time on administrative work and less time actually working with your clients.

Anyone who has an online coaching business must find the time to include these tasks in their day-to-day. As the number of clients increases, it can start to get overwhelming.

Quenza Files Coaching Management Software
Practice management software like Quenza helps you simplify all the management work that supports and facilitates your coaching practice. Pictured: Storing coaching resources securely with Quenza Files

This is why many coaches use coaching management software. A good platform will help you with these tasks, and perhaps even more.

7 Ways To Grow Your Business With A Coaching Platform

There are more than a few ways a great platform can help you with every step of your coaching process, from client intake to client retention after the coaching engagement ends.

But the basic premise of a coaching management system is that it takes care of as many of the ‘non-coaching’ tasks as possible, giving you more time to grow and scale up.

Think about it: with less time spent emailing, personalizing, or designing tools, the greater your impact, the better your clients’ success rates, and the more you can grow your revenue.

To illustrate, here are a few examples of things that you can do with a coaching platform:

  1. Onboard clients digitally by sending intake forms and collecting necessary information before you get started.
  2. Create and share custom content (e.g., exercises, resources, assessments) to your clients more efficiently.
  3. Take session notes faster and store them securely, even conveniently connect them to client profiles or share them with your client if you choose to.
  4. Communicate with your clients between sessions, all in one place.
  5. Track client progress and view results in a dashboard or as downloadable PDFs.
  6. Send clients feedback forms to evaluate your practice and find areas for improvement.
  7. Keep in touch with clients by sharing valuable content after the contract ends.

As you can see, a lot of the ‘busy work’ comes from managing your client relationships, which is why the term ‘coaching management software’ is used interchangeably with coaching CRM, coaching client management software, or coaching CRM.

We’ve reviewed a few top examples in the next section.

3 Best CRM Systems For Coaches

It’s easy to get overwhelmed by the abundance of apps available today, but here are a few of the best for client relationship and coaching management functions.

App

Details

Quenza Coaching CRM AppQuenza is a client engagement tool with a powerful suite of coaching management tools. With this coaching CRM, you can design personalized, branded client Activities and Pathways for automatic delivery to coachees.

Features include:

  • HIPAA- and GDPR-compliant messaging, notes, emails, and file storage
  • Client coaching portal for exercises, homework, chats, and notifications
  • Group coaching features
  • Activity and Pathway tools for designing customized, automatically delivered coaching solutions
NameQuenza
Price$1+ monthly
Good ForCoaching Management, Coaching CRM, Client Engagement, Personal Coaching,
More infoQuenza

App

Details

Nudge Coach App CRM For CoachesNudge Coach is a coaching CRM software for practices of all sizes. With inbuilt messaging and client reminders, it’s a useful tool for building accountability, setting goals, and encouraging progress.

Features include:

  • Instant messaging features for direct client communications
  • Pre-scheduled client reminders for key events
  • Group messaging
  • Progress tracking and monitoring functionality
NameNudge Coach
Price$25+ monthly
Good ForTeam Development, Personal Coaching, Client Engagement
More infoNudge App

App

Details

Simple Practice app logoSimple Practice comes with a good set of coaching management tools that self-employed coaches and smaller businesses can use in-house and with clients. This app also serves as a therapy practice management tool.

Features include:

  • Billing and invoicing
  • Appointment scheduling
  • Practice management reports
  • Multiple practitioners
  • Documentation and note-taking tools
NameSimple Practice
Price$39+ monthly
Good ForTeam Development, Individual Coaching, Client Interactions, Business Coaching Software
More infoSimple Practice

If you’re looking for an in-depth review of coaching apps for your practice, click here.

Tools and Features That Help You Coach More Effectively

When choosing a coaching management solution, you’ll want to refer back to your practice’s needs.

Here are some tips to help guide you in choosing the right software option for you:

  1. Choose a software that is HIPAA and/or GDPR compliant. This is a must-have if you collect and store personal information on your clients. Maintaining client privacy should be a top priority for coaches.
  2. Look for a solution that facilitates automation. As your client load increases, so too will your need to send emails, set reminders, etc. Choose a solution that will automate as much of this as possible.
  3. Consider the client’s experience. If you’re using a solution that a client will also interact with—to book appointments, pay an invoice, or consume content—make sure to look at it from the client’s perspective. Choose something that is clean, aesthetically appealing, and easy for the client to use.
  4. Prioritize a solution with convenient monitoring and progress tracking. As a coach, you want to stay up-to-date on client progress. Choose a solution like Quenza that lets you check in on client progress quickly and easily.
  5. Think about whether it can help you scale up. A good practice management software will meet your current needs, but it should also be able to scale up as your practice scales up, handling a greater number of clients, more content, etc.

If you’re serious about growing your practice, make sure your chosen client system has these features at the bare minimum.

2 Top Coaching Platforms for Your Practice

If you only need a few things done, there are a few great apps that focus on just certain tasks but which handle them very well.

10 to 8 and vcita are two examples we’ve reviewed below.

App

Details

10 to 8 Coaching Practice Management Software10 to 8 is a light practice manager software that allows you to integrate your email marketing, manage appointments, and digitize several other practice management tasks.

Features include:

  • Appointment scheduling
  • Practice management reporting
  • Accounting (via third-party apps)
  • Video conferencing (via third-party apps)
  • Private client portal
Name10 to 8
PriceFree+ monthly
Good ForMarketing, Practice Management, Client Management
More info10 to 8

App

Details

vcita best coaching management softwareIf billing, payment processing, and scheduling are key tasks that you’re looking to automate, vcita is a lightweight solution that does these tasks well.

Features include:

  • Appointment scheduling
  • Client invoicing and billing
  • Payment processing
  • Note-taking and documentation
  • Marketing form templates
Namevcita
Price$19+ monthly
Good ForClient Interactions, Coaching Portal
More infovcita

What Is Coaching Class Management Software?

If you’re looking to coach groups or teams, or deliver courses, ut’s a good idea to look for a solution that offers coaching class management software.

A good example is Quenza’s Group feature, which allows you to:

  • Bulk import and coach cohorts of up to 50 participants
  • Chat in real-time with your class or group
  • Design Pathways that you can share once with your whole team or cohort, then drip-feed to them on a schedule
  • Track progress live from your Dashboard
  • Send notifications to encourage progress
  • Visualize and export group results as graphs and PDFs
  • Store, organize, and share files with your whole cohort at once.

For a closer look at how you can use coaching class management software, take a look at the video below.

What’s The Best App For Your Practice?

As noted earlier, there is no single best practice management software; each coach has different needs, and there is a range of options available to meet those needs.

Quenza Best Coaching Management Software
Quenza is a HIPAA- and GDPR-compliant practice management software for coaches, complete with specialized tools and features to help you streamline your admin.

However, there is one practice management software that meets most of a coach’s basic practice management needs and offers valuable features beyond that: Quenza.

Coaching Management With Quenza: A Practical Example

If you’re interested in using Quenza but wondering what that might look like, here’s a practical example of onboarding, coaching, and evaluation with a client.

Onboarding

To get coaching relationship off to a good start, a coaching agreement is one of the first pieces of content you might send to your client, as shown below:

Quenza Coaching Client Agreement Expansion Tool
Quenza’s ‘Coaching Client Agreement Expansion’ lays out the terms and conditions whereby you agree to provide professional coaching services to your clients.

With Quenza, you can craft a digital agreement easily using a template or Expansion like the Coaching Client Agreement above.

This Expansion template includes a section for recitals, the scope of the contract, coaching terms, fees and expenses, and more.

Coaching

During your coaching engagement, you will likely want to send engaging content to your clients. You probably have your own you want to create with the Activity builder, but there are some great options available in the Expansion library.

Below is the beginning of a sample Expansion exercise that you might customize and send to your client: the Cognitive Restructuring exercise.

Cognitive Restructuring Quenza Coaching Management System
Quenza’s customizable ‘Cognitive Restructuring Expansion’ helps clients learn to replace automatic thoughts with more accurate and helpful ways of thinking that represent the reality of a situation.

The exercise walks your client through the process of cognitive restructuring, or learning to think about things in a new (more positive) way.

Once your client completes the exercise, you will be notified and you can immediately view their results.

Evaluation

At the end of your coaching contract (or at any point), you may want to gather feedback from your client on how they felt about the coaching engagement and what could be improved.

In Quenza, you can customize the Coach Evaluation Form Expansion (below) to gather this feedback. It allows your client to rate the coaching relationship based on several different aspects, including how well you listened to them and understood their point of view, how much warmth you showed them, and how much you challenged them when appropriate.

Quenza Coach Evaluation Expansion
This ‘Coach Evaluation Form’, available in Quenza’s Expansion Library, is an easy way to collect client feedback after your sessions have finished.

It also collects their thoughts on the results they’ve experienced so far, their overall satisfaction with the engagement, and any other comments they have.

This is valuable information for any coach to collect, as it will help you improve your program over time and ensure that you are offering high-quality service to your clients.

Final Thoughts

Practice management can be challenging for coaches, but you don’t have to let it bring you down! With a good coaching management solution, you can spend more time doing what you really love: helping your clients lead healthy, happy, and successful lives.

If you haven’t already, make sure to check out Quenza’s $1 trial, and check back here for more helpful resources and tips on running an effective coaching practice.

Happy coaching!

About the author

Catherine specializes in Organizational and Positive Psychology, helping entrepreneurs, clinical psychologists and OD specialists grow their businesses by simplifying their digital journeys.

Comments

  1. P Phil

    I’m sure you have considered this but, why has not billing, invoicing, and appointments been included in this platform?
    Everything else is great and way ahead of what other coaching platforms offer in the areas of coaching management software, psychology tools, and templates. If you included the billing, invoicing, and appointments, Quenza would be by far the No. 1 coaching platform available. Just imagine – If only!

    1. CM Catherine Moore

      Hi Phil!
      It’s great to get your feedback – are you currently using Quenza?
      If so, please do upvote these features in the Feature Request section. We do our very best to prioritize the most popular features where we can!
      Cath

Leave a reply

Your email address will not be published.