Transform each client

into a success story

with CRM Done Better for Coaches

Build Unbreakable Client Bonds. Our CRM for Coaches Puts Personalization at the Heart of Your Growth Strategy"

**Is CRM Done Better Your Next Coaching Ally?**

Perhaps you’re wondering.

“Is this CRM system really suited to my unique coaching needs?"

"Can it truly help me scale my practice while maintaining that personal touch with my clients?”

The answer is a resounding yes.

Through our dedicated service to coaches of all types—from life coaches to executive mentors in bustling cities—we’ve encountered a wide spectrum of coaching styles, client management challenges, and growth ambitions.

Our experience has equipped us to support your coaching journey, no matter where you are or aim to be.

This CRM is ideal for you if:

You are looking to expand your client base without sacrificing the quality and personal touch of your services.

You believe in the power of strong, personalized client relationships as the foundation of your coaching success.

You're overwhelmed by administrative tasks and need a streamlined way to manage your day-to-day operations.

You want a simple, yet powerful tool that integrates seamlessly into your coaching practice, making technology work for you, not against you.

You aim to make a significant impact in your clients' lives but find the logistics of client management detracting from your mission.

You're committed to continuous improvement and professional growth, seeking tools that enhance your ability to deliver exceptional coaching experiences.

You wake up each day ready to dive into work that truly matters, changing lives one session at a time. There's something incredibly special about that moment when everything clicks for a client, isn't there?

It's why you do what you do.

But then, there's the other side of the coin—the tech struggles.

It feels like for every breakthrough moment with a client, there's an equally frustrating moment battling with software.

You didn't sign up to be a tech guru, yet here you are, trying to make sense of the latest tools and platforms, wishing you could just get back to coaching.

Have you ever felt that way?

Spending hours trying to find the right digital tools, only to end up more confused and disconnected from your real work?

It's like technology, meant to simplify our lives, sometimes ends up doing the exact opposite.

But, what if I told you there's a way out of this tech maze? A solution that's been crafted with you, the coach, in mind?

This is where CRM Done Better steps in. We've seen the tech struggles firsthand, and we've built something that's not just another tool but a true ally for coaches.

Our platform is designed to be intuitive, to support and enhance your work, not add to your stress.

It's about making those admin tasks disappear into the background, so you can focus on what you're passionate about—helping your clients grow and thrive.

And then there's the Coaches Template, a part of our CRM that feels like having a guide by your side, steering you through the digital landscape.

It's tailored for the coaching journey, ensuring that from lead collection to client onboarding, sales, and beyond, you're supported by smart automation that's ready to go right from the start.

No more tech overwhelm, just a clear path back to what you love doing most.

Are you prepared to simplify your practice and amplify your impact? Let's take the first step together.

Transform Your Coaching Practice with the Complete Business Suite

Unlock the full potential of your coaching business with the Complete Business Suite by CRM Done Better, meticulously designed to streamline your operations, enhance client engagement, and supercharge your growth.

Complete Business Suite

$199

Monthly

($1,990/ yr)

2 Way Text & Email Conversations*

Ringless Dial / Voicedrops*

Power Dialer*

Full Email Builder

Unlimited Email Templates

Integrated Whatsapp Messaging*

Integrated Facebook Messaging

Integrated GMB Messaging

Call Tracking

Manage Google Reviews

Missed Call Text Back*

Unlimited SMS Templates

Text To Pay*

Unlimited Integrated Calendars

CRM (Manage Contact List, Unlimited Tags, Unlimited Customized Client Fields)

Internal Task Reminders

Opportunity Pipelines

Forms & Surveys

Unlimited Automations & Workflows

Chat GPT Native*

Lead Scoring

Internal Reporting

Direct Integrations (Zapier, Make, Stripe, Paypal, Quickbooks, Google, Facebook)

Trackable Trigger Links

Invoicing & Proposals

Social Media Planning & Management Software

Website Builder (drag and drop!)

Funnel Builder (drag and drop!)

Internal Blogs

Internal Google Analytics

Internal Facebook Analytics

Website Chatbot

A.I. Booking Automations

Membership Course Builder

Unlimited Contacts

7 Users Free

Full CRM Pre-Built Template (ALL ACCESS)

SUPPORT:

1 Onboarding Call

24/7 Chat Support

500 Free Texts Monthly

Additional Support $150/hr

Get Started

*Usage fees apply

Streamline Your Coaching Sessions

Enable clients to book their own sessions, reducing administrative load.

Keep your coaching and personal calendars in sync to avoid overbooking.

Set automations for different types of bookings - from first-time consultations to recurring sessions.

Tailor your CRM scheduling page to reflect your coaching brand and services.

Learn more...

Personalized Communication Made Easy

Send personalized welcome messages, session reminders, and follow-up emails.

Efficiently communicate with specific client segments or all clients at once.

Easily share coaching materials, exercises, and resources directly through the CRM.

Automate celebratory messages for client milestones and achievements.

Learn more...

Boost Your Practice with Client Referrals

Boost Your Practice with Client Referrals

Set up automated rewards or thank you messages for clients who refer new business.

Launch referral campaigns with tracking and management tools built into the CRM.

Encourage clients to share their success stories as part of your referral program.

Learn more...

Convert Leads into Coaching Opportunities

Offer an easy way for leads to book a free consultation, showcasing the value of your coaching.

Automate follow-up messages to nurture leads through the decision-making process.

Create landing pages for different coaching services, easily integrated with the CRM for lead capture.

Track lead engagement and follow-up effectiveness directly within the CRM.

Learn more...

How easy is it to set up the CRM?

While CRM Done Better boasts a broad array of features, we've streamlined the setup process to be as smooth as possible. From your initial sign-up, you'll be guided through each step, including a personalized onboarding call to tailor the CRM to your needs. Our dedicated support team is always ready to assist, ensuring you can navigate and utilize the full capabilities of our CRM with ease and confidence.

Can I integrate the CRM with my current scheduling and email tools?

Yes! CRM Done Better offers robust integration capabilities with popular scheduling and email platforms, ensuring you can streamline your operations by keeping all your tools connected and in sync.

What kind of support can I expect after signing up?

Upon joining, you'll have access to comprehensive support, including a dedicated onboarding call, 24/7 customer service, and a wealth of online resources such as tutorials, articles, and webinars to help you maximize your CRM use.

Is the CRM suitable for all types of coaches?

Absolutely. Whether you're a life coach, business mentor, wellness advisor, or any other type of coach, CRM Done Better is designed to be customizable to your specific coaching style and business needs.

How does the CRM help with client engagement?

CRM Done Better features include automated messaging, personalized communication templates, and engagement tracking tools that make it easier to keep in touch with clients, celebrate their progress, and maintain a strong coach-client relationship.

What if I need to import contacts from another system?

CRM Done Better allows for seamless importation of contacts from other systems. We provide step-by-step guides and support to ensure a smooth transition of your data into our platform without any hassle.

How secure is my data within the CRM?

Security is our top priority. We employ the latest encryption and security protocols to ensure your data and your clients' information are always protected and compliant with privacy regulations.

Are there any long-term contracts required?

Absolutely not. We offer a single, flexible subscription plan that allows you to enjoy all the benefits of CRM Done Better without committing to a long-term contract. You have the freedom to cancel at any time, ensuring that CRM Done Better continues to meet your coaching business needs as they evolve.

How does the CRM adapt as my coaching business grows?

CRM Done Better is built to scale with you. From adding more clients and customizing new workflows to integrating additional tools and services, the CRM is designed to support your coaching business at every stage of its growth.

Success Stories

Carly Hill

Carly Hill Coaching

I'm forever grateful for being able to start my business on CRM Done Better. I'm now doing $100k months!

Dr. Kalpana Sundar

Speaker, Coach, MD

I’m so grateful for all the help you provided me to get my business going, thank you for making this so easy for me!

Emilia Lujan

MindfulBody Productions

CRM Done Better can do everything, this has been a game changer for my business!

Compare Us to Other
Softwares

One Place For All Of

Your Sales Needs

Sell while you sleep with our state-of-the-art software that will sell your offer while you sleep. With our system, no more leads will fall through the cracks. Signup now to get started.

Agency Unlimited Account

$297

Per Month

EVERYTHING IN AGENCY STARTER

UNLIMITED SUB ACCOUNTS - CREATE AS MANY ACCOUNTS AS YOU'D LIKE FOR YOUR CLIENTS OR OTHER BUSINESSES

BRANDED DESKTOP APP - OUT OF THE BOX, YOU'LL HAVE THE ABILITY TO USE YOUR OWN DOMAIN AND CUSTOMIZE THE LOOK AND FEEL OF THE PLATFORM

White Label Mobile App + Custom Zap Upgrade

$497

Additional Per Month

MOBILE APP - WE WILL CREATE A CUSTOMIZED MOBILE APP SO THAT YOU CAN BE FULLY BRANDED

ZAPIER - WE WILL CREATE A CUSTOM ZAP JUST FOR YOUR BRAND

REQUIREMENTS - THIS UPGRADE REQUIRES THE AGENCY UNLIMITED ACCOUNT.

Fully Customizable CRM

Dashboard

See a snapshot of your company on one easy-to-follow page!

Reporting

Facebook, Google Analytics, Call Reporting, and more!

Facebook, IG & GMB

Direct integration including messaging features!

Conversations

Streamlined communication thread between all channels!

Websites & Funnels

Build unlimited Websites & Funnels! Copy your work with just one click!

Email Builder

Full newsletter builder as well as a simple email builder for a more personal touch!

Zapier & API Connections

Connect any other softwares via direct Webhooks, Zapier, Make, and more!

Tags & Automations

Unlimited segmentation for organizing contacts and unlimited automations! "If you think it, you can build it!"

Calendar

Replace Calendly with customized booking links that are fully integrated into your CRM automations!

Overview with Rebecca Kallaus & Carly Hill:

Meet The Founder,

Rebecca Kallaus

“As a business owner, it is always important to stay connected with your clients and leads, but when you're a small operation, that is easier said than done. With CRM Done Better, now you can follow up with your audience in your sleep, communicating in your own words where your audience really thinks it is you who is responding! With CRM Done Better, you can focus on what you do best, and let the CRM handle the rest!"