You’ll get the full coaching CRM, built, ready, and supported, so you can stop piecing things together and start taking your business to the next level!
Complete CRM software
Full Coaching-Optimized Setup
1:1 onboarding call +20 training videos
7 users included at no added cost
24/7 support + regular office hours
Hundreds of tutorial guides
No setup fees. No tech overwhelm.
CRM Done Better comes prebuilt specifically for coaches — that means you don’t have to set up complex automations or pipelines yourself. You get a full coaching-optimized CRM template, ready to launch. Plus, you will get a 1:1 onboarding call with our experts and access to 20+ quickstart videos that walk you through every essential step, helping you get up and running with confidence — no tech headaches required.
Our support goes beyond basic troubleshooting. You get 24/7 live support from a team trained specifically on CRM Done Better. We host regular office hours where you can ask questions live and get coaching on how to best use your CRM. Additionally, there are detailed walkthroughs and tutorials designed to help you customize and maximize your system — all included with your subscription at no extra charge.
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Yes! CRM Done Better offers native integrations with Stripe, PayPal, Zapier, QuickBooks, Google Analytics, Facebook, and many more. These connections come preconfigured so you don’t have to spend time setting up or troubleshooting. Anything that does not come with a native integration is easy to connect via webhook platforms like Zapier.
Absolutely. We designed CRM Done Better to be intuitive and user-friendly for coaches who want powerful tools without complexity. The drag-and-drop funnel and page builders require no coding. Automations are prebuilt, so you just activate or lightly customize them. And our onboarding, tutorials, and live support mean you’re never left guessing.
Absolutely. CRM Done Better comes fully loaded to start and grow your coaching business, but if you want more, there are two key add-ons:
AI Employee: An intelligent assistant that automates calls, messaging, and follow-ups. This requires an active CRM Done Better subscription and is an optional upgrade you can add anytime.
Business in a Box: A done-for-you service where our expert team builds custom automations, funnels, and strategies for you — no subscription required.
Both options are designed to help you scale faster, on your terms.
Yes! We make it easy to import contacts from spreadsheets, other CRMs, or email lists. Plus, if you choose our Business-in-a-Box service, our team can handle full data migration and setup to make your transition smooth and hassle-free.
By automating repetitive tasks and organizing your client journeys, CRM Done Better frees you up to focus on coaching and client relationships. Built-in pipelines, automations, and communication tools help you convert more leads, deliver exceptional service, and scale without overwhelm.
We’re here to help you make the best decision for your coaching business.