Managed Website Service
A professional website, built, hosted and looked after for you, with business email.
- Fully managed, so you never touch the technical side
- Designed around your business
- Your own domain
£50 a month
CRM for coaches
CRM for Coaches: Scale Your Coaching Practice
Manage your coaching clients professionally and grow your practice with confidence.
CRM
From £100 a month
30-day free trial. No per-seat charges.
- Contact management with notes and history
- Deal pipeline with your own stages
- Email campaigns and marketing lists
- Online booking and embeddable forms
- Workflow automations
- Lead attribution
The challenges you face
What tends to get in the way for coaches.
- Keeping track of client goals and session notes
- Scheduling sessions across different time zones
- Following up with potential clients consistently
- Managing discovery calls and conversion
- Sending resources and follow-up materials
- Balancing client work with business development
How Kabooly helps
What changes once your enquiries and clients live in the CRM.
- Centralise all client information and session notes
- Online booking handles time zones automatically
- Pipeline view shows every prospect's status
- Track which marketing brings coaching clients
- Email templates for consistent follow-up
- Pipeline shows your business at a glance
How a coaching business runs in Kabooly
Not a feature list. This is the setup most coaching practices end up with.
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Pipeline stages that match a coaching sale
Stages are yours to define. Coaches usually land on Enquiry, Discovery Call Booked, Discovery Done, Proposal Sent, Coaching, and Programme Ended. Seeing how many people stall between the call and the commitment is uncomfortable and useful.
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An application form that filters before you spend an hour
Build the form, ask what they want to work on and what they have already tried, embed it on your site, and the answers are stored as fields on the contact. You go into a discovery call already knowing whether it is a fit.
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Programme, cohort and goal on the contact
Contacts carry tags and custom fields, so one to one clients, group programme members and corporate work stay separate, and you can email exactly one of those groups without exporting anything.
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Discovery calls booked from your own site
Set up booking types for a discovery call or a chemistry session, set the availability you want to protect, and publish the booking widget. Kabooly sends the reminder email before the call automatically, which is where a lot of discovery calls are saved.
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A list that is nurtured rather than harvested
A lead magnet form can add someone to a marketing list, and campaigns, templates and your own sending domain do the rest. Coaching sells slowly, so the list is usually where next quarter's clients are already sitting.
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Attribution that survives a busy launch
UTM parameters are captured on form submissions, so the tracking and attribution reports show whether the podcast appearance, the newsletter or the referral produced the enquiries. Coaches routinely over invest in the channel that produces the least.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The application that gets straight to a call
When a form is submitted, send an email with your booking link and what to expect from the call, add a tag for the programme they applied to, and create a task to review the answers.
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The discovery call that ended with "let me think"
When a deal moves to your Discovery Done stage, wait two days, then send a short email restating what they said they wanted and making the next step obvious. Thinking about it decays fast.
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The client whose programme just finished
When you tag a contact as Programme Ended, wait six weeks, then send a check in asking how it has held up and whether anyone they know needs the same. Referrals come from former clients, not strangers.
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Contact Management
Keep all your customer information in one place, accessible to your whole team.
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Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
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Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
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Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
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Booking System
Let clients book appointments directly with you, synced to your calendar.
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Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
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CRM Starter
Perfect for small teams getting started with CRM.
£100 a month
- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3 automations
- 3,000 emails per month
- All core features
- Email support
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CRM Professional
For growing businesses that need more capacity.
£200 a month
- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10 automations
- 10,000 emails per month
- Everything in Starter
- Priority support
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CRM Enterprise
For larger teams with high-volume needs.
£500 a month
- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- Unlimited automations
- 100,000 emails per month
- Everything in Professional
- Priority support
Start your 30-day free trial
Every account starts with a free trial and moves up a plan as you reach its limits.
Further reading
Go deeper
Our longer guide covers what to look for, what to avoid, and how to choose without getting pulled into features built for enterprise sales teams: CRM for Coaches: A Practical Guide for UK Coaching Businesses.
The bundle
Also for coaches
Get the website, Marketing and the CRM together for £100 a month.
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Marketing
Adverts for Facebook, Instagram and Nextdoor, written and designed around your business.
- Advert text in your tone of voice
- Images sized for Instagram, Facebook and Nextdoor
- Your logo and brand colours picked up from your website
£40 a month
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All three
£100 a month
The CRM plus the other two, for one monthly price.
Get the bundle
Questions from coaches
Can I track client goals and session notes?
Yes, you can add detailed notes to each client record and track their progress over time. The activity timeline keeps a complete history of every interaction, so you always remember where each client is in their journey.
How does the booking system handle different time zones?
Kabooly's booking system automatically detects your client's time zone and shows availability accordingly. No more confusion about meeting times when working with international clients.
Can I send resources and follow-up materials?
You can create email templates for common follow-ups and send them directly from client records. Attach files to client profiles for reference. Use marketing lists to send resources to groups of clients.
How do other coaches use Kabooly?
Coaches typically use Kabooly to track prospects from discovery call to ongoing client, manage session bookings, store session notes and client goals, and stay in touch with past clients for referrals and repeat business.
Can clients book discovery calls themselves?
Yes, share your booking link and let prospects schedule discovery calls at times that work for both of you. Set different availability for different types of sessions.
How do I convert prospects to paying clients?
Use the deal pipeline to track every prospect. Create stages like 'Discovery Call Scheduled', 'Discovery Complete', 'Proposal Sent', 'Enrolled'. You'll always know who to follow up with and when.
Is Kabooly suitable for group coaching programmes?
Yes, you can use marketing lists to group clients in programmes, send updates to everyone in a programme at once, and track individual progress while managing the group.
What reporting is available?
You can see where your clients come from (lead attribution), track your pipeline value, monitor conversion rates through your stages, and export data for further analysis.
CRM for coaches, from £100 a month
Or get the website, Marketing and the CRM together for £100 a month.