Best CRM for Career Coaches: Top 5 Picks for 2026
The best CRM for career coaches is the one that keeps a job seeker's whole engagement in a single record: the discovery call, the signed agreement, the package they paid for, every session note, their target-role goals and the weekly follow-through between calls. Sales-pipeline CRMs such as HubSpot and Keap are built to push deals through stages for a sales team. A career coaching practice has a different job: moving a person from "stuck in the wrong role" to "offer accepted", and most of that work happens after the sale closes.
Our pick is Coachful, because it puts lead follow-up, booking, agreements, payments, session notes, goals and between-session check-ins behind one login for you and one branded app for your client. We make Coachful, so weigh that, and use the decision guide below to test the claim against your own practice. You will answer five questions, see which tool your answers point to, then read the five ranked reviews, the cost at 5, 15 and 40 clients, and the red flags that make switching painful later. If you want the wider view across all coaching niches, our parent guide to the best CRM for coaches covers eight tools.
What does a career coach actually need from a CRM?
A career coach needs a CRM that tracks the person, not just the deal: who they are, what role they are aiming for, what they have done since the last call, and what they owe or have paid. Contact fields and a sales pipeline cover only the first few days of that relationship.
Think about how a typical engagement runs. A mid-career professional finds you through a LinkedIn post, a webinar or a referral from a past client. They book a discovery call and answer a few intake questions about their current role, what is not working and their timeline. If they buy, you send an agreement, take payment for a package (say, as an example, a three-session interview sprint or a twelve-week transition program), and then the real work starts: a resume rewrite, a LinkedIn profile overhaul, a target-company list, networking outreach, mock interviews, offer negotiation. Each of those produces documents, homework and small wins that need tracking between sessions.
That shape creates five needs that a generic sales CRM handles badly:
- Lead follow-up that ends in a booked call. Career coaching leads go cold quickly once someone lands an interview elsewhere or loses momentum. You need lead stages, a booking page and reminders in the same place.
- A client record that holds sessions, notes, goals and payments together. When a client says "I applied to the roles we listed," you want the list, the notes from last week and their payment plan status on one screen.
- Something for the client to see and use. Job seekers do the heavy lifting between calls. A portal or app with their tasks, documents and next session keeps them moving; an email thread does not.
- Billing for both individuals and sponsors. Some clients pay for themselves, others are funded by an employer through outplacement or development budgets. You need card payments, payment plans and manual invoices.
- Clean records you can export. Clients share salary history, performance reviews and reasons for leaving. That data should live in one system you can export, not scattered across inboxes and spreadsheets.
Career coaches are also not recruiters. You do not need an applicant-tracking system, candidate databases or placement fees. If a tool's best features are about moving many contacts through a funnel at volume, it is solving a recruiter's problem. For a broader look at the whole tool stack (website, courses, community), see our guide to the best software for career coaches.
Which five questions should you answer before choosing?
Answer these five questions about your practice before you look at any feature list. Your answers narrow five tools down to one or two quickly.
- Do clients do structured work between sessions? If your packages include weekly targets (applications sent, contacts reached, stories drafted for interviews), you need goals, tasks or check-ins the client can see. If you only meet, talk and send a summary, a simpler record will do.
- How do clients pay? One-off packages, monthly retainers, payment plans, or invoices to an employer who sponsors the coaching? Count the payment shapes you actually use.
- Where do your leads come from, and how many do you handle a month? A handful of referrals needs a short list and a booking link. A steady flow from webinars, lead magnets and content needs forms, funnels and email follow-up.
- How many active clients will you have in a year? Plans that cap clients or charge per user change the maths sharply between 5, 15 and 40 clients.
- How many separate tools are you willing to pay for and log in to? If you already run a website builder, an email platform, a scheduler and a payment tool, a narrow CRM may slot in. If you want fewer subscriptions, the CRM has to cover more ground.
Which CRM fits your answers?
Match your answers to the rows below; the first row that describes your practice is your starting point.
How we ranked them: one login for the whole client journey, between-session delivery for job seekers, total stack cost at realistic client counts, and setup effort (including whether someone will build it for you).
| Tool | Your answers point here if... | Watch for |
|---|---|---|
| Coachful | Clients do weekly work between sessions, you sell packages or payment plans, leads come from content or webinars, and you want one subscription instead of four to six | No PayPal, no HubSpot or Salesforce integration, no multi-stage deal board for large sales teams |
| HoneyBook | Your bottleneck is proposals, contracts and invoices, often for corporate or sponsored clients, and delivery happens in calls and email | Payments must run through HoneyBook; scheduler and automations need Essentials or above |
| Dubsado | You want deeply customised forms and automated workflows and already have a website and email platform elsewhere | No website builder, not an email marketing tool; Starter has no scheduler |
| Paperbell | You are solo, sell simple session packages, and want one flat price with unlimited clients | No courses, community, goals or habit tracking (September 2026 profile) |
| HubSpot | You run a team selling to employers or HR departments with multi-step deals and need pipelines and marketing email | Built for sales teams; per-seat pricing; nothing built for coaching delivery |
We did not test these tools hands-on for this article. The rankings rest on what each vendor documents on its pricing and product pages in October 2026, our September 2026 vendor profiles, and what public reviewers report. Keap and Bonsai were considered and left out: Keap's entry plan was listed at $299/month with a required one-time implementation package, which is heavy for a solo career practice, and Bonsai is built for freelancers billing projects and time rather than coaching engagements.
1. Coachful: is it the best CRM for career coaches?
Yes, for most career coaches who sell packages and expect clients to do work between calls. Coachful is a coaching platform where the CRM is the spine of everything else: the lead you capture becomes the client you book, sign, bill and coach, and their record keeps it all.
From lead to discovery call
The Prospects page lists every lead with the date, contact details, the form or resource they came from, and a stage. A Board tab shows the same leads as columns, so you can see who is new, who has been contacted and who has booked. Leads arrive from Coachful's own funnels: booking funnels, application funnels, lead-magnet funnels and checkout funnels, with Meta Pixel, GA4 and UTM tracking. For a career coach, that might be a free "rewrite your LinkedIn headline" worksheet as a lead magnet, or an application form for a premium executive transition program.
Discovery calls land on the Intakes page, which shows total intakes, upcoming calls, how many converted, and your conversion rate. Booking pages handle availability rules, buffers, minimum notice and time-zone detection, with two-way Google, Apple/iCloud and Outlook calendar sync, and either built-in video or auto-created Zoom, Meet or Teams links. You can ask intake questions at booking (current role, target role, timeline), and reminders go out by email, plus SMS and WhatsApp once messaging is enabled. Our lead management page shows the full flow.
One record per job seeker
Once someone buys, the client record holds their goals, check-ins, habits, notes, intake answers, tags, payments and sessions together. Each client carries a status of thriving, active, quiet or at risk, which matters in career coaching: a client who goes quiet three weeks into a job search usually needs a nudge, not a renewal email. Before each session, Michelle, the built-in AI assistant, can brief you from live practice data, and it can summarise recorded sessions so your notes are ready when you need them for the next call.
Coaching agreements with e-signature go out before the first call and are stored on the client record, which is handy when an employer sponsor asks for the signed scope. Payments run through your own Stripe Connect or Razorpay account: one-time, subscriptions, payment plans, coupons, refunds, Apple Pay and Google Pay, and an invoice per transaction plus manual invoices for sponsors who pay by invoice. Coachful has charged a 0% platform fee since August 2026, so you pay only Stripe or Razorpay processing. The coaching contracts and coaching CRM pages go deeper on both.
Here is a short walkthrough of the client view from the coach's side:
What the job seeker sees between calls
Clients get your branding inside the Coachful app and web portal, with their next session, programs, sessions, progress and documents in one place. You can build a multi-week program with weekly goals, daily tasks, habits and morning and evening check-ins, so "send five tailored applications" or "reach out to two former colleagues" become tasks the client ticks off, and you see completion on their record. Goals carry progress bars and streaks. Forms, worksheets and downloads cover the material career coaches hand out constantly: a values exercise, a target-company tracker, an interview story bank template.
If you run cohorts (a group job-search sprint, for example), enrolling clients in a program creates a cohort group automatically, with a community feed, group chat and video events. Courses with modules, drip and completion tracking let you sell a self-paced resume or interview course alongside one-to-one work. Website builder, blog, email lists and multi-step sequences, a social planner and an AI Coach that selected clients can chat with between sessions are all included in your Coachful membership. ICF credential tracking counts your coaching hours and distinct clients against ACC, PCC and MCC thresholds and exports an ICF client coaching log, covered on our ICF hour tracking page.
Why Coachful stands out: a free white-glove service. From Create, the "We'll build it for you · FREE" option lets you describe what you want built (a website, a discovery-call booking funnel, a program, a course outline, an email sequence, an intake form) and attach up to 8 reference links and up to 10 files such as your logo, headshots or existing copy. The Coachful team builds it inside your own account, usually within about 24 hours. Nothing is invented: no fake credentials, testimonials or prices, and any gaps are left for you to fill. One recent anonymised build: a leadership coach with a Squarespace renewal days away got one clean homepage with a repeated "talk with me" button. The service does not cover recording videos, logo design, ad management or ongoing marketing. Read more about the free white-glove service.
Where it falls short
Coachful has no PayPal, no HubSpot or Salesforce integration, and no multi-stage sales deal board for large teams. It has no routing forms that pick a host from form answers. It is not HIPAA-certified, which rarely matters for career work but does if you also offer clinical counselling. The client app ships under the Coachful listing with your branding, not under your own App Store account. Zapier covers most other connections.
Price as listed: flat monthly plans, with lower plans capping the number of clients and Pro unlimited (current plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients). Monthly plans cancel in one click, and there is a free trial. Our page for career coaches shows how the pieces fit a career practice.
2. HoneyBook: best for proposal-heavy and sponsored engagements
HoneyBook suits career coaches whose hardest admin is the paperwork before coaching starts: a proposal to an HR manager, a contract, an invoice split into instalments. It is a client-management CRM for service businesses with proposals, contracts, invoices, a scheduler and a client portal.
The proposal-to-paid flow
For a coach selling outplacement or leadership-transition packages to employers, HoneyBook's strength is turning an enquiry into a signed, paid project in a few steps. Lead forms capture enquiries (2 live forms on Starter, 10 on Essentials, unlimited on Premium), and the client portal gives the buyer one place to review and sign. Individual job seekers get the same flow, which feels polished for a premium package.
What it costs, as listed in October 2026
Starter is $29/month billed annually; the monthly price was not shown on the pricing page (an older profile notes a February 2025 rise to $36/month). Essentials is $59/month or $49/month annually, with up to 2 team members. Premium is $129/month or $109/month annually, with unlimited team members and multiple companies. There is a 30-day free trial with no credit card required. Clients and projects are unlimited on every plan.
Payments must run through HoneyBook's own processing. The card rate on the pricing page conflicts with itself: the FAQ says 2.7% + 10¢ while the plan comparison shows 2.9% + 25¢. ACH is 1.5%, and instant deposit costs 1%. HoneyBook holds a Trustpilot rating of 4.1 from 748 reviews as listed in October 2026.
The trade-offs for a career practice
HoneyBook stops at the sale. It has no coaching delivery: no programs, courses, habits, check-ins or community. Your client gets a portal for documents and invoices, not a place to track applications or weekly targets. The scheduler and automations are not on Starter, so a career coach who books discovery calls needs Essentials at minimum. You cannot bring your own Stripe account, which makes switching later harder because your payment history and saved cards live inside HoneyBook.
Pick it over Coachful if most of your revenue comes from employer-sponsored engagements where proposals and invoicing are the main admin, coaching itself happens entirely on calls, and you are happy to keep using a separate tool for any client-facing materials.
3. Dubsado: the most configurable workflows
Dubsado fits the career coach who likes building systems: branching forms, automated workflows that send the next document when the last one is signed, and lead capture that feeds a tidy project board. It is a client workflow CRM with forms, contracts, invoices, a scheduler and automations.
How a career coach would use it
A typical Dubsado setup for a career practice chains an enquiry form, a scheduler link for the discovery call, a proposal, a contract and an invoice, then sends a pre-session questionnaire and a resume upload request. Each step can fire automatically, which suits a coach selling two or three fixed packages who wants every client to get the same onboarding sequence.
Pricing, October 2026
Starter is $35/month or $27.92/month annually, with unlimited clients and projects but only 1 active lead-capture form, and no scheduler or automations. Premier is $55/month or $43.75/month annually, with unlimited lead forms. The 21-day free trial gives full Premier access with no credit card. Dubsado states no platform fee on payments; processor rates apply, and optional surcharging can pass card costs to the client.
Limits that matter
Dubsado says itself that it does not include website building and is not an email marketing platform, so a career coach running webinars or a newsletter still needs two more subscriptions. There are no courses, client community, habits or check-ins. The mobile app is a companion, and full functionality requires the desktop web app, which matters if you manage clients from your phone between corporate workshops. Because the Starter plan has no scheduler, the realistic plan for a coach who books calls is Premier.
Setup is the other cost. Chained forms and automated workflows take time to design and test, and Dubsado does not list a service that builds them for you.
Pick it over Coachful if you already have a website and email platform you love, your coaching happens entirely on calls, and what you want most is fine-grained control over automated onboarding paperwork.
4. Paperbell: a simple all-in-one for solo coaches
Paperbell is the closest direct substitute on this list: an admin tool built for solo coaches, covering booking, packages, payments, contracts, a client portal and a simple website. For a career coach who sells "three sessions plus resume review" and nothing more complicated, it gets you running quickly.
Strengths for a job-search practice
Packages are the core idea, which maps well to career coaching. A client buys a bundle, books sessions against it, signs the contract and pays in one checkout. Everything is unlimited: clients, sessions, files, packages and traffic, so client count never changes the bill. A simple website means you can launch without a separate site builder.
The numbers, as listed in October 2026
Paperbell has a single plan at $97/month, or $80.83/month billed annually, per coach. There are no additional transaction fees from Paperbell; Stripe or PayPal processing applies. The pricing page has a "Try For Free" button but does not state the trial length; our September 2026 profile, based on its help centre, lists a 7-day trial with the public site offline and client messages and SMS switched off during the trial. There is a 30-day money-back guarantee. Trustpilot shows 3.5 from 14 reviews as listed in October 2026.
What it leaves out
Our September 2026 profile lists no courses, no community, and no goal or habit tracking, and no native mobile app (clients use a mobile browser). For a career coach, that means the weekly application targets, networking goals and interview-practice reflections have to live in a shared document or a separate tool. If you are weighing it carefully, our Paperbell alternatives page compares it with similar tools.
Pick it over Coachful if you only ever sell one-to-one session packages, do not set structured work between calls, want unlimited clients at one flat price, and prefer the smallest possible feature set to learn.
5. HubSpot: when you sell to employers as a team
HubSpot belongs on this list only for a specific kind of career practice: a small firm selling outplacement or career-development programs to companies, where a deal involves several contacts, a procurement step and a long sales cycle. It is a general-purpose CRM and marketing and sales suite, built around contacts, companies, deals and pipelines.
Free tier first, then per-seat
The free CRM covers contacts, companies, deals, tasks, email tracking and live chat for up to 2 users and 1,000 contacts, with no time limit and no credit card. It includes 2,000 email sends a month with HubSpot branding, one personal meetings link with HubSpot branding and up to 30 landing pages with branding. For a solo career coach just collecting leads, that free tier is genuinely usable.
Paid plans are per seat. As listed in October 2026, Starter's standard price is $20/seat/month, shown during a new-customer promotion at $10/month monthly or $7/month annually. Starter removes branding, raises meetings links to 1,000 and allows up to 15 pipelines. Professional is $100/seat/month or $90/seat/month annually, with a required one-time onboarding fee whose amount is not shown on the platform page. Quotes require Professional. HubSpot Payments charges 2.9% on cards, with a HubSpot platform fee waived for one year then 0.5% per transaction; Stripe inside HubSpot adds a 0.75% platform fee on top of Stripe's own rates.
Why it ranks fifth for coaching
Everything HubSpot does well happens before a client signs. After that, your job seeker has nowhere to go: HubSpot does not list coaching programs, client check-ins or session-based client records. You would bolt on a scheduler for paid sessions, a contract tool, a client portal and a course or community tool. Public reviewer sentiment is also weak: Trustpilot shows 1.5 from 1,176 reviews as listed in October 2026. Keap, the other sales-pipeline CRM coaches ask about, has the same gap at a much higher entry price.
Pick it over Coachful if you run a team selling programs to HR departments, need multi-stage deal pipelines with several stakeholders per deal, or must integrate with an employer's existing HubSpot or Salesforce setup.
How do the five compare feature by feature?
Coachful is the only one of the five that covers lead follow-up, the client record and between-session delivery for job seekers. "Not listed" means neither the vendor's pricing page nor our vendor profile lists the feature.
| Tool | Lead stages | Booking | E-sign agreements | Payments | Client portal or app | Goals, tasks, check-ins | Courses and community | Website and email marketing |
|---|---|---|---|---|---|---|---|---|
| Coachful | Yes, list and board | Yes, two-way calendar sync | Yes | Own Stripe or Razorpay, payment plans | Branded app and portal | Yes | Yes | Yes, both |
| HoneyBook | Lead forms | Essentials and up | Yes | HoneyBook processing only | Client portal | No | No | Not listed |
| Dubsado | Lead-capture forms | Premier only | Yes | Processor of your choice | Not listed | No | No | No, per Dubsado |
| Paperbell | Not listed | Yes | Yes | Stripe or PayPal | Portal, no native app | No | No | Simple website |
| HubSpot | Pipelines and deals | Meetings links | Not listed | Stripe or HubSpot Payments | Not listed | No | No | Landing pages and email |
What does each CRM cost at 5, 15 and 40 clients?
The plans that a career coach realistically needs (one with a scheduler for discovery calls) cost the same at every client count except where a plan caps clients. The bigger difference is what each price leaves out, because those gaps become extra subscriptions.
| Tool and plan | 5 clients | 15 clients | 40 clients | Still needed for a full career practice |
|---|---|---|---|---|
| Coachful | Lite: $29/month for up to 5 clients | Solo: $49/month for up to 20 clients | Pro: $99/month with unlimited clients | Nothing for most solo practices; Zapier for niche connections |
| HoneyBook Essentials | $59/mo ($49 annual) | $59/mo ($49 annual) | $59/mo ($49 annual) | Website, email marketing, client delivery tool |
| Dubsado Premier | $55/mo ($43.75 annual) | $55/mo ($43.75 annual) | $55/mo ($43.75 annual) | Website, email marketing, client delivery tool |
| Paperbell | $97/mo ($80.83 annual) | $97/mo ($80.83 annual) | $97/mo ($80.83 annual) | Email marketing, goal tracking, courses or community |
| HubSpot Starter (1 seat) | $20/mo standard ($10 promo) | $20/mo standard ($10 promo) | $20/mo standard ($10 promo) | Paid session booking, contracts, client portal, delivery tool |
Prices are as listed in October 2026, before payment processing. HubSpot's free CRM is $0 for up to 1,000 contacts and 2 users, with HubSpot branding on emails and meetings links. To compare fairly, add the tools in the right-hand column. As an illustrative example only: if HoneyBook Essentials at $59/month needed a $20/month website builder and a $30/month email tool beside it, the stack would reach $109/month before any course or community tool. Price your own stack the same way with the vendors you would actually use.
How would a career coach set this up in Coachful?
A solo career coach can go from sign-up to a working client journey in a few steps, or ask the white-glove team to build most of it. Here is one illustrative setup for a twelve-week career transition program.
- Connect calendar and payments. Link Google, Apple or Outlook calendar and your Stripe account, so bookings and payments land in the right place from day one.
- Create a free discovery call. Add booking rules (buffers, minimum notice) and three intake questions: current role, target role, and when they want to move.
- Add a lead magnet funnel. Offer a resume checklist or a target-company worksheet as a download, with a follow-up email sequence that invites readers to book the call.
- Build the offer. Set the twelve-week program as an offer with a payment plan, and attach the coaching agreement so it is signed before the first session.
- Design the weekly work. Use a program template or ask Michelle to draft one: week one on values and direction, weeks two to four on resume and LinkedIn, then networking, applications, interview practice and negotiation, each with tasks and a weekly check-in.
- Turn on status tracking. Watch for clients moving to quiet or at risk, and use the AI briefing before each session to see what they did since last time.
- Log ICF hours as you go. Sessions count toward your credential automatically, and the coaching log exports when you apply.
If you are already on another tool, clients, programs and content are imported for you during onboarding. Our guide for career transition coaches walks through a longer version of this program shape.
What red flags and switching costs should you watch for?
The biggest switching costs in a CRM are locked payment processing, data you cannot export cleanly, and per-client or per-seat pricing that rises as you grow. Check each before you commit a year of client history to a tool.
- Payments you cannot take with you. If the CRM is also your payment processor (HoneyBook is), saved cards and active subscriptions may not move with you, and clients on payment plans could need to re-enter card details. Tools that connect your own Stripe account avoid most of this.
- Export that stops at contacts. Many CRMs export names and emails but not notes, session history or form answers. Ask for a sample export before you sign up. Coachful exports a full ZIP with roster, notes, check-ins, goals, habits, sessions and form responses.
- Features behind the second tier. HoneyBook Starter and Dubsado Starter both lack a scheduler. A career coach who books discovery calls should compare the tier they will actually use, not the headline price.
- Per-seat and per-client creep. HubSpot charges per seat; CoachAccountable and Satori price by active clients. A group job-search cohort of 20 can push you up a tier overnight.
- Trial terms that hide the product. A trial with your public site offline or messages switched off (as our profile records for Paperbell) makes it hard to test the real client experience. Run a test client through the whole journey before paying.
- Sales tooling you will never use. If a tool's best features are deal stages, forecasting and sales sequences, you are paying for a recruiter's or sales team's workflow. Read our CRM guide for sales coaches if that genuinely is your model.
One practical note on client data: job seekers share sensitive details such as salary history, performance reviews and reasons for leaving. Keep them in one system with access controls, rather than spread across email and shared drives. Wikipedia's overview of customer relationship management is a useful primer on why a single record matters.
Verdict: which is the best CRM for career coaches?
For most career coaches, Coachful is the best CRM, because it carries a job seeker from first click to accepted offer in one record and gives them a branded app for the work between calls. HoneyBook is the better choice when proposals and invoices to employers are your main admin. Dubsado suits coaches who want to hand-build every automation and already run a website and email elsewhere. Paperbell fits a solo coach who only sells session packages. HubSpot is for a small firm selling to companies with real sales pipelines.
Coachful in one paragraph: it is a coaching platform that combines booking, payments, contracts, programs with habits and check-ins, courses, community, a website with funnels and email, and an AI assistant, with one login for the coach and one branded app for the client. It is built for coaches who deliver programs rather than single sessions, solo coaches growing into small teams, and anyone replacing four to six tools. It does not offer PayPal, a permanent free plan, HIPAA certification or a HubSpot or Salesforce integration. To start, take the free trial and use the free white-glove build service to have your site, funnel or first program set up for you. More context: scheduling software for career coaches and email marketing platforms for career coaches.
Frequently asked questions
What is the best CRM for career coaches in 2026?
Coachful is our pick for most career coaches, because it keeps leads, sessions, notes, goals, agreements and payments in one client record and gives clients a branded app for between-session work. HoneyBook and Dubsado are strong for paperwork-heavy practices, and Paperbell suits solo coaches with simple packages.
Do career coaches need a sales CRM like HubSpot or Keap?
Usually not. Sales CRMs are built for teams moving many deals through pipeline stages, while a career coach's work mostly happens after the sale. HubSpot makes sense if you sell programs to employers with several stakeholders per deal.
Can I invoice an employer who sponsors a client's coaching?
In Coachful you can send manual invoices alongside card payments, so an employer can pay by invoice while the client's record still shows the payment. HoneyBook and Dubsado also handle proposals and invoices well for sponsored engagements.
Is a spreadsheet good enough for a new career coach?
A spreadsheet works for your first few clients, but it cannot book calls, take payments, send agreements or show clients their tasks. Most coaches outgrow it once they have five or more active clients and start losing track of follow-ups.
What is Coachful's free white-glove service?
It is a build service included on every plan: you describe what you want (a website, funnel, program, email sequence or intake form), attach references and files, and the Coachful team builds it inside your account, usually within about 24 hours. It does not invent credentials, testimonials or prices, and it does not cover video recording, logo design or ad management.
Can clients see their goals and tasks in the CRM?
In Coachful, yes: clients see their next session, programs, progress, goals, tasks and documents in your branded app. HoneyBook and Paperbell offer client portals focused on documents, booking and payments, without goal or habit tracking.
Does Coachful track ICF coaching hours?
Yes. It counts coaching hours and distinct clients against ACC, PCC and MCC thresholds and exports an ICF client coaching log with paid and pro bono hours.
Can I move my clients from another tool into Coachful?
Yes. Clients, programs and content are imported for you during onboarding. If you ever leave, a full ZIP export includes roster, notes, check-ins, goals, habits, sessions and form responses.
Does Coachful work with PayPal?
No. Payments run through your own Stripe Connect or Razorpay account, with Apple Pay and Google Pay supported. If PayPal is essential, Paperbell lists Stripe or PayPal processing.
Which CRM is cheapest for a career coach with 40 clients?
Among plans with a scheduler, Dubsado Premier and HoneyBook Essentials have the lowest listed prices with unlimited clients, but neither includes a website, email marketing or client delivery tools. Compare the full stack you would need, not just the CRM line.
