Best CRM for Divorce Coaches: 12 Options Ranked

The best CRM for divorce coaches is the one that keeps a client's whole story in one record: the first consultation, the signed coaching agreement, every session note, the goals they set for life after the divorce, and every payment, while also showing the client a calm, private space between sessions. Sales CRMs such as HubSpot and Keap are excellent at moving deals through stages, but a divorce coaching client is not a deal. They arrive overwhelmed, often referred by an attorney or mediator, and stay for weeks or months while the legal process runs alongside your work.

Our pick is Coachful, because it combines the coach-side record (notes, intake answers, sessions, payments, agreements) with a branded client space where people work on goals and check-ins between calls. We make Coachful, so weigh that, and use the checklist below to test the ranking against your own practice. The other 11 tools are ranked honestly, with prices as each vendor listed them in October 2026.

This is a decision guide first: five questions about your practice, a table that maps your answers to a pick, then the 12 tools in ranked order. If you want the wider category view, start with our best CRM for coaches guide; if you are choosing your whole stack, see best software for divorce coaches.

What does a divorce coach actually need from a CRM?

A divorce coach needs a CRM that handles a long, emotionally loaded client journey rather than a short sales cycle. That means fast, gentle follow-up after a consultation, a clear agreement that states what coaching is and is not, private notes that build over months, and a place where the client can find their plan when their head is full.

Here is how that plays out across a typical engagement, based on how the work is described in our guide to divorce coaching:

• Referral-heavy lead flow. Many leads come from family-law attorneys, mediators, financial advisors and therapists, plus people who find a website at 2 a.m. You need to know who sent each client, so you can thank referral partners and see which relationships are worth your time.
• A consultation that converts without pressure. Someone deciding whether to separate, or freshly served with papers, will not respond to a hard sales sequence. A short consultation, a calm follow-up and an easy way to book and pay work better.
• Scope written down before session one. Divorce coaching is not legal advice, financial planning or therapy. Your agreement should say so, and your CRM should store the signed copy on the client's record. The ICF Code of Ethics expects coaches to agree on the nature and limits of the engagement and to refer clients on when another professional is better placed to help.
• Work that happens around the legal calendar. Clients prepare for meetings with their attorney, mediation sessions, parenting-plan discussions and the first holidays apart. Goals, tasks and check-ins between sessions keep that preparation moving.
• Sensitive notes. Session notes may mention children, finances and conflict. Keep them in a system you control, keep them factual, and remember that notes can matter in a contested case. Ask your own attorney how long to keep them and what to write.
• Packages, not single calls. Divorce coaching is often sold as a package running several months, sometimes with payment plans for clients whose finances are in flux.
• Group work after the decree. Rebuilding programs, co-parenting circles and workshops for people "thinking about divorce" are common second offers.

A sales CRM covers the first bullet well and the rest poorly. A pure scheduling tool covers booking and little else. That gap is why we rank coaching-specific platforms above general CRMs here, and why we built the checklist below. For the legal side of starting out, our 90-day plan for starting a divorce coaching business covers registration and insurance questions to raise with an accountant or attorney.

Which five questions should you answer before choosing?

Answer these five questions about your practice before you compare features. Your answers narrow 12 options to two or three in a few minutes.

1. Do clients need anything from you between sessions? Worksheets before a mediation, a weekly check-in during the first months apart, a goal such as "find a two-bedroom rental near the school", or a recorded exercise for handling a difficult message from an ex. If yes, you need client-facing delivery, not just a contact database.
2. Where do your clients come from, and how fast do you follow up? Referral partners, your website, workshops, paid ads or social media. Referral-led practices need source tracking and a simple pipeline; ad-led practices need heavier automation.
3. How do clients pay? Packages paid upfront, payment plans, monthly subscriptions, or hourly billing. If clients ask to pay by PayPal, note that now, because several tools here do not offer it.
4. Are you solo, building a small team, or part of a firm? A solo coach with associates needs coach seats and shared calendars. A coach embedded in a collaborative divorce team or law firm may need to fit into a CRM the firm already runs.
5. Do you also keep clinical or legal records? If you are a licensed therapist, attorney or financial planner as well as a coach, those records belong in a system built and certified for that profession. A coaching CRM is the wrong home for them.

Which pick fits your answers?

Match your answers to the row that sounds most like your practice. Where two rows fit, read both tool sections and compare their costs at your client count further down.

If you answered yes to question five, keep clinical or legal files in your licensed profession's own system and use a coaching CRM only for the coaching side, with separate agreements for each role.

How did we rank these 12 tools?

We ranked each tool on four things a divorce coaching practice depends on: one login for the whole client journey from consultation to final session, support for work between sessions, total stack cost at realistic client counts, and setup effort. We did not test every product hands-on. The ranking uses what each vendor documents on its own site, its listed pricing in October 2026, and what public reviewers report. Where a fact comes from an older profile, we date it to September 2026.

Ranking criteria: one login for the whole client journey, between-session delivery, total stack cost, and setup effort (including the free white-glove build where it exists).

1. Coachful: one record from first consultation to final session

Coachful is the best CRM for divorce coaches who want the client record, the client's own space and the business admin under one login. Coachful is a coaching platform: one subscription covers booking, payments, contracts, program delivery with habits and check-ins, courses, a community, a website with funnels and email, and an AI assistant, with one login for you and one branded app for your client. It is built for coaches who deliver programs rather than isolated sessions, for solo coaches growing into a small team, and for coaches replacing four to six separate tools. It is not HIPAA-certified, has no PayPal option and has no permanent free plan, so it is a coaching system, not a clinical or legal records system. To start, take a free trial and ask the team to build your setup for you (details below). 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).

What sits on one client's record?

Every client record holds goals, check-ins, habits, notes, intake answers, tags, payments, sessions and an AI briefing, plus a status of thriving, active, quiet or at risk. For a divorce coach, the status matters more than it sounds. A client who goes "quiet" two weeks before mediation is often a client who is struggling, and seeing that on the dashboard is a prompt to reach out. Tags let you record the referral source (an attorney, a mediator, your workshop) and the stage of their process, such as "deciding", "separating" or "post-decree".

Michelle, the built-in AI assistant, works from your live practice data and can brief you before a session, summarize recorded sessions and draft follow-up emails. Questions and planning are included in your Coachful membership; confirmed builds and changes use AI credits. Keep your notes factual and read Michelle's drafts before you send anything, because tone matters with clients in conflict.

How does follow-up work after a consultation?

Booking pages handle availability rules, buffers, minimum notice and time-zone detection, with two-way Google, Apple/iCloud and Outlook calendar sync. You can add intake questions to the booking so the client tells you where they are in the process before the call. Video runs on built-in video or auto-created Zoom, Meet or Teams links. Reminders go out by email, plus SMS 24 hours before and WhatsApp one hour before once messaging is enabled, which helps with no-shows from clients who are juggling lawyers and children.

The Intakes page tracks consultation calls and conversions, and the Prospects page lists leads with their source form and stage. Email lists, broadcasts and multi-step sequences with triggers, delays and branching let you send a gentle three-email follow-up after a consultation instead of a sales sequence. This short walkthrough shows how the client list and records work:

Agreements and payments, before the first session

Coaching agreements with e-signature go out before the first call and are stored on the client record, which is where your scope statement lives: coaching, not legal advice, therapy or financial planning. Payments run through your own Stripe Connect or Razorpay account, with one-time payments, subscriptions, payment plans, coupons and refunds, plus Apple Pay and Google Pay. Coachful charges a 0% platform fee (since August 2026); you pay only Stripe or Razorpay processing. Payment plans are useful for clients whose accounts are frozen or split mid-process. See our coaching contracts page for how agreements fit the flow.

What does the client see?

The client gets your branding inside the Coachful app: their next session, programs, progress, documents and the notes you choose to share. Multi-week programs can carry weekly goals, daily tasks, habits and morning and evening check-ins. A "first 90 days apart" program might pair a weekly reflection with a small daily habit, while a "preparing for mediation" module holds the worksheets they complete before each meeting. Group programs get a cohort group automatically on enrollment, so a co-parenting circle or post-divorce rebuilding group has its own space.

A worked setup for a divorce coach, step by step

1. Create two offers. A three-month "Clarity" package with a payment plan and a six-month "Through and beyond" package. Attach the coaching agreement to both.
2. Build the consultation booking page. 20 minutes, a 15-minute buffer, 24 hours minimum notice, and three intake questions: where they are in the process, who referred them, and what they most need help with.
3. Tag referral sources. One tag per attorney, mediator or advisor who sends clients, so you can see who refers and thank them.
4. Write a calm follow-up sequence. Three emails over ten days after the consultation, each with one link to book or enroll.
5. Load a program. Start from one of the more than 40 program templates and adapt the weeks to your method, or describe it and have the team build it.
6. Set check-ins. An evening check-in for the first month, when sleep and mood are usually hardest.
7. Track your hours. If you hold or are working toward an ICF credential, the ICF hour tracking counts coaching hours and distinct clients against ACC, PCC and MCC thresholds.

Why Coachful stands out: a free white-glove service. On every plan, you can open Create, choose "We'll build it for you · FREE", and describe what you need: a website, a consultation funnel, a program, an email sequence, an intake form or something else. You can attach up to 8 reference links and up to 10 files, such as your logo, photos and existing copy. The Coachful team builds it inside your own account, usually within about 24 hours. Nothing gets invented: no fake credentials, testimonials or prices, and any gaps are left for you to fill. It does not cover recording videos, logo design, ad management or ongoing marketing. One recent build gave a leadership coach with a website renewal days away a clean homepage with a repeated "talk with me" button; a divorce coach could ask for the same around a consultation call. Read more about the free white-glove service.

Limits to know. There is no multi-stage sales deal board for large teams, no Salesforce or HubSpot integration, no routing forms that pick a host from form answers, and the client app ships under the Coachful listing with your branding rather than under your own App Store account. Clinical records and insurance billing do not belong here. Public reviewers on Trustpilot rated Coachful 4.5 from 21 reviews. More on the niche setup is on our Coachful for divorce coaches page.

2. HoneyBook: proposals and invoices for a proposal-led practice

HoneyBook is a client-management CRM for service businesses, built around proposals, contracts, invoices, a scheduler and a client portal. For a divorce coach, its strongest flow is the step right after a consultation: you send one proposal that bundles the package description, the coaching agreement and the first invoice, and the client reviews, signs and pays in one place. That is a tidy experience for someone who does not want five separate emails during an already stressful week.

As listed in October 2026, Starter is $29 per month billed annually (the monthly price was not shown), with unlimited clients and projects and two live lead forms. Essentials is $59 per month, or $49 billed annually, with up to two team members and ten lead forms. Premium is $129 per month, or $109 billed annually, with unlimited team members, unlimited lead forms and multiple companies. There is a 30-day trial with no credit card required. An older profile (September 2026) notes that prices rose in February 2025 from $19, $39 and $79 per month.

Payments must run through HoneyBook's own processing. The pricing page conflicts with itself on card fees: the FAQ says 2.7% + 10¢, while the plan comparison shows 2.9% + 25¢. ACH is 1.5% and instant deposit costs 1%. Check the rate on your account before you set package prices.

The limits for this niche are real. The scheduler and automations start on Essentials, so the Starter price does not cover consultation booking. There is no coaching delivery: no programs, courses, habits, check-ins or community. The client portal holds paperwork, not a plan the client works through between sessions. A divorce coach who sends a weekly worksheet or runs a post-divorce group would need a second tool for that.

Public reviewers on Trustpilot rated HoneyBook 4.1 from 748 reviews (seen October 2026), which is a large, mostly positive sample for paperwork and payments.

Pick it over Coachful if your coaching is mostly single sessions sold by proposal and you run another service business alongside it, such as a speaking or consulting practice, that you want to manage from the same account.

3. Dubsado: for coaches who love building workflows

Dubsado is a client-workflow CRM that chains forms, contracts, invoices and a scheduler into automated sequences. Where it shines for divorce coaches is the intake paperwork. You can build a workflow that sends a pre-consultation questionnaire (separation date, children, whether mediation is scheduled, who referred them), then the agreement, then the invoice, then a scheduling link once payment clears, with each step triggered by the last.

Pricing as listed in October 2026: Starter is $35 per month ($27.92 per month billed annually) with unlimited clients and projects and one active lead-capture form. Premier is $55 per month ($43.75 billed annually) with unlimited lead forms. A 21-day trial gives full Premier access with no credit card required. Dubsado states no platform fee on payments; your processor's rates apply, and optional surcharging can pass card costs to the client. Think carefully before surcharging divorce clients, many of whom are already anxious about money.

Several limits matter. The Starter plan has no scheduler or automations, so the workflow described above needs Premier. Dubsado says it does not include website building and is not an email marketing platform, so your consultation landing page and newsletter live elsewhere. The mobile app is a companion; full functionality requires the desktop web app, which is awkward if you handle admin between sessions on your phone. There are no courses, client community, habits or check-ins.

Dubsado had a Trustpilot rating of 3.7 from a single review when we looked in October 2026, which is too small a sample to tell you anything. Look at recent reviews in coaching communities instead.

For a divorce coach, the honest picture is this: Dubsado handles the business side of a client well and the coaching side not at all. If your work happens entirely in live sessions and you enjoy configuring forms, that may be fine. If you send clients anything to work on between calls, you will add a second platform and a second login for the client.

Pick it over Coachful if you deliver coaching only in live sessions, want granular control over every automated paperwork step, and already have a website and email tool you like.

4. GoHighLevel: when marketing volume drives the practice

GoHighLevel (HighLevel) is an agency-first marketing CRM: funnels, websites, calendars, SMS and email, invoicing, contracts, courses and communities, organized around sub-accounts. Divorce coaches who run paid ads or monthly "Thinking about divorce?" webinars use this kind of tool to capture registrations, send SMS reminders, follow up with no-shows and move leads through a pipeline automatically.

As listed in October 2026, Starter costs $97 per month ($80.83 billed annually) with three sub-accounts and unlimited users and contacts. Unlimited costs $297 per month ($247.50 billed annually) and Agency Pro $497 per month ($414.17 billed annually); Enterprise is custom. There is a 14-day trial on any plan, and billing starts automatically at the end unless you cancel. HighLevel shows no platform fee on sales, but SMS, email, phone and AI usage are metered and billed separately, at rates listed on separate pricing guides rather than the pricing page. Budget for that usage, especially if you send reminder texts.

The gap for divorce coaching is the client side. There is no habit tracking, no client check-ins and no structured coaching-program or task engine; you would simulate that with workflows and forms. There are no built-in video rooms, only Zoom and Google Meet links. HIPAA support is a $297 per month add-on, not included on Starter, Unlimited or Agency Pro, which matters only if you also do clinical work.

The bigger cost is time. HighLevel is powerful because it is configurable, and configuring it well is a project. Many solo coaches hire someone to build and maintain it. If a workshop funnel breaks during a launch, you need to know how to fix it or who will.

Public reviewers on Trustpilot rated HighLevel 4.9 from 15,250 reviews (seen October 2026), a very large sample, much of it from agencies.

Pick it over Coachful if you run high-volume paid acquisition with SMS-heavy follow-up across several brands, and you have a person or agency to build and maintain the automations.

5. Bonsai: contracts and time tracking for hourly work

Bonsai is business management software for freelancers and agencies: proposals, contracts, invoices, time tracking and projects. It suits a divorce coach whose practice includes hourly work, for example someone who coaches clients and also bills hours for divorce-related consulting, such as helping a client organize documents before they meet a financial professional. Time tracking ties those hours to invoices without a separate tool.

Every plan is priced per user. As listed in October 2026: Basic is $15 per month ($9 billed annually), Essentials $25 ($19 annually), Premium $39 ($29 annually) and Elite $59 ($49 annually) with a minimum of three users. A seven-day trial gives full access, and a card is not needed to start. The Basic plan has no invoicing or payments, so a coach collecting fees needs Essentials at least.

The pricing page links payment fees out to the help center, which we could not re-read in October 2026. An older profile (September 2026) lists Bonsai Payments at 2.9% + $0.30 for cards, 3.25% + $0.30 for Amex and 1% for ACH ($1 minimum), and a 1% platform fee (1.35% for Amex) if you use your own Stripe or PayPal where Bonsai Payments is available. Confirm current rates before you rely on them.

Bonsai has no courses, community, client habits, check-ins or coaching programs. Custom domain support was marked as expected in 2026, not released. For a divorce coach, that means Bonsai handles the paper trail well (the agreement that defines scope, the invoice, the hours) while the coaching itself happens entirely in sessions and whatever you send by email. Session notes would live in a project or a separate notes app, without a client-facing view.

Public reviewers on Trustpilot rated Bonsai 4.3 from 641 reviews (seen October 2026).

Pick it over Coachful if a meaningful share of your income is hourly consulting rather than coaching packages, and time tracking linked to invoices matters more to you than anything the client sees between sessions.

6. Paperbell: the simplest way to sell a package

Paperbell is an all-in-one admin tool for solo coaches: booking, packages, payments, contracts, a client portal and a simple website. Its appeal to divorce coaches is speed. You can create a "Divorce decision" package, attach your agreement and intake form, and send one link that takes the client through checkout, signature and booking in a single flow.

Paperbell lists one plan at $97 per month, or $80.83 per month billed annually, with unlimited clients, sessions, files, packages and traffic, as listed in October 2026. That flat price helps if your client count swings with referral seasons. A "Try For Free" button appears, but the trial length is not on the pricing page; an older profile (help center, July 2026) describes a seven-day trial with the public site offline and client messages and SMS turned off. There is a 30-day money-back guarantee. Paperbell states no additional transaction fees; Stripe and PayPal processor fees apply.

PayPal support is a real point for some divorce clients, who may prefer to pay from an account their spouse cannot see or that is separate from frozen joint accounts. Coachful does not offer PayPal, so if your clients ask for it, Paperbell answers that need.

The older profile (September 2026) lists the limits: no courses or LMS, no community, no goal or habit tracking, and no native mobile app, only the mobile browser. That means the client portal is a place to book and find files, not a program to work through. Coaches running a post-divorce rebuilding group, or wanting check-ins between sessions, would add another tool.

Public reviewers on Trustpilot rated Paperbell 3.5 from 14 reviews (seen October 2026), a small sample. Our Paperbell alternatives page compares it with similar tools.

Pick it over Coachful if your clients need to pay by PayPal, you sell session packages only, and you prefer one fixed monthly price regardless of how many clients you see.

7. CoachAccountable: action plans for a small, deep caseload

CoachAccountable is a coaching back office: sessions, action plans, metrics, worksheets, courses, invoicing and agreements. Of the coaching-specific tools after Coachful, it does the most with structured homework. A divorce coach can give each client an action plan for the current phase (gathering financial documents before the attorney meeting, drafting talking points for a parenting-plan discussion), a metric such as a weekly stress rating, and worksheets that stay on file.

Pricing is per active client, as listed in October 2026: Starter $20 per month for two active clients, Level 1 $40 for five, Level 2 $70 for ten, Level 3 $120 for 20, Level 4 $250 for 50 and Level 5 $400 for 100. There is a 30-day trial with no credit card and no limits. Transaction fees are not stated on the pricing page; an older profile notes Stripe, Square and PayPal processing.

The per-client model is fair for a small one-to-one practice and expensive for group work. If you launch a 30-person co-parenting circle, every participant counts as an active client. An older profile (September 2026) also notes no native mobile app, no landing pages, website or marketing automation, and that CoachAccountable states it is not HIPAA compliant. Your consultation funnel and email list would live in other tools.

Public reviewers on Trustpilot rated CoachAccountable 4.8 from 47 reviews (seen October 2026), a strong score from a moderate sample. See our CoachAccountable alternatives for side-by-side options.

Pick it over Coachful if you coach a handful of clients in depth, rely heavily on worksheets and numeric metrics, already have a website and email tool, and do not plan to run groups.

8. Simply.Coach: when an employer or sponsor pays

Simply.Coach is a coaching practice platform with contracts, programs, sessions, booking pages, a client portal, and business and enterprise tiers. Its niche use for divorce coaches is sponsored coaching: some employers fund coaching for staff going through major life transitions, and Simply.Coach's business tiers include sponsor and program-manager roles for exactly that reporting relationship.

Solo plans as listed in October 2026: Starter $9 per month (three active coachees, one contract, one program, 1 GB, one calendar); Essentials $29 per month ($24.17 billed annually) for seven coachees, three contracts and three programs; Growth $49 for 30 coachees and ten contracts and programs; Leap $69 for unlimited coachees, contracts and programs. Business plans: CoCreate is $79 per active coach with ten clients per coach, and Surge is $159 per active coach with 25 clients per coach, two program managers and five sponsors. There is a 14-day trial with no credit card required. Transaction fees are not stated on the pricing pages.

Watch the caps. Every solo tier below Leap limits clients, contracts and programs, so a divorce coach who uses a separate agreement for each package would hit the contract cap quickly on Essentials. Automated invoices were marked "Coming Soon" on the solo pricing page, and there are no refunds for mid-period cancellations.

Be careful with sponsor reporting in this niche. A client's divorce is private, and an employer sponsor should see attendance or progress at most, never session content. Write what the sponsor sees into the coaching agreement.

Pick it over Coachful if most of your divorce coaching is funded by employers or other sponsors who expect formal program reporting.

9. Satori: a starting point while you certify

Satori is a coaching practice tool with scheduling, a client portal, packages and programs, invoices and contracts. It has one feature no other tool on this list offers: a Scholar tier at $0 for people studying for a coaching certification, with unlimited pro bono clients, by application. Some new divorce coaches log practice hours with pro bono clients while completing a program; our guide to divorce coaching certification and practice covers that stage.

Paid tiers as listed in October 2026: Essentials is $33 per month ($27.50 billed annually) for up to ten active paying clients. Pro is $49 per month ($40.83 annually); an older profile (September 2026) lists 50 active clients, ten programs and 120 bookings. Leader is $124 per month ($103.33 annually), with 150 active clients, 50 programs and unlimited bookings per the older profile. Only active clients count toward billing. There is a 15-day trial with unrestricted access and no card during the trial, and a refund if requested within 30 days of signing up. Satori takes no charge on client payments; standard PayPal and Stripe fees apply.

The older profile notes no native mobile app, no native Zoom integration, and no landing pages, courses or community. For a divorce coach past certification, that means building the consultation funnel and any group program elsewhere.

Pick it over Coachful if you are still in a certification program and coaching pro bono clients, and you want a no-cost tool to run them until you start charging.

10. Bigin by Zoho CRM: a lightweight referral pipeline

Bigin is Zoho's pipeline CRM for small businesses. We added it because divorce coaching is unusually referral-driven, and some coaches want nothing more than a clean board of referral partners and leads. You might run one pipeline for clients (inquiry, consultation booked, consultation held, enrolled) and track which attorney or mediator sent each one.

We fetched Bigin's pricing page in October 2026. The Free edition is $0 for one user, with one pipeline, 500 records (pipelines, contacts, activities and notes all count as records), contact, product and activity management, a booking page and no-code web forms. Express adds three team pipelines, 50,000 records, digital signing by contacts and a QuickBooks integration. Premier adds five team pipelines, 100,000 records, payment links through gateways including Stripe, PayPal and Razorpay, and multi-currency. Bigin 360 adds 15 team pipelines and one million records. The page loads paid prices with a script, and our fetch returned placeholders for USD, so we could not verify paid plan prices; check them yourself. The page says annual billing saves up to 35%, with no forced contracts and cancellation at any time.

The 500-record cap on Free fills faster than it sounds, because every note and activity counts. A divorce coach logging session notes on each contact could reach it within months.

The pricing page lists no client portal, courses, programs, check-ins or community. Bigin is where you track leads and partners, not where clients do their work. Payments arrive only on Premier, and signing on Express, so a coach who wants the whole consultation-to-contract flow needs a paid tier plus a delivery tool.

Pick it over Coachful if all you want is a low-cost referral and lead pipeline and you deliver coaching, contracts and payments with tools you already have.

11. HubSpot: when the firm already runs it

HubSpot is a general-purpose CRM and marketing and sales suite. Its free CRM covers contacts, companies, deals, tasks, email tracking and live chat for up to two users and 1,000 contacts. For divorce coaches, the realistic case is the coach who works inside a collaborative divorce team or a family-law firm that already runs HubSpot, where shared contact records and referral tracking across the team are worth more than coaching features.

As listed in October 2026: Free tools cost $0 with up to two users, 1,000 contacts, 2,000 email sends per month with HubSpot branding, one branded personal meetings link and one automated email action, with no time limit and no credit card. Starter (Customer Platform) is $20 per seat per month at the standard price, shown with a limited-time promotion of $10 monthly or $7 billed annually for new customers; it includes 1,000 marketing contacts, up to 15 pipelines and 1,000 meetings links. Professional is $100 per seat per month ($90 billed annually) with a required one-time onboarding fee not shown on the platform page.

Payments carry platform fees. HubSpot Payments charges 2.9% for cards and 0.8% for ACH (maximum $10); the HubSpot platform fee is waived for a year, then 0.5% per transaction. Using Stripe inside HubSpot adds a 0.75% HubSpot platform fee on top of Stripe's card fees.

HubSpot has no coaching delivery: no programs, check-ins, client app or session-note workflow designed for coaching. Coachful has no HubSpot integration, so you cannot sync the two. Our guide on managing a client CRM without HubSpot shows what coaches use instead. Public reviewers on Trustpilot rated HubSpot 1.5 from 1,176 reviews (seen October 2026).

Pick it over Coachful if you are part of a firm or multidisciplinary divorce team that already runs HubSpot and requires you to log every client there.

12. Keap: marketing automation with a big entry price

Keap is a small-business CRM focused on email and text marketing automation, with a library of prebuilt automations, a built-in appointment scheduler, quotes, invoices, checkout forms and subscriptions. A divorce coach with a large email list, frequent workshop launches and a sales assistant could use it to segment leads by where they are in the process and run text reminders for consultations.

Keap lists a single platform plan at $299 per month, or $249 per month billed annually, as of October 2026. That starting price covers 1,500 contacts and two users; extra users cost $39 per month each, and extra contacts are priced in tiers. A one-time implementation package is required, shown at $500 (discounted from $1,500), and an annual contract carries a $299 early termination fee. The 14-day trial needs no credit card but is capped at 25 emails and cannot process payments or send texts, so you cannot test the full flow. Keap states no fee of its own on payments; processors charge their standard rates through Keap Pay (U.S.), PayPal, Stripe or Eway.

There is no course hosting, membership area, client portal or client-facing app, and no coaching programs, habit tracking or check-ins. For most solo divorce coaches, the entry cost alone rules it out: the first year with implementation is several thousand dollars before you add any delivery tool.

Public reviewers on Trustpilot rated Keap 1.1 from 498 reviews (seen October 2026).

Pick it over Coachful if you run a high-volume marketing operation with text campaigns, have staff to manage it, and need a sales CRM more than a coaching platform.

How do the 12 tools compare feature by feature?

The table shows what each vendor documents for the jobs a divorce coaching practice runs every week. "Not verified" means the feature may exist but we could not confirm it from the vendor's pages or our profile data.

What will each CRM cost at 5, 15 and 40 clients?

At 5, 15 and 40 clients, the free pipeline CRMs look cheapest on paper, but real cost depends on which plan includes the features a divorce coach needs, such as booking and payments. The figures below are monthly list prices as published in October 2026, using the lowest plan that covers the client count and includes booking where the vendor gates it. Processing fees are extra on every tool.

The table compares CRM prices only. Most tools in rows two to twelve still need a website, an email tool, and somewhere for between-session work. Add those before you compare: a CRM at $55 per month plus a website builder, an email platform and a course or community tool often ends up the most expensive option. Coachful includes those pieces in one membership. See current plans on our plans page.

What red flags and switching costs should you watch for?

The biggest switching cost for a divorce coach is client trust, not money. Asking a client mid-process to create a new login, re-sign an agreement or find their notes somewhere new adds friction at the worst possible time. Choose a system you can keep for years, and switch between client cohorts if you must.

• Per-client pricing that punishes groups. If you plan a co-parenting circle or post-divorce group, check whether every member counts as an active client.
• Booking and automations locked to a higher tier. HoneyBook and Dubsado both gate the scheduler above their entry plan. Price the plan you will actually use.
• Metered usage. SMS reminders reduce no-shows, but metered texts on marketing CRMs add up. Estimate a month of reminders before you commit.
• Payment lock-in. Tools that require their own processor make leaving harder, because saved cards and subscriptions may not move with you.
• No clean export. Ask how you get notes, agreements and payment history out. Coachful exports the full client data as a ZIP (roster, notes, check-ins, goals, habits, sessions and form responses).
• Annual contracts with termination fees. Keap's annual plan carries an early termination fee; read the terms on any annual plan.
• Treating a CRM as a records vault. None of these coaching tools replaces a clinical or legal records system. If your notes could be subpoenaed, ask your attorney what to record and how long to keep it.

For a step-by-step move, our CRM consolidation and cutover guide covers timing, data export and how to tell clients. Coachful imports your clients, programs and content for you during onboarding, which removes most of the manual work.

What is the verdict?

For most divorce coaches, Coachful is the best CRM, because it keeps the consultation, the agreement, session notes, goals, payments and the client's own space in one place, and it supports the between-session work that carries clients through mediation dates, moves and first holidays apart. The free white-glove build removes most of the setup effort.

The others earn their place in narrower cases. HoneyBook and Dubsado suit proposal-led practices that deliver everything live. GoHighLevel and Keap suit high-volume marketing operations with staff to run them. Paperbell suits package sales where clients want PayPal. CoachAccountable suits a small, worksheet-heavy caseload, Simply.Coach suits sponsor-funded programs, and Satori suits coaches still certifying. Bigin and HubSpot suit coaches who only need a pipeline or who work inside a firm that already runs one. For the client-facing side specifically, compare our best app for divorce coaches roundup.

Frequently asked questions

Do divorce coaches really need a CRM?

Once you have more than a handful of clients and referral partners, yes. A CRM keeps referral sources, consultation follow-ups, agreements and session notes together, so nothing slips while clients move through a long legal process. A spreadsheet works for the first few clients and breaks when you add payments and reminders.

Is HubSpot or Keap a good CRM for a divorce coach?

Both are strong sales and marketing CRMs, but neither offers coaching delivery such as programs, check-ins or a client app. HubSpot makes sense if your firm already uses it. Keap's entry price and required implementation fee make it hard to justify for a solo practice.

Can I keep confidential session notes in a coaching CRM?

Yes, coaching CRMs are built to hold private coach notes, but they are not clinical or legal record systems, and Coachful is not HIPAA-certified. Keep notes factual and limited to what you need for coaching. Ask your own attorney how notes could be treated in a contested case and how long to keep them.

What should a divorce coaching agreement say about scope?

It should state that coaching is not legal advice, therapy or financial planning, and that you will refer the client to an attorney, therapist or financial professional when their needs go beyond coaching. It should also cover confidentiality and its limits. Have a local attorney review the template, because rules vary by state and country.

Which CRM handles referrals from attorneys and mediators best?

Any tool with tags or source tracking can record who referred each client. Coachful records the source form and tags on each prospect and client, and Bigin or HubSpot offer dedicated pipelines if you want a separate board for referral partners.

Can clients pay in installments?

Coachful supports payment plans through your own Stripe or Razorpay account, as do several others on this list. Installments help clients whose finances are split or frozen during the process. Check each tool's processor rules if you need PayPal, which Coachful does not offer.

What is Coachful's free white-glove service?

It is a build service included on every plan: you describe a website, consultation funnel, program, email sequence or form, attach up to 8 links and 10 files, and the Coachful team builds it in your account, usually within about 24 hours. It does not include video recording, logo design, ads or ongoing marketing, and it never invents credentials, testimonials or prices.

How long does it take to switch CRMs?

Plan for a few weeks if you move notes, agreements and payment subscriptions yourself. Switching between client cohorts, rather than mid-engagement, is kinder to clients. Coachful imports clients, programs and content for you during onboarding.

Can I run divorce support groups from the same tool?

In Coachful, yes: group programs get a cohort group automatically on enrollment, with a community feed, group chat and video events. Most proposal-led CRMs on this list have no group or community features, so you would add another tool.

Is a divorce coach worth it for clients, and how do I explain the value?

That depends on the client's situation and what they need alongside legal and emotional support. Our article on whether a divorce coach is worth it lays out costs, evidence and red flags you can use when explaining your role during a consultation.