Imagine having a virtual home for all your business coaching needs. Whether you want to create a program, communicate with clients, handle booking sessions, or collect payments, a single platform allows you to do everything with a few clicks. That dream can come true with the help of business coach software.
If you run a practice with a focus on business, executive, or career coaching, you’ve come to the right place. Based on business coaching software reviews and our experience, we’ve selected the best business coaching management software, and in this article, we’ll delve deeper into their top features.
- Paperbell – Best Overall
- Honeybook – Best for Automating Day-to-Day Tasks
- Bonsai – Best for Financial Management
- Simplero – Best for Marketing and Selling
- UpCoach – Best for Delivering Business Coaching Programs
Table of Contents
Top Pick: Paperbell
Paperbell is a central hub for running your coaching business. It handles everything you can think of, including scheduling, client management, payments, contracts, program delivery, video conferencing, and more. What’s more, these robust functions are integrated into a modern, elegant, and user-friendly platform.
- Client portal
- Custom shop page
- Custom landing pages
- Group coaching
- Digital downloads
- Intake surveys
- Reminder emails
- Integrations (Zoom, Google Calendar, Zapier, PayPal, Skype, etc.)
Paperbell streamlines client onboarding by integrating scheduling, payments, contract signing, and intake information in one place.
The platform also accommodates various business coaching packages, including small groups, multi-session packages, and subscriptions. You’ll have full flexibility in selling packages with different appointment lengths, one-on-one, and group sessions. To entice clients to sign up, you can take advantage of Paperbell’s multiple payment options like coupons, set-up fees, payment plans, and pay-in-full discounts.
Once you create your coaching packages—whether it’s subscriptions, digital downloads, group coaching, or coaching programs—Paperbell automatically generates branded landing pages for each service, making it easy to share this info on social media or embed them on your website.
Paperbell offers a monthly membership with all features included at the cost of $47.50 (with an annual subscription) and the first 2 months free. What’s great for thriving businesses is that the price isn’t dependent on the number of clients. You can also try Paperbell for free without any time restrictions while managing one client.
Automating Repetitive Day-to-Day Tasks: Honeybook
If you want end-to-end business or career coaching software that also does a superb job automating mundane admin tasks like sending files, follow-ups, crafting contracts and other materials, and handling invoicing and payments, Honeybook is our go-to choice. This tool is designed to save time and keep your processes organized.
- Client portal
- Invoices and proposals
- Templates for pricing guides and brochures
- Contract signing
- Mobile app
- Integrations (Gmail, Google Calendar, Zoom, QuickBooks, etc.)
With Honeybook, you can set up automated sequences of messages, files, and tasks to engage with clients even when you’re not working. It supports features like instant responses to inquiries, personalized follow-ups, and custom automation to streamline your workflow. You can trigger actions based on client behavior or specific dates.
Honeybook AI is a cool feature that can generate professional and personalized responses, predict leads, and generate images for your files, brochures, templates, and more. Speaking of templates, Honeybook’s library encompasses ready-made contracts, service guides, welcome packets, and numerous other templates that will take creating all of these off your hands.
Honeybook is budget-friendly software with plans starting at $8 per month. The basic plan includes features like professional templates, a client portal, and payments, but if you want automation, scheduling, and more, you’ll need to upgrade to a pricier tier. Honeybook offers a 7-day free trial for anyone who wants to test it out.
Financial Management Option: Bonsai
Bonsai is unique for its ability to centralize accounting, taxes, and bookkeeping within the same software that automates scheduling, CRM, payments, collaborations, and time-tracking. Its comprehensiveness makes it a good match for those who seek corporate coaching software, since it has built-in collaboration tools and supports group coaching.
- Client management
- Client portal
- Group coaching
- Financial management
- Contracts and e-signing
- Invoicing and payments
- Collaboration tools
- Client intake forms
- Session notes
- Prebuilt templates
- Integrations (Google Calendar, Gmail, Zapier, QuickBooks, etc.)
The collaboration functionality is perfect for teams of coaches as you can manage tasks together and track time on joint projects.
Bonsai’s financial management features include invoicing, payments, bookkeeping, taxes, and banking. Even if you have other members of your team on top of these tasks, you can invite them as collaborators and keep track of their work.
With hundreds of templates available for forms, contracts, questionnaires, and similar documents, you can find ones created for business coaching as well.
Bonsai’s pricing begins at $21 per month, and it includes essentials like invoicing, payments, and expense management. For collaboration and tax assistant features, you need to pay extra. With Bonsai’s 7-day trial, you can see how the platform fits your needs without paying a dime.
Marketing and Selling: Simplero
Simplero is a one-stop-shop software with advanced features for marketing and selling your business coaching services. This platform packs impressive features like email marketing, Upsell, Downsell, and Order Bump, and affiliate marketing, that allow you to manage marketing campaigns from the same platform you use for CRM, scheduling, and content delivery.
- Website builder
- Membership site
- Client community groups
- Course delivery
- Upsell, Downsell, and Order Bump features
- Email marketing and automation
- Landing pages builder
- Affiliate management space
- Client insights
- Integrations (Zapier, Acuity Scheduling, Crowdcast, Mailchimp, etc.)
Use Simplero’s strategic sales tools like Upsell, Downsell, and Order Bump to set automatic triggers after the initial purchase and encourage customers to add more items to their cart.
Simplero has an integrated affiliate system. Affiliates can earn commissions and even recruit others, and you’ll be able to track it in the profits. You can also set up leaderboards for special events and reward top-performing affiliates with prizes.
Another standout feature is subscription and membership management. You can create different service packages and grant clients access to membership sites and communities. Clients can engage with content, take quizzes, and collaborate with others on these exclusive membership sites.
Simplero’s lowest-priced plan is offered at $59 per month, but you can choose more advanced options if you want more features. When it comes to a free trial, you have 14 days to use Simplero for free before you sign up.
Coaching Programs Option: UpCoach
UpCoach is a coaching program designed by coaches, so you can expect it to cover your every need. What we’d like to single out about this intuitive software is its versatile and easy-to-use program builder. You can create a variety of coaching services and design business coaching programs in no time with a drag-and-drop program builder.
- Client management
- Program builder
- Course creation
- Habit tracker and to-dos
- Interactive worksheets
- File storage
- Integrations (Zoom, Google Sheets, Google Docs, Airtable, Miro, etc.)
The program builder is UpCoach’s central feature. You can use their templates or a blank canvas to create 1-on-1, group, cohort, and mastermind business coaching programs. The drag-and-drop program editor makes this process super easy.
UpCoach’s accountability and encouragement tools enable you to monitor your clients’ progress and provide them with support or feedback. The platform also includes a habit tracker, to-dos, smart documents, and accountability groups to keep clients engaged.
UpCoach’s pricing is based on the number of clients you manage and the individuals you collaborate with, starting at $29 per team member per month for up to 30 clients. Even though UpCoach doesn’t have a free trial, they offer a 14-day satisfaction guarantee.
Business coach software is a thriving coach’s best friend, and platforms such as Paperbell, Honeybook, Bonsai, Simplero, and UpCoach are here to prove it. Whether you need career coaching software, small business coaching software, executive coaching management software, or similar solutions, these platforms can ensure seamless client experience and automated business processes.
If your business is ready to grow and expand, the right software can make that growth smoother. So, choose wisely, take advantage of free trials, and pick your new companion for reaching your goals.
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