Simple CRM for
Coaches & Mentors
OnePageCRM is a unique combination of a simple contact database and productivity tool. Organize your client database, keep track of all due interactions, and nurture long-lasting business relationships.
Why coaches & mentors choose OnePageCRM
OnePageCRM is the only action-focused CRM system designed to help coaches and mentors focus on selling, nurturing relationships with clients, and growing their business.
Follow-up reminders
Use our bullet-proof follow-up system to add reminders with due dates to clients and sort them by urgency in your CRM.
Simplicity & zero admin
Built on productivity principles, OnePageCRM helps coaches and mentors prioritize and automate repetitive tasks.
In-built productivity tools
OnePageCRM is a unique combination of a client database and productivity tool. No need to have a separate to-do app.
Build long-lasting relationships
Clients and networking are two essential parts of your coaching business.
With OnePageCRM, you’ll never miss the next catch-up date and will easily re-connect with old clients, partners, or former colleagues.
Add tasks and reminders with due dates next to any contact in your database and we’ll automatically arrange them in a color-coded list. Once the time comes, OnePageCRM will remind you to reach out.
Have all client records up-to-date
Everything you need to know about your clients and partners—from their contact details to call notes, emails, documents, and past interactions—is on one scrollable page.
No more messy spreadsheets and switching between different apps and files.
Create new CRM contacts in one click
Coaches and mentors use social media every single day. Chances are, your new clients also reach out to you via direct messages on different platforms.
OnePageCRM automatically detects contact information on any web page, including your email inbox. Create new contacts in your CRM with just one click—and add a reminder straight away.
Automate repetitive tasks
Repetitive data entry just drains your time. You can spend it on much more valuable tasks, like building and nurturing your business relationships.
OnePageCRM has simple automation tools. Send invoices in a click, trigger follow-up emails after calls, easily move projects through your pipeline, and much more.
Keep all work communication in one place
OnePageCRM has a smart AI-recognition system. Enable the full email sync between your email client and CRM and we’ll automatically detect emails from your CRM contacts and store them on their Contact Pages.
View the full email history with any client, send and receive emails without leaving your CRM, create and use free email templates, and track email opens.
Earn extra income for referrals
If you’re big on productivity and also a fan of the Getting Things Done system, become a OnePageCRM affiliate and earn extra income for every successful referral.
Set up an account in just a few clicks—and start getting commissions!
The best CRM for your team
If you work with a team, OnePageCRM keeps everyone on the same page. Connect your inboxes into one shared inbox, leave notes on contacts, and assign tasks or deals to each other.
You can also watch KPIs and the pipeline to see how the team is doing.
Mobile CRM for coaches & mentors
OnePageCRM works on any platform and any device.
Mobile CRM
OnePageCRM has free mobile apps for iOS and Android. Open a client’s page, log a call, and set your next reminder from your phone.
Route Planner
If you meet clients in person, the free On the Road app helps you plan the trip. It puts your stops in a time-saving order, shows how long each drive is, and can dial the next client.
Connect OnePageCRM to
your favorite apps
Coaches and mentors use several business apps—and OnePageCRM integrates with many apps to make sure that you have everything you need to grow your coaching business.
GmailStore emails in your CRM, send and track emails in bulk, create templates, and more.
OutlookUse custom templates, send emails in bulk, track email opens, and much more.
CalendarSync your CRM with Google, Outlook, or Apple Calendars.
WhatsAppConnect WhatsApp to your CRM for easier calls and messaging.
Lead ClipperAdd contacts from any webpage to your CRM in just a few clicks.
Quick QuotesCreate and email sales quotes in a flash from your CRM for free.
PayPalSee all PayPal invoices in your CRM without switching between the two apps.
MailchimpGenerate leads, sync contacts, and track email campaigns from one place.
EvernoteEasily add important notes directly to your CRM contact.
ZapierConnect your CRM with thousands of apps and automate your work.What our users say about OnePageCRM
100%
follow-up rate
“I honestly don’t know how we could survive without OnePageCRM. We also love the excellent customer service we receive anytime we need help, not to mention the informative webinars and blog posts. I really feel like they want us to succeed.”
Karen SuhakaFounder at LegiNation Inc“OnePageCRM was so easy to use and get started. In the first two months of using it I found an increase in sales and bookings. This top CRM system gets the job done.”
Margo CrawfordProductivity Coach at Wave Productivity“OnePageCRM’s orientation to focusing on the next step in the sales process is brilliant. It simplifies what we often over-complicate and lets me focus on what’s most important.”
Jeff AdelungSenior Director at MJ Recruiting.net.+87%
success rate
CRM for Coaches & Mentors
A CRM (Customer Relationship Management) system for coaches is a tool that helps you organize your client database and nurture relationships with clients and partners.
Ideally, a CRM for coaches should also help you automate repetitive tasks, streamline your email communication, remind you about upcoming client interactions and deadlines.
OnePageCRM is the best CRM for small coaching businesses around the world.
Here are a few things you can do with this CRM:
— Organize and centralize your clients records.
— Create most used coaching services and add them to invoices and quotes in one click.
— Keep track of client interactions.
— Set follow-up reminders next to any contact in your database.
OnePageCRM is the first action-focused CRM in the world. It has a unique combination of a simple contact database and powerful productivity tool.
All contacts in OnePageCRM can have a follow-up reminder or a task set next to them. OnePageCRM then automatically sorts them by urgency in your Action Stream. This way, you don’t need any additional to-do lists to keep track of what should be done next.
The coaching CRM
you’ve been looking for
The CRM that is built with small coaching businesses in mind. It makes your follow-up process easy, helps you grow sales, and build long-term client relationships. Simple and action-focused.
21-day free trial • No credit card required • Simple setup