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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.

features

Why coaches & mentors choose OnePageCRM

follow up reminders
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.
simple crm
Simplicity & zero admin
Built on productivity principles, OnePageCRM helps coaches and mentors prioritize and automate repetitive tasks.
task management
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.

Grow your coaching business with OnePageCRM

OnePageCRM is well-known for its simplicity and focus on productivity. Have a look at how this CRM can help you grow your coaching business.
Follow-up Reminders

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 to.
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prioritized list of tasks
all client info on one page
simple contact database

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.
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automatic lead capture

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.
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lead capture

The best CRM for your team

  • email

    Shared inbox

    Connect individual inboxes to one shared inbox in your CRM. Even if someone goes on holiday, keep the conversations going.

  • Client Profile

    Tasks, notes and reminders

    Leave notes for anyone on your team about changes to a contact and easily assign tasks or deals to your colleagues.

  • Saved Actions

    Tasks, notes and reminders

    Monitor KPIs, keep an eye on the sales pipeline, identify bottlenecks—everything you need to track your team’s progress.

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best crm for teams

What our users say about OnePageCRM

CRM automation
crm automation

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.
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full email sync

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.
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crm email integration

Mobile CRM for coaches & mentors

OnePageCRM works on any platform and any device.
mobile crm
email
Emails
Send and log emails directly from your mobile CRM.
notes
Notes
Use voice-to-text notes to save notes in your CRM.
speed dialer
Speed Dialer
Keep top clients at your fingertips with our Speed Dialer.
priority
Starred Contacts
Star your VIP contacts to easily call them straight from mobile CRM.
affiliate marketing

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!
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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.
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    connect_list
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Key features of the best CRM for coaches & mentors

As someone who's focused on building and strengthening client relationships, you'll benefit from the simplicity of OnePageCRM. It has only the CRM features that help your business grow. No more fluff, multi-tier pricing plans, or a myriad of add-ons.
crm with tasks and reminders
Follow-up reminders
Actively manage relationships with clients and stay focused.
contact profile
Simple interface
We keep it simple. No need to pay for hundreds of features you’ll never need.
mobile crm
Multiple mobile apps
Use OnePageCRM’s mobile apps to run your small business on the go.
customer support
Top customer support
We are here to support your business growth and help you make the most of your CRM.
free trial
21-day free trial
No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.
crm integrations
CRM integrations
Connect OnePageCRM with your favorite apps to boost your sales and grow faster.
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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.
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No credit card required • 21-day free trial
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CRM for Coaches & Mentors

  • What is a CRM for coaches?

    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.
  • What is the best CRM for a coaching business?

    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.
  • Why do coaches choose OnePageCRM?

    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.
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