Turn your automation expertise into extra revenue by becoming a Keap partner.

Make every client feel like a priority with Keap’s CRM for coaches

Whether you’re a wellness coach, business coach, featured speaker, or author, Keap’s CRM for coaches helps you create stronger client relationships.

14-day free trial. No credit card required.

Hear from other coaches Keap has served

Tracey Cook

Podcast Creator

Colleen Gallagher

Colleen Gallagher International

Robb Zbierski

Freedom Personal Development

See more Keap customer stories

#1 all-in-one CRM, sales and marketing automation platform

G2's 2024 Spring Leader Small Business Badge

Rated 4.2 out of 5 based on 1527 reviews on G2

Keap’s CRM for coaches helps with:

  • Consultation and appointment scheduling
  • Automatic client follow-up
  • Lead qualification and nurture
  • Referral programs and discounts
  • Relationship management
  • New client onboarding
  • Broadcast text and email messaging
  • Retainer fee alerts
  • Quotes, invoices, and payment processing

Create valuable relationships with Keap’s CRM for speakers and coaches

  • Let your customers automatically schedule sessions with you
  • Send text and email messages with a personal touch
  • Generate new business with client referrals
  • Find new leads and turn them into consultations

Let your clients schedule their sessions with you

With Keap’s CRM for business coaches, health and wellness coaches, and speakers, you can spend less time scheduling and more time coaching. By creating simple automations, your customers and leads can schedule consultations, regular sessions, and event engagements without the back and forth.

Screenshot of client schedule.

Automate messages to one client or many

Using Keap’s email and text marketing, you can automate messages to a single customer or a group, including progress toward goals, high-value content, or updates on new services you’re offering.

Example of a curated email.

Gather glowing referrals that generate new business

Happy clients make more happy clients. Through Keap’s CRM for business coaches, wellness coaches, and speakers, you can automate a referral process that provides incentives to those willing to share the good word about you.

Client referrals.

Funnel your best leads into a free consultation

Using Keap’s powerful sales and marketing automations, you can give prospects the chance to schedule a free consultation with you. It’s the perfect way to get acquainted and establish goals for the relationship.

Sales funnel workflow.

Explore these CRM for speakers and coaches resources from the Keap Blog

Take your business to a whole new level with Keap’s CRM for coaches

Hello, have a question? Let's chat.

Got it