CRM for life and career coaches

Life and career coaching usually sells through a free discovery call and a package of sessions. CoachKeep is built around that path.

The discovery-call path

1. Someone fills the form on your website or books a discovery call directly.
2. The call is on your calendar with its own Zoom meeting, and on their record in the CRM.
3. After the call, two taps record the outcome; CoachKeep sets the next follow-up.
4. Won: raise the package invoice, paid in full or in instalments.

Staying in touch, properly

Send one-off emails (a new workshop, a cohort opening) only to people who agreed to hear from you, from your name, with one-click unsubscribe and no open tracking.

Online by default

Connect Zoom and every online booking gets its own meeting, moved when the client reschedules and deleted when they cancel. Clients see times in their own timezone, which matters for coaches with clients outside India.

Try CoachKeep

₹1,999 a month for the whole practice, with up to 3 team seats. Founding practices pay ₹1,199 a month, paid quarterly. No GST is charged, and there is no lock-in. Book a 30-minute walkthrough or message +91 91744 55550 on WhatsApp.

More guides

• Best CRM for coaches in India: what to look for
• CRM for coaches in India
• CRM for counsellors and therapists
• CRM for fitness and nutrition coaches
• CRM for life and career coaches
• Booking software for coaches in India
• GST invoices and instalments for coaches
• Lead management for a coaching business
• CRM for small coaching teams
• Email marketing for coaches in India
• DPDP Act 2023: a plain guide for coaches
• Moving from Excel or Google Sheets to a CRM
• CRM for spoken English and IELTS tutors
• CRM for personality development coaches
• CRM for beauty and makeup educators
• CoachKeep vs Zoho Bigin

Last updated 5 November 2026. Questions? Support.