Guides for coaches and counsellors in India

Practical guides on running a coaching or counselling practice: choosing a CRM, bookings, getting paid, email and the DPDP Act. Written by Adeona, the makers of CoachKeep.

• Best CRM for coaches in India (2026): what actually matters: How to choose the best CRM for a coaching or counselling practice in India: the ten things to check, typical costs, and where CoachKeep fits and where it does not.
• CRM for coaches in India: enquiries, calls, bookings and payments in one place: A CRM made for coaches in India: daily follow-up list, calls on your own SIM, booking calendar, WhatsApp, GST invoices and instalments. ₹1,999 a month, 3 seats, no lock-in.
• CRM for counsellors and therapists in India: private by design: Client management for counsellors, psychologists and therapists in India: bookings, follow-ups and invoices, with consent records, masked contact details and no tracking.
• CRM for fitness and nutrition coaches in India: Manage enquiries, consultations, programme renewals and part payments for fitness trainers, nutritionists and dietitians in India. ₹1,999 a month, 3 seats.
• CRM for life coaches and career coaches in India: A CRM for life, career, executive and relationship coaches in India: discovery calls, follow-ups, Zoom sessions, packages paid in instalments, and consent-based email.
• Booking software for coaches in India: a calendar joined to your CRM: Online appointment booking for coaches and counsellors in India: booking page, Zoom links, reminders, reschedule links and a calendar you can embed on your website.
• GST invoices, part payments and instalments for coaches in India: Invoice software for coaches and counsellors in India: optional GST and GSTIN, PDF, WhatsApp sharing, part payments, instalment plans and overdue reminders.
• Lead management for a coaching business: never miss a follow-up: How to manage coaching leads in India: one list of who to call today, two-tap call outcomes, automatic follow-ups, and a pipeline from enquiry to won.
• CRM for small coaching teams: 3 seats, one price, no per-user fees: A CRM for a coach plus a receptionist or a second counsellor: up to 3 seats in one price, roles and permissions, masked contact details and a shared mailbox.
• Email marketing for coaches in India: consent, deliverability and no tracking: How coaches in India can send email campaigns that reach the inbox: consent under the DPDP Act, one-click unsubscribe, sending limits, and why open tracking is not needed.
• DPDP Act 2023 for coaches and counsellors: a plain guide: What India's Digital Personal Data Protection Act 2023 means for a coaching or counselling practice: consent, notices, children, withdrawal, breaches and what software should do.
• Moving from Excel or Google Sheets to a CRM: a guide for coaches: When a coaching practice outgrows its spreadsheet, and how to move clients and leads into a CRM without losing anything or creating duplicates.
• CRM for spoken English, IELTS and PTE tutors in India: Manage demo classes, speaking assessments, follow-ups and monthly fee instalments for spoken English, IELTS, PTE and communication skills tutors in India.
• CRM for personality development and soft skills coaches in India: Discovery calls, session packages, Zoom bookings, workshop announcements and instalment fees for personality development, soft skills and communication coaches in India.
• CRM for beauty, makeup and skincare educators in India: For makeup artists who teach, skincare consultants and beauty academies in India: consultation bookings, Instagram and WhatsApp enquiries, course fees in instalments.
• CoachKeep vs Zoho Bigin: which CRM suits a coaching practice in India?: An honest comparison of CoachKeep and Zoho Bigin for coaches and counsellors in India: pricing per practice vs per user, bookings, invoices with instalments, calls, WhatsApp, privacy and when to pick each.

Last updated 5 November 2026. Questions? Support.