Category guide · 3 articles

CRM & client management for coaches

Contracts, invoices, session notes and a client portal, in one place. Compared on fees, flexibility and how much admin they remove for a solo coach.

Curated by Amanat Mossalli Taju·Prices checked 3 Nov 2026

Short answer

Under 20 clients? Notion or a spreadsheet, $0. Polished proposals, contracts and invoices? HoneyBook Starter ($29/mo yearly; scheduler and automations start on Essentials, $49). Deep workflows? Dubsado Premier ($525/yr). Coaching-specific all-in-one? Paperbell ($97/mo).

Best of

Best CRM for Coaches in 2026: 7 Tools for Contracts, Invoices and Client Notes (Ranked)

Seven client management tools for coaches, ranked on contracts, invoices and session notes, from a $0 spreadsheet to coaching-only software.

17 min read · Updated 3 Nov 2026

Head to head

HoneyBook vs Dubsado for Coaches: Simpler, or Bends to Your Workflow? (2026)

An eight-round scorecard of HoneyBook and Dubsado for coaching practices, with the processing-fee math, the December 2025 price rise, and a dissent for the people the winner doesn't suit.

13 min read · Updated 3 Nov 2026

Pricing guides

Pricing

HoneyBook Pricing (2026): Starter vs Essentials vs Premium, Plus the Fees Behind the Price

What each HoneyBook plan really costs a coach, who it's really for, the catch on each one, and what card and ACH fees add on $3,000 a month of sales.

11 min read · Updated 3 Nov 2026