What Is The Best Free CRM For Financial Coaches?

Some consider a CRM just to be a method to store customer or lead information. However, Customer Relationship Management (CRM) systems can help financial coaches create fully customized communication, gain insight into their clients or prospects, automate communication and activities, and ultimately lead to better prospect conversation and happier clients.

While you can purchase an extensive CRM with advanced features, many free CRM solutions for financial coaches give you everything you need without paying anything with lifetime access to the CRM.

If you’re interested in finding the best free CRM for financial coaches, then keep reading.

The 3 Best Free CRM Software For Financial Coaches

Ultimately the best CRM software for financial coaches will depend on your specific needs. If you believe you may grow to a larger organization or require more advanced features in the future, then keep that in mind for picking a free CRM, as all allow you to upgrade to a paid option with varying features.

Listed below are our three best free CRM software solutions for financial coaches.

1. Hubspot CRM is best for integrating with other systems

2. Zoho CRM is best to scale your business in the future

3. Capsule CRM is best for keeping it simple

Suppose you’re still using Excel, Google Sheets, or a basic notebook to track your financial coaching clients and prospects. In that case, you need to upgrade to a CRM software solution that will allow you to scale and work better with financial coaching customers and leads.

Hubspot CRM for Financial Coaches

Hubspot CRM is the best solution for financial coaches that utilize a large number of automated or other systems in their lead generation and client management.

The Hubspot marketplace offers integrations with over 900 other systems that you may already be using. Hubspot’s free option gives you access to 800 of them, so just ensure that what other financial coaching tools you want to integrate with are listed in the marketplace.

You’ll find a vast range of financial coaching integrations, as well as event management, eCommerce options, and even customer success.

You may even be able to find free versions of financial coaching apps that you use so you can move across to an entirely free solution to your financial coaching business. If you don’t need to pay for software, then it’s financially frugal and responsible for going with free versions.

Hubspot is free forever, so if the free version meets all of your needs now and in the future, then you’ll never have to pay anything, and it includes unlimited users in your system.

Zoho CRM for Financial Coaches

As your financial coaching business grows, you may need to add new services, work with many more diverse clients, and even add in additional financial coaches to work for you. Zoho CRM offers a free financial coaching CRM but easily scales at affordable rates.

With Zoho CRM, you get access to the full range of essential features, including financial client management, marketing and sales with eCommerce integrations, and much more with the ability to add 5000 records, which can be divided between clients or leads.

The integrations provided for free with Zoho CRM are limited, so Hubspot CRM would be the better option for your financial coaching if integrations are an important requirement for you. However, if you plan to do everything from within Zoho, it will certain

ly meet your needs and grow efficiently.

Zoho CRM also has another limited financial coaching CRM called Bigin. However, it is only for a single financial coach but integrates with more, and you can still scale into Zoho in the future if you need more advanced functionality.

Capsule CRM for Financial Coaches

CRMs aren’t only for financial coaches, so you’ll often find all kinds of functionality that you have no need for now or in the future unless you were to scale up to a sizeable financial coaching business with many financial coaches working under you.

As a single or small boutique financial coaching business, you need specific functionality without the complexity, and that’s what Capsule CRM for financial coaches offers.

Capsule provides CRM functionality in a clean and straightforward user interface. You get six options or areas in the main menu to easily navigate and not learn a complex system to work with your financial coaching clients and leads.

You can easily add clients or prospects and personalize each entry with custom fields overall or for specific clients.

It provides excellent automation features to build workflows to follow up with clients and send tasks at specific times, which is a huge time saver when you need to check in with clients or send out additional information each week.

The only big downside of Capsule is that the free version limits you to 250 contacts, though for a single financial coach, that may be enough.

Which Is The Best Free Financial Coaching CRM?

Hubspot CRM is best for financial coaches who use various technology options and solutions to work with their clients. The integrations provided for free with Hubspot are unmatched by any other financial coaching CRM.

Zoho CRM is best for financial coaches that want to scale their business into many more clients, pull in many leads, and add financial coaches to their business to work for them. If you’re looking to grow to more than a one-person business, then Zoho CRM is for you.

Capture is best for financial coaches who work by themselves and want a simple, less annoying solution and feature-packed with things they don’t need or want to learn. Capture gives you 250 clients to work within a simple system that just gets the job done.

The best free financial coaching CRM will depend on your current needs and your plans for the future. Try to pick the best option now so that you don’t need to spend time or resources later to move to a new financial coaching CRM.

Try a free CRM built for financial coaches