Top 10 Automation/CRM Softwares for Coaches & Course Creators


As a coach or course creator, managing and growing your business can be a challenging task. That’s where automation and customer relationship management (CRM) software come to the rescue. These powerful tools can streamline your operations, save time, and enhance productivity. In this article, we will explore the top 10 automation/CRM software solutions specifically tailored for coaches and course creators. From comprehensive features to seamless integrations, these tools have been ranked from 1 to 10 based on their functionalities, user-friendliness, and customer reviews.


Keap tops the list with its all-in-one CRM and marketing automation features. It offers seamless lead capture, email marketing, and sales automation, enabling coaches and course creators to nurture leads and drive conversions effortlessly. With customizable workflows and powerful integrations, Keap ensures a personalized experience for both coaches and their clients.


Drip is a popular choice among coaches and course creators for its advanced email marketing and automation capabilities. Its visual workflow builder allows users to create complex automation sequences, segment their audience, and deliver targeted messaging. Drip also offers powerful e-commerce integrations, making it ideal for those selling courses or coaching packages.


ActiveCampaign is renowned for its robust automation features and comprehensive CRM functionality. It offers advanced email marketing, lead scoring, and automation workflows that empower coaches and course creators to nurture leads, automate sales processes, and deliver personalized content to their audience.


ConvertKit focuses on simplicity and ease of use, making it a popular choice for coaches and course creators. It offers intuitive email marketing, automation, and landing page features. With ConvertKit, users can easily segment their audience and create targeted email campaigns to engage and convert potential clients.


Ontraport is a powerful automation and CRM software designed for coaches and course creators. It provides comprehensive marketing automation, lead management, and reporting tools. With its membership site functionality, Ontraport allows users to deliver online courses and manage access for their clients.


ClickFunnels is a widely-used platform for building sales funnels and automating marketing processes. Coaches and course creators can leverage its intuitive funnel builder, payment integration capabilities, and email marketing features to create high-converting sales funnels and deliver valuable content to their audience.

Infusionsoft by Keap

Infusionsoft by Keap is a robust CRM and marketing automation platform designed for small businesses, including coaches and course creators. It offers features such as contact management, email marketing, e-commerce integration, and campaign automation, empowering users to streamline their operations and grow their businesses effectively.


HubSpot provides a comprehensive suite of sales, marketing, and CRM tools. Coaches and course creators can leverage its automation features to manage leads, track customer interactions, and deliver personalized content. With its extensive integrations and reporting capabilities, HubSpot offers a scalable solution for businesses of all sizes.


Kartra is an all-in-one platform specifically designed for online entrepreneurs, including coaches and course creators. It offers robust automation, membership site management, sales funnels, and email marketing features. With Kartra, users can create, launch, and sell their courses seamlessly.


GetResponse is an automation and email marketing platform that provides a range of features tailored for coaches and course creators. It offers customizable workflows, email automation, landing page creation, and webinar hosting. GetResponse’s user-friendly interface makes it easy to implement automation and engage with your audience effectively.

top 10 CRM software


Automation and CRM software play a vital role in streamlining and growing coaching and course creation businesses. The top 10 automation/CRM software solutions listed above provide powerful features and functionalities to simplify operations, nurture leads, and engage with clients. From Keap’s comprehensive CRM and marketing automation to GetResponse’s user-friendly email marketing tools, these solutions cater specifically to the needs of coaches and course creators. Choose the one that aligns with your business requirements and take your coaching or course creation endeavors to new heights.


How do automation/CRM software benefit coaches and course creators?

Automation/CRM software streamline operations, save time, and enhance productivity for coaches and course creators. They automate tasks, nurture leads, manage customer relationships, and deliver personalized content, ultimately boosting efficiency and driving business growth.

Can I integrate automation/CRM software with my existing tools?

Yes, most automation/CRM software offer integrations with popular business tools, including email marketing platforms, payment gateways, and content management systems. This allows for seamless data flow and a unified experience across different platforms.

Which automation/CRM software is best for beginners?

If you’re new to automation/CRM software, ConvertKit and Drip are excellent choices. They offer user-friendly interfaces, intuitive workflows, and comprehensive support resources to help beginners get started quickly.

How can automation/CRM software help in scaling coaching or course creation businesses?

Automation/CRM software streamline processes, automate repetitive tasks, and enable personalized engagement with clients. These capabilities allow businesses to handle a larger client base, deliver consistent experiences, and scale their operations effectively.

Can I use automation/CRM software for marketing my coaching services or courses?

Absolutely! Automation/CRM software offer robust marketing automation features, such as email campaigns, lead nurturing, and sales funnels. These tools help coaches and course creators promote their services, engage with their audience, and drive conversions effectively.

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Cat Hocking

Working with heart centred coaches and course creators to show them how to sky rocket their sales conversions with simple automations is what I love. By implementing simple automations you can 10x your sales conversions, save time and achieve work life balance.

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