A CRM for the way
coaches sell
We know coaching businesses need speed and efficiency to qualify leads, automate follow-up, and book calls—all without letting leads slip through the cracks. Close is designed to help coaches like you move fast and grow their business.
Close knows coaching
Close is the all-in-one CRM with enough speed and flexibility to power the fast-paced sales needs of coaching businesses.
Don’t waste time trying to qualify leads that go nowhere. With Close, you can integrate your calendar or marketing form provider to import new leads and automatically send confirmation follow-up messages (SMS or email). Plus, you can automate appointment reminders to reduce no-shows—the bane of every coach’s existence.
Every interaction with a lead is automatically saved to their lead page: emails, SMS, meeting notes, and more. Which means that by the time a lead hits your closer’s inbox, they’ll know everything they need to know instantly—and take the meeting directly from the lead page. Our simple, streamlined platform is why closers love Close. 😎
Close coaches the coaches. Our team of experts will guide you through data migration and onboarding, plus give you insight into how the most successful coaches set up their CRMs. When you start a free trial of Close for coaches, you’ll also get a Close account pre-loaded with data specific to coaching business best practices.
Coaches trust Close to take their sales efforts to the next level. Our flexibility, support, and expertise makes our CRM the ultimate coaching sales tool.
What’s in Close that works so well for coaches?
Communication tools: Everything you need to contact new leads ASAP
You’ll make phone calls, send SMS and emails, manage follow-ups, and track your pipeline—all without ever leaving Close. Rinse and repeat automated outreach with email and SMS templates, plus snippets for fast communication with leads.
Plus, our Power Dialer lets you call through lead lists automatically, while our Predictive Dialer allows sales teams to dial multiple numbers at once. You might even start to worry you’re following up with leads too fast.
Create custom Workflows to automate follow-up and guarantee that every lead is moving forward in your sales funnel.
Unified Inbox takes the guesswork out of your sales team’s day-to-day sales tasks. There are no questions about who they should be following up with and when—it’s all laid out for them in their inbox.
Set up a Smart View to organize your leads by various filters to quickly prioritize the ones that need your attention. This powerful search function helps you take action on no-shows, identify upsell opportunities, and retarget your leads based on whatever search criteria you want!
Never take notes again. Close’s AI Call Assistant automatically transcribes and summarizes each call. Your setters can focus on their discovery conversations and rely on Close to produce an accurate, searchable summary with action items to hand off to the closer.
How Close works with your existing tech stack
Close CRM integrates with many apps coaches use to build their business.
Integrate your marketing landing pages and VSLs and automatically push leads into Close.
Schedule your free consultation
Meet with a coaching CRM expert to learn how other coaches grow faster with Close.
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Coaching FAQ’s
Close is built for speed and efficiency, which is crucial to the coaching sales approach. Close is up to 50% faster than other CRMs and has a smooth, streamlined UI to keep your reps focused on taking quick action on leads. Other CRMs are slow, cluttered, and bloated with features coaching businesses don’t use.
Close is the perfect CRM to handle the needs of the setter/closer sales model. Close’s Lead visibility means that closers can quickly get up to speed on what was discussed in the setting call. Plus, Lead Statuses and Opportunity Statuses reflect the setter/closer workflow perfectly. Coaches also use Smart Views to prioritize and re-target leads, Custom Activities for discovery calls and lead qualification, and much more.
Yes. Our world-class support team will handle migration and onboarding. We’ll show you best practices based on how the most successful coaching businesses set up their CRM.
You can create a Zapier integration that automatically generates a new lead when someone watches your videos, engages with your content, and fills out a web form.
Most coaches want their sales reps to call leads within two minutes. When a new lead is created in Close, an automatic email is sent within seconds. Pro tip: Setters will typically spend their days calling leads on their “New Lead” Smart View, so it’s possible for a focused setter to drop their time-to-contact to under two minutes.
Yes. For attribution reporting, you can create custom fields for your new leads to fill out. From there, it’s easy to see how many leads convert into closed deals from each source.
Thanks to Smart Views, it’s easy to make sure no lead disappears and no opportunity goes untouched. Read more about Smart Views on our Help Center or by booking a demo with a Close expert.
Yes! Coaching businesses use automated Workflows to re-book no-shows automatically.
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