5 Best CRM for Personal Trainers

So, you are in the market for a CRM that suits personal trainers.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What CRM would you recommend?

In short, It’s Monday.com CRM

It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can’t go wrong with Monday.com. It’s the software we use with our clients at our ad agency.

“🚀Try Monday.com CRM For Free, It’s my favorite webinar software to use and recommend.” -Scott Max

Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com Review.

The Best CRM specifically for personal trainers

As a personal trainer, you have to manage schedules, market your services and maintain communication with clients to develop long-lasting relations. A CRM that combines marketing, invoicing, and sales operations will be the perfect fit for this category. Have a look at the products below to choose the best CRM for personal trainers:

1. HubSpot

HubSpot is one of the best known CRM tools in the world, and one of the undisputed references in the field of inbound marketing. Hubspot’s CRM functionality allows you to manage all marketing and sales activities as you see fit. For example, it allows us to group by campaigns that generate detailed reports of metrics on the real return on investment in the entire conversion funnel experienced.

In addition, it is a complete CRM tool that is completely free of charge. 56,500 customers in more than 100 countries trust HubSpot for their growth.

Get Started with HubSpot🔥

Hubspot Features

Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has five modules: Service, Sales, CMS, Operations, and Marketing, so you can include them in the package as per your business requirements.

Here are some impressive features available on Hubspot:

• SEO Tools: Hubspot is one of the few CRM services that provide SEO-related analysis for your website’s content. Once you integrate your business website with Hubspot, it automatically scans it and recommends better optimization. Alternatively, you can paste your website’s URL and get an SEO report.
• Content creation tools: You can create new blog posts for your website and edit the existing ones by simply integrating the website with CRM. Hubspot records all comments and edits made to the original content, so you are always in touch with the changes. Moreover, you can use the editor to start a new blog and add relevant images.
• CPQ Functionality: Every business needs to create quotations for products or services to assist sales reps in negotiations. Hubspot allows you to do it inside the CRM with its “Quotes Tool”. You can add unit price, discount offers, conditions, regulations terms, or any other information that will benefit the buyer and sales process.
• Campaigns Tools: Hubspot has several relevant automation tools that enable smooth interaction with clients and organize workflow. You can make posts on social media, send customized emails and run paid search campaigns to get leads on potential customers. It is one of a kind collection with all the necessary marketing tools and a great addition for larger businesses. 
• Contact Attribution Reporting: Hubspot can help your management team understand the latest trend related to customers’ sales processes and identify the sources that influenced their decision. You can customize the attribution parameters to get different insights into your business and recognize the market-making activities.
• Data Quality Automation: It allows you to automate properties like; time, date and add new automation to manage the incoming leads swiftly. Hubspot will follow all the pre-entered instructions and give a reminder every it finds a promising opportunity.

Hubspot Pricing

Hubspot offers you the option to create a customized subscription plan by adding the required services. Alternatively, you can choose from the existing bundles and get a general subscription. The “Starter” plan costs $45/month and offers fundamental marketing and sales features. The “Professional” plan starts at $1600/month with advanced marketing tools and customer service software. The “Enterprise” plan offers all available features of Hubspot and is priced: at $4000/ month, with the price set to go up to $5000/month From December 1, 2021.

2. Bitrix24

Bitrix24 is a free CRM full of customer management tools, support and marketing automation features. Available in the cloud and locally, for mobile devices and desktops. Includes all essential tools: sales funnels, channel management, sales reporting, 360 degree customer view, repeat sales support and sales automation.

In addition, it comes with dozens of available integrations, and you can also create your own applications using its REST API.

Get Started with Bitrix24🔥

Bitrix24 Features

In the corporate world, most of the marketing-related work is done collectively, and using different software for each task can be costly as well as inefficient. Bitrix24 offers all necessary tools for businesses within a single platform and makes it easier to collaborate with your team members. Bitrix24 has its virtual ecosystem where you can tackle every task with ease on an interface.

 Here are some exclusive features of Bitrix24:

• Activity stream: It is the most happening place inside the Bitrix24 and is a perfect tool for communicating the project details with your employees. Think of it as a social media platform; where you can post project updates, create polls, follow relevant tags, and comment on posts.
• Virtual workspace: It is a great collaborative tool that helps you connect with the employees through video conferencing. Each call can have up to 48 members, and you can invite participants who don’t use Bitrix24. Moreover, you can track each employee’s work hours and progress through a Virtual workspace.
• Project Management: Bitrix24 offers the ability to create workgroups based on projects and assign tasks in several ways. You can approach each project differently, sort them according to the deadlines, and cumulate reports.
• Bitrix24.Drive: You can use the virtual drive inside the Bitrix24 to keep all your business-related files organized inside the system. Moreover, you can decide who gets access to each file and create new documents.
• CRM Space: It is your one-stop for all sales and marketing-related activities. You can customize the existing process templates or create a new one with the “Smart Process automation” without programming. CRM Space is designed: specifically to help you organize leads and lucidly automate processes.
• Sales Intelligence: Here, you can manage the traffic sources and see the ROI for each platform. It’s a perfect tool to assess your marketing strategy and see which sources generate more traffic. Users can connect their business website and get information on every lead through Sales Intelligence.
• Bitrix24.Sites: Bitrix24 has an inbuilt website creation tool that is easy to access and offers several templates to choose from. You can browse through the layouts according to your business niche or use an empty template to design a website from scratch.
• Marketing Campaigns: Bitrix24 allows you to target a specific audience through social media, Phone and E-mail. CRM marketing tool will identify genuine clients and help you connect with potential customers.

Bitrix24 Pricing

Bitrix24 currently offers 4 pricing options for users interested in getting the most out of CRM services.

The “Free” plan is best for the new users who want to get accustomed to CRM software and costs absolutely nothing.

 The “Basic” plan is priced at €49/month and offers customer support service along with some simple collaboration tools. 

The “Standard” plan offers advanced collaboration tools and an increase in user capacity. It is priced: at €99/month.

The “Professional” plan is worth €199/month and unlocks all features of Bitrix24. You can add unlimited users, which makes it suitable for established businesses.

3. Pigeon CRM

Pigeon is a powerful CRM and automation package integrated into Gmail that you can download and install directly from Google Chrome. Among the features you can do with this tool are tracking leads, prospects, support tickets, and automating repetitive email tasks. Being fully integrated in Gmail also allows you to send cold email campaigns, schedule automatic follow-ups and track the entire process.

Get Started with PigeoCRM🔥

Pigeon Features

Gmail account is usually a primary source for business-related queries and marketing ventures. Pigeon is a chrome extension that allows users to manage and take control of mail inbox by tracking leads, clients, and sales processes. It works by integrating with Gmail and organizing incoming data to stay updated with the latest interactions.

Here are some cool features available within Pigeon:

• Gmail CRM: Pigeon melds with Gmail to simplify browsing through several business-related emails and opportunities. It shows the lead status and allows users to group entries according to the advancement stage. Moreover, users can sort leads as per various parameters and manually search for specific entries. Pigeon’s “Smart Field” option enables users to see elusive details like last interaction date, first email date, thread count, and message count.
• Email Templates: Pigeon’s email templates help you be more productive and speedier at responding to client emails. You can customize frameworks in several ways and add relevant fields to send the client the required information. The email template will automatically enter intrinsic details about the client from the integrated CRM to make the engagement professional and attractive. It is a great tool to prevent mistakes and manage time effectively.
• Email Tracking: Users can see how many times a sent mail has been viewed and whether the link has been opened; by integrating Pigeon with Gmail. Pigeon automatically records the context of interaction for each email, and you can view the details regarding the same from the activity icon. It helps businesses get a clear overview of clients’ interest in your services, so they can approach the negotiations accordingly to increase the probability of sealing the deal.
• Automation: Businesses often need to follow up on emails or set reminders to arouse clients’ interest and improve engagement. Pigeon allows you to automate replies and set follow-ups for queries within the existing thread. Moreover, you can save sequences for future use and set the time period before Pigeon follows up on the lead; with the automated mail. Pigeon will update the lead status to lost if the client doesn’t revert to the automated emails.
• Google Drive Automation: Pigeon lets you share google docs and templates with clients, the sales team, and employees. Google drive automation makes it easier to collaborate on a project as you can share details with all concerned parties and customize the fields as per your preferences.

Pigeon Pricing

The “Basic” plan is free of cost and offers primary CRM features along with Email Tracking and mail merge.

The “Pro” plan costs $29/month with advanced automation features, Analytical reports, Zapier Integration, and alias support.

The “Team” plan is priced: at $149/month with unlimited users, Custom API, premium customer assistance while including all “Pro” subscription features.

4. FreshSales

FreshSales currently has more than 10,000 satisfied customers with its refreshing interface, which offers – at a glance – everything needed on the customer flow. You will be able to have information about conversations with customers, agreements, tasks and scheduled appointments with them, as well as find out how they have interacted with the website and the product, among many other functions. In addition, it allows you to control potential customers to know when it is the key moment to impact them.

Get Started with FreshSales🔥

Freshsales Features

Freshsales provides a modern-day sale engagement solution to users that want to expand their business and maximize their marketing efforts. Managing leads takes up a lot of effort and hours of scouring through various sources, but Freshsales eases that with a smooth transition of Incoming leads onto the next phase.

Here are some dedicated features of Freshsales:

• Marketing Automation: Freshsales lets you set conditions to see desired customer leads and automate the marketing tasks for prompt communication. Moreover, you can create alerts for the sales team whenever there is progress in negotiations or; the clients respond positively to marketing activity. You can set up chatbots to deal with incoming inquiries and reach out to the client via Whatsapp, Gmail or other network sources with Marketing automation.
• Deals Management: Freshsales lets you manage and visualize the sales process to convert potential leads into permanent clients. You can prioritize leads that are most likely to come to fruition and analyze the conversion rate to forecast sales for similar deals in the future. 
• Workflow automation: Sales process involves many repetitive tasks that are essential to the working of the company. Workflow automation handles routine operations to reduce manual dependency and boosts sales efficiency by breaking complex processes into simple ones.
• Cloud Telephony: Calling is a vital part of the sales process: to update clients about the latest advancements and offers regarding new products. With Freshsales, users can get over 90 virtual phone numbers for employees: to connect with the customers over the computer. You can create notes and record a conversation to provide full context and reassign a task without any problem.
• Freddy AI: Freshsales identifies leads and organizes them to make sales tasks easier. You can set up instructions, and Freddy AI will cohere to them while processing client information. It provides you insight into the likelihood of closing the lead; so you know what the next step should be and approach the opportunity effortlessly.
• Product CPQ: You can maintain an updated product catalog on Freshscales to give clients and the sales team a reference about intrinsic features along with pricing details. Moreover, you can track individual unit sales and see which products are in demand and what audience you should target.

Freshsales Pricing

Freshsales has 4 pricing options available for businesses looking to expand their sales through CRM. The “Free” version provides basic management services free of cost. The “Growth” plan is a CRM tool with automation that can boost your sales and prevent respective tasks; It is priced at ₹999/user if billed annually. The “Pro” subscription will help you customize the tools to your liking and increase sales revenue; It costs ₹2799/user if billed annually. The “Enterprise” plan gives you the AI forecasting to know the shortcomings and modify the strategy accordingly; It is priced at ₹4999/user if billed annually.

5. Streak

Streak is a CRM fully integrated into your Gmail inbox and works in conjunction with all other G Suite applications. It can be used to track many business processes, including sales, partnerships, support, recruitment, business flow and more. Streak also includes a powerful set of email tools, such as email tracking, which allows you to keep track of when an email is opened.

Get Started with Streak🔥

Streak Features

Streak helps you to organize the inbox, collaborate with your team and be more productive in Gmail. It structures all incoming emails into “Boxes”, which store all the relevant information about the entity you want to track. A box can contain an incoming lead, customer service ticket or any other incoming data that is of paramount importance for the rapid growth of your business.

Here are some enticing features offered by Streak:

• Context-specific Tracking: Streak records and tracks emails with contextual information to make case reassignment easier. It ensures that everyone can deal with a lead by providing pertinent details and suggesting the upcoming approach. 
• Customizable Workflow: Streak lets you alter the pipeline composition to suit your requirements. You can rearrange leads, switch between views, change the menu buttons and create different pipeline templates to work efficiently.
• User-friendly interface: Streak has an uncomplicated interface, and anyone who knows the basics of Gmail or Google Sheets will have no problem using Streak. You can transfer your data in and out of Streak at any time by integrating it with Google Sheets. Moreover, Streak recognizes all input types and automatically updates the creation date of an email.
• Fundraising: Most of the professional conversation with investors or co-founders takes place within Gmail. Streak lets you see the entire history of a mail directed toward your company and connect easily with stockholders and venture capitalists. As an administrator, you can limit other users from accessing information regarding investment and set reminders to avoid missing the deadlines.
• Business relations management: Streak handles every sales-related task and marketing campaign within Gmail while allowing you to collaborate on projects with team members. You can automate follow-up emails to reduce the waiting period for clients and get feedback regarding your outgoing mails to improve the chances of getting a positive response from the customers.
• Recruitment process management: Streak simplifies the hiring process by creating a customized email experience depending upon your previous mailing patterns. You can view all applications inside your Streak integrated Gmail account and forward it to the relevant person with contextual information regarding the applicant. Moreover, Streak lets you use templates to send personalized messages to each applicant.
• Built-in Customer support: Streak lets you access customer complaints within Gmail, sort tickets related to FAQS, understand the customer issue, and prioritize cases for a quick resolution.

Streak Pricing

Streak offers 4 pricing options to get a Gmail-integrated CRM service.

The “Free” plan lets you get familiar with the basic features of Streak for absolutely no cost. You can create private pipelines, perform 50 “mail merge” a day, track emails, and create 500 “Boxes”.

The “Solo” plan is priced at $19/month/user and increases the “Box Creation” limit to 5000 while allowing you to perform 800 mail merge a day.

The “Pro” plan is priced at $59/month/user and offers a shared pipeline to bring your team on a single platform.

The “Enterprise” plan is priced at $159/month/user and lets you customize Streak completely, as per your preferences. This plan unlocks all available features.

The Importance of CRM in Personal Training

Implementing a CRM system is essential for personal trainers who want to elevate their business and streamline operations. Here’s a closer look at why CRM is crucial in the personal training industry:

1. Client Relationship Management

At the core of a personal trainer’s success lies strong client relationships. A CRM allows trainers to track every interaction with clients and keep detailed notes on their progress, preferences, and feedback. This built-in communication tracking ensures that trainers can offer a personalized experience that keeps clients motivated and engaged.

2. Efficient Scheduling and Appointments

Time management is a key component of running a successful training business. A CRM system simplifies scheduling by allowing trainers to view their availability, send appointment reminders, and even automate rescheduling. This eliminates the back-and-forth communications often associated with booking training sessions, allowing trainers to dedicate more time to coaching.

3. Streamlined Performance Tracking

With various clients working towards different goals, tracking progress can become overwhelming. A CRM can help personal trainers log client performance metrics, such as weight loss, muscle gain, or endurance improvements. This allows for data-driven insights, empowering trainers to adjust training programs as needed and showcase results to clients.

Key Features of Effective CRM Systems

When selecting a CRM for personal trainers, it’s essential to choose one that encompasses specific features tailored to meet the unique demands of the fitness industry. Here are some key features to look for:

1. Client Management Tools

A strong CRM should provide tools to manage client profiles, fitness goals, preferences, and histories. This centralized information helps trainers stay organized, offer personalized service, and set achievable goals for clients.

2. Integrated Scheduling System

An efficient integrated scheduling system is crucial. Trainers can easily manage appointments, send reminders, and handle cancellations, reducing administrative work and minimizing no-shows to maximize client time.

3. Communication Automation

Effective client communication is key for engagement. Choose CRMs with automated features like email marketing, follow-ups, and birthday greetings. These help trainers maintain motivation through regular updates and encouragement, fostering community and commitment.

How to Choose the Right CRM for Your Personal Training Business

Selecting the right Client Relationship Management (CRM) software for your personal training business can significantly impact your operations and client experience. With numerous options available, it’s essential to consider several factors to ensure you pick a solution that aligns with your business goals. Here’s a guide on how to choose the right CRM for your personal training business:

1. Identify Your Needs

Before diving into specific software options, take the time to assess your business requirements. Consider the following questions:

• What are your primary goals? Are you looking to streamline scheduling, enhance client communication, or improve tracking of client progress?
• What features are essential? Determine which functionalities are non-negotiable for you, such as automated notifications, payment processing, or progress tracking.
• How many clients do you manage? If you have a growing client base, ensure that the CRM can scale with your business.

2. Evaluate Key Features

Not all CRMs are created equal; therefore, focus on the features that can best support your personal training business. Key features to look out for include:

• Client Management: Look for software that allows you to store client profiles, track training sessions, and monitor progress over time.
• Scheduling and Booking: A calendar integration that allows clients to book appointments at their convenience can enhance client satisfaction and reduce no-shows.
• Communication Tools: Automated messaging features for reminders and updates can keep your clients engaged and informed.
• Payment Processing: Choose a CRM that offers integrated payment solutions to streamline billing and invoicing.
• Reporting and Analytics: Insightful analytics can help you understand client behaviors and business performance, enabling data-driven decisions.

3. Consider User Experience

The usability of the CRM can impact its effectiveness. Opt for software that is user-friendly for both you and your clients. Factors to consider include:

• Interface Design: A clean and intuitive interface will facilitate easy navigation.
• Mobile Accessibility: Ensure that the CRM has mobile capabilities, allowing you and your clients to access important information on-the-go.
• Support and Training: Consider the availability of customer support and training resources to help you and your staff familiarize yourselves with the system.

Why use a CRM at all?

CRM is a business software that helps users efficiently engage with clients, prioritize valuable prospects and provide quality support throughout the customer journey. CRM consolidates all your data in one central location, making it easily accessible for your employees.

CRM automates the repetitive admin tasks so your teams can focus on negotiations instead of manual data entry tasks. It enables you to build a standardized sales process that shortens your sales cycle. With CRM, you stay focused on your customers and deliver quality services using customer interest and behavioural data.

Why should Personal trainers use a CRM?

Growing a personal fitness training business is a complicated and technical procedure that requires; an understanding of business management. It may start to seem like it’s less about coaching and results and more about sales and marketing.

You have to put extra emphasis on software and tools to help you grow your fitness training business.

When it comes to a personal fitness training business, you want to keep it simple. You need a system that serves all your requirements and keeps the data management simple. Using different tools for each purpose can take hours and frustrate you to the core.

CRM offers a unified database; to carry out scheduling tasks and manage client information efficiently. Personal fitness trainers often struggle to do task management and stay on top of activities.

CRM solves this issue by constantly reminding you about what’s next, so you are always in touch with the upcoming tasks.

With a CRM, you don’t have to scour through spreadsheets or use multiple platforms for business management. It optimizes your training business, enabling you to spend more time with your clients and boosting your revenue generation.

CRM for Personal Trainers, A Summary

Personal trainers don’t have a dedicated sales or marketing team; to assist them in generating or converting opportunities. With a CRM, they can make up for the lack of support by creating; unique workflows that automatically execute tasks and reduce the workload.

Hubspot offers a customized platform for personal trainers to effectively market their services and automate sales operations for better engagement. It is our suggested pick for a CRM that suits personal trainers. Visit the website to get started.