Client Management Software

Designed just for coaches and consultants.

100% Free, No Credit Card Required

client management for coaches and consultants

Paperbell is the coaching management software that runs your entire business: client admin, online payment, scheduling, contracts & more.

It’s hard to give your clients an amazing experience when the back-end of your business is messy and hacked together. You need one command central to manage your packages, clients, contracts, billing, and scheduling.
We saw that the system was broken, so we created a new kind of coaching client management software. Here’s how it works . . .

client management coaching software demo

See At a Glance, for Every Client . . .

w

How Many Sessions Are Left

Upcoming Appointments

Z

Questionnaire Answers

Lifetime Spend

Signed Contracts

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Your Private Notes

b

All Packages Purchased

Payment Status

Appointment History

Create a Clear Container for Your Work with Coaching Clients

Keeping track of how many coaching sessions you have left is surprisingly time consuming!

You find yourself searching your calendar then searching your emails, trying to piece together the history.

This becomes a more serious problem when both you and your client don’t know where you are in the process. There’s a psychological safety in knowing exactly what’s been agreed to and where you are in that agreement.

That’s why Paperbell shows both you and your client how many sessions you’ve had together and how many remain in the package.

Your client has their own special client platform to view this information as well as book any remaining sessions and make any changes. 

There’s only one thing worse than accidentally giving people free sessions – accidentally overcharging for sessions you never delivered! When you use the Paperbell coaching practice management platform you can always feel confident that will never happen.

coaching management software
Paperbell shows both you and your client how many sessions you’ve had together and how many remain in the package.
laptop coffee cup

Know Who & What Is Profitable

You’ve probably heard the adage that 20% of your clients make up 80% of your revenue, but is it actually true? With Paperbell client management software, it’s finally easy to find out!

Our CRM for coaches shows you the complete revenue history of each client, as well as each package. This allows you instant clarity on what used to be some of the toughest decisions in a coaches business. 

 

Create Client Intake Forms

Coaching clients usually want to dig right into the work on the first call, but there’s a lot of background information that’s important to know before you can be helpful.

That’s why Paperbell has client questionnaires built right in. For every package you sell you can decide what information you’d like to gather before your first session. 

The best part is, their answers will always live in their client profile in Paperbell (not in email 3 of 27 of the thread called “re intro”). So it’s easy to quickly review their answers before every coaching call.

survey section
client notes

Keep Private Client Notes

You know your client had a specific financial goal they wanted to reach, but you can’t remember what it is. You know you wrote it down somewhere . . . but where? On your daily planner? On that random notepad that was sitting nearby? Or that Google Doc you told yourself you’d use for exactly this purpose but never actually do?

Our coaching platform has client notes built right into the software. So when you’re prepping for your next call, all you have to do is log in to Paperbell to have everything you need. 

And the best part . . . you can throw out all of those random scraps of paper.

Without one central client management software, you end up with notes all over the place – how many sessions are left, who you need to invoice, what your client’s goals are. Now it’s all in one place: Paperbell. 

Your Client Management Problems – Solved!

Know How Many Sessions Are Left

Get one-click clarity on exactly how many sessions you’ve had and how many remain. And your client has the same information inside their client portal.

Know What's Making You Money

Don’t know which types of coaching package are making you the most money? With Paperbell you have a complete breakdown of the lifetime revenue per client and per package.

An Organized Client Database

Paperbell client management software gives you a searchable, organized database of all of your clients. Contact details, appointment history, notes, signed contracts and more: all in one place!

Easily Locate Signed Contracts

Not only does Paperbell handle your contract signing, but both you and your client has a copy of the signed contract right inside their online file. No more searching through that “downloads” folder!

Client Management Tool FAQs

How much does it cost?

Every Paperbell subscription includes every coaching client management feature you see here as well as full access to all of our other features! See our pricing page for details.

Do my clients have their own login?

Yes, Paperbell also includes a complete login portal for your client to access all of their information. Your clients can see every package they have purchased, appointments, survey answers, etc. 

Do you have a free plan?

Yes we do, you can get a completely free Paperbell account, no credit card required, right here

Can this manage my client notes?

Yes! Paperbell includes a notes area for every client which is completely private. It gives you one easy, central place to go back to whenever you’re taking notes during client calls. 

Does this integrate with my other tools?

Yes, our super-robust Zapier integration means you can automatically share data from Paperbell to all of your other tools.

You can also download your sales data directly from Stripe or Paypal directly into the accounting software of your choice like Quickbooks or Xero.

Where can I see everything that Paperbell does?

Paperbell manages everything you need to run your coaching business from top to bottom. You can see the full list here

What else can Paperbell take off my plate?

What about Scheduling?

In addition to handling all of your client management, Paperbell also includes a complete scheduling/booking system for your clients to get onto your calendar. 

What about Contracts?

Cancel your contract-signing expense, because HelloSign is included right in your Paperbell subscription! E-signatures are integrated right into the booking process.

What about Taking Payments?

Yup, Paperbell does that too! Payment and booking is one seamless process for your clients. Plus, you can create subscription, group coaching, and multi-session packages.

What about Group Coaching?

Paperbell handles scheduling and communication with groups. You can even create custom packages that include both group and 1:1 sessions.

Your First Client's On Us

Get a fully-featured Paperbell account for free, no credit card required. Only pay when you add more clients.