The Smartest CRM To Grow & Scale Your Coaching Business

The First CRM Designed by Coaches, for Coaches.

Tired of spending your time working in your business vs. on it? Start driving in more sales and getting your valuable time back in the process with Smart CRM

How Smart CRM works for Coaches and Consultants

Coaching Funnel Library

Drive revenue

Access to our Coaching Funnel Library with dozens of funnels for list building, lead gen, books, events, webinars, courses, linktree style pages and more.

Automation Library

Get your time back

Access to our Smart-O-Mations Library with easy to implement automations for email and text follow up, call and appointment reminders and more you can deploy to get back 50-60% of your time back

SMS/Email Library

Messaging designed to convert

Access to our Smart SMS/Email Library with our tried and tested templates that convert

Accountability Training

We'll hold your hand and show you how to reach your goals

Learn to generate leads and sales in 60-90 days or less

Tech Training

Master the tools that will help you win

Access to our Smart Labs training that handles any and all of your business tech needs


Never be left hanging

Access to a full support team 24/7

Features to grow your coaching business

Get started in 3 easy steps

1. Set up your pipeline

Create the stages for your coaching sales funnel or use a template. Add your clients or import them from a spreadsheet or CRM.

2. Track progress

Get alerts and reminders to keep your coaching prospects on track. Revenue forecasts update automatically as clients move through your pipeline.

3. Automate growth

Review analytics and use AI to identify opportunities to onboard more clients. Automate admin tasks to focus on sales and coaching.

How SmartCRM works

Unlimited webpage builder

Create any website page you can image with our Smart Site builder and do it in half with time with our Smart Site Library. IE: Webinar Funnels, Podcast Funnels, Lead Magnet Funnels, Course Funnels, Membership Sites etc

Automation customization

Easy set up and deploy automation to get back as much as 50-60% of your time! Create your own with our step-by-step training or snag one of our Smart-O-Mations from our Template Library

Email & SMS Marketing

Set up and deploy email campaigns & SMS campaigns that drive in sales. Create your own with our step by step training or snag one of our closer scripts to snag and swipe.

Social media management

Easily schedule and manage your social media content across all platforms using SmartCRM. Spend more time creating killer content vs. scheduling it & managing it

Visual sales pipeline

See your entire coaching sales process at a glance. Drag and drop prospects & clients into stages.

Customizable pipeline

Tailor your pipeline to match your sales cycle. Add custom stages and fields.

Team collaboration

Share updates and collaborate with staff and colleagues on client engagements.

Lead Management

Filter and segment leads to create targeted outreach lists.

Contact history

View entire history of calls, emails, meetings, and notes for each client.

Contact Forms

Collect data from your ideal prospects automatically and effortlessly.

Reporting and dashboards

Get real-time reports to prioritize your business processes.

Revenue forecasting

Predict revenue with forecasts that update automatically.

Designed to keep you selling and serving

Automate administrative tasks so you can focus on finding new and taking care of existing coaching clients.


Eliminate bottlenecks for smooth client journeys.

#1-rated CRM

Regain dozens of hours a week to grow your business.

Increase client lifetime value

Optimize client journeys to drive referral business.

Over 350+ integrations

Expand the capabilities of Smart CRM with hundreds of apps and integrations

Real-life results and revenue

See how companies like yours have smashed their sales success goals

Lyndsey Monahan

Founder and CEO, Women Inspire Wealth

Rob Cressy

Coach, Cressy Creating

Will Smart CRM work for me?

Boost sales and get back your valuable time

How will Smart Sharks Smart CRM solution work for me?

Smart CRM visual sales pipeline makes client relationship management a breeze by allowing you to track leads, spot opportunities, measure key activities, streamline sales workflows and focus on sales success.Automated reminders and follow-ups increase your productivity, eliminating repetitive, time-consuming tasks. Real-time reports show your sales reps and sales managers what business processes to prioritize.

Pick your plan

Smart CRM is the best value, easiest to set up and easiest to use CRM out there in the market place. Compare our different tiers and choose the best one for you.

Will Smart CRM work for a big team?

Yes! The Smart CRM platform is well-suited for small businesses and enterprise organizations alike. We empower your large sales team to be more effective when it comes to customer interactions with interactive CRM features like a progress tracker, sales automation, procession forecasting, an activity-based planner and top security.

Large teams also benefit from a dedicated account manager whose role is to help make the most out of your Smart CRM account and help you with setting up your CRM based on your organizations wants and needs..


Frequently asked questions

Why is Smart Marketing different than any other funnel, website, or CRM software?

Excellent question! At Smart Shark we believe there's 3 things you need to be successful: The tools, the trainings and the proven templates. As a team who have been in this game for years and worked with plenty of big names in the industry, we've seen what works and what doesn't. So not only are we able to offer a great software where you can run your entire business in a single platform, we're also able to support you with trainings, templates and our exclusive Smart Marketing Community.

Is SM a white label of HighLevel?

Excellent question. Smart Marketing CRM is constructed upon a well-established framework known as HighLevel (GHL), which has experienced remarkable growth in recent years.

Our decision to collaborate with GHL was driven by their unwavering commitment to product development, consistently prioritizing the needs and satisfaction of their users.Unlike some software companies that rely on exaggerated marketing tactics, GHL focuses on delivering a comprehensive, all-in-one platform that empowers businesses to operate seamlessly.

This genuine dedication to providing a superior solution has garnered widespread acclaim and has resonated with users seeking a more efficient and effective means to manage their entire business.

What if I get stuck or need help with something?

We totally understand that tech can be an issue sometimes, so we wouldn't expect you to manage everything yourself.

Our support team is here to help whenever you need help with something, as well as the Smart Marketing Official Facebook Group where you can post any questions and get instant clarity on all things SM.

We also have weekly open hours where you can ask your questions and get support directly from the Smart Marketing CEO & team.

For further questions, email us at

What is the 60 Day Business Sprint Bootcamp?

Introducing the groundbreaking Smart Marketing 60 Day Sprint Bootcamp, a comprehensive program designed exclusively for Smart Marketing Members. This unique bootcamp offers invaluable trainings that guide you through the essential "what" and "how to" steps, meticulously outlining the optimal order for launching or scaling your business to impressive six to seven figures.

With our proven "funnel ecosystem" frameworks, you'll gain the knowledge and strategies necessary for success. What sets this bootcamp apart is our hands-on approach - we'll be there every step of the way, launching your funnels alongside you throughout the duration of the program.

Additionally, the moment you create your account, you'll gain instant access to a wealth of instructional videos, ensuring you can dive right into the materials and commence your transformative journey.

Will SmartCRM work in my industry?

Yes, our team has experience in almost every industry under the sun, and we've got funnel templates that can be adapted to most any industry as well.

See how Smart CRM works for your coaching business

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