CRM for Coaches 2026: Webinar, WhatsApp, Calls and Deals

A CRM for coaches has to answer one question per person: how close is this one to buying, and what do I do next? That takes four facts: what they watched, what they answered, whether they booked and what they paid, plus a way to call them from the same card. Webinly's webinar CRM is built on those four: every registrant becomes a scored contact on every plan from $39 a month, and a booked call becomes a deal you can call from the browser.

It works because the webinar, the form, the booking page, the checkout and the emails all write to one contact. Register once with an email, and attendance, watch milestones, poll votes, questions, form answers, bookings, deals and in-webinar purchases land on that profile. The webinar CRM page has the full scoring model; prices here were read on Webinly's pricing page on 25 October 2026.

The middle column is a general CRM run by a coach who also pays for a webinar tool and a WhatsApp tool: capable, but every connection is yours to build. No vendor named, no price invented.

The contact is created the first time someone gives you an email. Each profile carries a timeline, newest first: registrations with the campaign that sent them, attendance with watch percentage, milestones, poll votes, questions, chat, form submissions, bookings, deals, and the latest emails with their status. The customer data platform page covers how two addresses become one person, import, export and erasure.

Three scores sit on every profile. Engagement counts involvement: 5 points for registering, 15 for attending, 5, 10, 20 and 30 for the watch milestones, 12 for a question, 25 for being there when the offer appears. Buyer intent counts the moves near money: 20 for reaching the pitch, 40 for starting a checkout, 25 more for leaving it unfinished. Every point halves after 30 days. Bands turn the number into a decision: Cold under 20, Warm to 49, Engaged to 79, Hot at 80 and above; buyer intent uses the same lines, up to Ready to buy. Fit is how well someone matches what you sell. Every number is a default you can change.

Lifecycle stages move on their own: Lead at registration, Warm lead after watching 80% of any webinar, Hot lead once a call is booked and not cancelled or missed, Customer when you or an automation set it after a purchase, Churned after 90 days without a registration, attendance or booking. Segments update themselves from scores, stages, tags, a specific webinar or 'did this in the last N days', with ready-made ones for no-shows, attended but did not buy, checkout abandoned and Hot.

Booking pages come with every plan, including Starter. Each is an event type with its own link: call length, where it happens, weekly hours in your time zone, notice and buffers. Connect Google Calendar and busy times disappear from the page while each booking is written to your calendar. The visitor sees times in their own zone and gets a confirmation, reminders 24 hours and 1 hour before, and a link to reschedule or cancel.

Put the booking link in a handout at the pitch, thrown from the control room on a live webinar (Pro and Scale) or placed on the timeline of an automated one. Booked with the registration email, the call lands on the same contact, makes them a Hot lead, and appears as a deal on your board. A coaching intake form does the same from the other side: score five to eight answers and send the top band to the booking page with name and email filled in.

The board starts with Booked, Showed up, Won, Lost and No-show; rename, add or remove stages, and record a deal value. When it is time to talk, click Call on the deal card or the contact: the call runs in your browser with a three-line brief of what that person did first, on your own SIP line or a calling plan, recorded with consent, every call in one log.

WhatsApp runs on the same contact: connect your own WhatsApp Business number through Meta's sign-up window, and the registrant who missed the start gets their watch link 7 minutes in, while a journey can send a Meta-approved template to a no-show. The WhatsApp marketing software article has the plan rows; no SMS, Meta bills the messages, and promotional messages need opt-in.

Six steps, each one a screen Webinly's pages describe.

A coach who sells through a webinar and wants the list after the session sorted by who is close to buying, not by who signed up. Ready, interested and not yet become the call list, the replay list and the keep-warm list.

A coach with one setter: Pro seats 3 people and each extra person is $19 a month; on Starter the account is just you. A coach selling to the Gulf fits too: checkout runs on Stripe or Tap, and WhatsApp reminders are on every plan.

It is not for a sales team with reps and lead routing: alerts go to one address, and there is no two-way sync with an outside CRM, only webhooks and, on Pro and Scale, the API.

Against a general CRM you know, what changes, both ways.

Starter is $39 a month, or $390 a year: contacts, the three scores, stages, segments, the deal board, booking pages, forms, automations, WhatsApp reminders, inbox and campaigns, and one automated or evergreen webinar at a time with unlimited registrants and 300 evergreen viewers a month. One person, no live, no WhatsApp voice calls. For a solo coach, that is the whole stack.

Pro is $159 a month, or $1,590 a year: live rooms of 300 with 12,000 attendee-minutes, 2 co-hosts, your own domain, the API, courses, WhatsApp groups and channels, the smart chat button, WhatsApp voice calls, and 3 people with extra people at $19 a month. Scale, $349 a month or $3,490 a year, adds bigger rooms and 10 people.

Add-ons on any plan: the WhatsApp AI assistant at $39 a month for 1,500 answers, broadcast email from $29 for 10,000 emails, and a calling plan for phone minutes, whose price the pricing page does not list. On Starter, groups and channels are $29 a month, the smart chat button and the API $9 each. The full table is on the pricing page.