Agencies today face one big challenge: managing clients, leads, and campaigns without getting buried in a mess of disconnected tools. Whether you’re running Facebook ads for local businesses, launching digital courses, or building sales funnels for clients, you need a CRM and funnel system that matches how your agency works.

This guide breaks down the best CRM and funnel tools for different types of agencies—so you can scale smarter, onboard clients faster, and automate what you shouldn’t be doing manually.

Click For Our Favorite CRM For Agencies

What Agencies Really Need in a CRM/Funnel Tool

No matter your niche, these core features matter:

• CRM with visual pipelines to track leads, clients, and deals
• Email and SMS automation to follow up, remind, or nurture clients
• Funnel/page builder to capture leads or drive purchases
• Appointment booking/calendar tools for demos or calls
• Analytics and reporting to prove ROI
• Client/sub-account support (white-labeling is a bonus!)

Let’s match these needs to the right platform based on your agency model.

Best CRM + Funnel Platforms by Agency Type

1. GoHighLevel – For SMMA, Local Marketing, and White-Label Agencies

If you run a social media marketing agency, manage leads for local clients, or offer white-label SaaS to other businesses—GoHighLevel is built for you.

Why it’s a fit:

• Visual CRM pipeline, calendar booking, SMS/email automation
• White-label capability and sub-account management
• Local SEO tools, review requests, voicemail drops
• Resell as your own platform with client portals

Price: From $97/month (white-label: $497/month) Best for: Agencies managing local clients or offering automation-as-a-service

2. Kartra – For Funnel and Launch Agencies

Agencies helping clients build product funnels, courses, and launches will find everything in one place with Kartra. It’s a favorite for course creators and info-product pros.

Why it’s a fit:

• Drag-and-drop funnel builder, checkout, video hosting
• Built-in email automation and tagging
• Upsells, downsells, and affiliate tracking included

Price: Starts at $119/month Best for: Funnel specialists and launch consultants

3. Systeme.io – For Budget or Solo Agencies

If you’re just starting your agency journey or building client offers solo, Systeme.io gives you enough tools to serve clients with a professional setup—without a monthly bill.

Why it’s a fit:

• Free plan includes funnels, email, courses, and automations
• Tag-based contact management and basic CRM
• Great for testing offers or MVP service models

Price: Free to $97/month Best for: Freelancers, new agencies, side hustlers

4. GetResponse – For Email and Webinar-Focused Agencies

For agencies specializing in email marketing, automation, or webinars, GetResponse delivers pro-level features without complexity.

Why it’s a fit:

• Advanced email flows and segmentation
• Landing pages, webinar builder, list scoring
• Funnel templates for quick deployment

Price: Starts at $19/month Best for: Newsletter, content, and webinar agencies

5. Kajabi – For Coaching, Course, and Expert-Based Agencies

If your agency builds digital academies or helps experts package knowledge, Kajabi is the polished platform that clients will love.

Why it’s a fit:

• All-in-one course, email, pipeline, and membership system
• Beautiful UI, easy for clients to manage
• No native CRM, but email tags + automation work well for 1–many programs

Price: Starts at $149/month Best for: Course builders and high-ticket coaching agencies

6. Groove.cm – For Versatile or Productized Agencies

Running an agency that experiments with ecommerce, info products, and membership funnels? Groove offers an entire toolbox under one login.

Why it’s a fit:

• Funnels, email, ecommerce, blogs, CRM-lite
• Free plan to test offers before scaling
• Still growing, but very feature-rich for the price

Price: Free to $299/month Best for: Agencies selling varied services, or testing new markets

Click For Our Favorite CRM For Agencies

Summary Table: Best Tool by Agency Type

Final Thoughts: Matching Tools to Your Growth Model

The best CRM/funnel tool for your agency is the one that saves time, scales with you, and helps clients win.

• Starting solo? Go with Systeme.io or GetResponse.
• Running client funnels? Kartra or GoHighLevel.
• Launching courses? Kajabi.
• Serving multiple use cases? Groove gives you flexibility.

Don’t let tool overwhelm stall your growth. Pick the one closest to your current model—and upgrade once the revenue supports it.

🚀 Get Your FREE Client Funnel Builder Starter Kit

Win high-ticket clients with a proven plug-and-play system — even if you’re just getting started.

Inside your free kit:
✅ Done-for-you Funnel Templates (for local biz, coaches & service providers)
✅ 5-Day Email & SMS Follow-Up Scripts to close deals automatically
✅ Automation Blueprint to impress clients & save hours a week
✅ Outreach Playbook to land your next client — fast

👉 Download the Starter Kit Now and launch your agency like a pro.

ClickFunnels is a well-known tool in the digital marketing world—but it’s far from the only option. Whether you’re frustrated by ClickFunnels’ pricing, limited flexibility, or missing features like built-in CRM or email automation, you’re not alone. This guide explores 25 top ClickFunnels alternatives, tailored to different budgets, business models, and marketing needs.

Why People Look for ClickFunnels Alternatives

• ⚡️ High monthly cost (starts at $147/month)
• 🔹 Need for more flexible integrations or customization
• ✅ Desire for all-in-one tools with CRM, email, e-commerce
• ❤️ Looking for easier tools for beginners or small budgets
• 💼 Agencies need white-label or client accounts

What to Look for in a Funnel Builder

• Drag-and-drop funnel builder
• A/B testing and analytics
• Built-in or integrated email automation
• CRM capabilities
• Payment processing (Stripe, PayPal, etc.)
• Course hosting or membership tools
• Affiliate management

Quick Comparison Table

(See detailed breakdowns below)

Top 25 ClickFunnels Alternatives (Detailed Reviews)

1. GoHighLevel – Best for Agencies and White-Label SaaS

• All-in-one platform: CRM, funnels, email, SMS, calendars, memberships
• Ideal for agencies and freelancers managing clients
• From $97/month (white-label from $497/month)
• Client accounts, automation, and resell potential

2. Kartra – Best All-in-One for Digital Products

• Full suite: funnels, email, memberships, affiliate management, video
• From $119/month
• Ideal for course creators and SMBs who need advanced automation

3. Systeme.io – Best Free Alternative

• Completely free plan for funnels, emails, memberships
• Upgrade to $97/month for unlimited everything
• Great for beginners, solopreneurs

4. GetResponse – Best for Email + Funnel Combo

• Elite email marketing + landing pages + webinars
• From $19/month
• Visual automation workflows + CRM-lite features

5. Builderall – Budget-Friendly Funnel Platform

• Over 40 tools: funnel builder, email, webinar, e-commerce
• Starts at $17/month
• Powerful but interface can overwhelm beginners

6. Groove.cm – Most Features on a Free Plan

• Free tier includes funnels, email, cart, membership, blog
• Premium plan offers full access (around $99–$299/mo)
• Still evolving, but great value

7. Kajabi – Best for Course and Membership Creators

• Beautiful LMS + pipelines + email
• From $149/month
• Ideal for digital educators and high-ticket coaches

8. ThriveCart – Best for Checkout Optimization

• One-time $495 or $690 fee
• One-click upsells, bump offers, subscriptions, affiliate tracking
• Use with your own funnel or page builder

9–25. (Include summaries for each platform such as LeadPages, Unbounce, WPFunnels, Instapage, Shopify, etc.)

Best Alternatives by Use Case

Why GoHighLevel Is Dominating for Agencies

• Includes CRM, email, SMS, funnels, calendar, review mgmt
• Client sub-accounts & SaaS resale features
• Replace 6–10 tools with one platform
• From $97/month, white-label starts at $497/month

Final Thoughts: Which One Is Right for You?

• Just getting started? → Try Systeme.io (free)
• Want beautiful email automations? → Use GetResponse
• Selling a course? → Kajabi is your go-to
• Running client accounts? → GoHighLevel is unbeatable

FAQ

Is there a free alternative to ClickFunnels? Yes — Systeme.io and Groove.cm both offer robust free plans.

What’s the best ClickFunnels alternative for agencies? GoHighLevel, due to its CRM + white-label SaaS capabilities.

Can I use WordPress to build funnels? Yes — try WPFunnels, Thrive Themes, or CartFlows.

Do I need a funnel builder or just a landing page tool? If you want to capture leads and nurture them through upsells, a full funnel builder is more effective.

“Sales funnel” and “sales pipeline” might sound similar, but they describe two very different parts of the customer journey. If you’re running a business, leading a marketing team, or choosing sales software, knowing the difference isn’t just helpful — it’s essential.

This guide breaks down what each term really means, how they differ, and why both are key to growing your revenue.

What Is a Sales Funnel?

A sales funnel is a customer-centric model that visualizes the journey a prospect takes from discovering your brand to making a purchase. It’s called a “funnel” because the number of prospects decreases at each stage.

Typical Stages of a Sales Funnel:

• Awareness (TOFU): Prospect discovers your product/service via ads, SEO, social media, etc.
• Interest (MOFU): They engage by subscribing to a newsletter, downloading a lead magnet, or browsing product pages.
• Consideration (MOFU/BOFU): They compare your offerings, watch demos, or read reviews.
• Action (BOFU): The prospect makes a purchase.
• (Optional) Loyalty & Advocacy: The customer becomes a repeat buyer or refers others.

Benefits of a Sales Funnel:

• Tracks how prospects engage at each stage
• Highlights drop-off points to improve conversion
• Enables better segmentation and lead nurturing
• Aligns marketing strategies with buyer behavior

Buyer Tip: Look for tools like landing page builders, email marketing platforms, and lead scoring software to support funnel management.

What Is a Sales Pipeline?

A sales pipeline is an internal tool that helps sales teams track and manage the steps they take to close deals. It focuses on the company’s actions rather than the customer’s behavior.

Typical Stages of a Sales Pipeline:

• Lead Generation: New contacts from inbound or outbound efforts
• Qualification: Assess fit using criteria like BANT
• Meeting/Discovery: Sales rep learns about the prospect’s needs
• Proposal/Presentation: A solution is pitched
• Negotiation: Final terms are discussed
• Closing: Deal is won or lost
• Post-Sale: Onboarding or account handoff

Benefits of a Sales Pipeline:

• Supports accurate sales forecasting
• Helps sales managers allocate resources
• Tracks rep performance and deal progression
• Allows for process optimization

Buyer Tip: Choose CRM platforms that allow custom stages, automated reminders, reporting, and forecasting.

Key Differences: Sales Funnel vs Sales Pipeline

FeatureSales FunnelSales Pipeline

Focus Buyer’s journey Sales team actions

Perspective External (customer-centric) Internal (company/sales-centric)

Tracks How prospects move toward purchase What reps do to close deals

Purpose Optimize marketing and lead nurturing Manage workflow and forecast revenue

Tools Needed Marketing automation, analytics CRM, pipeline automation, sales tools

How They Work Together

These two models are not competitors – they are collaborators.

• The funnel feeds the pipeline: Marketing captures leads and nurtures them into MQLs. These are handed off to sales as SQLs.
• Pipeline activity supports funnel conversion: A well-managed pipeline ensures qualified leads don’t stall.
• Data from both informs strategy: Marketing learns from funnel drop-offs. Sales improves based on pipeline analytics.

For optimal growth, align your funnel and pipeline strategies. Regularly review metrics on both sides to identify gaps and opportunities.

Final Thoughts

The sales funnel maps the customer journey. The sales pipeline tracks your team’s actions. Both are essential.

To grow effectively:

• Use funnel data to guide top-of-funnel efforts
• Use pipeline metrics to streamline closing processes
• Choose tools that support both sides of the equation

Want help choosing the right software for funnels or pipelines? 👉 Download our free buyer’s guide

In the ever-evolving landscape of digital marketing and sales technology, businesses are increasingly seeking comprehensive, all-in-one platforms to streamline operations, enhance customer relationships, and drive growth. Two prominent contenders in this space are HubSpot and GoHighLevel. Both offer a formidable array of tools, but they cater to different primary audiences and have distinct philosophical approaches to how they deliver their solutions. For a prospective buyer in 2025, navigating the choice between these two powerhouses requires a clear understanding of their core strengths, target markets, feature sets, and pricing models. This in-depth comparison aims to provide that clarity, drawing on recent analyses to help you make an informed decision that aligns with your business needs.

At a high level, as highlighted by industry observers like Stewart Gauld in early 2025, HubSpot is positioned as a versatile CRM-centric platform suitable for businesses of all types and sizes, from startups to large enterprises. Its strength lies in its robust, scalable CRM, complemented by specialized

Hubs” for Marketing, Sales, Service, CMS (Content Management System), and Operations. It offers an impressive free plan, making it accessible, though its more advanced features and larger-scale use can become costly.

GoHighLevel, conversely, is primarily designed as an all-in-one sales and marketing platform for marketing agencies and service-based businesses. Its standout feature is its robust white-labeling capability, allowing agencies to brand the entire platform as their own and offer it to their clients. While its entry-level paid plans might seem more expensive than HubSpot’s free offering, GoHighLevel aims to consolidate a vast array of tools that an agency would otherwise subscribe to separately, potentially offering overall cost savings and operational efficiency for its target niche.

Deconstructing the Platforms: A Feature and Philosophy Deep Dive

Understanding the core differences in their target audience and philosophy is key to evaluating their specific features.

1. Target Audience and Core Focus:

• HubSpot: Caters to a broad spectrum of businesses. Its core focus is providing a powerful, integrated CRM that serves as the central nervous system for all customer-facing activities.
• GoHighLevel: Specifically targets marketing agencies and businesses that operate like agencies (e.g., consultants offering a suite of services).

Prospective Buyer Insight: If you are a marketing agency looking to streamline your tech stack, manage multiple clients efficiently, and offer a white-labeled software solution, GoHighLevel is built with your needs in mind. If you are a business (of any size, including agencies not focused on white-labeling software) seeking a powerful CRM with modular, best-in-class tools for marketing, sales, and service, HubSpot is likely the more direct fit.

2. Feature Set: Breadth vs. Depth and Specialization

• HubSpot: Known for the depth of its features within each Hub. For instance, its Marketing Hub offers sophisticated automation, lead nurturing, and analytics that are considered industry-leading at its higher tiers. Similarly, its Sales Hub provides advanced pipeline management and sales automation tools. The CMS Hub is a robust platform for building and managing websites with a focus on inbound marketing.
  • Key HubSpot Features: Centralized CRM, advanced marketing automation, sales automation and pipeline management, comprehensive email marketing, landing page builder, robust blogging and SEO tools, customer service tools (ticketing, live chat, knowledge base), detailed reporting and analytics, Operations Hub for data syncing and automation.
• GoHighLevel: Offers an impressive breadth of features, aiming to be a true all-in-one solution for agencies. It includes tools that an agency might otherwise pay for separately, such as funnel builders, website builders, email marketing, SMS marketing, call tracking, appointment scheduling, reputation management, social media scheduling, and a CRM.
  • Key GoHighLevel Features: CRM, funnel builder, website builder, email and SMS marketing (often with 2-way SMS), call tracking, unified inbox, appointment scheduling, survey builder, reputation management (review requests), social media scheduler, analytics, and strong white-labeling capabilities.

Prospective Buyer Insight: If your priority is best-in-class depth in specific areas like marketing automation or CRM, and you are willing to pay for that depth, HubSpot is a strong contender. If you are an agency looking for a wide array of

good-enough” integrated tools to manage client campaigns and your own agency under one brand, GoHighLevel offers a compelling package. The depth of each individual GoHighLevel tool might be less than a specialized standalone product, but its strength lies in the integration and breadth for agency operations.

3. Pricing Structure and Value Proposition:

• HubSpot: Offers a freemium model with a robust free CRM and basic versions of its Marketing, Sales, and Service Hub tools. This provides an excellent entry point for small businesses. However, as needs grow and more advanced features or higher contact/user limits are required, the cost can escalate significantly. Paid plans are typically per Hub and per tier (Starter, Professional, Enterprise), and some advanced features might be add-ons.
• GoHighLevel: Does not typically offer a free plan. Its pricing is generally simpler, with a few core tiers (e.g., Agency Starter around $97/month, Agency Unlimited around $297/month, and a higher tier for white-label mobile apps). The value proposition is that even the starter paid plans include a vast suite of features, aiming to replace multiple other subscriptions an agency might have (e.g., for funnel building, email marketing, scheduling, CRM for clients).

Prospective Buyer Insight: If you’re starting out or have limited budget, HubSpot’s free plan is an attractive way to access powerful CRM and basic marketing/sales tools. Be prepared for costs to increase as you scale or need more advanced features. For agencies, GoHighLevel’s pricing, while higher at the entry paid tier, might offer better overall value if it genuinely replaces a multitude of other software subscriptions and if its white-labeling capability is a key requirement.

4. White-Labeling Capabilities:

• HubSpot: Is designed to be used as HubSpot. It does not offer white-labeling in the sense of rebranding the entire platform as your own to resell to clients.
• GoHighLevel: This is a core differentiator. GoHighLevel offers strong white-labeling features, allowing agencies to present the platform to their clients under their own branding, including custom domains and even a white-labeled mobile app at higher tiers.

Prospective Buyer Insight: If you are a marketing agency whose business model includes providing software access to your clients under your own brand, GoHighLevel is specifically built for this. For most other businesses, this feature is not relevant.

5. Ease of Use and Learning Curve:

• HubSpot: Generally renowned for its user-friendly interface, especially for its core CRM functionalities. HubSpot also invests heavily in educational resources, with the HubSpot Academy offering extensive free courses and certifications on inbound marketing, sales, and using their platform.
• GoHighLevel: Due to the sheer number of features packed into the platform, GoHighLevel can have a steeper learning curve. While it aims to consolidate tools, mastering the full suite can take time. Support and community resources are available, but the breadth of functionality means there’s more to learn.

Prospective Buyer Insight: If ease of use and access to comprehensive, free training resources are high priorities, HubSpot often has an edge. If you are an agency willing to invest time in learning a comprehensive platform to manage all aspects of your and your clients’ marketing, GoHighLevel’s learning curve may be a worthwhile investment.

6. Specific Tool Comparisons:

• Funnel Building: GoHighLevel has a strong, integrated funnel builder. HubSpot offers landing pages and can be used to create funnels, but it’s often less direct than a dedicated funnel builder and might require connecting various elements (landing pages, emails, workflows) more manually.
• SMS Marketing: GoHighLevel is often highlighted for its robust, integrated 2-way SMS marketing and automation capabilities, which can be a significant advantage for businesses using SMS extensively.
• Reputation Management: GoHighLevel includes tools for review requests and management, a feature not as central to HubSpot’s offering.
• Blogging and Content Management (CMS): HubSpot has a very powerful and well-regarded CMS Hub, designed for content-rich websites and inbound marketing strategies. GoHighLevel offers website building, but its CMS capabilities are generally less advanced than HubSpot’s dedicated CMS Hub.

Prospective Buyer Insight: Consider your specific tool needs. If advanced funnel building or integrated 2-way SMS are critical, GoHighLevel has specific strengths. If a best-in-class CMS for inbound marketing is a priority, HubSpot’s CMS Hub is a leader.

Making the Decision: HubSpot or GoHighLevel for Your Business?

The choice between HubSpot and GoHighLevel depends heavily on your business model, primary needs, and strategic priorities.

Choose HubSpot if:

• You are a business of any size (startup, SMB, enterprise, or even an agency not focused on white-labeling software) that needs a powerful, scalable CRM as the central hub for your operations.
• You prioritize deep functionality and best-in-class tools in specific areas like marketing automation, sales pipeline management, customer service, or content management.
• You value a user-friendly interface and extensive free educational resources (HubSpot Academy).
• You want the flexibility of starting with a robust free plan and scaling your investment as your needs grow.
• Your strategy is heavily focused on inbound marketing and content creation, leveraging tools like blogging and advanced SEO.
• You require a large ecosystem of third-party integrations.

Choose GoHighLevel if:

• You are a marketing agency or a service-based business that wants to offer a comprehensive suite of digital marketing tools to clients under your own brand (white-labeling).
• You are looking for an all-in-one platform to consolidate your tech stack and potentially replace multiple existing software subscriptions (e.g., for funnel building, email marketing, SMS, scheduling, CRM for client accounts).
• Strong, integrated 2-way SMS marketing, funnel building, and reputation management are key requirements.
• You manage multiple client accounts and need a platform designed for agency workflows and client management.
• You are comfortable with a potentially steeper learning curve in exchange for a broad, integrated feature set tailored for agency operations.

Core Offerings and Target Audiences: Setting the Stage

• ClickFunnels: The brainchild of marketer Russell Brunson, ClickFunnels has long been a go-to for individuals and businesses focused on direct response marketing and selling products or services through structured sales funnels. Its ecosystem includes tools for email marketing (Follow-Up Funnels), affiliate management (Backpack), landing page creation, and basic e-commerce functionalities.
• GoHighLevel: Founded with the agency model in mind, GoHighLevel aims to be the central operating system for marketing agencies. It seeks to replace a multitude of disparate tools by offering an integrated suite that includes CRM, funnel and website building, email and 2-way SMS marketing, appointment scheduling, call tracking, reputation management, and, critically, white-labeling capabilities.

Feature-by-Feature Breakdown: Where They Shine and Diverge

1. Funnel Builder and Page Builder:

• ClickFunnels: Excels in its singular focus on funnel creation, with a vast library of templates and extensive training resources dedicated to funnel strategy and optimization.
• GoHighLevel: Matches ClickFunnels in the mechanics of funnel building and even allows for the import of funnels built on ClickFunnels, which can be a significant advantage for users considering a switch. Its builder is integrated within a broader suite of agency tools.

2. Website Builder:

• ClickFunnels 2.0: Significantly expanded its website building capabilities compared to its classic version, allowing for blogs, e-commerce storefronts, and more traditional website structures alongside funnels.
• GoHighLevel: Also includes a robust website builder, enabling agencies to create sites for themselves and their clients, often integrated with its CRM and marketing automation features.

3. Email Marketing and Automation:

• ClickFunnels: Offers integrated email marketing (Follow-Up Funnels in Classic, expanded in 2.0) allowing for broadcasts and automated sequences tied to funnel actions. It also supports 1-way SMS in some contexts.
• GoHighLevel: Provides comprehensive email marketing and automation, often with more advanced features like 2-way SMS conversations, a unified inbox, and the ability to manage campaigns for multiple client accounts from a central dashboard.

4. CRM and Client Management:

• ClickFunnels: Includes CRM features for managing contacts and tracking their journey through funnels. ClickFunnels 2.0 has enhanced these capabilities.
• GoHighLevel: Features an advanced CRM designed for agencies to manage their own leads as well as their clients’ leads. Its sub-account structure is a key differentiator, allowing agencies to provide each client with their own isolated environment within the platform, often white-labeled.

5. Agency-Specific Features (White-Labeling, Sub-Accounts):

• ClickFunnels: Primarily designed for a single business entity. While it allows for multiple users on higher plans, it is not structured for white-labeling or managing a large roster of distinct client businesses within one master account in the same way GoHighLevel is.
• GoHighLevel: This is where GoHighLevel stands out significantly. Its strong white-labeling capabilities allow agencies to brand the entire platform as their own. The Agency Unlimited plan, for instance, typically offers unlimited sub-accounts, enabling agencies to onboard and manage numerous clients seamlessly.

6. Ease of Use and Learning Curve:

• ClickFunnels: Often cited as being easier to use, especially for entrepreneurs focused solely on funnel building. Its interface is generally considered cleaner and more intuitive for its core purpose.
• GoHighLevel: Due to its extensive feature set encompassing a wide range of marketing and sales tools, GoHighLevel can have a steeper learning curve. It aims to replace many tools, which means there’s more to learn to leverage its full potential.

7. Pricing and Value:

• ClickFunnels: Typically offers a few tiered plans (e.g., starting around $97/month, with higher tiers like $297/month or more for ClickFunnels 2.0 with more features). The value is in its specialized funnel-building prowess and integrated marketing tools for a single business.
• GoHighLevel: Also offers tiered plans (e.g., Agency Starter around $97/month, Agency Unlimited around $297/month). While the entry price might be similar to ClickFunnels, the value proposition for agencies is that it can replace a multitude of other software subscriptions (for CRM, email marketing, SMS, scheduling, funnel building for multiple clients), potentially leading to significant overall cost savings for an agency.

Who Should Choose ClickFunnels?

• Entrepreneurs and small to medium-sized businesses focused on building and optimizing sales funnels for their own products or services.
• Users who prioritize ease of use and a streamlined experience specifically for funnel creation.
• Businesses that need a strong funnel builder with integrated (though perhaps less extensive than GHL) email marketing and e-commerce capabilities for their own brand.
• Those who value a large, active user community and extensive training resources focused on funnel marketing.

Who Should Choose GoHighLevel?

• Marketing agencies looking for an all-in-one platform to manage their own business and serve multiple clients.
• Businesses that require white-labeling capabilities to offer a branded software solution to their clients.
• Agencies needing to consolidate their tech stack and replace multiple tools for CRM, email marketing, SMS, funnel building, scheduling, and reputation management across numerous client accounts.
• Users who need robust 2-way SMS marketing and advanced client management features like unlimited sub-accounts.

The Final Verdict: Tailoring the Platform to Your Purpose

Monthly Recurring Revenue (MRR) is the holy grail for digital marketers looking to escape the constant grind of chasing new clients. With MRR, you create predictable income streams that grow over time, making your business more stable, scalable, and even attractive to investors. Whether you’re a freelancer, agency owner, or course creator, building MRR can change everything. In this guide, you’ll learn five proven MRR models, the tools to support them, and how to take action today.

What Is MRR in Digital Marketing?

📈 MRR is the amount of income your business generates every month from recurring payments—like subscriptions, service retainers, or memberships. Instead of getting paid once per project, you earn steadily each month.

Why it matters:

• ✅ Predictable revenue = less stress
• 📊 Better forecasting = smarter decisions
• 💰 Recurring income = higher business valuation

In short, MRR gives you leverage.

Whether you’re a life coach, business coach, wellness expert, or anything in between, managing your clients isn’t just about showing up for the session—it’s about everything that happens before and after. That’s where a good CRM (Customer Relationship Management) tool becomes essential — it doesn’t matter if you’re a life coach, bodybuilding, executive, online — this is for you.

In 2025, coaches need more than spreadsheets and sticky notes. You need tools that help you capture leads, automate follow-ups, book sessions, manage payments, and scale your programs—all without burning out. In this post, we’ve handpicked the best CRM tools specifically tailored to the needs of coaches. We’ve also got an awesome CRM ROI Calculator here.

What Coaches Need from a CRM

A CRM for coaches should do more than just track contact info. Here’s what to look for:

• Lead capture and nurturing
• Calendar integration and booking automation
• Email and SMS reminders or follow-ups
• Client pipeline tracking (free consult → paid client)
• Session notes and document storage
• Payments and invoicing
• Course or membership delivery (optional)

Click Here For Our CRM Checklist for Coaches

Top CRMs for Coaches in 2025

1. GoHighLevel – Best Overall CRM for Coaches

GoHighLevel is an all-in-one powerhouse that lets you manage your entire coaching funnel—from lead to paid client. It includes a CRM, funnel builder, calendar system, email and SMS automation, and even the ability to white-label your own platform.

Why it’s great for coaches:

• Easily track where each client is in your funnel
• Automate appointment reminders and follow-ups
• Host forms, surveys, and onboarding sequences
• Built-in reviews and testimonials features

Price: From $97/month. White-label available at $497/month.

Best for: Coaches scaling their practice or managing multiple client types/programs.

2. Kartra – Best for Coaches Selling Digital Products

Kartra is ideal for coaches who also sell courses, workbooks, or digital programs. It bundles funnel building, email marketing, scheduling, membership access, and more.

Why it’s great for coaches:

• Integrated checkout and upsells
• Easy email sequences for nurturing leads
• Solid analytics to track performance

Price: Starts at $119/month.

Best for: Coaches who want marketing automation and passive income.

3. Kajabi – Best for Coaches Offering Courses or Memberships

Kajabi is built for content-driven businesses. If your coaching includes video modules, recurring memberships, or premium access communities, Kajabi gives you the tools to deliver and scale.

Why it’s great for coaches:

• Beautiful course and membership delivery
• Simple email automation and pipelines
• Webinar and landing page templates included

Limitations: Not a true CRM—less suited for managing a sales pipeline.

Price: Starts at $149/month.

Best for: Course creators and digital educators who coach.

4. Systeme.io – Best Budget Option for New Coaches

If you’re just getting started and don’t want to pay hundreds per month, Systeme.io is a great entry point. It combines a basic CRM-like structure with funnels, email automation, course delivery, and even affiliate program tools.

Why it’s great for coaches:

• FREE plan with funnels, email, and course hosting
• Drag-and-drop page builder
• Tag-based contact management

Price: Free, with paid plans starting at $27/month.

Best for: New coaches launching their first offer.

5. GetResponse – Best for Email-First Coaching Businesses

GetResponse shines if you rely heavily on email to convert leads or run webinars. While it’s not a traditional CRM, its automation and funnel tools make it powerful for audience-based coaching.

Why it’s great for coaches:

• Advanced email sequences and segmentation
• Webinar and landing page builder included
• Lead scoring and tagging

Limitations: Doesn’t have built-in client pipelines or booking.

Price: Starts at $19/month.

Best for: Coaches who build their brand through newsletters, webinars, and email marketing.

Click Here to Try Our Favorite CRM For Coaches

Bonus: Tools That Aren’t True CRMs But Can Help

These tools aren’t full CRMs, but they’re popular in coaching workflows:

• ThriveCart – Checkout and upsell pages
• LeadPages – Simple landing pages
• HoneyBook – CRM for creatives (some coaches use it)
• Notion + Zapier – DIY client management for tech-savvy coaches

How to Choose the Right CRM for Your Coaching Business

Ask yourself:

• Do I want to automate emails and appointment reminders?
• Do I need to track where each client is in a pipeline?
• Will I offer courses or memberships?
• Am I comfortable with tech, or do I want simplicity?

Then:

• Match features to your current process
• Pick a tool that supports your next level—not just today
• Start small, then upgrade once you’ve validated your offers

Final Recommendation

🎯 Call to Action

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Understanding the White-Label Model: Implications for Pipeline Pro Users

1. Middleman Support: When you encounter technical issues or require assistance, your support requests to Pipeline Pro might need to be escalated to GoHighLevel’s actual support team. This can lead to delays and potentially less direct or expert assistance compared to dealing directly with the original software provider.
2. Dependency on GoHighLevel: The stability and continuity of Pipeline Pro are intrinsically linked to GoHighLevel’s white-label program and the specific agreement the operators of Pipeline Pro have with GoHighLevel. If GoHighLevel were to change its white-label terms, or if the entity behind Pipeline Pro were to discontinue their GoHighLevel SaaS subscription, users of Pipeline Pro could find their funnels, data, and access at risk.
3. Business Model Stability: Offers like a “lifetime deal” for Pipeline Pro (as has been marketed) are built on this white-label foundation. The long-term viability of such a deal depends entirely on the continued relationship between Pipeline Pro and GoHighLevel, and the financial sustainability of Pipeline Pro itself as a reseller.

Feature and Functionality Showdown

Key Differentiators for Prospective Buyers:

• Reliability and Stability: ClickFunnels is a standalone, established company with a long track record. Pipeline Pro, as a white-label, carries the inherent risks of a reseller model. If stability and direct accountability are paramount, ClickFunnels presents a more straightforward and historically reliable option.
• Support: Direct access to expert support is a hallmark of established SaaS platforms like ClickFunnels. With Pipeline Pro, you are dealing with an intermediary, which can complicate and slow down support, especially for technical issues requiring GoHighLevel’s intervention.
• Templates and Ease of Start-up: ClickFunnels typically includes a wide array of free, professionally designed templates to get users started quickly. Pipeline Pro, according to research, may offer very few or no free templates, requiring users to purchase template packs at an additional cost, potentially negating the initial low price of a lifetime deal if you’re not a design expert.
• True Cost and Feature Access: While Pipeline Pro might advertise a very low entry point (like a $37 lifetime deal), essential features like email marketing, automation, and even templates might be locked behind additional monthly subscriptions (e.g., a “Marketing Automation Suite”) or one-time purchases. ClickFunnels’ tiered monthly plans, while higher, are generally more transparent about what features are included at each level.
• Long-Term Viability: ClickFunnels invests heavily in its own platform development and support. The long-term viability of a white-label reseller like Pipeline Pro is tied to the reseller’s business practices and their ongoing relationship with GoHighLevel.

Who is Pipeline Pro For?

• Tech-savvy users or web designers who are fully aware they are purchasing a GoHighLevel white-label instance, understand its capabilities and limitations, and are comfortable with potentially indirect support and the risks involved. They might see the low entry price as a way to access the GoHighLevel framework if they can manage the setup and potential template costs themselves.
• Users on an extremely tight initial budget who are willing to accept the risks and limitations for a lower upfront cost, understanding that full functionality might require further investment.

Who is ClickFunnels 2.0 For?

• Serious entrepreneurs and businesses who need a reliable, comprehensive, and well-supported platform for building sales funnels, websites, and managing online courses and communities.
• Users who value an all-in-one solution where core features like email marketing, CRM, and funnel building are deeply integrated and supported directly by the platform provider.
• Individuals and teams who prioritize ease of use and access to ready-made templates to launch funnels quickly and efficiently.
• Businesses looking for a platform with a strong reputation, a large user community, and extensive training resources.

The Verdict for the Prospective Buyer

Sales and marketing are the twin engines of business growth. While they often share the common goal of generating revenue, they approach this mission in fundamentally different ways. Understanding how these functions differ, how they complement each other, and how to align them is essential for entrepreneurs, business teams, and software buyers seeking to scale.

Sales vs. Marketing: At a Glance

Key Differences Between Sales and Marketing

1. Approach and Process

• Marketing uses data and insights to build campaigns that resonate with target audiences. It focuses on market research, brand storytelling, and inbound strategies to attract leads.
• Sales builds relationships through personalized outreach, addressing individual needs, presenting solutions, and closing deals.

Buyer Tip: Marketing software often includes campaign builders and analytics, while sales software emphasizes pipeline visibility, lead tracking, and follow-ups.

2. Focus and Priority

• Marketing aims to increase awareness and deliver qualified leads.
• Sales focuses on hitting revenue targets and turning qualified leads into paying customers.

Buyer Tip: Look for alignment tools (like CRMs with marketing automation) to track lead status and ROI across both functions.

3. Pull vs. Push Strategy

• Marketing pulls prospects in via content, ads, and SEO.
• Sales pushes by directly contacting and guiding leads to decision.

Buyer Tip: If your team is stronger in one area, consider tools that bolster the weaker function to balance the funnel.

4. Time Horizon

• Marketing plays a long game, focusing on building reputation and staying top-of-mind.
• Sales works on short cycles and needs timely conversions.

5. Target Audience Scope

• Marketing reaches wider audiences.
• Sales zeroes in on individual or small group decision-makers.

Sales and Marketing Processes

Marketing Process:

• Research: Understand the market and customer needs.
• Strategy: Define positioning, pricing, and content goals.
• Campaigns: Launch email, social, ad, and SEO campaigns.
• Lead Gen: Capture leads via landing pages and CTAs.
• Analysis: Use analytics to improve future outreach.

Sales Process:

• Prospecting: Identify potential leads (from marketing or outreach).
• Qualifying: Determine fit and buying readiness.
• Pitching: Present personalized solutions.
• Objection Handling: Address concerns.
• Closing: Finalize the deal.
• Follow-up: Manage relationships and upsell.

Popular Marketing Strategies

• Content Marketing
• Social Media Marketing
• SEO
• Email Marketing
• Paid Ads (Google, Facebook)

Common Sales Methodologies

• SPIN Selling
• Solution Selling
• Consultative Selling
• Relationship Selling

Why Sales and Marketing Must Work Together

Aligning sales and marketing—often called Smarketing—is crucial for:

• Better lead quality
• Higher conversions
• Shorter sales cycles
• Improved customer experiences
• Better ROI on marketing spend

How to Align:

• Shared definitions for MQLs/SQLs
• Unified CRM or software stack
• Joint meetings and feedback loops
• Overlapping KPIs (e.g., revenue, conversion rates)
• Clear lead handoff process

Final Takeaway

Sales and marketing are distinct, but tightly interwoven. A strong marketing team builds awareness and fills the pipeline; a strong sales team capitalizes on that momentum to generate revenue. For business owners and software buyers, the best tools are those that bridge the gap, enabling both teams to collaborate and thrive.

Look for solutions that:

• Track the full customer journey
• Provide both campaign and sales metrics
• Offer automation and personalization tools
• Scale with your business growth goals

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Not all web pages are created equal. If you’re trying to grow your business online, you’ve likely come across two terms: landing pages and websites. They may seem similar, but they serve very different roles.

In this guide, we’ll break down what each one does, when to use them, how they affect your traffic sources (like SEO vs. ads), and why the difference can save you time and money.

What Is a Website?

A website is your brand’s digital home. It’s made up of multiple pages that help people explore who you are, what you offer, and how to connect with you.

Common traffic sources for websites:

• Google search (SEO)
• Direct visits (typing in your URL)
• Referral links from other websites

Websites are designed for exploration. They include navigation menus, about pages, blog posts, contact forms, service lists, and more.

What Is a Landing Page?

A landing page is a single, focused page with one goal — to get the visitor to take action.

Common traffic sources for landing pages:

• Paid ads (Google, Facebook, etc.)
• Email campaigns
• Influencer or affiliate links

Unlike websites, landing pages eliminate distractions. There’s usually no menu, no sidebars — just a headline, a short pitch, and a call to action (CTA).

Key Differences: Landing Page vs Website

When to Use a Landing Page

• You’re running paid ads and want conversions
• You’re offering a free download, webinar, or limited deal
• You want to A/B test headlines, CTAs, or page layouts
• You’re targeting a specific group of people with one message

When to Use a Website

• You want to grow your long-term online presence with SEO
• You need to show multiple services or product options
• You’re providing educational content (blog, FAQ, tutorials)
• You want to build brand trust and answer different user needs

SEO vs. Direct Traffic: Why It Matters

Websites are built for long-term organic traffic. With blogs and internal links, they rank on Google and bring in visitors steadily over time.

Landing pages are built for campaigns. They rely on paid or direct traffic to work, and are designed for speed — not scale.

In short:

• If you want to grow steadily, build a great website.
• If you want fast results, run ads to a landing page.

For best results, use both: your website builds trust, and your landing page drives the action.

Final Thoughts

You don’t have to choose one over the other. Think of your website as the digital storefront and your landing page as the checkout counter for a specific promotion.

Use your website to educate, inform, and support. Use landing pages to convert.

Together, they form the foundation of a smart digital strategy.