Upcoach — CRM ◆

What is Upcoach?

Upcoach is an all-in-one platform for coaches and training companies to build, sell, and run coaching and training programs. It replaces separate tools like Zoom, Calendly, and Stripe with a single dashboard for client management, scheduling, payments, and course delivery. Upcoach helps track client progress, drive transformation, and prove results at scale.

Who needs Upcoach?

Upcoach is designed for life coaches, business coaches, and training companies managing 10+ clients or running cohort courses, masterminds, bootcamps, certifications, or 1:1 coaching. It is less suited for freelancers who only need simple scheduling and do not require program structures or progress tracking.

Real use cases

Coaches use Upcoach to structure programs with phases, weeks, or topics. They assign worksheets, lessons, tasks, and events, and drip content on a schedule. Built-in video calls, automated reminders, and Stripe payments streamline operations. Progress dashboards and AI insights show who is on track and who needs attention. Upcoach also allows building and running programs from Claude and ChatGPT on every plan.

• Program builder — Structure your program with sections, activities, and scheduled content. Organize by week, phase, or topic.
• Progress dashboards — See who is progressing, who is falling behind, and what needs attention across all running programs.
• AI insights — Baseline assessments, mid-program check-ins, and post-program worksheets capture the delta. AI reads responses and surfaces the story behind the numbers.
• Built-in video conferencing — Host 1-on-1 or group sessions with recording and chat.
• Course builder — Create and sell online courses with drip content, quizzes, and homework assignments.
• Payment processing — Accept one-time payments, subscriptions, installments, and bundles via Stripe.
• Automated reminders — Send email and SMS reminders for upcoming sessions.

Upcoach pricing: from $49/mo. Billing model: Subscription.

For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →

Starter — $49/mo (billed annually)

25 active participants, 1 team seat, unlimited coaching & training programs, all core features (worksheets, check-ins, tasks, lessons, events), progress dashboards and AI insights, build and run from Claude & ChatGPT, free onboarding call, 2% transaction fee, email support within 48h.

Pro — $99/mo (billed annually)

100 active participants, 2 team seats, everything in Starter plus your brand colors, logo, and custom domain, multi-role access (Admin, Facilitator, Sponsor), 1% transaction fee, free onboarding call, priority support within 24h.

Business+ — $199/mo (billed annually)

250 active participants, 5 team seats (extra seats $39/mo), everything in Pro plus add 100 active participants for $99/mo, 0.5% transaction fee, Implementation Lite included with annual billing ($1,500 service value), priority support within 24h.

Scale — $399/mo (billed annually)

500 active participants, 10 team seats (extra seats $39/mo), everything in Business+ plus emails sent from your own domain, single sign-on (SSO), full role model across teams and programs, 0% transaction fee, Implementation Full included with annual billing ($5,000 service value: three days, we build your programs with you), dedicated onboarding and priority support. All plans include a 14-day free trial (no credit card required) and 30-day money-back guarantee.

See current Upcoach pricing and plans →