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Upcoach CRM

from $49/mo

Upcoach (CRM): Upcoach is an all-in-one coaching platform to build, sell, and run programs with client management, scheduling, and payments. Pricing: from from $49/mo. (data verified July 2026)

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About Upcoach

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.

Key features

  • 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.

SaaSpartout Score

7.1 /10
Ease of use 7.0
Features depth 8.5
Value for money 7.5
Support quality 6.5
Integrations 6.0
Scalability 8.0
Documentation 6.5
Onboarding speed 7.0

Editorial score from our review methodology — not user ratings.

Upcoach Pricing

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

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 →

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Frequently asked questions

What is Upcoach and how does it work?
Upcoach is an all-in-one platform for coaches and training companies to build, sell, and run coaching and training programs. It combines client management, scheduling, payments, course delivery, progress tracking, and AI insights in one dashboard, replacing multiple tools like Zoom, Calendly, and Stripe.
How much does Upcoach cost?
Upcoach pricing starts at $49 per month (billed annually) for the Starter plan with 25 active participants. Pro is $99/mo, Business+ is $199/mo, and Scale is $399/mo. A 14-day free trial is available with no credit card required.
Is there a free trial or free plan?
Yes, Upcoach offers a 14-day free trial with no credit card required. There is no free plan beyond the trial, but all features are available during the trial period. A 30-day money-back guarantee also applies.
Who is Upcoach best for?
Upcoach is best 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 without program structures or progress tracking.
What are the top alternatives to Upcoach?
Top alternatives include Kajabi, Teachable, Thinkific, and CoachAccountable. Upcoach differentiates with built-in AI insights, progress dashboards, and the ability to run programs directly from Claude and ChatGPT.
What are the key limitations of Upcoach?
Upcoach charges a transaction fee on all plans except Scale (2% on Starter, 1% on Pro, 0.5% on Business+). The number of active participants is capped per plan, and team seats are limited. Freelancers may find the feature set overwhelming for basic scheduling needs.
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