Paperbell CRM Review 2025 – The Complete Coaching Software Solution

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Paperbell CRM has evolved significantly since 2023, when this review was originally written, establishing itself as the go-to coaching software for thousands of coaches worldwide.

This comprehensive review explores everything new about Paperbell in 2025, from its recently launched website builder to enhanced client management features that make it a standout choice for coaching professionals.

What is Paperbell CRM Coaching Software?

Paperbell CRM is a specialized coaching software platform designed exclusively for coaches, consultants, and service-based professionals.

Unlike generic business tools, this platform understands the unique needs of coaching businesses, offering everything from appointment scheduling to payment processing in one streamlined package.

Founded by Laura Roeder (who previously built MeetEdgar), Paperbell was created specifically to solve the administrative headaches that coaches face daily.

With over 14,000 coaches using the platform and collectively earning over $24 million, Paperbell has proven its worth in the coaching community.

What’s New in Paperbell CRM for 2025

Revolutionary Website Builder for Coaches

The biggest game-changer for 2025 is Paperbell’s integrated website builder. Coaches can now create a complete coaching website that includes:

• Professional landing pages for each service
• Built-in scheduling and payment systems
• Social media-friendly designs
• Mobile-optimized templates
• Your own branded domain (paperbell.me/yourname)

This means you can literally go from zero to a fully functional coaching website in minutes, not weeks.

Enhanced Shop Experience

Recent updates include a gorgeous new shop page design that makes it easier for potential clients to browse and purchase your coaching packages. T

he updated interface is more intuitive and conversion-focused.

Improved Content Delivery

Paperbell now supports better integration for videos, digital downloads, and course materials, making it easier to create comprehensive coaching packages that include both sessions and learning resources.

Comprehensive Features Breakdown

Advanced Scheduling System

Paperbell’s scheduling capabilities rival dedicated tools like Calendly, but with coaching-specific enhancements:

• Smart availability settings for different service types
• Automatic time zone detection for global clients
• Buffer time management between sessions
• Google Calendar sync with two-way integration
• Booking restrictions to prevent last-minute cancellations
• A/B week scheduling for complex availability patterns

Flexible Payment Processing

The payment system handles virtually any pricing structure coaches might need:

• One-time payments and payment plans (Payment plans require Stripe integration)
• Recurring subscriptions (requires Stripe integration)
• Coupons (requires Stripe integration)
• Free discovery sessions
• Group coaching packages
• Stripe and PayPal integration

Professional Client Management

Transform how you manage client relationships with:

• Complete client profiles with purchase history
• Session notes and tracking
• Automated email sequences
• Client questionnaires and intake forms
• Digital file sharing
• Contract management with e-signatures

Automated Business Operations

Reduce administrative overhead with:

• Email automation for reminders and follow-ups
• Contract signing workflow via HelloSign integration
• Payment confirmations and receipts
• Client onboarding sequences
• Zoom/Google Meet integration for sessions

Content and Package Creation

Design compelling coaching offerings with:

• Multi-session package builder
• Group coaching setup
• Mix-and-match service combinations
• Custom landing pages for each offering

Pros and Cons Analysis

The Strengths of Paperbell CRM

Areas for Improvement

Paperbell CRM Pricing 2025

Paperbell keeps pricing simple with one comprehensive plan:

• Monthly billing: $57/month
• Annual billing: $47.50/month (save $114/year)
• Free account: Available until you add your first client
• 30-day money-back guarantee

What’s Included at Every Level:

• Unlimited clients and appointments
• All scheduling and payment features
• Website builder and hosting
• Contract management
• Email automation
• All integrations
• Customer support

Value Analysis

Most coaches can cover their entire annual fee by selling just one coaching package, making this an exceptional value proposition.

Who Should Use Paperbell CRM Coaching Software?

Perfect For:

• New coaches wanting to minimize tool complexity
• Established coaches tired of juggling multiple platforms
• Online coaches who primarily work virtually
• Group coaching providers
• Coaches selling digital products alongside sessions
• Service providers who want payment upfront
• Coaches seeking simplicity over extensive customization

May Not Be Ideal For:

• Coaches requiring extensive customization
• Teams needing complex collaboration features
• Businesses focused primarily on course creation
• Coaches who need advanced analytics and reporting
• In-person service providers (though workarounds exist)

Paperbell vs. Competitors

Paperbell vs. Calendly + Stripe Integration

Paperbell Advantage: Integrated experience, coaching-specific features, better client management

Cost Comparison: Similar price but much more functionality

Paperbell vs. HoneyBook

Paperbell Advantage: Easier to use, coaching-focused, better scheduling

HoneyBook Advantage: More customization options, better project management

Paperbell vs. Practice Better

Paperbell Advantage: Simpler interface, better payment options, website builder

Practice Better Advantage: Health-specific features, more detailed client tracking

Getting Started with Paperbell CRM

Step 1: Free Account Setup

Create your free account with no credit card required. You’ll have access to all features until you add your first paying client.

Step 2: Build Your Services

Set up your coaching packages, pricing, and availability. The setup wizard makes this process straightforward.

Step 3: Create Your Website

Use the new website builder to create professional landing pages that showcase your coaching services.

Step 4: Configure Integrations

Connect your preferred payment processor (Stripe or PayPal) and video conferencing tools.

Step 5: Go Live

Share your booking link and start accepting clients through your new professional platform.

Final Verdict: Is Paperbell CRM Worth It?

Absolutely, especially for coaches prioritizing simplicity and efficiency.

Paperbell CRM coaching software excels at doing one thing exceptionally well… making the business side of coaching effortless.

While it may not have every advanced feature that enterprise software offers, it provides everything most coaches actually need in a package that’s affordable, reliable, and incredibly user-friendly.

The addition of the website builder in 2025 makes it an even more compelling choice for coaches who want to minimize their tech stack while maximizing their professional presence.

Bottom Line: If you’re a coach who values simplicity, wants to reduce tool complexity, and prefers spending time coaching rather than managing software, Paperbell CRM is an excellent investment that will pay for itself quickly.