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Description
The Comprehensive Coaching Platform Developed by a Successful Coach Who Has Achieved Over $30M in Revenue.
Tailored for professional coaches aiming to monitor client outcomes, enhance their fees, and accelerate growth—without the stress of managing multiple spreadsheets, tools, and client interactions.
Key Advantages
Monitor quantifiable client advancements with integrated goal tracking dashboards.
Streamline administrative tasks with a unified system for scheduling, notes, billing, and reporting.
Provide a structured, branded coaching experience that boosts your credibility and allows for higher rates!
Forget about sifting through endless email threads. ClickCoach.io consolidates your previous sessions, homework updates, notes, and future agendas all in one view. You can quickly prepare just moments before a meeting and present yourself as fully ready. Clients will take notice, leading to improved retention rates.
Access client history in an instant.
Review session notes, homework assignments, and agendas at a glance.
Appear organized and professional prior to each conversation.
Enhance client retention through thorough preparation.
Assign tasks, resources, and deadlines directly from the session dashboard, simplifying your workflow and ensuring clients are on track. This platform not only saves time but also fosters a more productive coaching environment.
Description
Coachful is a specialized client CRM tailored for coaching businesses instead of traditional sales teams. Each client profile encompasses a comprehensive view that includes contact information, responses to intake forms and questionnaires, session histories, personal notes, assigned programs, progress tracking, check-ins, and payment records.
Potential clients move through a streamlined intake pipeline starting from their initial inquiry to becoming a paying customer, utilizing features such as capture forms, automatic deduplication, segmentation, and tagging. The system automates essential processes like onboarding, follow-up communication, renewals, and re-engagement, eliminating the need for manual tracking.
In contrast to generic CRMs, Coachful transforms client records into interactive tools where coaches can schedule upcoming sessions, initiate video calls, send messages, assign programs, modify goals and habits, or process payments directly from the client’s profile.
Teams benefit from shared client lists, specific coach assignments, and detailed role-based permissions that enhance collaboration and efficiency. Additionally, all updates made by coaches in the CRM are instantly reflected in the client’s personalized portal and mobile application, ensuring seamless communication and engagement. This integration significantly enhances the user experience, making coaching more effective and organized.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
GrooveFunnels
Pricing Details
$497/year
Unlimited Clients, Notes, Invoices, homework templates, Onboarding package templates, Group and Mastermind Coaching/Management, full LMS with courses paid or free, client portal, and while label included.
Free Trial
Free Version
Pricing Details
$49/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ClickCoach
Founded
2024
Country
United States
Website
Clickcoach.io/sales
Vendor Details
Company Name
Coachful
Founded
2026
Website
www.coachful.co
Product Features
Coaching
Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching
Product Features
Coaching
Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching