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Description
The coaching management system makes it easy to understand the coaching process. This can sometimes make it seem like a burden. These systems greatly increase the success rate of coaching and help coaches run their practices professionally. Coaching Management System is a complete virtual office solution that allows coaches to focus on their practice and not manage paperwork or recordkeeping. CoachOrbit was developed with decades of coaching experience from a number of professional coaches. It is constantly evolving thanks to client feedback and feature requests. CoachOrbit is a hub of knowledge as its clients and users contribute regularly to build a knowledgebase that saves them valuable time searching for new developments, shared experiences, and theories.
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
No details available.
Integrations
No details available.
Pricing Details
$131.15 per year
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
Dealsflow Ventures Consultants
Country
India
Website
www.coachorbit.com
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