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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.
Description
Introducing a comprehensive coaching application designed to streamline the management of clients, allowing coaches to dedicate their efforts to what truly matters—coaching rather than administrative tasks. This online platform serves life and business coaches by centralizing client organization. We aim to help you automate various aspects of your business, freeing you to concentrate on providing effective coaching. Having experienced the challenges firsthand, we know coaches who relied solely on email for organization, as well as those who explored various other coaching applications. However, we were never completely satisfied with the user experience offered by those alternatives. This platform is our solution to create a coaching experience that brings joy to us and our fellow coaches, and we hope it resonates with you too! Our application facilitates seamless billing and scheduling integration, providing a single place to monitor client progress while sharing the outcomes of completed tasks. In the coaching profession, investing excessive time in administration and tracking can hinder your earning potential, so our goal is to help you maximize your focus on coaching and growth.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Google Calendar
Microsoft 365
Microsoft Exchange
Microsoft Outlook
PayPal
Stripe
iCloud
Integrations
Google Calendar
Microsoft 365
Microsoft Exchange
Microsoft Outlook
PayPal
Stripe
iCloud
Pricing Details
$49/month
Free Trial
Free Version
Pricing Details
$24.95 per 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
Coachful
Founded
2026
Website
www.coachful.co
Vendor Details
Company Name
CompositeWeb
Country
United States
Website
www.coachinglobby.com
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