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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
We have transformed coaching for the modern world by making it personalized, measurable, and scalable. With our innovative EZRA Measure™, you can monitor both individual and organizational advancement in real-time. Our cutting-edge, fully integrated platform ensures that all vital coaching components—ranging from sessions to worksheets—are conveniently available in a single location. The EZRA app serves as a comprehensive hub for all coaching-related activities, allowing users to schedule sessions, access valuable resources, and communicate effectively with coaches. Coaches curate a selection of podcasts, articles, and worksheets to enhance the 1:1 coaching experience. Seamlessly integrated into the app, our EZRA Measure™ technology facilitates straightforward employee assessments. We generate monthly reports that help maintain consistent oversight of various metrics, including session counts and overall employee satisfaction during the coaching journey. Additionally, our platform connects users with top-tier ICF-certified coaches, many of whom are multi-lingual, ensuring a diverse and enriching coaching experience that adapts to individual needs. This comprehensive approach not only enhances the coaching process but also fosters continuous development and engagement.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$49/month
Free Trial
Free Version
Pricing Details
Free
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
EZRA
Country
Canada
Website
helloezra.com/why-ezra
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