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Average Ratings 0 Ratings

Total
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features
design
support

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Description

Coachful is a CRM for coaching businesses, connecting the first enquiry with the work that follows. Forms, lead magnets, quizzes, booking pages and checkout funnels bring prospects into one place. Its customizable pipeline records source, stage, value and next steps, merges duplicate contacts, and launches email sequences or stage-based follow-ups. A client profile combines intake answers, goals, habits, check-ins, program progress, session history, notes, files, signed agreements, invoices, payments and session credits. Engagement insights and Michelle’s AI briefings help coaches prepare for calls and recognize when someone needs support. Coaches can schedule sessions, open video calls, send messages, assign programs or resources, update goals, send agreements and create invoices from the profile. Tags, segments and bulk actions organize the roster; client assignments and role-based permissions support teams. Changes carry through to the client’s branded portal and Coachful mobile app.

Description

Enhance your pipeline meetings and coaching sessions by leveraging comprehensive visibility into your organization's pipeline with FunnelSource. This robust pipeline management and forecasting tool is specifically crafted for sales professionals. Designed with sales executives and representatives in mind, it features a quota-oriented interface that standardizes revenue generation across companies. By ensuring that all team members are on the same page, FunnelSource streamlines the efficiency of weekly coaching calls and establishes a clear trajectory for success. It provides sales reps with a unified dashboard that enhances productivity, ensures data accuracy, and fosters accountability in critical areas. Additionally, executives and managers gain real-time insights into the sales funnel, enabling them to manage proactively and effectively hold team members accountable. By reducing the risk of sandbagging and quickly identifying subpar deals, the platform naturally improves the accuracy of forecasts while supporting overall sales performance. With FunnelSource, organizations can transform their approach to pipeline management, leading to improved outcomes and higher revenue potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Claude Yes 
Codex CLI Yes 
Fathom Yes 
Fireflies.ai Yes 
Google Ads Yes 
Google Calendar Yes 
Meta Ads Yes 
Microsoft Outlook Yes 
Stripe Yes 
Zapier Yes 
Zoom Yes 

Integrations

Claude No 
Codex CLI No 
Fathom No 
Fireflies.ai No 
Google Ads No 
Google Calendar No 
Meta Ads No 
Microsoft Outlook No 
Stripe No 
Zapier No 
Zoom No 

Pricing Details

$49/month
Plans start at $29/month for limited customization and 5 clients, and go up to $99/month for unlimited clients and content automation, and $199/month for multiple coaches.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Coachful

Founded

2026

Website

www.coachful.co

Vendor Details

Company Name

Baker Communications

Founded

1979

Country

United States

Website

www.bakercommunications.com/funnelsource.html

Product Features

Coaching

Appointment Scheduling Yes 
Billing & Invoicing Yes 
Business Coaching Yes 
Client Management Yes 
Goal Setting / Tracking Yes 
Life Coaching Yes 
Mentor/Coach Matching Yes 
Program Management Yes 
Progress Tracking Yes 
Sport Coaching Yes 

Product Features

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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