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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
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
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
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