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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
Humanize IT serves as a revolutionary platform for communication and QBR acceleration tailored for MSPs, shifting the focus from traditional presentations to structured, interactive client discussions. Utilizing a comprehensive four-step framework, it is enhanced by coaching, ready-to-use templates, automated evaluations, budgeting resources, and customized client dashboards. The platform seamlessly integrates with PSA systems to synchronize opportunities and data, streamlining QBR preparations and saving between 6 to 12 hours for each review while offering insights like client engagement scores, whitespace analysis, and various personas (such as vCIO and CISO) that facilitate significant conversations. By providing weekly coaching sessions and fostering a peer community, MSP teams cultivate strategic selling practices and establish trust-based relationships with clients. Humanize IT not only transforms technical dialogues into value-driven conversations, thereby increasing client retention and upselling success, but also enhances the profitability of MSPs, all within a SOC 2-certified framework that guarantees consistent and reliable service delivery at scale. Ultimately, this innovative approach empowers MSPs to engage more effectively with their clients, fostering long-term partnerships and driving business growth.
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
$349 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
Humanize IT
Founded
2016
Country
United States
Website
www.humanizeit.biz
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
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling