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Average Ratings 0 Ratings

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ease
features
design
support

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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

Collaborate with our team of implementation specialists to deploy a coaching platform that aligns with your coaching methodology and reflects your organization’s identity. The enrollment process is swift, straightforward, and secure, facilitated by integrations such as HRIS data feeds and SSO, which create a seamless user experience. Both internal and external coaches adhere to your established coaching framework, allowing for efficient tracking and assessment. Coaches will create personalized profiles that are optimized for effective matching. You can monitor the progress of each coaching engagement as well as the overall success of the coaching program. Additionally, we offer coaches a collaborative space to mentor one another, a proven approach to fostering engagement within your coaching community. Your dedicated customer success partner will provide strategic consulting and best practices to enhance the growth of your coaching initiatives, ensuring that your program evolves and adapts effectively over time. This ongoing support is designed to empower your organization to maximize the benefits of coaching.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$49/month
Free Trial
Free Version

Pricing Details

No price information available.
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

Insala

Founded

1996

Country

United States

Website

www.insala.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

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