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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

For a coaching business to thrive, establishing an online presence is essential. It’s straightforward to launch and can expand alongside your growth. Transition from traditional methods like paper and spreadsheets to a comprehensive online administrative hub. Enjoy complete oversight of your coaching activities with online client files, session notes, and homework readily accessible for both you and your clients. Take advantage of complimentary resources tailored for coaches to ensure a strong start. Think of us as the invaluable partner every coach requires. Getting accustomed to using MCO is a swift process; we understand that your schedule is packed and you prefer not to dive deep into technology. As a coach, your focus should be on guiding others, and we facilitate a seamless setup so you can concentrate on what truly matters. Moreover, our support means you won’t feel overwhelmed as you transition into this new digital landscape.

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

$24 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

Universal Coaching Systems

Founded

2009

Country

Australia

Website

mycoachoffice.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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