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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
Integrate offline and online resources to provide guidance and support anytime and anywhere. Promote seamless and efficient collaboration among you, your team, and your clients. Establish a unified hub for all communications, documents, and tasks. This platform enables clients to engage in their development journey in a flexible and ongoing manner. You can organize, tailor, and allocate multimedia content to individual clients or groups according to their needs. Effortlessly monitor client progress and development through session logs and timesheets. It features robust dashboard capabilities for matching, people analytics, and easy export options. Pluform stands out as an advanced platform, equipped with multiple security measures to safeguard both your data and that of your clients. Once registered, Pluform is accessible around the clock with no need for downloads or specialized software, and it can be easily scaled to accommodate additional users, making it a versatile solution for various organizational needs. With its user-friendly interface and extensive functionalities, Pluform significantly enhances the client engagement experience.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
$49/month
Free Trial
Free Version
Pricing Details
$9.58 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
eCoachPro
Country
Netherlands
Website
www.pluform.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
Sales Coaching
Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics