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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
iCoach is a next-generation sales coaching solution designed to meet the unique demands of Life Sciences organisations. It acts as a central hub for coaching, feedback, and professional development. The platform promotes collaborative coaching through shared accountability and real-time feedback. Sales representatives are empowered to actively participate in their own growth by requesting feedback and tracking progress. Coach-the-coach tools strengthen leadership development across management levels. iCoach connects coaching insights directly to targeted training and learning resources. Integration with learning management systems ensures development is continuous and relevant. Multimedia support allows teams to record role-plays, upload content, and link to external learning platforms. Real-time analytics provide deeper insight into skills, competencies, and performance trends. This integrated approach helps organisations build stronger, more capable sales teams.
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
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
RLDatix Life Sciences
Country
United States
Website
www.icoachfirst.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