Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Discover why countless coaches rely on Satori to streamline administrative tasks, enhance client interactions, and confidently expand their coaching businesses. This all-in-one, elegantly designed solution provides everything necessary to initiate, develop, or optimize your online coaching endeavors. Crafted specifically for coaches, Satori allows you to rest easy knowing that all your needs are addressed efficiently. By reclaiming your time and energy, you can concentrate on your passions; automate your scheduling, simplify your workflow, and provide a seamless professional experience for your clients. Effectively deliver unique coaching packages to both individuals and groups, simplify the client onboarding process, and establish consistent revenue through recurring billing. Monitor your clients' progress and keep them engaged with discovery questionnaires, reminders for session agendas, and a secure client login area. Additionally, you can manage multi-session packages, including agreements, intake forms, regular check-ins, and comprehensive progress tracking, ensuring a thorough support system for both you and your clients. With Satori, your coaching journey becomes effortless and more organized, allowing you to thrive in your passion.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Wufoo
Pricing Details
$49/month
Free Trial
Free Version
Pricing Details
$23 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
Audacity International
Founded
2021
Website
satoriapp.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