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Average Ratings 0 Ratings

Total
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

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

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Integrations

Wufoo

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

Alternatives

Satori Reviews

Satori

Audacity International

Alternatives

Grove Reviews

Grove

Grove Coach
Grove Reviews

Grove

Grove Coach