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Description
Coachful is a CRM for coaching businesses, connecting the first enquiry with the work that follows. Forms, lead magnets, quizzes, booking pages and checkout funnels bring prospects into one place. Its customizable pipeline records source, stage, value and next steps, merges duplicate contacts, and launches email sequences or stage-based follow-ups.
A client profile combines intake answers, goals, habits, check-ins, program progress, session history, notes, files, signed agreements, invoices, payments and session credits. Engagement insights and Michelle’s AI briefings help coaches prepare for calls and recognize when someone needs support.
Coaches can schedule sessions, open video calls, send messages, assign programs or resources, update goals, send agreements and create invoices from the profile. Tags, segments and bulk actions organize the roster; client assignments and role-based permissions support teams. Changes carry through to the client’s branded portal and Coachful mobile app.
Description
Introducing e-Platform-as-Coaching-Tool (e-PaCT), a comprehensive cloud-based AI-driven solution tailored for effective coaching management, facilitating the seamless integration of a coaching culture within both organizations and individual coaches. The platform streamlines the entire coaching lifecycle, enabling you to develop and implement a personalized internal coaching program that fosters meaningful engagement with clients and employees alike. By offering versatility in managing both internal and external coaches, or a hybrid of the two, the platform enhances appointment scheduling and calendar organization. Users can benefit from tailored session planning, a selection of customized assessment tools, and features for tracking goal progress, sharing notes, and providing feedback. Additionally, it simplifies invoicing and payment processes to ensure a smooth transaction experience. Recognizing the pivotal role that coaches play in career development, we strive to provide maximum value through our Right-Fit Coach philosophy, which includes a diverse pool of coaches available for all organizational levels, from entry-level employees to CEOs. Our commitment is to empower your coaching journey by connecting you with the right coaching resources that align with your professional objectives.
API Access
Has API
API Access
Has API
Integrations
Claude
Codex CLI
Fathom
Fireflies.ai
Google Ads
Google Calendar
Meta Ads
Microsoft Outlook
Stripe
Zapier
Integrations
Claude
Codex CLI
Fathom
Fireflies.ai
Google Ads
Google Calendar
Meta Ads
Microsoft Outlook
Stripe
Zapier
Pricing Details
$49/month
Plans start at $29/month for limited customization and 5 clients, and go up to $99/month for unlimited clients and content automation, and $199/month for multiple coaches.
Free Trial
Free Version
Pricing Details
$5 per user, 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
uExcelerate
Founded
2019
Country
India
Website
www.uexcelerate.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