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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Optify Teams is a coaching platform built by coaches to manage a few or hundreds of programs, coaches, and clients at once, enabling you to more easily scale your coaching efforts. Ideal for coaching companies or internal learning and development efforts, program managers set up custom programs and then track progress and results through dashboards. Coaches and clients can set goals, share notes, schedule meetings, and explore relevant learning, all within a confidential container of information. Optify Solo empowers you with everything you need to manage your clients while scaling your practice, without any added hassle or headache. Find out why solo coaches rely on Optify to take their coaching to the next level. See how you can keep your clients — and your business — move forward with Optify.

Description

Experience a comprehensive CRM platform that consolidates all the essential tools for effectively managing your business. This includes features for handling Contacts, Sales Agents, Opportunities, Tasks, Orders, Territory Management, and Advanced Reporting, among others. Whether you're at the office or on the move, you can oversee your operations seamlessly from a single location. Statistics indicate that the average business dedicates 68 hours each month to administrative duties; don’t let your organization be one of them. Integrate with Profi WebForm for streamlined contact submissions, Google for login and calendar synchronization, Whosms for SMS communication, Mailchimp for your email marketing needs, and Jabber for VOIP services. By assigning territories and product lines to various agents and companies, you can enhance the organization of your sales activities. Structuring your business according to regions and product categories can provide valuable insights. Who secured the most deals this month? Which products are the top sellers? Who are their buyers? With robust reporting capabilities, you will gain a clear perspective on how to elevate your sales strategies. Make informed decisions grounded in data, eliminating uncertainty from your business processes. In a competitive landscape, leveraging such insights can be a game-changer for your operational success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Calendly

Integrations

Calendly

Pricing Details

$79 per month
Free Trial
Free Version

Pricing Details

$15 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

Optify

Founded

2018

Country

United States

Website

www.optify.io

Vendor Details

Company Name

ProfiCRM

Founded

2015

Country

Romania

Website

www.proficrm.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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