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What is Coachful?

Coachful is a client relationship management system specifically designed for coaching businesses, distinguishing itself from conventional sales-focused CRMs. It provides a detailed client profile that includes vital information such as contact details, intake form responses, session history, personal notes, assigned programs, progress tracking, check-ins, and payment history. Prospective clients navigate through a simplified intake process, moving from their first inquiry to becoming active customers, facilitated by features like capture forms, automatic deduplication, segmentation, and tagging. The platform automates crucial tasks, including onboarding, follow-up messages, renewals, and re-engagement efforts, thereby removing the burden of manual tracking from coaches. Unlike standard CRMs, Coachful turns client records into dynamic tools that enable coaches to schedule sessions, start video calls, send communications, assign programs, adjust goals and habits, or handle payments directly through the client’s profile. Moreover, teams gain advantages from shared client lists, designated coach assignments, and granular role-specific permissions, all of which foster collaboration and boost efficiency. Furthermore, any changes made by coaches within the CRM are immediately updated in the client’s personalized portal and mobile app, promoting smooth communication and interaction. This seamless integration significantly elevates the overall user experience, ultimately making the coaching process more effective, organized, and responsive to client needs.

What is CleverMemo?

Keep your clients engaged and responsible between sessions with CleverMemo, which offers a platform for distributing exercises, worksheets, tools, and automatic reminders, transforming their intentions into tangible actions. Unlike conventional email, this system provides enhanced organization and efficiency, allowing you to quickly find the necessary information without sifting through numerous messages. By centralizing all client data and communication within a structured framework, you can easily see the overall picture at a glance. Preparing for your sessions now takes less than five minutes, as tracking your clients' progress and ensuring accountability has never been easier. CleverMemo serves as a customizable coaching software that equips your clients for success. With an array of over 200 pre-loaded coaching tools and workflows, you can cut down on lengthy email exchanges, assign resources in an instant, and view client feedback directly in their stream. To elevate your coaching experience, take advantage of the ability to create automated workflows for repetitive tasks, further refining your process. This groundbreaking tool allows you to devote your energy to what truly counts: helping your clients reach their aspirations and achieve their desired outcomes. Additionally, the comprehensive nature of CleverMemo fosters a more collaborative coaching environment, enhancing the relationship between you and your clients as they progress together.

Media

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$49/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Coachful

Date Founded

2026

Company Website

www.coachful.co

Company Facts

Organization Name

CleverMemo

Date Founded

2015

Company Location

Germany

Company Website

www.clevermemo.com/en

Categories and Features

Coaching

Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching

Categories and Features

Coaching

Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching

Mentoring

Action Item Tracking
Appointment Scheduling
Billing & Invoicing
Client Management
Course Management
Goal Management
Mentor Matching
Program Management
Progress Tracking

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