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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 ClientFol.io?

ClientFol.io stands out as a premier SaaS solution tailored for coaching organizations, offering the capacity to manage an unlimited number of clients. This innovative platform, crafted by Mitch Russo, a veteran coach with three decades of experience, is dedicated to minimizing administrative burdens while maximizing coaching outcomes. Prioritizing accountability and effective goal tracking, ClientFol.io encompasses essential features that significantly enhance the coaching process. It seamlessly manages various organizational tasks, ensuring a smooth and efficient operation for coaching providers. Easily oversee individual or group sessions, establish automatic payment schedules, and create personalized invoices that reflect your brand's identity. The advantage is clear: spend less time on administrative duties and devote more meaningful moments to your clients. The system actively encourages client accountability, resulting in positive feedback, enhanced commitment, and noticeable outcomes on a weekly basis. With the built-in Client Portal, all coaching activities are readily available for clients and team members alike. Additionally, integrated reminders for assignments keep clients informed and engaged, reinforcing the value of your services. With ClientFol.io, elevate your coaching organization as you concentrate on what truly matters: fostering strong relationships with your clients while achieving remarkable success.

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Integrations Supported

Authorize.Net
PayPal
Stripe Billing

Integrations Supported

Authorize.Net
PayPal
Stripe Billing

API Availability

Has API

API Availability

Has API

Pricing Information

$49/month
Free Version
Free Trial Offered?

Pricing Information

$29.97 per month
$29.97/month per coach
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

Mindful Guidance

Date Founded

2005

Company Location

United States

Company Website

www.ClientFol.io

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

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Tutoring

Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports

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