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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 Coach Simple?

Coach Simple enables you to deliver customized content and unique coaching solutions specifically designed for your clients in sales and business. This platform acts as a comprehensive sales coaching tool that enhances the overall coaching journey. Our modules are flexible enough to be tailored to fit your specific coaching style and methodologies. Although it is equipped for enterprise-scale operations, it prioritizes user-friendliness for all users, including your team, clients, administrators, and coaches. The ability to organize clients into individualized coaching dashboards allows for the seamless sharing of sessions, notes, tasks, and assessments. Moreover, you can boost your sales teams' performance through detailed sales activity scorecards, production analytics, pipeline oversight, and structured goal-setting techniques. Managing and disseminating your digital resources is made simple with organized programs, sequential plans, or a searchable library. Coach Simple further supports enterprise clients by streamlining onboarding processes, learning management systems (LMS), and compliance needs. The platform's customization features enable you to enhance your educational offerings with various multimedia elements like videos, documents, and assessments, thus automating your unique coaching approach while creating an interactive learning atmosphere. This adaptability not only guarantees that your coaching methods are effective but also ensures they meet the specific requirements of each individual client, fostering deeper connections and better outcomes. Furthermore, the ongoing evolution of the platform reflects a commitment to innovation, allowing coaches to continually refine their strategies and methodologies.

Media

Media

Integrations Supported

Claude
Claude Duet
Claude for Legal
Codex CLI
Fathom
Fireflies.ai
Google Ads
Google Calendar
Meta Ads
Microsoft Outlook
Stripe
Zapier
Zoom

Integrations Supported

API Availability

API Availability

Pricing Information

$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 Offered?

Pricing Information

$199 per year
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Coachful

Date Founded

2026

Company Website

www.coachful.co

Company Facts

Organization Name

LifeSpace

Company Location

United States

Company Website

www.coachsimple.net

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

Sales Coaching

Not specified

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