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What is Humanize IT?

Humanize IT introduces a groundbreaking platform designed to enhance communication and accelerate QBRs specifically for MSPs, moving away from conventional presentations to foster structured and interactive dialogues with clients. This platform is built upon a thorough four-step framework and is further augmented with coaching, pre-designed templates, automated assessments, budgeting tools, and personalized client dashboards. In addition, it integrates seamlessly with PSA systems, allowing for the synchronization of opportunities and data, which streamlines the QBR preparation process and saves MSPs between 6 to 12 hours for each review, all while providing valuable insights such as client engagement scores, whitespace analysis, and various personas like vCIO and CISO that promote meaningful discussions. By offering weekly coaching sessions and encouraging a peer community, MSP teams are able to develop strategic selling techniques and cultivate trust-based relationships with their clients. Humanize IT not only transforms technical conversations into value-oriented dialogues, which leads to improved client retention and increased upselling opportunities, but also boosts the profitability of MSPs, all within a SOC 2-certified framework that ensures consistent and reliable service delivery at scale. Furthermore, this innovative approach not only empowers MSPs to engage more effectively with their clients but also lays the groundwork for lasting partnerships that drive sustained business growth and success in their respective markets.

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.

Media

Media

Integrations Supported

Integrations Supported

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

API Availability

API Availability

Pricing Information

$349 per month

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?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Humanize IT

Date Founded

2016

Company Location

United States

Company Website

www.humanizeit.biz

Company Facts

Organization Name

Coachful

Date Founded

2026

Company Website

www.coachful.co

Categories and Features

MSP

Not specified

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

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