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What is Monday Brief?

Monday Brief functions as a specialized reporting and coaching resource tailored for sales managers who utilize HubSpot or Pipedrive. Each week on Monday, it evaluates the current CRM pipeline status in comparison to the data from the previous week, providing an email summary that points out deals that have had their closing dates pushed back, stalled for two weeks or longer without any updates, experienced a decrease in value, or have moved backward in their sales stages. Furthermore, the brief offers valuable insights into the commitment levels and pipeline coverage for individual sales representatives, while proposing an agenda for their one-on-one meetings. This tool is designed to help managers keep track of shifts within the pipeline and guide coaching conversations toward specific opportunities and necessary adjustments. By integrating effortlessly with HubSpot or Pipedrive, Monday Brief provides customized plans for teams of 10 or 25 sales representatives, along with a 14-day free trial that allows users to explore its functionalities. In addition, users have the option to create a sample brief from a CSV file without registering, facilitating easy initial evaluation. The service primarily operates through a weekly email, ensuring that managers remain updated on their teams' performance trends and critical developments. Ultimately, Monday Brief empowers sales leaders to enhance their oversight and coaching strategies effectively.

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

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Media

Integrations Supported

HubSpot CRM
Pipedrive

Integrations Supported

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

API Availability

API Availability

Pricing Information

$39/month
Team is $39/month for up to 10 reps. Growth is $79/month for up to 25 reps. Both plans include a 14-day free trial.
Free Trial Offered?

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

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Monday Brief

Date Founded

2026

Company Location

United States

Company Website

usemondaybrief.com

Company Facts

Organization Name

Coachful

Date Founded

2026

Company Website

www.coachful.co

Categories and Features

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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