ClientFol.io

ClientFol.io

Mindful Guidance
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About

Revolutionize your coaching experience with ClientFol.io, the ultimate feature-rich, benefit-oriented coaching software: 1. Efficiency Maximization: Consolidate all tasks in one browser tab to reduce admin time drastically. 2. Boost Your Reputation: Harness the power of better testimonials to elevate your authority in the coaching field. 3. Precision Goal Management: With advanced goal tracking, reporting, and accountability measures for each client, make your coaching process more effective and impactful. 4. Streamline Team Management: This software makes life a breeze if you're juggling multiple coaches. 5. Grow your practice with unrestricted client and session additions. 6. Comprehensive Session Documentation: Maintain unlimited session notes and assign homework without worrying about hitting a limit. 7. Send your invoices directly from ClientFol.io with recurring or single payments. Plus, ClientFol.io offers a Client Portal for easy direct access.

About

Take full control of your business workflow with Task Session, a powerful self-hosted CRM and project management system created for agencies, freelancers, consultants, law firms, developers, marketing teams, startups, and growing businesses. Task Session brings your clients, projects, tasks, team members, leads, invoices, files, emails, discussions, and reports into one organized platform. Unlike traditional SaaS tools, Task Session is installed on your own domain and server. You remain in control of your business data, branding, users, and system. There is no need to manage separate tools for project management, team chat, invoicing, lead tracking, file sharing, and client communication. Task Session gives you one centralized workspace for your complete business operation.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Coaches

Audience

Freelancers, agencies, consultants, startups, and small to medium-sized businesses that need to manage clients, projects, tasks, leads, invoices, files, teams, and client communication from one self-hosted CRM.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29.97 per month
$29.97/month per coach
Free Version
Free Trial

Pricing

$59/year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Mindful Guidance
Founded: 2005
United States
www.ClientFol.io

Company Information

Task Session
Founded: 2024
United Kingdom
www.tasksession.com

Alternatives

Alternatives

Categories

Categories

Coaching Features

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

Sales Coaching Features

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

Tutoring Features

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

PayPal
Authorize.Net
Google
Stripe
Stripe Billing

Integrations

PayPal
Authorize.Net
Google
Stripe
Stripe Billing
Claim ClientFol.io and update features and information
Claim ClientFol.io and update features and information
Claim Task Session and update features and information
Claim Task Session and update features and information