FunnelSource

FunnelSource

Baker Communications
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About

Coachful is a software for the full coaching journey, from first enquiry to lasting results. Website forms, lead magnets, quizzes, bookings and checkout funnels capture prospects automatically. A customizable pipeline tracks source, stage, value and follow-ups, deduplicates contacts, and runs email sequences and stage-based actions. Each client profile brings together intake answers, goals, habits, check-ins, program progress, sessions, notes, files, signed agreements, invoices, payments and remaining session credits. Engagement insights and Michelle’s AI briefings help coaches prepare for calls and spot clients who need attention. From the same profile, coaches can book sessions, start video calls, send messages, assign programs or resources, adjust goals, send agreements and create invoices. Tags, segments and bulk actions keep rosters organized; coach assignments and role-based permissions support teams. Updates flow into the client’s branded portal and Coachful mobile app

About

Improve your pipeline meetings and coaching sessions with powerful visibility into your organization’s pipeline. FunnelSource is a powerful pipeline management & forecasting application designed exclusively for people who sell. Built for sales executives and reps, its foundation is a quota-centric interface that standardizes how companies drive revenue. FunnelSource maximizes the efficiency of weekly coaching calls by putting all users on the same page and creating a powerful path to success. Give reps a single screen to boost efficiency, data integrity, and accountability where it matters most. Give executives and managers a real-time view of the funnel to manage proactively and hold reps to task. Eliminate sandbagging and identify bad deals sooner to tighten the forecast naturally.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Life coaches, business coaches, wellness coaches, mindset coaches, executive coaches, career coaches, consultants, creators

Audience

Sales executives or reps searching for a pipeline management & forecasting application

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$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 Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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

Pros & Cons from Real Users

Pros

  • It's the first platform that let me build the program exactly how I actually coach it. Custom language, custom structure, a personal experience for each client instead of one generic template. It holds real depth without becoming complicated to use, which is rare. The support from Nour, the founder, has been the best I've gotten from any software company. He's genuinely invested in the businesses being built on the platform. Each question I have had was answered either in a direct message or live on the regular Q&A he hosts.

Cons

  • Some of the more advanced customization takes trial and error to figure out on your own. There is also A LOT you can do. The first day challenge is trying to sleep after your mind dreams up everything that's possible.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Coachful
Founded: 2026
www.coachful.co

Company Information

Baker Communications
Founded: 1979
United States
www.bakercommunications.com/funnelsource.html

Alternatives

Alternatives

Grove

Grove

Grove Coach
Backstory

Backstory

Backstory (People.ai)
ClientFol.io

ClientFol.io

Mindful Guidance

Categories

Coaching Supported

Categories

Coaching Features

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

Integrations

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

Integrations

Claude Not Supported
Codex CLI Not Supported
Fathom Not Supported
Fireflies.ai Not Supported
Google Ads Not Supported
Google Calendar Not Supported
Meta Ads Not Supported
Microsoft Outlook Not Supported
Stripe Not Supported
Zapier Not Supported
Zoom Not Supported
Claim Coachful and update features and information
Claim Coachful and update features and information
Claim FunnelSource and update features and information
Claim FunnelSource and update features and information