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About
Coachful is a client CRM designed for coaching businesses rather than sales teams. Every client record holds contact details, intake and questionnaire responses, session history, notes, assigned programs, progress, check-ins and payment history in one view.
Prospects flow through an intake pipeline from first enquiry to paying client, with capture forms, automatic deduplication, segmentation and tagging. Automations handle onboarding, follow-up, renewals and re-engagement without manual chasing.
Unlike a general-purpose CRM, the record is not just data. Coaches book the next session, start a video call, send a message, assign a program, adjust habits and goals, or take a payment directly from the client's profile.
Teams get shared client rosters, per-coach assignment and granular role-based permissions.
Everything syncs with the client-facing side, so what a coach updates in the CRM appears instantly in the client's branded portal and mobile app.
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About
Get Holacracy best practices in bite-sized lessons delivered to your inbox. Break down the old habits of conventional management and build new ones for sustainable Holacracy practice. Habit Support will help you and your team make the leap to self-management. An hour with a good coach can change everything. Ask questions and get answers from a Certified Holacracy Coach during these live monthly sessions that are offered in multiple languages. Regular tactical and governance meetings, with real tensions getting processed, are signs of a healthy circle. Measure the health of your circle with statistics that track meeting cadence and items processed over time. Hold tactical and governance meetings with agendas, proposals, and outputs that are updated for all participants in real time, no matter where in the world they are. Add, update, sort, and prioritize projects and actions by circle, role, date, and outcome. Keep work transparent across your whole organization.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Life coaches, business coaches, wellness coaches, mindset coaches, executive coaches
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Audience
A collaboration solution that tracks and scale the evolution of your organization
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$49/month
Free Version
Free Trial
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Pricing
$6 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCoachful
Founded: 2026
www.coachful.co
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Company InformationGlassFrog
Founded: 2007
United States
www.glassfrog.com
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Categories |
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Integrations
Asana
BI Book
OmniFocus
Slack
Trello
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