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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.

About

Optify is a powerful web-based tool designed to streamline the coaching process so that professional coaches can focus on what really matters: making a difference. Build your coaching practice or internal coaching program with confidence while helping your clients and leaders reach their fullest potential. Whether used independently or paired with Optify’s coaching, we’re a game-changer for today’s coaches and organizations who want to make an impact that lasts. Do what you do best, let us handle the rest. If you’re a solo coach, coaching team, or running an internal coaching program, you can easily use Optify to securely manage programs, honoring confidentiality and providing coaches, clients, and program managers only what they need. From custom program design to coach matching to the customizable library of learning resources, you’ll have what you need to level up your practice.

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

Life coaches, business coaches, wellness coaches, mindset coaches, executive coaches

Audience

Coaching providers and internal coaching teams looking for an innovative online coaching platform to support leadership growth and impact

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

No images available

Screenshots and Videos

Pricing

$49/month
Free Version
Free Trial

Pricing

$79 per month
The Teams version is priced by tier, based on number of coaches and coachees. Solo version is $79/month, with a discount available for new coaches.
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:

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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

Coachful
Founded: 2026
www.coachful.co

Company Information

Optify
Founded: 2018
United States
www.optify.io

Alternatives

Alternatives

Satori

Satori

Audacity International
Grove

Grove

Grove Coach
ClientFol.io

ClientFol.io

Mindful Guidance
Grove

Grove

Grove Coach

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

Integrations

Calendly

Integrations

Calendly
Claim Coachful and update features and information
Claim Coachful and update features and information
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Claim Optify and update features and information