Related Products
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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
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.
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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
Businesses interested in a portal solution for their clients, so they can share files, sign docs, make payments and send messages
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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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Pricing
$49/month
Free Version
Free Trial
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Pricing
$69 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 InformationPortal
United States
www.joinportal.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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