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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

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 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

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not 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

$59/year
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 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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.

Pros & Cons from Real Users

Pros

  • Task Session CRM is easy to set up and gives me full control over my data, which is the main reason I prefer a self-hosted solution. The interface is clean, daily tasks are easy to manage, and it has been reliable for keeping customer information and work organized without depending on expensive cloud subscriptions.

Cons

  • There isn’t much to complain about. The setup can take a little time at first, especially if you’re new to self-hosting, but once it’s running, everything works smoothly. A few more integrations and detailed setup guides would be a nice addition.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Coachful
Founded: 2026
www.coachful.co

Company Information

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

Alternatives

Grove

Grove

Grove Coach

Alternatives

OneSuite

OneSuite

Technext
ClientFol.io

ClientFol.io

Mindful Guidance
GO hourly

GO hourly

GO software
ezyPMS

ezyPMS

White Digital
Comindwork

Comindwork

NewtonIdeas

Categories

Coaching Supported

Categories

CRM Supported
Project Management Supported

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

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Gantt Charts Not Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Integrations

Stripe Supported
Claude Supported
Codex CLI Supported
Fathom Supported
Fireflies.ai Supported
Google Not Supported
Google Ads Supported
Google Calendar Supported
Meta Ads Supported
Microsoft Outlook Supported
PayPal Not Supported
Zapier Supported
Zoom Supported

Integrations

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