Coachful
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
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Coaching Loft
Coaching Loft is coaching management software that runs the working side of a coaching relationship in one place: scheduling and calendar sync, session notes, goals and action tracking, a 500+ coaching question library, assessments and 360 feedback, coaching agreements with e-signature, coaching packages, invoicing and payments, and a free client portal for every coachee. It is used by individual coaches, coaching firms managing multiple coaches under one brand, and organizations running internal and external coaching programs.
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Practice
Streamline your coaching business:
We help coaches consolidate clunky, disjointed and annoying systems into one simple place.
No more back and forth:
Easy scheduling that shows your real-time availability, simple forms to gather information, invoices and payments — all tied together with automations.
Less time chasing, more time earning:
Create invoices, recurring subscriptions and packages in seconds and get paid on time, every time.
Easy client management:
Practice's world-class tools are built for both sides of the relationship, enabling you to engage between sessions, without giving away your personal phone number.
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Optify
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.
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