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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Nudge Coach
We help coaches, consultants, creators and influencers launch a customized coaching app for their clients in less time without coding or breaking the bank. Nudge is the easiest way to launch your online coaching program in a customizable mobile app. No coding, just coaching. Built to make online coaching easier, more effective and more scalable, Nudge Coach makes it easy to customize a coaching app for your clients. Make staying on track easier for your clients by building simple forms and trackers right into your coaching app. Enough with the hassle of admin, coordination and scheduling, do it all from one centralized location. Create program cards in your coaching app to deliver coaching content. With user-friendly content creation tools, templates and imagery, you can keep clients on track without sending emails that go unread. Deliver your program at scale, customize trackers to keep clients accountable, and engage clients with personalized messages.
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CoachVantage
Take control of your coaching business and watch it grow. Practice management software for coaches. CoachVantage doesn't just automate your business, it empowers you to grow your business. Automated scheduling: This is the solution to the biggest time killer of all – playing email ping-pong to schedule a session! With Automated Scheduling, you simply create your events, set your scheduling rules, publish your booking page and get booked. CoachVantage will transform your scheduling from pain-in-the-a** to painless. Manage contacts: Everything you need to know about your contacts – their profile, session notes, upcoming sessions, contracts and invoices – all in one place. Accessible from your desktop or mobile device so you’re always on top of things. Manage and log sessions: Every coaching session you schedule and complete with a client is automatically logged. If you’re seeking ICF certification, simply export your coaching log and send it to ICF.
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Coachful
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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