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Description

Ensure your clients remain accountable and engaged between sessions with CleverMemo, which allows you to distribute exercises, worksheets, tools, and automatic reminders that help clients turn their intentions into actionable practices. This platform is more organized and efficient than traditional email, enabling you to swiftly locate the information you need without the hassle of searching through countless messages. By consolidating all client data and communication in a coherent context, you gain a clearer overview that reveals the big picture at a glance. Spend less than five minutes preparing for your sessions, as maintaining your clients' progress and accountability has become simpler than ever. CleverMemo is a customizable coaching software designed to empower your clients for success. With over 200 pre-loaded Coaching Tools and Workflows, you can eliminate tedious back-and-forth emails; assign tools in seconds and view your clients' responses directly in their stream. Maximize the potential of CleverMemo by creating automated workflows for any repetitive tasks, streamlining your coaching process even further. This innovative tool ensures you can focus on what truly matters: guiding your clients towards their goals.

Description

Coachful is a CRM for coaching businesses, connecting the first enquiry with the work that follows. Forms, lead magnets, quizzes, booking pages and checkout funnels bring prospects into one place. Its customizable pipeline records source, stage, value and next steps, merges duplicate contacts, and launches email sequences or stage-based follow-ups. A client profile combines intake answers, goals, habits, check-ins, program progress, session history, notes, files, signed agreements, invoices, payments and session credits. Engagement insights and Michelle’s AI briefings help coaches prepare for calls and recognize when someone needs support. Coaches can schedule sessions, open video calls, send messages, assign programs or resources, update goals, send agreements and create invoices from the profile. Tags, segments and bulk actions organize the roster; client assignments and role-based permissions support teams. Changes carry through to the client’s branded portal and Coachful mobile app.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Claude No 
Codex CLI No 
Fathom No 
Fireflies.ai No 
Google Ads No 
Google Calendar No 
Meta Ads No 
Microsoft Outlook No 
Stripe No 
Zapier No 
Zoom No 

Integrations

Claude Yes 
Codex CLI Yes 
Fathom Yes 
Fireflies.ai Yes 
Google Ads Yes 
Google Calendar Yes 
Meta Ads Yes 
Microsoft Outlook Yes 
Stripe Yes 
Zapier Yes 
Zoom Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$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 Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CleverMemo

Founded

2015

Country

Germany

Website

www.clevermemo.com/en

Vendor Details

Company Name

Coachful

Founded

2026

Website

www.coachful.co

Product Features

Coaching

Appointment Scheduling No 
Billing & Invoicing No 
Business Coaching No 
Client Management Yes 
Goal Setting / Tracking Yes 
Life Coaching No 
Mentor/Coach Matching No 
Program Management No 
Progress Tracking Yes 
Sport Coaching No 

Mentoring

Action Item Tracking Yes 
Appointment Scheduling No 
Billing & Invoicing No 
Client Management Yes 
Course Management Yes 
Goal Management Yes 
Mentor Matching No 
Program Management No 
Progress Tracking Yes 

Product Features

Coaching

Appointment Scheduling Yes 
Billing & Invoicing Yes 
Business Coaching Yes 
Client Management Yes 
Goal Setting / Tracking Yes 
Life Coaching Yes 
Mentor/Coach Matching Yes 
Program Management Yes 
Progress Tracking Yes 
Sport Coaching Yes 

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