Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Comprehensive Coaching Platform Developed by a Successful Coach Who Has Achieved Over $30M in Revenue.
Tailored for professional coaches aiming to monitor client outcomes, enhance their fees, and accelerate growth—without the stress of managing multiple spreadsheets, tools, and client interactions.
Key Advantages
Monitor quantifiable client advancements with integrated goal tracking dashboards.
Streamline administrative tasks with a unified system for scheduling, notes, billing, and reporting.
Provide a structured, branded coaching experience that boosts your credibility and allows for higher rates!
Forget about sifting through endless email threads. ClickCoach.io consolidates your previous sessions, homework updates, notes, and future agendas all in one view. You can quickly prepare just moments before a meeting and present yourself as fully ready. Clients will take notice, leading to improved retention rates.
Access client history in an instant.
Review session notes, homework assignments, and agendas at a glance.
Appear organized and professional prior to each conversation.
Enhance client retention through thorough preparation.
Assign tasks, resources, and deadlines directly from the session dashboard, simplifying your workflow and ensuring clients are on track. This platform not only saves time but also fosters a more productive coaching environment.
Description
Monitor and assess the total number of leads, calls, events, and tasks weekly while analyzing performance through visual charts. Manage tasks assigned to specific leads, adjusting their priority levels, statuses, and deadlines to ensure timely completion. Maintain daily, informal notes on customer interactions, analyses, and other relevant information that may arise. Assign unique IDs for events or meetings to prevent any mix-ups, and document the location and progress status of ongoing events. Ensure no detail from phone calls is overlooked by recording the lead's name, the reason for their contact, the subject discussed, call type, date, and lead status. Keep a systematic record of customer inquiries related to quotes, payment summaries, or other questions to maintain clarity. From the initial identification of leads to nurturing customer relationships, Effitrac remains a steadfast ally. Effitrac empowers you to gain insights, strategize, and respond effectively to your customers' needs, which is crucial for making informed decisions. By utilizing these tools, you can enhance your overall productivity and strengthen your customer engagement.
API Access
Has API
No
API Access
Has API
No
Integrations
GrooveFunnels
No
Pricing Details
$497/year
Unlimited Clients, Notes, Invoices, homework templates, Onboarding package templates, Group and Mastermind Coaching/Management, full LMS with courses paid or free, client portal, and while label included.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ClickCoach
Founded
2024
Country
United States
Website
Clickcoach.io/sales
Vendor Details
Company Name
Effitrac Solutions
Founded
2012
Country
India
Website
www.effitrac.com/crm-software
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
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No