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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

GrooveFunnels Yes 

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 

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