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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ClientFol.io, a top-tier SaaS platform for coaching organizations, supports unlimited clients. Mitch Russo, a seasoned 30-year master coach, designed this platform with a prime focus on reducing admin time and amplifying results. With a strong emphasis on accountability and goal tracking, ClientFol.io integrates the major functionalities needed to elevate the coaching experience. It smoothly and intuitively handles tasks that coaching organizations need to run smoothly and efficiently. Effortlessly manage sessions for individuals or groups, set up recurring payments, and generate custom invoices - all branded to your company's image. The payoff? Less time on admin tasks and more quality time with your clients. The system nudges clients to stay accountable, leading to glowing testimonials, improved follow-through, and tangible, measurable results weekly. With the integrated Client Portal, all coaching activities are instantly accessible to your clients or team members. And to ensure your clients are always in the loop, integrated reminders about all assignments continuously highlight the value you deliver. With ClientFol.io, watch your coaching organization thrive as you focus on what matters most; your clients!

Description

Quickly pinpoint and prioritize the areas where each sales representative can improve. The entire coaching experience is seamlessly integrated within Salesforce, as Xvoyant's user-friendly setup aligns with your current sales stages and organizational structures. Within just a few minutes, you can engage with key success factors using straightforward drill-down options and "what if" scenarios. Xvoyant offers outcomes that are measured objectively against established process benchmarks, eliminating emotional biases or defensiveness. By turning past Salesforce activity data into a predictive modeling resource, it empowers leaders to enhance efficiency by concentrating on representatives who will most benefit from coaching. The platform leverages machine learning and data analytics to provide a comprehensive insight into the true status of every deal within your pipeline. You can set up stage verifiers to monitor critical inflection points for each deal, ensuring they progress and reach completion. Additionally, Xvoyant serves as a unified platform for planning, scheduling, documenting, and tracking coaching sessions and objectives, fostering a more organized approach to sales development. This holistic tool not only streamlines the coaching process but also promotes accountability and growth among team members.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Authorize.Net
PayPal
Salesforce
Stripe Billing

Integrations

Authorize.Net
PayPal
Salesforce
Stripe Billing

Pricing Details

$29.97 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Mindful Guidance

Founded

2005

Country

United States

Website

www.ClientFol.io

Vendor Details

Company Name

Xvoyant

Founded

2016

Country

United States

Website

www.xvoyant.com/sales-performance-improvement-platform

Product Features

Coaching

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

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Tutoring

Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports

Product Features

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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