Average Ratings 1 Rating
Average Ratings 0 Ratings
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.
Description
Enhance your pipeline meetings and coaching sessions by leveraging comprehensive visibility into your organization's pipeline with FunnelSource. This robust pipeline management and forecasting tool is specifically crafted for sales professionals. Designed with sales executives and representatives in mind, it features a quota-oriented interface that standardizes revenue generation across companies. By ensuring that all team members are on the same page, FunnelSource streamlines the efficiency of weekly coaching calls and establishes a clear trajectory for success. It provides sales reps with a unified dashboard that enhances productivity, ensures data accuracy, and fosters accountability in critical areas. Additionally, executives and managers gain real-time insights into the sales funnel, enabling them to manage proactively and effectively hold team members accountable. By reducing the risk of sandbagging and quickly identifying subpar deals, the platform naturally improves the accuracy of forecasts while supporting overall sales performance. With FunnelSource, organizations can transform their approach to pipeline management, leading to improved outcomes and higher revenue potential.
API Access
Has API
API Access
Has API
Integrations
Claude
Codex CLI
Fathom
Fireflies.ai
Google Ads
Google Calendar
Meta Ads
Microsoft Outlook
Stripe
Zapier
Integrations
Claude
Codex CLI
Fathom
Fireflies.ai
Google Ads
Google Calendar
Meta Ads
Microsoft Outlook
Stripe
Zapier
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
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
Coachful
Founded
2026
Website
www.coachful.co
Vendor Details
Company Name
Baker Communications
Founded
1979
Country
United States
Website
www.bakercommunications.com/funnelsource.html
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
Product Features
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