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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
Introducing e-Platform-as-Coaching-Tool (e-PaCT), a comprehensive cloud-based AI-driven solution tailored for effective coaching management, facilitating the seamless integration of a coaching culture within both organizations and individual coaches. The platform streamlines the entire coaching lifecycle, enabling you to develop and implement a personalized internal coaching program that fosters meaningful engagement with clients and employees alike. By offering versatility in managing both internal and external coaches, or a hybrid of the two, the platform enhances appointment scheduling and calendar organization. Users can benefit from tailored session planning, a selection of customized assessment tools, and features for tracking goal progress, sharing notes, and providing feedback. Additionally, it simplifies invoicing and payment processes to ensure a smooth transaction experience. Recognizing the pivotal role that coaches play in career development, we strive to provide maximum value through our Right-Fit Coach philosophy, which includes a diverse pool of coaches available for all organizational levels, from entry-level employees to CEOs. Our commitment is to empower your coaching journey by connecting you with the right coaching resources that align with your professional objectives.
API Access
Has API
No
API Access
Has API
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
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
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
Pricing Details
$5 per user, per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Coachful
Founded
2026
Website
www.coachful.co
Vendor Details
Company Name
uExcelerate
Founded
2019
Country
India
Website
www.uexcelerate.com
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
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