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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Optify Teams is a coaching platform built by coaches to manage a few or hundreds of programs, coaches, and clients at once, enabling you to more easily scale your coaching efforts. Ideal for coaching companies or internal learning and development efforts, program managers set up custom programs and then track progress and results through dashboards. Coaches and clients can set goals, share notes, schedule meetings, and explore relevant learning, all within a confidential container of information. Optify Solo empowers you with everything you need to manage your clients while scaling your practice, without any added hassle or headache. Find out why solo coaches rely on Optify to take their coaching to the next level. See how you can keep your clients — and your business — move forward with Optify.

Description

Experience a comprehensive CRM platform that consolidates all the essential tools for effectively managing your business. This includes features for handling Contacts, Sales Agents, Opportunities, Tasks, Orders, Territory Management, and Advanced Reporting, among others. Whether you're at the office or on the move, you can oversee your operations seamlessly from a single location. Statistics indicate that the average business dedicates 68 hours each month to administrative duties; don’t let your organization be one of them. Integrate with Profi WebForm for streamlined contact submissions, Google for login and calendar synchronization, Whosms for SMS communication, Mailchimp for your email marketing needs, and Jabber for VOIP services. By assigning territories and product lines to various agents and companies, you can enhance the organization of your sales activities. Structuring your business according to regions and product categories can provide valuable insights. Who secured the most deals this month? Which products are the top sellers? Who are their buyers? With robust reporting capabilities, you will gain a clear perspective on how to elevate your sales strategies. Make informed decisions grounded in data, eliminating uncertainty from your business processes. In a competitive landscape, leveraging such insights can be a game-changer for your operational success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Calendly Yes 

Integrations

Calendly No 

Pricing Details

$79 per month
The Teams version is priced by tier, based on number of coaches and coachees. Solo version is $79/month, with a discount available for new coaches.
Free Trial No 
Free Version No 

Pricing Details

$15 per month
Free Trial No 
Free Version Yes 

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 Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
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) Yes 
In Person No 

Vendor Details

Company Name

Optify

Founded

2018

Country

United States

Website

www.optify.io

Vendor Details

Company Name

ProfiCRM

Founded

2015

Country

Romania

Website

www.proficrm.com

Product Features

Coaching

Appointment Scheduling Yes 
Billing & Invoicing No 
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 Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Alternatives

Alternatives