Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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