The coaching CRM that remembers your clients for you.
Goals, session notes, tags, intake answers and tasks — all in one client view. No more digging through Notion, Google Docs and Slack DMs before every call.
Maya Chen
Client · 6 months · 14 sessions
90-day morning routine
Recent activity
Session note
2d"Breakthrough on consistency — wants to try the 5am wake."
Session
5dGoal review · 60 min
Intake answer
6dBiggest blocker: "Mornings"
3 tasks open
Next session
Thu 2:00 PM
Your client memory is scattered
across five different apps.
Coachful pulls every client signal — goals, notes, tags, sessions, intake — into one view.
- Notion doc per client + Google Doc for notes
- Hunting through Slack DMs for last week's context
- Forgetting goals, then asking again on the next call
- Tags? Lists? Segments? None of it is searchable
With Coachful- One client view: goals, notes, sessions, tags, tasks
- AI briefing per client — pulls calls, tasks, habits, goals
- Goals tracked with progress bars across weeks
- Tag, filter and segment your roster in one click
Set up your client roster in
an afternoon, not a weekend.
Clients land in your CRM automatically
Every booking, intake form, funnel completion or program enrollment creates a client record — no manual import, no CSVs.
Incoming clients
liveMaya Chen
via Booking
James Park
via Intake form
Priya Shah
via Funnel
One profile per client, everything in it
Goals, session notes, intake answers, tags, tasks, payments, program progress. Open one card, see the whole story.
Lena Foster
lena@startup.io · 4 months
90-day morning routine
Session #14 — note
2d"Big breakthrough — wants to commit to morning anchor."
Journal — daily
5/7 this week
Tag, filter, segment, find anyone in 2 seconds
Tag clients by niche, plan, cohort or status. Filter the roster live. Bulk-DM or bulk-assign tasks to a segment.
Filter roster
12 of 47Maya Chen
Last call: 2d ago
James Park
Last call: 5d ago
Priya Shah
Last call: today
Show up to every call already prepared
Open a client and request an AI briefing. Michelle reads their calls, tasks, habits, goals and intake — and tells you exactly what to focus on.
Michelle · briefing
AIFor your call with Maya · 2:00 PM
Win to celebrate
Hit 5/7 journaling days — first time ever.
Stuck point
Morning anchor missing on weekends. Try a Sat-only ritual.
Open thread
She mentioned investor pitch in #13. Worth a check-in.
CRM features designed
for the way coaches actually work.
Not a Salesforce knock-off — a coaching CRM that knows what a session is.
Track goals, not just sessions.
Each client gets long-term goals with progress bars and weekly check-ins.
90-day morning routine
+18 this wkMaya · started 64 days ago
Build journaling habit
45%Quarterly review
90%AI-summarized calls + your notes
Every call gets an AI summary. Add your own notes. All attached to the client.
James · Session #7
2d agoWin: finally hit 5 workouts this week.
Stuck: evening journaling — try moving to AM?
Tags that filter live.
Tag clients by niche, plan, cohort or status.
Intake forms attached to every client
Custom fields, required before booking, stored on the profile forever.
Priya · Intake answers
Pinned#1 goal
Launch coaching practice in 90 days
Biggest blocker
Tech overwhelm
Coaching experience
First time
Budget
$500–$1,000/mo
Sessions per month
4 sessions
Their answers, on their profile.
Every form submission attaches to the client and stays searchable.
Bulk-DM and bulk-assign
Pick a tag, then DM, assign a task or send a resource to that whole segment in one click.
Send to · executive (12)
Maya ChenJames Park+ 10 more
Loved by the coaches
who actually use it.
"I tried running my coaching business across five different apps. It was a complete waste of time and money. Then I found Coachful. It was everything I need in one platform."
Christopher Duff
Founder, Duff X Athletics
"It's the coaching platform I always wanted — it just didn't exist yet. I have one dashboard for everything and already saved $1,300 by cancelling all the tech I had duct-taped together."
Emily F.
Coach · United States
"Fantastic piece of software for coaches who want everything to be in one place. The Coachful team have been amazing at being on hand to help get everything set up. Would highly recommend!"
Luis
Coach · United Kingdom
The Coachful CRM is the client record.
Contact details, the agreement, the package and its payments, every session, goals with progress, check-ins, habits, notes, intake answers and tags live on one page per client, which is what the coach opens before a call.
- This pageClients
- Sessions
- Payments
- Programs
- Habits
- Community
- Website
- AI assistant
Plans
7-day free trial · 0% platform fee
Monthly plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients. 0% platform fee. 7-day free trial. A card may be requested during plan setup; review the billing terms before confirming.
What it does
- Keeps goals with progress bars, weekly check-ins and habit streaks on the client record.
- Stores session notes and an AI briefing per client, generated from live practice data.
- Tracks intake answers, tags, tasks and payment history in the same view.
- Shows which clients are drifting, from activity and engagement analytics.
- Exports the full roster and history as a ZIP. Clients, programmes and content are imported for you during onboarding.
Good to know
- It is not a sales pipeline for a large team; prospects and leads have their own views but there is no multi-stage deal board.
- It does not integrate with Salesforce or HubSpot.
“Coachful is a very helpful platform for coaches who want everything in one place.”
“Coachful has a really classy platform that is easy to navigate, and create programs for my coaching clients.”
Gilli Moon Aliottion Trustpilot 
“I have tried virtually every major coaching platform on the market, and nothing comes remotely close to Coachful.”
Salma Mostafaon Trustpilot 
“This really is an amazing tool. I am still building but it is the first Coaching tool that has everything I have wanted.”
James Wallaceon Trustpilot 
“Coachful is a robust software platform that has everything a coach needs to manage his/her practice.”
John Winderson Trustpilot 
“Such a great platform! I've been searching for something like this for ages now and it's finally here.”
CeeCeeon Trustpilot 
“Coachful has been a game-changer for my coaching! Being able to have goal-setting and focus-driven applications has elevated my courses and programs.”
Lakayann Outerbridgeon Trustpilot
Your Whole Practice, in 30 Seconds
Clients, sessions, programs, chat and payments in one calm workspace that carries your brand.
Pair the CRM with the rest of Coachful
All your questions, answered
The seven things coaches ask us before signing up.
Both — but the CRM is built around how coaching actually works. Instead of "leads, opportunities, deals," you get clients with goals, session notes, tags, intake answers, tasks and program progress. It's the dashboard you'd wish for if you tried to run a coaching practice in Salesforce or HubSpot and gave up.
Automatically. Every booking, intake form submission, funnel completion or program enrollment creates a client record on the spot. You can also add a client manually in 5 seconds, or bulk-import a list.
Two layers. Coaches write their own notes per session, attached to the client. AI also auto-summarizes the call itself ("Michelle"), so you don't have to take notes during the conversation. Both live on the client profile and feed into the per-client AI briefing you can request before your next call.
Yes. Add any tag (niche, plan tier, cohort, "needs follow-up", anything). Filter your roster live by tag, then bulk-DM, bulk-assign a task, or bulk-send a resource to that segment in one click.
Each client can have any number of long-term goals (eg "90-day morning routine," "launch coaching practice") with progress bars and weekly check-ins. The per-client AI briefing reads goals, tasks and habits together so you can spot what's slipping before the next call.
Yes. That's the whole point. Coaches typically duct-tape Notion + Typeform + Asana + a contacts CSV. Coachful collapses that into one client view that already knows about every booking, every payment, every program, every form answer.
Yes. A card is required at signup so you can test the full CRM end-to-end (we don't put you in a fake sandbox), but we don't charge during the trial and you can cancel in one click.
Stop forgetting your clients. Start coaching.
One client view. Every goal, note, tag and task in one place. 7-day free trial, cancel in one click.
Built for coaches who take their clients seriously
