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 & segments
Tag clients by niche, plan, cohort or status. Filter live.
Tasks per client
Assign tasks (resources, habits, journals) to one client or a tag.
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
Intake answers in-context
Every form submission attaches to the client profile, searchable.
Smart reminders
24h and 1h email reminders before every session — automatic.
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)
+ 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
See Coachful run a coaching business in under 5 minutes
A real walkthrough — no narrator voice, no slides.
Pair the CRM with the rest of Coachful
All your questions, answered
The seven things coaches ask us before signing up.
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
