ClientFol.io Reviews

Pros

Everything is now stored in one place. I can send whatever parts I choose to my clients of my notes, and I can be done editing within 5-10-minutes rather than the laborious system I was using before. ClientFol.io completely cut out my need for a VA to manage my notes and scheduling with clients.

Cons

I've not used it enough to give them more ideas to upgrade. So far, they have applied all of my requests and suggestions.

Pros

ClientFol.io was able to replace 3other apps I was trying to use to track client projects and progress. ClientFol.io brings everything I need under one roof. No more hastily scribbling notes - I can organize all notes, deadlines, etc, within ClientFol.io

Cons

It's not pretty, and the interface is not that attractive, but it works!

Alternatives Considered

Reasons for Choosing ClientFol.io

Switched From

Reasons for Switching to ClientFol.io

Pros

Easy and set up, was able to upload my entire client list in less than five seconds. I like that can keep all information in one place.

Cons

I thought it was a database you could have clients upload pdf and jpeg but realized it does not store info

Pros

I love that I can have Clientfolio open while doing sessions. I can take my own notes and also paste what I need the client to see in their 'homework' It's super user friendly and the videos they have to help you 'launch' are perfect and easy to follow!

Cons

Nothing stands out. I had a few questions regarding functionality and they were QUICKLY addressed and Clientfolio explained it thoroughly and were open to feedback.

Pros

If you're a coach looking to save 10+ hours per week on admin tasks while getting more better results for your clients then look no further. [sensitive content hidden] built ClientFol.io from his own experience after scaling his own coaching business to 7 figures. It has everything you need in one place. Scheduling sessions, organizing your notes, training portal etc.

Cons

nothing bad to say about it! go try it for yourself

Pros

Several features make ClientFol.io the ideal software for coaches and consultants. I can keep all clients' information in one location, along with their notes, calls, videos, and more. Not to mention every client has access to keeping track of their goals and can follow up on any assignments or accountability questions. The software is exceptionally fast as well.

Cons

It doesn't look terrible, but it isn't highly polished either. It's not a determining factor for me because functionality must be prioritized. However, there are areas where the design could be better. But this is nitpicking.

Pros

Powerful, simple tools that we can use to make coaching clients much easier. I like how comprehensive the program is and how it can be both my notes and client-facing.

Cons

Nothing - it’s a great program that is very easy to use.

Pros

Has a lot of features in one place that doesn't require me to go outside more so than I need to! I enjoy the fact that if there are any issues the customer support team is fast in response and correctiveness. I also like how ease and simple to use the software is.

Cons

The only application usage that would help for our useage is if it had a mobile application-

Pros

I love the ease of use and how I can keep track of my clients results.

Cons

There were a few bugs at the beginning because it was new. Now it's great.

Pros

Before, I was using a combination of Google Drive, Evernote, and email. This puts everything I need in one place and gives me more features than I had before.

Cons

It doesn't let me upload an Excel file. But I like that I can include other files as an attachment at the end of a session, without having to send a separate email.

Pros

I love the fact that this Coaching Tool Set is comprehensive, yet simple, and as a result, saves time and delivers a better coaching experience to the client.

Cons

Like anything else, just finding the time to learn it and get started.

Pros

I LOVE this platform! I've always had issues taking notes during and after my coaching sessions. I would start a session without having the "right" notebook nearby and wind up jotting some illegible notes on a scrap of paper or in one of my five or so active notebooks. Then, of course, I would have trouble finding those notes the next time I had to meet with that client. I also tended to rely on my memory to remember the homework I assigned to a particular client or rely on the client's notes. Sometimes it worked, sometimes not. I've recently been taking on more and more clients and I knew that this "system" was headed for failure. Then someone recommended ClientFol.io. It is exactly what I was looking for. It gives me a place to write my notes AND to jot down the assignments that I give my clients. I recently discovered how I can have both my Zoom window and my ClientFol.io window viewable at the same time so I can type while I look at my client. Perfection! I just had a coaching session where I was able to share screen and show them the assignments from last time which was great at helping the session stay focused.

Cons

No real cons at all! Only thing I might want to see added is integration with my scheduling app (Acuity) So that I could schedule a future session from ClientFol.io and have it integrate with my Acuity schedule. Knowing nothing about software, I have no idea if this is at all possible. But it would just be icing on the cake.

A couple of colleagues of mine were concerned about possible security/confidentiality issues around their client's information. I don't have that issue really.

Pros

Before ClientFol.io I took coaching session notes in a notepad, put them in a Word Doc, sent notes and resources out by email, etc ... it was an inefficient process! Now everything is in ClientFol.io and I easily save 20 minutes (likely much more) per season and have a lot less headaches!

Cons

I can't think of anything I would change with the software, but [sensitive content hidden] and his team are great at getting feedback from the users and making necessary changes!

Pros

Super easy to setup and use, and the client support is SUPER RESPONSIVE and helpful! I also love the feature that with one button, the system will auto-generate an email to my clients with their session notes, homework and accountability questions/answers, along with stats of their performance. That's so powerful on so many levels! And [SENSITIVE CONTENT] keeps taking advice and adding new features that align with the mission to keep the software easy and effective to use.

Cons

The lack of simultaneous client collaboration within the portal at the time of the coaching call. But I believe that feature set is coming!

Pros

The customizations are amazing -- including tracking stats, developing onboarding packages, and customizing homework for each session that the client can complete inside the platform.

Cons

You have to figure it out on your own in terms of leveraging the features. Best practices can be gleaned by the occasional webinar.

Pros

I like that you can use it for individual coaching sessions as well as group coaching. It makes keeping your clients accountable and on top of their goals easy to manage.

Cons

The instructions on how to use it could have been a little easier.

Pros

The ability to easily keep notes during a meeting and make actions at the same time is something that other tools have not enabled us to to do as easily as client folio

Cons

Haven’t really come up with any cons at the moment because just about every query we have had had been fixed almost immediately which is very unusual for a software company
Even with the AUD conversion rate it is still reasonably priced