ClientFol.io

4.9
Overall rating
Reviews

4.9
Overall rating
Reviews

About ClientFol.io

Experience the power of efficiency with ClientFol.io, a state-of-the-art platform that radically accelerates the pace of your coaching sessions. By streamlining critical tasks involved in coaching, we empower you to propel your clients or teams to new heights of success. ClientFol.io transforms your approach with dynamic features such as: - Standardized notes - Homework assignments - Accountability questions - Group/Mastermind management - Integrated invoicing and billing All of which are fully customizable. With the ability to select these tools at any point during your session, you can react in real time to your client's needs, ensuring their swift and substantial progress. Make success tangible with our goal-tracking dashboard, an integral component of ClientFol.io. This feature enables tracking numerical goals for every client or team, providing a clear, measurable path to success. The interface, while intuitive, offers substantial functionality, enabling you to master and optimize your unique coaching processes quickly. Whether you're a solo practitioner or leading a team of hundreds of coaches, ClientFol.io is built to scale! With robust productivity tracking and reporting capabilities, including comprehensive audit trails, you can ensure your team performs optimally and maintains the highest accountability standards. Our Client Portal extends the benefits of your coaching services to your clients, granting them access to past session materials, goal-tracking spreadsheets, and accountability Q&As. Furthermore, with one-click access to your courses, social media groups, communication channels, and platforms, your clients are always connected and engaged. Coach unlimited clients and leverage built-in, real-time productivity tracking for multi-coach organizations. Experience the benefit of rapid session administration, exceptional client progress tracking, and a user-friendly interface—all at an affordable cost. ClientFol.io is more than a platform; it's a game-changer. Designed to convert your time into substantial returns, a high-performance system elevates your coaching practice to the highest echelons of success.
ClientFol.io Software - Main Session Screen: All past sessions always available, library of accountability questions or write your own. send homework to one or many, add multiple files for download or multiple zoom sessions, full numerical goal setting graphically displayed
ClientFol.io Software - After tracking goals every session, show your clients exactly how much progress they've made on every homework email you send them, reinforcing their good work and your value as a coach. Every client can have different goals or keep different stats
ClientFol.io Software - Open this panel, change the names of each goal you want to track, then ask your client what progress they made since the last session. All of this can be customized for each client separately.
ClientFol.io Software - Running a org with multiple coaches? This report lets you audit the productivity of all coaches, showing date/time of every session and the ability to see all homework sent to each of their clients. All this is included free with your subscription.
ClientFol.io Software - You get a library of accountability questions you can edit, delete or modify. You can also add your own categories of questions and quickly swap them out during your sessions, even create new ones on the fly as needed.
ClientFol.io Software - Produce beautiful, professional homework; upload your logo and format perfectly to make session notes clear and concise. Can choose to include goals, graphs, accountability questions, file attachments, zoom recordings, next session date and more.
ClientFol.io video
ClientFol.io Software - Main Session Screen: All past sessions always available, library of accountability questions or write your own. send homework to one or many, add multiple files for download or multiple zoom sessions, full numerical goal setting graphically displayed - thumbnail
ClientFol.io Software - After tracking goals every session, show your clients exactly how much progress they've made on every homework email you send them, reinforcing their good work and your value as a coach. Every client can have different goals or keep different stats - thumbnail
ClientFol.io Software - Open this panel, change the names of each goal you want to track, then ask your client what progress they made since the last session. All of this can be customized for each client separately. - thumbnail
ClientFol.io Software - Running a org with multiple coaches? This report lets you audit the productivity of all coaches, showing date/time of every session and the ability to see all homework sent to each of their clients. All this is included free with your subscription. - thumbnail
ClientFol.io Software - You get a library of accountability questions you can edit, delete or modify. You can also add your own categories of questions and quickly swap them out during your sessions, even create new ones on the fly as needed. - thumbnail

ClientFol.io pricing

ClientFol.io paid version starts at USD 29.97/month.

Starting Price:
USD 29.97/month
Free Version:
No
Free trial:
No

Alternatives to ClientFol.io

ClientFol.io Reviews

Feature rating

Value for Money
4.9
Functionality
4.8
Ease of Use
4.8
Customer Support
5
5 reviews of 17 View all reviews
Pamela
Pamela
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 21/12/2022

If Only I Had This Program When I Started Coaching 18-years ago.

The customer support totally rocks, the ease of use and things they think of make my business look more professional than ever. I'm sold!

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.

Lou
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
0

5
Reviewed on 05/08/2021

My New "Must-Have" Software

This one-stop software is the perfect, simple solution to manage client projects and coaching calls.

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

monday.com

Reasons for Choosing ClientFol.io

ClientFol.io does what I need without all the distractions

Switched From

Trello

Reasons for Switching to ClientFol.io

Simpler interface
Yashica
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
3
Customer Support
5

4
Reviewed on 10/01/2023

Worth A Try

Overall its been great. The customer support is awesome. There have been times when I've had questions or issues and not only was a rep able to assist, but [SENSITIVE CONTENT] himself would hold a zoom call to better understand my issue and walk through it. Most often I learn a different way to think about how I'm using functions as well.

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

Scott
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/02/2023

Finally An All in One CRM for Coaching Clients!

Just an excellent platform for coaches to track their clients transformation to being the ultimate human being and reaching their potential. I absolutely love it!

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.

Matthew
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/03/2023

Save hours on admin tasks

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

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