Optify

Avantages

The tool teaches you how to manage a coaching program. I also like their support and help articles.

Inconvénients

I would like to not have to use calendly to connect coach calendars.

Avantages

The platform allows us to manage our coaching business and allows collaboration between the coach and coachee with goal setting, scheduling, resources, and more. The team has listened to our requests and added features regularly.

Inconvénients

The cost of Optify is the most challenging aspect given the pricing structure they use.

Alternatives envisagées 

Pourquoi passer à Optify

Avantages

I love the clean, elegant, and intuitive interface - for both coaches and clients. It works well both for individual coaches and for organizations/coaching teams. The resource library is fantastic!

Inconvénients

I'd love to see contracting functionality added.

Avantages

Very intuitive platform! Able to customize for our coaching & client needs.

Inconvénients

None- we've had a great experience with both the platform & the customer service.

Avantages

I'm grateful for this platform--it has enabled us to manage multiple programs in a streamlined, consistent, and sophisticated way. I appreciate the level of customer support we've received, and the humans who provide the support. The entire team is approachable, kind, and so supportive. We were also able to get up and running in a matter of days--so important when trying to launch an engagement quickly!

Inconvénients

There are still opportunities for customization that we look forward to utilizing. We provide feedback to the team regularly--and it's taken with grace and appreciation, recognizing that we're in this together.

Avantages

- LOVE the reports
- matching clients/coaches process is seamless
- reminder emails are sent out easily
- support questions are swiftly answered

Inconvénients

I wish there was a way to see the dates of client sessions under a specific coach. Currently, to view it as an admin, you can see all the clients each coach have but have to click on each one to see any scheduled sessions.

Avantages

The customer service, willingness to assist, take the time to explain and stay on top of all improvements suggested by the user base.

Inconvénients

After considering all options, I couldn't come up with anything.

Avantages

The ability to make and share notes from past sessions, receive resources and see exactly where we are in the coaching engagement. The transparency is empowering for both client and coach.

Inconvénients

It's a bit clunky to onboard existing clients but it can be done.

Avantages

The ability to set up a standard coaching engagement with clients is outstanding, along with being able to schedule sessions, set goals, and track progress throughout the engagement. I love the ability to take session notes, and deepen client learning through the ability to assign resources from the wonderful Resource Library (and the ability to create my own resources is a nice add too). Tracking sessions and progress is easy, and the ability to schedule or reschedule meetings is great. I am using Calendly and it integrates seamlessly with the Optify Platform. I get consistently positive comments from my clients on the ease of use from their perspective as well. As someone who has often kept these elements in different places, this has saved me a huge amount of time. I often share the platform with my client as we co-create goals together, which I find is a great way to document as you go. Returning to the platform makes remembering the details much less stressful which I also really appreciate.

Inconvénients

The only thing missing from my standpoint is invoicing capability. However, I have my own system for that and have not found that to be a big issue. I can easily go into the platform and see where I am with a client and that makes invoicing really easy (versus tracking the number of sessions in one place, the meetings in another place, my notes in a third place etc.).

Avantages

The software is super intuitive to use, even for a non-techie like me. The support team is second to none - highly responsive and impactful. What I like most is the comprehensive suite of options that address all the most salient aspects of managing coaching in a large organization such as ours. The resource library is so helpful and it feels like the team has truly thought of everything. I love the option of sending notes to the client from inside the system. I would go so far as to say without Optify, we would not be able to offering the range, depth, breadth and quality of coaching we are offering out team members.

Inconvénients

Nothing I can think of. The support team meets with me often and works to ensure I am aware of all updates and updates planned in the future.

Avantages

That they are Flexible and respond to our needs when we raise them. We see immediate implementation or a plan of implementation.
That we can fully customize how it looks. The resources are great.

Inconvénients

Nothing really. I just wish we have more scheduling options in the future in case Calendly is not supportive.

Avantages

It's very flexible. It works the way I need it to work - not the way it wants me to work. It's flexible and adaptable.

Inconvénients

Honestly - every time there is a deficiency of any sort - they seem to update it. So no real complaints.

Avantages

Optify has done a great job creating separate coach & client views so that it really is a confidential experience. I can contact my coach when needed, easily schedule with him, and keep track of my goals and progress.

Inconvénients

I wish I used it sooner! It's a great, easy, and affordable online tool.