Optify
About Optify
Optify Pricing
Pricing for Teams is tiered based on the number of coaches and coachees who will be using the platform, from 2 coaches to 2000. Invoicing is monthly, with a 10% discount available for paying annually.
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for Optify
1 - 10 of 10 Reviews
Victor
Verified reviewer
Professional Training & Coaching, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Optify Review for C3
This is one of our best vendors. From onboarding to continuous support they have been fantastic.
PROSThe tool teaches you how to manage a coaching program. I also like their support and help articles.
CONSI would like to not have to use calendly to connect coach calendars.
Reasons for switching to Optify
The other products where not created for coaching programs.
Sharon
Professional Training & Coaching, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Scalability Made Easy
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!
CONSThere 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.
Jean
Management Consulting, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Optify's Coaching Platform is a Life Saver for Solo Coach Pracitioners who Hate Administrivia
The Optify platform has improved my coaching business by giving me the integrated tools to initiate and track client engagements and provide a way to share the coaching journey more fully and transparently with my clients. This has allowed me to focus ON COACHING vs THE BUSINESS OF COACHING. And for those of us who are working as sole practitioners, that is a critical gain of time back! And the client benefits from my ability to focus on what is most important - their development!
PROSThe 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.
CONSThe 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.).
Margot
Professional Training & Coaching, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
A must have for independent coaches
Because of this product, I'm much more organized, I make less 'mistakes' in scheduling with my client, the clients are much happier having the control of our relationship (scheduling, communicating, keeping track for their own records), and I feel much more in control of billing and maintenance of the relationship from a business perspective. I do NOT want to go back to working without this system.
PROSThe customer service, willingness to assist, take the time to explain and stay on top of all improvements suggested by the user base.
CONSAfter considering all options, I couldn't come up with anything.
Daniel
Health, Wellness and Fitness, 10,000+ employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Optify is Game Changer
Optify offers the richest support I've ever experienced with a vendor partner. I was slow on the adoption of the system but once I started spending quality time with it, I was more and more amazed. While the technology is superior, the customer support is at a whole other level (meaning even higher)
PROSThe 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.
CONSNothing 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.
Reason for choosing Optify
We trusted the referral implicitly
Anonymous
11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Early Optify Review
Our company is VERY new to Optify. We are currently in the matching process with two sponsors so we are very early on. From the start, I am very pleased on what I am seeing. We are using calendly and still emailing.
PROS- LOVE the reports - matching clients/coaches process is seamless - reminder emails are sent out easily - support questions are swiftly answered
CONSI 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.
Jyl
Human Resources, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
You can tell it was created by expert coaches! They get it!
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.
CONSHonestly - every time there is a deficiency of any sort - they seem to update it. So no real complaints.
Ghadah
Professional Training & Coaching, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Optify is the new approach to organizational coaching
Smooth ride, great companion along the ride. All questions addressed immediately with minimal or no ‘‘impossibles’!
PROSThat 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.
CONSNothing really. I just wish we have more scheduling options in the future in case Calendly is not supportive.
Anna
Professional Training & Coaching, 1 employee
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Spend more time focused on your client
Customer service is top notch. Even my most complex questions were worked out with ease. The Resource Library is a huge benefit to my clients. The Optify team is constantly upgrading the platform with new features and they make learning easy and fun.
PROSThe 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.
CONSIt's a bit clunky to onboard existing clients but it can be done.
Catherine
Professional Training & Coaching, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2021
Client view
Great company, great customer service, always trying to improve the software and make life easier!
PROSOptify 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.
CONSI wish I used it sooner! It's a great, easy, and affordable online tool.