About ClientFol.io

ClientFol.io is a coaching session management system that includes features such as notes, homework, client stats, accountability questions, and their progress all in one place. This platform was designed for coaches, consultants, and anyone who does remote sessions for individuals or groups and costs less the $20/mo.

ClientFol.io automates the paperwork, administration efforts, and tracking, enabling coaches to spend more time with clients.


Read More

Supported Operating System(s):

5 Reviews of ClientFol.io

Average User Ratings

Overall

5 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(5)

5

4 stars

(0)

0

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1 - 5 of 5 results

Do you use this product?Write a review

August 2021

Ellen from Ellen Finkelstein, Inc.

Verified Reviewer

Company Size: 2-10 employees

Industry: Internet

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2021

ClientFol.io is the cat's meow for coaches

Keeping track of client sessions and getting clients to do their homework was much harder before.

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.

Reasons for Switching to ClientFol.io

Everything in one place at a great price

Response from Mindful Guidance

Replied August 2021

Hi Ellen, Thanks for your review, we will fix the excel file attachment issue you mentioned, thanks for pointing that out. - Mitch

September 2021

Robyn from SpeakEtc.

Company Size: 2-10 employees

Industry: Professional Training & Coaching

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2021

Just what I was looking for!

It is super intuitive to use. Well laid out. I like the fact that you can add your own accountability questions and that it provides some other accountability questions that you can share. Also, love the fact that you can include the ZOOM link and that the email that gets sent to the client right after the session has my logo up top and looks super clean and professional. A client just wrote that these notes "were a gift" Also love [SENSITIVE CONTENT] customer service and willingness to elicit feedback and act on it. So love everything so far! I believe that this platform will take my coaching practice to a new level! Thanks!

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.

Response from Mindful Guidance

Replied September 2021

Thank you Robyn for your feedback, it's very appreciated!

August 2021

Lou from --None--

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Functionality

4.0

August 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!

Reasons for Choosing ClientFol.io

Simpler interface

Reasons for Switching to ClientFol.io

ClientFol.io does what I need without all the distractions

September 2021

Tom from Life in Full

Company Size: 1 employee

Industry: Professional Training & Coaching

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2021

ClientFol helps me create more impact with less effort!

ClientFol solved my problem of providing a tool for my clients and myself to document and tracking out coaching sessions and especially our results. Well done and keep it coming with the improvements! Thanks [SENSITIVE CONTENT]!

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!

September 2021

Wayne from Achieve Business & Financial Solutions Pty Ltd

Company Size: 2-10 employees

Industry: Accounting

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2021

New User of client Folio

I am only a new user however so far my overall experience had exceeded my expectations

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

Reasons for Choosing ClientFol.io

Ease of use and support

Reasons for Switching to ClientFol.io

It was a bit clunky and did not like the note taking function