Optify 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Optify

5.0

(13)

Pricing

Pricing available upon request

About Optify

Optify is a leadership development management and customer engagement solution that enables companies to manage and deliver scaled coaching and development programs. The platform is flexible enough to serve your business as it needs, and structured enough to allow you to create and run repeatable, consistent, and measurable programs. The platform allows program sponsors to gain visibility into survey results while keeping the coach/client relationship and data confidential.

Optify Screenshots

Optify Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Coaching Teams

Pricing available upon request

Plan includes:

https://optify.io/pricing/

Enterprise

Pricing available upon request

Plan includes:

https://optify.io/pricing/

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Optify Features

Popular features found in Business Management
Accounting
Billing & Invoicing
Client Management
Inventory Management
Marketing Automation
Order Management
Purchasing & Receiving
Scheduling
Task Management
Time & Expense Tracking
Training Management
More features of Optify
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Assignment Management
Automated Scheduling
Availability Management
Booking Management
Business Coaching
Business Process Automation
Calendar Management
Calendar Sync
Chat/Messaging
Class Scheduling
Client Portal
Commenting/Notes
Communication Management
Content Library
Content Management
Curriculum Management
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Drag & Drop
Email Management
Email Reminders
Employee Management
Engagement Tracking
Event Calendar
Event Scheduling
Feedback Management
Goal Management
Goal Setting/Tracking
HR Management
Learning Management
Life Coaching
Live Chat
Mentor/Coach Matching
Mentoring Program Management
Mobile Access
Monitoring
Multi-Location
Participant Profiles
Performance Metrics
Program Evaluation
Program Management
Progress Tracking
Project Management
Real-Time Reporting
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Self Service Portal
Session Notes
Single Sign On
Sport Coaching
Surveys & Feedback
Third-Party Integrations
Web Forms
Workflow Management

Optify Integrations

Calendly

Microsoft Outlook

Microsoft Teams

Microsoft Exchange

Google Meet

Google Calendar

Optify User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.9

Value for money

4.7

Customer support

5.0

Functionality

4.9

Have you used Optify and would like to share your experience with others?

Victor C.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2023

Optify Review for C3

This is one of our best vendors. From onboarding to continuous support they have been fantastic.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

I 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.

Deb F.

Verified reviewer

Professional Training & Coaching

Self-Employed

Used daily for less than 12 months

Review source

Reviewed July 2024

Excellent Coaching Platform

I am very happy with this platform! It is everything I had hoped it would be.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

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!

Cons:

I'd love to see contracting functionality added.

Sarah W.

Verified reviewer

Professional Training & Coaching

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed September 2024

Increased collaboration

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Reasons for choosing Optify

More flexibility and customization in how the product is used. It allows us to flex it to our processes.

Kristy R.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed August 2024

Great product for Coaches

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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

Jean G.

Verified reviewer

Management Consulting

Self-Employed

Used daily for less than 2 years

Review source

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.).

Margot H.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used daily for less than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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

Sharon P.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2023

Scalability Made Easy

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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!

Cons:

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.

Daniel P.

Verified reviewer

Health, Wellness and Fitness

10000+ employees

Used daily for less than 6 months

Review source

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)

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing Optify

We trusted the referral implicitly

Ghadah A.

Verified reviewer

Professional Training & Coaching

51-200 employees

Used daily for less than 6 months

Review source

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’!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Verified

Reviewer

Professional Training & Coaching

11-50 employees

Used daily for less than 6 months

Review source

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

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

Cons:

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.

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