Optify

RATING:

5.0

(10)
Overview

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 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

Create and customize coaching programs, with 1:1 meetings, group meetings, surveys and assignments, and then track status of all events.  Keep everyone on the same page and gain visibility into coaching progress.

Optify Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Optify

10 Reviews

User Profile

Victor

Verified reviewer

Professional Training & Coaching, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

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.

Sharon

Professional Training & Coaching, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Scalability Made Easy

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.

Jean

Management Consulting, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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!

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

Professional Training & Coaching, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

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.

Daniel

Health, Wellness and Fitness, 10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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)

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.

Reason for choosing Optify

We trusted the referral implicitly

Anonymous

11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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

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.

Jyl

Human Resources, 1 employee

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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!

PROS

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.

CONS

Honestly - 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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’!

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.

Anna

Professional Training & Coaching, 1 employee

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

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.

CONS

It'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

Review Source: Capterra

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!

PROS

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.

CONS

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

10 Reviews