ClientFol.io 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ClientFol.io

4.9

(17)

Pricing

Starting at $29.97 per month

About ClientFol.io

Experience the power of efficiency with ClientFol.io, a state-of-the-art platform that radically accelerates the pace of your coaching sessions.

By streamlining critical tasks involved in coaching, we empower you to propel your clients or teams to new heights of success.

ClientFol.io transforms your approach with dynamic features such as:

Standardized notes
Homework assignments
Accountability questions
Group/Mastermind management
Integrated invoicing and billing
All of which are fully customizable.

With the ability to select these tools at any point during your session, you can react in real time to your client's needs, ensuring their swift and substantial progress.

Make success tangible with our goal-tracking dashboard, an integral component of ClientFol.io.

This feature enables tracking numerical goals for every client or team, providing a clear, measurable path to success. The interface, while intuitive, offers substantial functionality, enabling you to master and optimize your unique coaching processes quickly.

Whether you're a solo practitioner or leading a team of hundreds of coaches, ClientFol.io is built to scale!

With robust productivity tracking and...

ClientFol.io Screenshots

ClientFol.io Pricing and Plans

Starting price: $29.97 per month

Free Trial

Free Version

Basic

$29.97

per user, per month

No plan information available

ClientFol.io Features

Popular features found in Mentoring
AI-based Matching
Appointment Scheduling
Communication Management
Content Library
Enrollments/Onboarding
Feedback Management
Goal Management
Participant Profiles
Program Evaluation
Progress Tracking
Reporting & Statistics
Skills Assessment
More features of ClientFol.io
Action Item Tracking
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Appointment Management
Business Coaching
Calendar Management
Calendar Sync
Client Management
Client Portal
Customer Database
Customizable Branding
Customizable Forms
Customizable Templates
Email Reminders
Engagement Tracking
Event Scheduling
Goal Setting/Tracking
Life Coaching
Mentor/Coach Matching
Mobile Access
Monitoring
Multi-Location
Performance Metrics
Program Management
Real-Time Reporting
Recurring/Subscription Billing
Reminders
Scheduling
Self Service Portal
Session Notes
Third-Party Integrations
Visual Analytics

ClientFol.io Integrations

Google Calendar

ClientFol.io User Reviews

Overall Rating

4.9

Ratings Breakdown

94%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

5.0

Functionality

4.8

Pamela C.

Verified reviewer

Management Consulting

Self-Employed

Used daily for less than 6 months

Review source

Reviewed December 2022

If Only I Had This Program When I Started Coaching 18-years ago.

The customer support totally rocks, the ease of use and things they think of make my business look more professional than ever. I'm sold!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Everything is now stored in one place. I can send whatever parts I choose to my clients of my notes, and I can be done editing within 5-10-minutes rather than the laborious system I was using before. ClientFol.io completely cut out my need for a VA to manage my notes and scheduling with clients.

Cons:

I've not used it enough to give them more ideas to upgrade. So far, they have applied all of my requests and suggestions.

Reasons for switching to ClientFol.io

Cumbersome and had to include two to three people to make all of my pieces come together. Not any more. I still use MeisterTask, but not for client notes.

Lou B.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2021

My New "Must-Have" Software

This one-stop software is the perfect, simple solution to manage client projects and coaching calls.

Ratings Breakdown

Ease of use

Value for money

Functionality

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

Yashica M.

Verified reviewer

Professional Training & Coaching

Self-Employed

Used monthly for less than 6 months

Reviewed January 2023

Worth A Try

Overall its been great. The customer support is awesome. There have been times when I've had questions or issues and not only was a rep able to assist, but [SENSITIVE CONTENT] himself would hold a zoom call to better understand my issue and walk through it. Most often I learn a different way to think about how I'm using functions as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy and set up, was able to upload my entire client list in less than five seconds. I like that can keep all information in one place.

Cons:

I thought it was a database you could have clients upload pdf and jpeg but realized it does not store info

Robyn H.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used daily for free trial

Review source

Reviewed 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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied September 2021

Scott F.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2023

Finally An All in One CRM for Coaching Clients!

Just an excellent platform for coaches to track their clients transformation to being the ultimate human being and reaching their potential. I absolutely love it!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that I can have Clientfolio open while doing sessions. I can take my own notes and also paste what I need the client to see in their 'homework' It's super user friendly and the videos they have to help you 'launch' are perfect and easy to follow!

Cons:

Nothing stands out. I had a few questions regarding functionality and they were QUICKLY addressed and Clientfolio explained it thoroughly and were open to feedback.

Reasons for switching to ClientFol.io

I immensely respect the creator of Clientfolio and the price is perfect along with the features!

Ellen F.

Verified reviewer

Internet

2-10 employees

Used daily for less than 12 months

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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

Replied August 2021

Tom J.

Verified reviewer

Professional Training & Coaching

Self-Employed

Used daily for less than 6 months

Review source

Reviewed 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]!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!

Matthew L.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Review source

Reviewed March 2023

Save hours on admin tasks

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

If you're a coach looking to save 10+ hours per week on admin tasks while getting more better results for your clients then look no further. [sensitive content hidden] built ClientFol.io from his own experience after scaling his own coaching business to 7 figures. It has everything you need in one place. Scheduling sessions, organizing your notes, training portal etc.

Cons:

nothing bad to say about it! go try it for yourself

Lee M.

Verified reviewer

Marketing and Advertising

2-10 employees

Used weekly for less than 12 months

Reviewed March 2023

Keeping it together!

I love the software, and it does everything it claims to. It may not be as polished as I'd like it to be but it works, it's fast, and everything I need is in one location that is easy to find.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Several features make ClientFol.io the ideal software for coaches and consultants. I can keep all clients' information in one location, along with their notes, calls, videos, and more. Not to mention every client has access to keeping track of their goals and can follow up on any assignments or accountability questions. The software is exceptionally fast as well.

Cons:

It doesn't look terrible, but it isn't highly polished either. It's not a determining factor for me because functionality must be prioritized. However, there are areas where the design could be better. But this is nitpicking.

Halle E.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used weekly for less than 6 months

Reviewed March 2023

Love this program!

It makes it easier to keep, track and use my notes, and the clients can get more out of the sessions from the notes/homework I share with them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Powerful, simple tools that we can use to make coaching clients much easier. I like how comprehensive the program is and how it can be both my notes and client-facing.

Cons:

Nothing - it’s a great program that is very easy to use.

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