Optify
Review of Optify Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Optify
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Optify Features
Optify Integrations
Customer Reviews
See why people love Optify
Victor C.
Verified UserProfessional Training & Coaching · 2-10 employees
Optify Review for C3
This is one of our best vendors. From onboarding to continuous support they have been fantastic.
- The tool teaches you how to manage a coaching program
- I also like their support and help articles
- I would like to not have to use calendly to connect coach calendars
Switched From
The other products where not created for coaching programs.
Deb F.
Verified UserProfessional Training & Coaching · Self-Employed
Excellent Coaching Platform
I am very happy with this platform! It is everything I had hoped it would be.
- 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
- I'd love to see contracting functionality added
Sarah W.
Verified UserProfessional Training & Coaching · 11-50 employees
Increased collaboration
Verified reviewer
- 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
The cost of Optify is the most challenging aspect given the pricing structure they use
Why they chose it
"More flexibility and customization in how the product is used. It allows us to flex it to our processes."
Kristy R.
Verified UserProfessional Training & Coaching · 2-10 employees
Great product for Coaches
Verified reviewer
- Very intuitive platform
- Able to customize for our coaching & client needs
- None- we've had a great experience with both the platform & the customer service
Jean G.
Verified UserManagement Consulting · Self-Employed
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!
- 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
- 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 UserProfessional Training & Coaching · 2-10 employees
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.
The customer service, willingness to assist, take the time to explain and stay on top of all improvements suggested by the user base
- After considering all options, I couldn't come up with anything
Sharon P.
Verified UserProfessional Training & Coaching · 2-10 employees
Scalability Made Easy
Verified reviewer
- 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
- 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 UserHealth, Wellness and Fitness · 10000+ employees
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)
- 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
- 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
Why they chose it
"We trusted the referral implicitly"
Ghadah A.
Verified UserProfessional Training & Coaching · 51-200 employees
Optify is the new approach to organizational coaching
Smooth ride, great companion along the ride. All questions addressed immediately with minimal or no ‘‘impossibles’!
- 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
- Nothing really
- I just wish we have more scheduling options in the future in case Calendly is not supportive
Verified Professional
Professional Training & Coaching · 11-50 employees
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.
- LOVE the reports - matching clients/coaches process is seamless - reminder emails are sent out easily - support questions are swiftly answered
- 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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