Optify

5.0 (13)
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Streamlined coaching management system

About Optify

Optify is a mentoring solution that enables coaches and clients to facilitate collaboration and streamline the management of programs. It allows users to track individual progress and share aggregated survey results with program sponsors.


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Optify Software - 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 Software - Coaches can either be assigned to a coachee, or the coachee can be provided options to select from with bios and audio recordings to get to know each coach.
Optify Software - Coaches and clients have a confidential container of information, including goals, notes, assignments, and scheduling,  enabling powerful coaching with clarity and focus.
Optify Software - Extensive dashboards that provide visibility into the non-confidential aspects of coaching to program managers and sponsors, including status of programs, engagements, events and coaches.
Optify Software - Library of over 200 learning resources to be assigned to coachees for personal and professional growth.
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Optify video
Optify Software - 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 Software - Coaches can either be assigned to a coachee, or the coachee can be provided options to select from with bios and audio recordings to get to know each coach.
Optify Software - Coaches and clients have a confidential container of information, including goals, notes, assignments, and scheduling,  enabling powerful coaching with clarity and focus.
Optify Software - Extensive dashboards that provide visibility into the non-confidential aspects of coaching to program managers and sponsors, including status of programs, engagements, events and coaches.
Optify Software - Library of over 200 learning resources to be assigned to coachees for personal and professional growth.

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US$109.00
month

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Ease of Use

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Value for Money

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Reviews

Overall rating

5 /5
(13)
Value for Money
4.7/5
Features
4.9/5
Ease of Use
4.9/5
Customer Support
5/5

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Showing 5 reviews of 13
Victor
Victor
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Optify Review for C3

Reviewed on 2023/07/19

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

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.

Deb
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Excellent Coaching Platform

Reviewed on 2024/07/22

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

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

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
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Increased collaboration

Reviewed on 2024/09/16

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.

Alternatives Considered

Coaching.com

Reasons for Switching to Optify

More flexibility and customization in how the product is used. It allows us to flex it to our processes.
Sharon
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Scalability Made Easy

Reviewed on 2023/10/28

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.

Kristy
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product for Coaches

Reviewed on 2024/08/19

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.

Showing 5 reviews of 13 Read all reviews

Optify FAQs

Below are some frequently asked questions for Optify.

Optify offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

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.

Optify has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Optify supports the following languages:

English

Optify supports the following devices:

Optify integrates with the following applications:

Calendly, Google Calendar, Google Meet, Microsoft Exchange, Microsoft Outlook, Microsoft Teams

Optify offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Optify.