--- title: "CleverMemo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CleverMemo Software - reviews, pricing plans, popular comparisons to other Mentoring products and more." source_url: "https://www.capterra.com/p/168157/CleverMemo/" page_type: "product" language: "en" --- # CleverMemo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) CleverMemo ## What is CleverMemo? Best-in-class Coaching Software to support and engage clients between sessions. Our mission: Help you deliver an outstanding coaching experience and lasting results. Exercises, worksheets, tools and automatic reminders encourage clients to put intentions into practice. Short feedback loops and frequent, engaging conversations transform your Coaching into sustainable results. You provide clients with a supportive environment to track progress and to make accomplishments visible ## What is CleverMemo used for? [Coaching](https://www.capterra.com/coaching-software/)[Mentoring](https://www.capterra.com/mentoring-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €1 Other, One Time Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CleverMemo?[Manage this product listing](https://www.g2.com/products/clevermemo/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CleverMemo 5.0 (3) VS. [4.8 (424)](https://www.capterra.com/p/202837/Everfit/reviews/) Starting Price €1 Other, One Time Starting Price $19 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.8 (424) Value For Money 5.0 (3) Value For Money 4.6 (416) Customer Service 4.7 (3) Customer Service 4.8 (411) ## CleverMemo alternatives [4.6 (42)](https://www.capterra.com/p/232231/SimplyCoach/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.8 (90)](https://www.capterra.com/p/179634/OfferingTree/reviews/) Starting price $100.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.9 (27)](https://www.capterra.com/p/184700/CoachVantage/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [My PT Hub](https://www.capterra.com/p/146651/My-PT-Hub/) [4.6 (3,206)](https://www.capterra.com/p/146651/My-PT-Hub/reviews/) Starting price $22.50 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/146651/My-PT-Hub/) ## FAQs about CleverMemo Overview ### What company size and specific industries is CleverMemo built for? CleverMemo is designed for coaches and counseling practices of all sizes, including solo practitioners and small to mid-sized firms, that provide coaching, counseling, life coaching, business coaching, blended coaching, relationship coaching, leadership coaching, or mentoring. It fits service providers working in personal development, professional guidance, and advisory fields. Features and Usability ### What are the key features of CleverMemo? CleverMemo offers reminders, action item tracking, client management, curriculum management, goal management, goal setting and tracking, and progress tracking. These features cover task follow-up, client records, curriculum organization, and monitoring goals and progress across ongoing work. Getting Started and Support ### What training and onboarding options does CleverMemo offer? CleverMemo provides live online training and documentation to help teams get started. Live online sessions support guided instruction with a trainer, while documentation offers written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does CleverMemo offer? CleverMemo provides 24/7 live rep support and chat. Users can reach help at any time through either channel. No reviewer feedback on support quality is available here, so the support experience cannot be described beyond the listed contact options. ## Features AI summary Based on 965 Mentoring reviews Capterra reviewers highlight the following as the mentoring features buyers care about most: - **Mentor/Coach Matching** (**58%** of reviewers rated this feature as critical) - **Mentoring Program Management** (**44%**) - **Participant Profiles** (**31%**) CleverMemo focuses on other capabilities that reviewers also consider important, including **Progress Tracking** (**30%**). This feature gives teams a clear way to monitor development over time, keep mentoring goals visible, and stay on top of participant milestones, helping businesses maintain momentum across mentoring activities. Client Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Action Item Tracking Track the status of discussed/agreed tasks Curriculum Management Map out the subjects that comprise courses of study Goal Management Allows employees to set and manage work or career related goals Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Progress Tracking Reporting on how each user, task or process has advanced since its initiation CleverMemo 7 features ### All Features - Action Item Tracking: Track the status of discussed/agreed tasks - Client Management: Manage contact details and communication with clients - Curriculum Management: Map out the subjects that comprise courses of study - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity --- Features 4.3 (3) 4.3 Based on 3 reviews ## Pricing Value for money 5.0 (3) Request €1.00 Other,One Time Value for money 5.0 (3) 5.0 Based on 3 reviews ## Support, customer service and training options Customer Service 4.7 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent NH Nadine H. Inhaber Management Consulting ### "Clever arbeiten mit CleverMemo" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 6, 2025 Besonders ist der gute Service hervorzuheben. Jede Anfrage wird umgehend beantwortet. Pros Das Tool selbsterklärend, übersichtlich und leicht zu bedienen. Die täglichen Mails sind informativ aber nicht aufdringlich. CleverMemo hilft strukturiert die Coachingeinheiten vorzubereiten, durchzuführen und nachzubereiten. Durch den roten Faden wird der Choachee zwischen den Sitzungen angehalten weiter an seinen Themen zu arbeiten. Cons Wenn man das große Paket kauft, geht die Übersichtlichkeit ein wenig verloren. Da es aber einzelne Ordner gibt, kann man sich ein wenig an den Themen entlang hangeln. Eine Volltextsuche wäre vielleicht noch gut. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. P H. Associate Software Developer Computer Software ### "Genuine review on CleverMemo" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 8, 2024 Pros I find CleverMemo's UI (User Interface) made a world of difference when I wanted to quickly access and sort my notes. When you can easily categorize and search for information, the productivity increases. With effortless integration to various platforms and technologies, it serves as an excellent way of structuring your thoughts/duties. Cons CleverMemo is not quite as configurable: users cannot choose where and how they place their notes, this means that CleverMemo could be less attractive on the feature front. Plus, if the program has many data points there might be some slow downs in speed for particular users. One downside could be that it is not as feature-packed as many other note apps. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CS Claire S. Spiritual Mentor and Coach Professional Training & Coaching ### "Covers Coaching Needs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 16, 2020 CleverMemo works well for my clients and I. I have found over the years that my clients want software that gives them basic functionality such as pre- and post-session forms/actions so that they are prepared and held accountable. They will use some other features, but not much more than that. Pros CleverMemo has just enough to keep it simple for clients who are busy and long for simplicity. It comes with ready-to-use templates for both the coach and the clients. Using it helps clients to be prepared for sessions and know what they must do after. Cons It would be great to be able to automate some of the client actions based on the time of the session. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 24, 2020 Hi Claire, thank you for your review and we're thrilled that you and your clients enjoy using CleverMemo! ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.