--- title: "Optify Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Optify Software - reviews, pricing plans, popular comparisons to other Coaching products and more." source_url: "https://www.capterra.com/p/227866/Optify/" page_type: "product" language: "en" --- # Optify Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Optify ## What is Optify? Optify is an open and flexible coaching platform powering the design, delivery, and management of coaching programs at scale. Customizable features, including program set-up, dashboards, coach matching, integrated calendaring, surveys, coaching topics, and resource library. The coach and coachee view is confidential to set goals, keep notes, share learning resources, and communicate. Implementation and training services are available. Priced in tiers based on the number of coaches and coachees. ## What is Optify used for? [Coaching](https://www.capterra.com/coaching-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/)[Business Management](https://www.capterra.com/business-management-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing 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 Optify?[Manage this product listing](https://www.g2.com/products/optify/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. ### Optify 5.0 (13) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (13) Ease Of Use 4.5 (265) Value For Money 4.7 (11) Value For Money 4.3 (246) Customer Service 5.0 (12) Customer Service 4.4 (247) ## Optify alternatives [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars Highest Rated [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about Optify Overview ### Which roles and teams benefit most from Optify? Optify is most used by executives, founders, and operations leaders who need visibility into business performance, client delivery, and team alignment. Client engagement leaders and project managers use it to organize workflows, track progress, and keep stakeholders informed, while coaches and consultants rely on it to structure engagements and improve accountability. Answer based on 13 reviews Overview ### What company size and industries is Optify built for? Optify is for small businesses in coaching and training, with 92% of reviewers from small companies and 77% from Professional Training & Coaching. It also serves organizations running internal or external coaching programs, independent coaches, and firms in Health, Wellness and Fitness and Human Resources, each at 8%. Answer based on 13 reviews Features and Usability ### What are the key features of Optify? Optify offers HR management with access controls, role-based permissions, and employee management, plus scheduling tools such as appointment scheduling, calendar management, and automated reminders. It also includes client and participant profiles, messaging, reporting, workflow management, and course authoring for coaching, mentoring, and learning programs. Integrations ### Which third-party tools and platforms does Optify integrate with? Optify integrates with Calendly, Google Calendar, Google Meet, Microsoft Exchange, Microsoft Outlook, and Microsoft Teams. Calendly is the most commonly mentioned scheduling connection, while the calendar and meeting options cover Google and Microsoft platforms for booking, conferencing, and calendar syncing. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does Optify offer? Optify provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided instruction, webinars cover group learning sessions, documentation serves as written reference material, and videos offer visual guidance for reviewing features and steps. Getting Started and Support ### What customer support options does Optify offer? Optify provides Email/Help Desk, a Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. With no reviewer feedback available on support experiences, user sentiment about response speed, helpfulness, or common frustrations cannot be summarized from the catalog data. ## Features AI summary Based on 1,581 Coaching reviews Capterra data shows that buyers of coaching software rank the following features as their top priorities: - **Client Management** (**56%** of reviewers rated this feature as critical) - **Appointment Management** (**73%**) - **Calendar Sync** (**70%**) Optify supports all three features that reviewers rate most highly: **Client Management**, **Appointment Management**, and **Calendar Sync**. Together, these capabilities help coaching businesses keep client information organized, schedule sessions efficiently, and keep calendars up to date across tools, allowing teams to reduce admin work and stay focused on client relationships. Client Management 4.9 (8) 100.00% of 8 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Appointment Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage various aspects of appointments including booking, rescheduling, canceling Calendar Sync 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules Scheduling 4.8 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Calendar Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Session Notes 5.0 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Private client session notes for coaching, therapy, etc. Optify 67 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Chat/Messaging: Communicate using direct chat or messages within the system - Class Scheduling: Schedule in-person or online classes - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Curriculum Management: Map out the subjects that comprise courses of study - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Reminders: Reminders sent via email - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Calendar: A list of events with their respective dates - Event Scheduling: Plan an event's time and location - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - 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 - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Learning Management: Organize and track educational activities - Live Chat: Ability to chat online in real time - Mentor/Coach Matching: Match mentors and mentees through self-matching, admin-led matching, or automatically based on skills, interests and other parameters - Mentoring Program Management: Manage mentoring programs: registration, pairing, curriculum, and reporting - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Location: Manage and support multiple locations - Participant Profiles: Personal profiles that may include photos, job roles, skills, interests, qualifications, languages spoken, and more - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Program Evaluation: Collect and analyze data to evaluate the effectiveness of projects and programs - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real-Time Reporting: Active reporting of data and metrics - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Resource Library: Provides access to a coach-curated list of educational resources for clients to utilize. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Session Notes: Private client session notes for coaching, therapy, etc. - Single Sign On: Allow users to access multiple services after entering their login credentials once - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.9 (13) 4.9 Based on 13 reviews ## Pricing Value for money 4.7 (11) [View pricing plan details](https://www.capterra.com/p/227866/Optify/pricing/) Coaching Teams Pricing not available It includes: - https://optify.io/pricing/ Enterprise Contact Vendor for Pricing It includes: - https://optify.io/pricing/ Value for money 4.7 (11) 4.7 Based on 11 reviews ## Integrations [ Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Microsoft Exchange](https://www.capterra.com/p/248250/Microsoft-Exchange/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (12) 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 5.0 (12) 5.0 Based on 12 reviews ## User reviews Overall rating 5.0 Based on 13 reviews Filter by rating 5(13) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SW Sarah W. COO Professional Training & Coaching ### "Increased collaboration" 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 9/10 September 16, 2024 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](https://www.capterra.com/p/176545/CoachLogix/) Reasons for choosing Optify More flexibility and customization in how the product is used. It allows us to flex it to our processes. 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. KR Kristy R. Director of Client Engagement Professional Training & Coaching ### "Great product for Coaches" 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 10/10 August 19, 2024 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. 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. DF Deb F. Founder and Principal Professional Training & Coaching ### "Excellent Coaching Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 22, 2024 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. 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. AN Anonymous User Project Manager Professional Training & Coaching ### "Early Optify Review" 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 10/10 November 2, 2023 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. 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. SP Sharon P. CEO Professional Training & Coaching ### "Scalability Made Easy" 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 10/10 October 28, 2023 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. Switched from [Google Drive](https://www.capterra.com/p/161425/Drive/) 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. Victor C. COO Professional Training & Coaching ### "Optify Review for C3" 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 10/10 July 19, 2023 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. Switched from [WildApricot](https://www.capterra.com/p/76116/WildApricot/) [TalentLMS](https://www.capterra.com/p/132935/TalentLMS/) The other products where not created for coaching programs. 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. AB Anna B. CEO Professional Training & Coaching ### "Spend more time focused on your client" 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 10/10 May 1, 2023 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. 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. MH Margot H. Founder, Principle Professional Training & Coaching ### "A must have for independent coaches" 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 10/10 April 19, 2023 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. 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. JC Jyl C. Founder Human Resources ### "You can tell it was created by expert coaches! They get it!" 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 10/10 December 15, 2022 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. 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. GA Ghadah A. Executive Consultant Professional Training & Coaching ### "Optify is the new approach to organizational coaching " 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 10/10 June 4, 2022 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. 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. [View all Reviews](https://www.capterra.com/p/227866/Optify/reviews/) ## 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.