# Optify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Optify the right Coaching solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/227866/Optify/reviews --- Optify 5 (13) [View alternatives](https://www.capterra.com/p/227866/Optify/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Optify Ease of use 4.9 Customer Service 5.0 ## Showing most helpful reviews Showing 1-13 of 13 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Victor C. COO Professional Training & Coaching Used the software for: Less than 6 months ### "Optify Review for C3" July 19, 2023 5.0 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 DF Deb F. Founder and Principal Professional Training & Coaching Used the software for: 6-12 months ### "Excellent Coaching Platform" July 22, 2024 5.0 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 SW Sarah W. COO Professional Training & Coaching Used the software for: 6-12 months ### "Increased collaboration" September 16, 2024 5.0 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/) Reason for choosing Optify More flexibility and customization in how the product is used. It allows us to flex it to our processes. Review Source KR Kristy R. Director of Client Engagement Professional Training & Coaching Used the software for: 1-2 years ### "Great product for Coaches" August 19, 2024 5.0 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 JG Jean G. President Management Consulting Used the software for: 1-2 years ### "Optify's Coaching Platform is a Life Saver for Solo Coach Pracitioners who Hate Administrivia" April 20, 2022 5.0 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! Pros 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. Cons 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.). Review Source MH Margot H. Founder, Principle Professional Training & Coaching Used the software for: 1-2 years ### "A must have for independent coaches" April 19, 2023 5.0 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 SP Sharon P. CEO Professional Training & Coaching Used the software for: 1-2 years ### "Scalability Made Easy" October 28, 2023 5.0 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. Review Source DP Daniel P. Executive Coach Health, Wellness and Fitness Used the software for: Less than 6 months ### "Optify is Game Changer" April 22, 2022 5.0 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) Pros 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. Cons 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. Reason for choosing Optify We trusted the referral implicitly Review Source GA Ghadah A. Executive Consultant Professional Training & Coaching Used the software for: Less than 6 months ### "Optify is the new approach to organizational coaching " June 4, 2022 5.0 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 VR Verified Reviewer Project Manager Professional Training & Coaching Used the software for: Less than 6 months ### "Early Optify Review" November 2, 2023 5.0 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 JC Jyl C. Founder Human Resources Used the software for: 2+ years ### "You can tell it was created by expert coaches! They get it!" December 15, 2022 5.0 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 AB Anna B. CEO Professional Training & Coaching Used the software for: Less than 6 months ### "Spend more time focused on your client" May 1, 2023 5.0 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 CG Catherine G. Client Professional Training & Coaching Used the software for: Less than 6 months ### "Client view" April 2, 2021 5.0 Great company, great customer service, always trying to improve the software and make life easier! Pros Optify has done a great job creating separate coach & client views so that it really is a confidential experience. I can contact my coach when needed, easily schedule with him, and keep track of my goals and progress. Cons I wish I used it sooner! It's a great, easy, and affordable online tool. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.