--- title: "ClientFol.io Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ClientFol.io Software - reviews, pricing plans, popular comparisons to other Mentoring products and more." source_url: "https://www.capterra.com/p/232029/ClientFolio/" page_type: "product" language: "en" --- # ClientFol.io Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 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) ClientFol.io ## What is ClientFol.io? Easy to Use Coaching Software to: 1. Manage Sessions w/notes, hw, stats, & fully branded client portal 2. Generate better testimonials, increase your authority 3. Enhance your coaching/consulting process w/goal tracking & accountability for each client 4. Manage multiple coaches 5. Unlimited Clients! 6. Unlimited session notes/homework Optional: Pro Group Coaching Module, Billing Module Create interactive homework and custom branding with your logo and colors, and even send invoices! ## What is ClientFol.io used for? [Coaching](https://www.capterra.com/coaching-software/)[Mentoring](https://www.capterra.com/mentoring-software/)[Tutoring](https://www.capterra.com/tutoring-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29.97 Per User, Per Month 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 ClientFol.io?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.ClientFol.io&name=ClientFol.io) ## ClientFol.io Overview Updated August 2026 AI summary ClientFol.io supports small and midsize businesses seeking to organize coaching, mentoring, or tutoring activities through web-based and cross-platform deployment. Its features include mentor or coach matching, action item and progress tracking, appointment scheduling, and customizable templates. Integration with Google Calendar, Zoom, and Vimeo, plus options for branding and third-party connections, help teams coordinate sessions and monitor client engagement. ## 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. ### ClientFol.io 4.9 (17) VS. [4.8 (268)](https://www.capterra.com/p/181623/TutorBird/reviews/) Starting Price $29.97 Per User, Per Month Starting Price $16.95 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (17) Ease Of Use 4.6 (268) Value For Money 4.9 (17) Value For Money 4.8 (246) Customer Service 5.0 (15) Customer Service 4.8 (231) ## ClientFol.io alternatives [4.7 (686)](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 [TutorCruncher](https://www.capterra.com/p/145838/TutorCruncher/) [4.6 (246)](https://www.capterra.com/p/145838/TutorCruncher/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/145838/TutorCruncher/) [Workee](https://www.capterra.com/p/232738/Workee/) [4.8 (19)](https://www.capterra.com/p/232738/Workee/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/232738/Workee/) Highest Rated [Wise: Tutor Management Software](https://www.capterra.com/p/264506/Wise/) [5.0 (20)](https://www.capterra.com/p/264506/Wise/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/264506/Wise/) [View all alternatives](https://www.capterra.com/p/232029/ClientFolio/alternatives/) ## FAQs about ClientFol.io Overview ### Which roles and teams benefit most from ClientFol.io? ClientFol.io is most used by business owners, founders, CEOs, and presidents who manage client relationships, service delivery, and growth from a single place. Coaches, trainers, and consulting leaders benefit by organizing client journeys, tracking engagement, and streamlining follow-up, while directors and operators use it to improve visibility across accounts and ongoing programs. Answer based on 17 reviews Overview ### What company size and industries is ClientFol.io built for? ClientFol.io is coaching software built for small businesses, which make up 100% of reviewers, led by Marketing and Advertising at 29%. It also serves Professional Training and Coaching at 24% and Management Consulting at 18%, with most customers using it for coaching, the main use case for 81% of reviewers. Answer based on 17 reviews Features and Usability ### What are the key features of ClientFol.io? ClientFol.io offers client management and a client portal, plus appointment scheduling, calendar management, and calendar sync for session coordination. It also includes call tracking and call recording, action item tracking, progress tracking, and reporting features such as real-time reporting, summary reports, and visual analytics. Integrations ### Which third-party tools and platforms does ClientFol.io integrate with? ClientFol.io integrates with Google Calendar, Zoom Workplace, and Vimeo. Google Calendar is the listed catalog integration, while Zoom Workplace and Vimeo appear in user mentions for scheduling, meeting recording, and sharing recorded session links for client access. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does ClientFol.io offer? ClientFol.io offers in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided setup, webinars provide group instruction, documentation gives written reference material, and videos offer visual walkthroughs for users reviewing features and steps. Getting Started and Support ### What customer support options does ClientFol.io offer? ClientFol.io offers email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users multiple ways to find answers or contact support, though no reviewer feedback is available to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 938 Mentoring reviews Capterra reviewers highlight these as the features that matter most when choosing mentoring software: - **Mentor/Coach Matching** (**58%** of reviewers rated this feature as critical) - **Mentoring Program Management** (**44%**) - **Participant Profiles** (**31%**) ClientFol.io supports **Mentor/Coach Matching**, which helps organizations pair participants with suitable mentors or coaches. However, it does not include **Mentoring Program Management** or **Participant Profiles**. Instead, it offers other important features such as **Appointment Scheduling** (**37%**) and **Progress Tracking** (**30%**), giving teams practical ways to coordinate sessions and monitor participant development over time, helping businesses keep mentoring relationships organized and outcomes visible. Mentor/Coach Matching 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Match mentors and mentees through self-matching, admin-led matching, or automatically based on skills, interests and other parameters Appointment Scheduling 5.0 (5) 0.00% of 5 reviewers that rated this feature as important or highly important Schedule appointments via a calendar Progress Tracking 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation Client Management 4.7 (15) 40.00% of 15 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Session Notes 5.0 (15) 46.67% of 15 reviewers that rated this feature as important or highly important Private client session notes for coaching, therapy, etc. Scheduling 4.7 (10) 40.00% of 10 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources ClientFol.io 36 features ### All Features - Action Item Tracking: Track the status of discussed/agreed tasks - 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 - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - 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 - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Email Reminders: Reminders sent via email - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - 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 Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Mentor/Coach Matching: Match mentors and mentees through self-matching, admin-led matching, or automatically based on skills, interests and other parameters - 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 - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - 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 - 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 - 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. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Features 4.8 (17) 4.8 Based on 17 reviews ## Pricing Value for money 4.9 (17) Basic $29.97 Per User,Per Month Value for money 4.9 (17) 4.9 Based on 17 reviews ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) ## Support, customer service and training options Customer Service 5.0 (15) 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 (15) 5.0 Based on 15 reviews ## User reviews Overall rating 4.9 Based on 17 reviews Filter by rating 5(16) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LM Lee M. Owner Marketing and Advertising ### "Keeping it together!" 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 March 13, 2023 I love the software, and it does everything it claims to. It may not be as polished as I'd like it to be but it works, it's fast, and everything I need is in one location that is easy to find. Pros Several features make ClientFol.io the ideal software for coaches and consultants. I can keep all clients' information in one location, along with their notes, calls, videos, and more. Not to mention every client has access to keeping track of their goals and can follow up on any assignments or accountability questions. The software is exceptionally fast as well. Cons It doesn't look terrible, but it isn't highly polished either. It's not a determining factor for me because functionality must be prioritized. However, there are areas where the design could be better. But this is nitpicking. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MA Michael A. President Management Consulting ### "ClientFol.io is a Coaches Dream Tool " 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 10/10 March 11, 2023 Pros I love the fact that this Coaching Tool Set is comprehensive, yet simple, and as a result, saves time and delivers a better coaching experience to the client. Cons Like anything else, just finding the time to learn it and get started. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Halle E. Transformational Wealth Coach Professional Training & Coaching ### "Love this program! " 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 March 8, 2023 It makes it easier to keep, track and use my notes, and the clients can get more out of the sessions from the notes/homework I share with them. Pros Powerful, simple tools that we can use to make coaching clients much easier. I like how comprehensive the program is and how it can be both my notes and client-facing. Cons Nothing - it’s a great program that is very easy to use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ML Matthew L. Founder Marketing and Advertising ### "Save hours on admin tasks" 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 March 7, 2023 Pros If you're a coach looking to save 10+ hours per week on admin tasks while getting more better results for your clients then look no further. \[sensitive content hidden\] built ClientFol.io from his own experience after scaling his own coaching business to 7 figures. It has everything you need in one place. Scheduling sessions, organizing your notes, training portal etc. Cons nothing bad to say about it! go try it for yourself 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. MJ Michael J. Owner/Operator Education Management ### "Great Software - Great Support" 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 March 1, 2023 After spending time getting to use it, I find it a great product and I love that my clients can go in and get access to previous coaching session and it's not a lot of work on my end. Pros Has a lot of features in one place that doesn't require me to go outside more so than I need to! I enjoy the fact that if there are any issues the customer support team is fast in response and correctiveness. I also like how ease and simple to use the software is. Cons The only application usage that would help for our useage is if it had a mobile application- 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. SF Scott F. Mindset Conditioning Coach Health, Wellness and Fitness ### "Finally An All in One CRM for Coaching Clients!" 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 February 27, 2023 Just an excellent platform for coaches to track their clients transformation to being the ultimate human being and reaching their potential. I absolutely love it! Pros I love that I can have Clientfolio open while doing sessions. I can take my own notes and also paste what I need the client to see in their 'homework' It's super user friendly and the videos they have to help you 'launch' are perfect and easy to follow! Cons Nothing stands out. I had a few questions regarding functionality and they were QUICKLY addressed and Clientfolio explained it thoroughly and were open to feedback. 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. SV Simone V. Founder Marketing and Advertising ### "I cannot run my business without it now." 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 February 21, 2023 Incredibly positive from start to finish. Pros I love the ease of use and how I can keep track of my clients results. Cons There were a few bugs at the beginning because it was new. Now it's great. 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. GR Greg R. CEO Marketing and Advertising ### "Hidden Gem 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 January 10, 2023 Pros I like that you can use it for individual coaching sessions as well as group coaching. It makes keeping your clients accountable and on top of their goals easy to manage. Cons The instructions on how to use it could have been a little easier. Reasons for choosing ClientFol.io Client folio just made sense to use. I want to keep my cients accountable and this allows me to do that. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. YM Yashica M. Owner Professional Training & Coaching ### "Worth A Try" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 10, 2023 Overall its been great. The customer support is awesome. There have been times when I've had questions or issues and not only was a rep able to assist, but \[SENSITIVE CONTENT\] himself would hold a zoom call to better understand my issue and walk through it. Most often I learn a different way to think about how I'm using functions as well. Pros Easy and set up, was able to upload my entire client list in less than five seconds. I like that can keep all information in one place. Cons I thought it was a database you could have clients upload pdf and jpeg but realized it does not store info Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MM Marc M. Coach Management Consulting ### "I use it with all of my coaching clients! " 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 January 10, 2023 Very happy and recommend it to all of the coaches I know! Pros Before ClientFol.io I took coaching session notes in a notepad, put them in a Word Doc, sent notes and resources out by email, etc ... it was an inefficient process! Now everything is in ClientFol.io and I easily save 20 minutes (likely much more) per season and have a lot less headaches! Cons I can't think of anything I would change with the software, but \[sensitive content hidden\] and his team are great at getting feedback from the users and making necessary changes! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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