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1 Level
1285 Review
70 Karma

Review on Coaching Loft by Jeff Westra

Revainrating 4 out of 5

Fantastic CRM and excellent customer services

Easy navigation, easy training for new users (as well as experienced ones), ability easily track my clients progress with their goals in one place! I wish there was an option where we could set up recurring payments so that it would be easier when paying out at end-of each month or quarter/yearly etc - but this isn't something i have come across yet? Great product though & very good support team too if needed!! Really helpful tool which has helped me keep everything organised within our business structure, allowing us more time spent focusing directly towards client needs rather than having admin tasks taking over from them every day.- Client management / tracking through goal setting process using templates available via drop down menus I love that it has so many different options for scheduling clients, from weekly calls through bi-weekly meetings or even monthly ones if needed! It can also be used as an internal tool with our staff members.

img 1 attached to Coaching Loft review by Jeff Westra

There aren't any downsides in my opinion - but there could definitely use some more updates since their last update was about 2 years ago! We are able to schedule appointments within minutes instead of hours when using another service we were paying hourly rates at previously.

Pros
  • The platform is very intuitive and has a very user friendly interface
Cons
  • There is nothing I dislike about the platform at this time