Profi

Great for Client Engagement

Pros

I adore the ability to schedule sessions and automate my clients' workflows. The template and builder for designing programs are also impressive, offering a simple and elegant experience for my clients.

Cons

I am frustrated by the inability to rearrange questions on forms and the lack of a storage space for necessary client forms. It would be beneficial to send forms without having to add someone as a client in certain cases.

Going Good So Far

Pros

It is great that my clients have the option to upload documents from their end, which is crucial for my practice.

Cons

I find it challenging to easily block off times.

Profi provided great product and customer service.

Pros

Setting up Profi has been a breeze for me and I can easily tailor it to suit each feature I need.

Cons

Currently, I can not pinpoint any features that I do not like.

I do recommend this for CRM and Coaching sessions

Pros

it offers a basic but user-friendly CRM, along with client training and coaching features, easy scheduling, virtual meeting capabilities, and convenient email and text notifications, all backed by great support.

Cons

The CRM lacks advanced features, such as setting up custom client properties like date of birth, and displaying their last activity, which is crucial for project delivery.

Still trialing but it's great!

Pros

The feature set of Profi is extensive and includes the ability to automate forms, client agreement signing, robust program creation, a professional and intuitive UX, easy client portal setup, and responsive support.

Cons

Not all the platform's language aligns with my business. As an operations consultant, I appreciate the ability to customize certain terms, such as changing "Programs" to "Projects" and "Practitioner" to "Consultant". Profe support assured me they'll incorporate this ability.

All-in-one platform for coaching leaders

Pros

Profi's all-in-one flexible program builder is fantastic. I particularly appreciate being able to customize leadership coaching programs with various resources like training videos and documents plus the option to schedule recurring 1:1 and group sessions, along with pre- and post-program assessments, is invaluable.

Cons

We are quite satisfied with the performance of our platform instance and eagerly anticipate the new program builder features from the Profi team.

Excellent app for coaching our internal team

Pros

My experience with Profi has been outstanding! Though I was not the one to decide on its implementation, I have struggled with managing personal development programs using disconnected apps for a while. Having everything in one place, including surveys, assessments, forms, and a program builder, is a huge relief. Plus, being able to access the platform seamlessly on both web and mobile is a major bonus.

Cons

My only gripe is the inability to reorder questions in assessments, but a member of Profi's support team assured me they will address this soon.

Almost perfect!

Pros

With integrated client portal, chat, scheduling, and video conferencing, Profi also provides additional security features.

Cons

Comparatively speaking, Profi's CRM appears basic, especially as we implement top-tier CRMs for our clients. However, we primarily integrate it with Hubspot through Zapier, which suits our needs.

The best coaching app we've tried!

Pros

Profi's all-in-one functionality streamlines our coaching/implementation process and offers a clean, professional, and easy-to-use interface for both our team and clients, supported by superb customer service.

Cons

We experienced a bug where our logo did not display to customers in their portal, but the Profi team promptly resolved it.

Can't live without it.

Pros

Their features include enhanced courses, end-to-end session workflows, a team calendar, video conferencing options, a professional-looking platform, client portals, and scalable pricing.

Cons

We encountered calendar sync issues, but fortunately, they were promptly resolved. The Profi team impressively reacts swiftly to issues and requests.