---
description: Side-by-side comparison of Optify vs ClientFol.io. Learn more about each of the product's price, features, and see the most comprehensive reviews for UK business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Optify vs ClientFol.io Comparison - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Knowledge Management Software](/directory/30094/knowledge-management/software) > [Optify \<span\>vs\</span\> ClientFol.io](https://www.capterra.co.uk/compare/1011093/1014651/optify/vs/clientfolio)

# Compare Optify vs ClientFol.io

Canonical: https://www.capterra.co.uk/compare/1011093/1014651/optify/vs/clientfolio

> Detailed comparison between Optify and ClientFol.io. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Optify | ClientFol.io |
| **Overall rating** | 5.0/5 | 4.9/5 |
| **Total Reviews** | 13 | 17 |
| **Starting Price** | - | US$29.97 |
| **Free Trial** | No | - |
| **Free Version** | No | - |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Chromebook (Desktop), Android (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Best for

### Optify

Organizations with internal or external coaching programs; coaching companies; training, organizational development, or leadership development organizations that provide coaching; independent coaches

### ClientFol.io

Coaching Software for running session solo or groups.&#10;Client portal for accountability, goal tracking, past sessions, homework \&amp; Invoices: fully white-labeled with your brand.

## Key features

### Optify

- Activity Tracking
- Appointment Management
- Appointment Scheduling
- Business Coaching
- Calendar Management
- Client Management
- Customer Database
- Customisable Branding
- Customisable Templates
- Email Reminders
- Engagement Tracking
- Monitoring
- Multi-Location
- Performance Metrics
- Program Management
- Real-Time Reporting
- Reminders
- Reporting & Statistics
- Scheduling
- Session Notes

### ClientFol.io

- Activity Tracking
- Appointment Management
- Appointment Scheduling
- Business Coaching
- Calendar Management
- Client Management
- Customer Database
- Customisable Branding
- Customisable Templates
- Email Reminders
- Engagement Tracking
- Monitoring
- Multi-Location
- Performance Metrics
- Program Management
- Real-Time Reporting
- Reminders
- Reporting & Statistics
- Scheduling
- Session Notes

## Links

- [View Optify Profile](https://www.capterra.co.uk/software/1011093/optify)
- [View ClientFol.io Profile](https://www.capterra.co.uk/software/1014651/clientfolio)
- [View Original Comparison](https://www.capterra.co.uk/compare/1011093/1014651/optify/vs/clientfolio)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Optify vs ClientFol.io Comparison - Capterra UK 2026","description":"Side-by-side comparison of Optify vs ClientFol.io. Learn more about each of the product's price, features, and see the most comprehensive reviews for UK business users.","url":"https://www.capterra.co.uk/compare/1011093/1014651/optify/vs/clientfolio","about":[{"@id":"https://www.capterra.co.uk/software/1011093/optify#software"},{"@id":"https://www.capterra.co.uk/software/1014651/clientfolio#software"}],"breadcrumb":{"@id":"https://www.capterra.co.uk/compare/1011093/1014651/optify/vs/clientfolio#breadcrumblist"},"@id":"https://www.capterra.co.uk/compare/1011093/1014651/optify/vs/clientfolio#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.co.uk/#website"},"publisher":{"@id":"https://www.capterra.co.uk/#organization"},"inLanguage":"en-GB"},{"name":"Optify","description":"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.\n\nImplementation and training services are available. Priced in tiers based on the number of coaches and coachees.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e28945fa-5873-4db0-b731-475ef19bc7d3.png","url":"https://www.capterra.co.uk/software/1011093/optify","@id":"https://www.capterra.co.uk/software/1011093/optify#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":5.0,"bestRating":5,"ratingCount":13},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome"},{"name":"ClientFol.io","description":"Easy to Use Coaching Software to:\n1. Manage Sessions w/notes, hw, stats, &amp; fully branded client portal\n2. Generate better testimonials, increase your authority\n3. Enhance your coaching/consulting process w/goal tracking &amp; accountability for each client\n4. Manage multiple coaches\n5. Unlimited Clients!\n6. Unlimited session notes/homework\n\nOptional: Pro Group Coaching Module, Billing Module\n\nCreate interactive homework and custom branding with your logo and colors, and even send invoices!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f32042f2-773b-49fd-b676-ce91e88f87dc.png","url":"https://www.capterra.co.uk/software/1014651/clientfolio","@id":"https://www.capterra.co.uk/software/1014651/clientfolio#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.9,"bestRating":5,"ratingCount":17},"offers":{"price":"29.97","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Windows on premise, Chrome, Android, Platform ipad"},{"@id":"https://www.capterra.co.uk/compare/1011093/1014651/optify/vs/clientfolio#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Knowledge Management Software","position":2,"item":"/directory/30094/knowledge-management/software","@type":"ListItem"},{"name":"Optify vs ClientFol.io","position":3,"item":"https://www.capterra.co.uk/compare/1011093/1014651/optify/vs/clientfolio","@type":"ListItem"}]}]}
</script>