Mentr

Mentoring research, sourced and dated.

The Mentr library

Client management

Tools for the work that happens between sessions: client records, action items, programs, contracts, invoices, and client portals.

4 tools, A to Z.

All 50 tools

Showing all 4 tools

Alphabetical

Client management

CoachAccountable

A coaching workspace for client actions, metrics, session notes, and worksheets.

Pricing
Free trial
For
Solo coaches, Coaching teams
Site
coachaccountable.com
  • Client actions
  • Session notes
  • Worksheets

Client management

HoneyBook

Client relationship platform for service businesses with proposals, contracts, invoices, payments, scheduling, and a client portal.

Pricing
Free trial
For
Solo coaches
Site
honeybook.com
  • CRM
  • Proposals
  • Invoicing

Client management

My Coach Office

Client management for coaches with private client files, self-scheduling, branded client login, invoicing, and online courses.

Pricing
Free trial
For
Solo coaches, Coaching teams
Site
mycoachoffice.com
  • Client files
  • Scheduling
  • Courses

Client management

Quenza

Client engagement software for sending exercises, automated multi-week programs, and secure messages between sessions.

Pricing
Free trial
For
Solo coaches, Wellness practitioners, Coaching teams
Site
quenza.com
  • Client engagement
  • Programs
  • Exercises

About the library

How this list works.

Tools appear in alphabetical order. A tool can appear in up to three categories. Sponsored listings are labeled and keep their alphabetical place; the Featured slot above is the only paid position on this page.

Our listing policy covers eligibility and sponsored disclosures. Submit a tool or send a correction.