--- title: CleverMemo Reviews meta_title: 'CleverMemo Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how CleverMemo works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 4 scale: '5' date_modified: '2026-06-04' parent_category: name: Vertical Industry url: https://www.g2.com/categories/vertical-industry --- # CleverMemo Reviews **Vendor:** CleverMemo Coaching Software **Category:** [Coaching Software](https://www.g2.com/categories/coaching) **Average Rating:** 4.6/5.0 **Total Reviews:** 4 ## About CleverMemo A powerful tool to support and engage clients between sessions ## CleverMemo Reviews ### 1. CleverMemo **Rating:** 4.0/5.0 stars **Reviewed by:** Jayant A. | Software Engineering Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about CleverMemo?** CleverMemo excels in facilitating streamlined communication across our organization. Its user-friendly interface allows team members to easily manage tasks and projects. The real-time notification system is particularly effective, ensuring that everyone stays updated without delay. **What do you dislike about CleverMemo?** One downside of CleverMemo is that while it offers robust features for team collaboration, it can sometimes be overwhelming for new users due to its comprehensive options. Additionally, the mobile app doesn't always sync seamlessly with the desktop version, which can be frustrating when working remotely. **What problems is CleverMemo solving and how is that benefiting you?** CleverMemo has revolutionized how we handle coaching within our organization by providing a centralized platform for managing coaching sessions, tracking progress, and facilitating communication between coaches and clients. This has led to improved consistency in coaching methods and easier tracking of client progress, ultimately enhancing the overall effectiveness of our coaching programs. ### 2. I was truly impressed by the personalized attention I received when seeking support. **Rating:** 5.0/5.0 stars **Reviewed by:** Denise D. | Marketplace Quality and Reliability Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2024 **What do you like best about CleverMemo?** The software's technical implementation is outstanding, boasting an intuitive interface and visually appealing design. **What do you dislike about CleverMemo?** the subscription fee which should be more affordable. **What problems is CleverMemo solving and how is that benefiting you?** Big help in client journaling and giving feedback. ### 3. Customer Experience Review: Satisfaction and Suggestions **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about CleverMemo?** What I like best about CleverMemo is its intuitive interface and user-friendly design. **What do you dislike about CleverMemo?** What I dislike about CleverMemo is the lack of customization options for formatting text and limited integration with other platforms. **What problems is CleverMemo solving and how is that benefiting you?** CleverMemo addresses communication challenges by centralizing collaboration, ultimately enhancing productivity for me. ### 4. CleverMemo **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2021 **What do you like best about CleverMemo?** The dropdown features are fantastic. It does a lot of heavy lifting in regards to the next steps & actions. Give me the flexibility to mix up various activities without having to overthink it. **What do you dislike about CleverMemo?** I am very happy with the platform. It will help me drive deep success as I am coaching an SDR team **What problems is CleverMemo solving and how is that benefiting you?** Keeping track of coaching progress. Personalizing a coaching path for each SDR. ## CleverMemo Discussions - [What is CleverMemo used for?](https://www.g2.com/discussions/what-is-clevermemo-used-for) - [View CleverMemo pricing details and edition comparison](https://www.g2.com/products/clevermemo/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-29+10%3A15%3A37+-0500&secure%5Bsession_id%5D=82776a7d-542b-4595-a237-7dedff254a29&secure%5Btoken%5D=8585bbeafdfa0b3967149baca60f8fa688297e9ee6f9aba7b75f96d3dbfaee56&format=llm_user) ## CleverMemo Features **Administration** - Scheduling - Payment Processing - Invoicing **Coaching** - Client Plans - Notekeeping - Session History - Messaging - Goal Tracking - Resource Library **Business Management** - Client History - Promotions - Surveying - Marketing Tools **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech **Agentic AI - Coaching** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top CleverMemo Alternatives - [Speexx](https://www.g2.com/products/speexx/reviews) - 4.6/5.0 (645 reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - 4.7/5.0 (400 reviews) - [Vagaro](https://www.g2.com/products/vagaro/reviews) - 4.6/5.0 (389 reviews)