---
title: CoachCRM Reviews
meta_title: 'CoachCRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CoachCRM works for a business like yours.
date_modified: '2025-07-18'
parent_category:
  name: Sales Acceleration
  url: https://www.g2.com/categories/sales-acceleration
---


# CoachCRM Reviews
**Vendor:** CoachCRM  
**Category:** [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)
## About CoachCRM
CoachCRM is a specialized sales coaching platform designed to enhance the performance of sales teams by facilitating effective communication between managers and representatives. By focusing on coaching the individual rather than just analyzing sales data, CoachCRM aims to drive professional development and increase revenue. Key Features and Functionality: - The Clipboard: A centralized interface that streamlines one-on-one conversations, tracks coaching plans, and consolidates resources, eliminating the need to navigate multiple tools. - The Playbook: A repository of categorized challenges and documented strategies, enabling managers to share knowledge and implement consistent coaching practices. - The University: An on-demand training resource offering concise, skill-based video courses, allowing managers to develop their coaching abilities while addressing real-time team challenges. Primary Value and User Solutions: CoachCRM addresses the common issue of sales teams struggling to meet revenue goals due to a lack of structured coaching. Traditional CRMs and call recording software often highlight problems without providing solutions. CoachCRM fills this gap by offering a platform that not only identifies challenges but also provides actionable plans and resources to improve individual and team performance. This approach leads to increased proficiency, productivity, and overall sales results.






- [View CoachCRM pricing details and edition comparison](https://www.g2.com/products/coachcrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-03+04%3A54%3A09+-0500&secure%5Bsession_id%5D=8c8a0483-1f89-4377-b527-0bcdb4a6824e&secure%5Btoken%5D=d552a9816083000f7e6f91ac6e1197864131c0e5a70d023d7485356d59b9d142&format=llm_user)

## CoachCRM Features
**Agentic AI - Sales Coaching**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Third-Party Integrations

**Training**
- Knowledge Base
- Coaching Materials
- Playbook Creation
- Video Record

**Feedback**
- Review
- Scorecard
- Coaching Card
- Leaderboard
- Real-Time Updates
- Notifications
- Competition

**Generative AI**
- AI Text Summarization
- Generative AI

**Additional Functionality**
- Performance Metrics
- Feedback Management
- AI Copilot
- Reporting & Statistics
- Mobile Access
- Collaboration Tools
- Gamification
- Automatic Transcription
- Call Recording
- Sales Reports
- Real-Time Analytics
- Commenting/Notes
- Built-in Course Authoring
- Learning Paths/Tracks
- Assessment Management
- Video Conferencing
- Conversation Intelligence
- Call Monitoring
- Goal Setting/Tracking
- Workflow Management
- Learning Management
- Content Management
- Training Management
- Document Management
- Content Library
- Recommendations
- Activity Dashboard
- Call Tracking
- Performance Management
- Onboarding
- Search/Filter

## Top CoachCRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,691 reviews)
  - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - 4.7/5.0 (9,432 reviews)
  - [Fathom](https://www.g2.com/products/fathom-video/reviews) - 5.0/5.0 (7,004 reviews)