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CoachVantage

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CoachVantage 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

CoachVantage
CoachVantage
4.8
(22)

Pricing

Starting at $29.00 per month

About CoachVantage

CoachVantage is an all-in-one coaching management platform to help you deliver exceptional results for your business and clients.

It supports 1:1 coaching and group coaching. Create, sell and manage your programs easily. It generates a hosted landing page for your programs which you can also embed in your website.

Personalize your account with your own branding, colors and logos. Clients have access to a secure, branded portal so you can collaborate and share stuff easily like files, notes, goals, forms and more.

Key features of CoachVantage include ability to add unlimited contacts. It functions as a simplified CRM so you have everything about your clients in one place.

There's also a native video feature, CVMeet, so you can save on communication tools like Zoom. Manage your coaching engagements professionally and use the Automations feature to automate sending forms, notes and files to clients based on rules you set.

The 'Forms' feature enables you to send forms to clients or embed them in your landing page / booking page, such as an intake form.

Form templates are available for you to use as-is or customize as needed. There's also an interactive 'Strengths Wheel' form te...

mplate to help you get deeper client insights. The E-contract feature is modular as well so you can send to clients at any time, or embed the e-contract into your landing page. Client onboarding can thus be completed in one easy flow, from enrollment to payment to contract signing and scheduling. CoachVantage captures your coaching hours automatically in a coaching log, making sure your coaching time is faithfully logged so you can get certified faster. Customer support is prompt and you can have 1:1 workshop sessions to help you get started and get up to speed quickly to make the most out of this wonderful platform. Integrates with Stripe, PayPal, Zoom, and your external calendar.

CoachVantage Screenshots

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CoachVantage Pricing and Plans

Starting price: $29.00 per month
Free Trial
Free Version

Clarity Plan

$29.00

flat rate, per month

Plan includes:

  • Group Coaching
  • Native Video Tool
  • Automated Email Notifications and Reminders
  • Client Account Portal
  • Coaching Engagements
  • Coaching Log
  • Create Goals and Assignments
  • External Calendar 2-Way Sync
  • Intake Forms on Scheduling Page
  • Intelligent Time-Zone Conversion
Read More

Aha! Plan

$49.00

flat rate, per month

Plan includes:

  • Group Coaching
  • Native Video Tool
  • Automated Email Notifications and Reminders
  • Branded Emails
  • Branded Invoices
  • Client Account Portal
  • Coaching Engagements
  • Coaching Log
  • Communication Tools
  • Create Goals and Assignments
Read More

CoachVantage Features

  • Popular features found in Mentoring
    AI-based Matching
    Appointment Scheduling
    Communication Management
    Content Library
    Enrollments/Onboarding
    Feedback Management
    Goal Management
    Participant Profiles
    Program Evaluation
    Progress Tracking
    Reporting & Statistics
    Skills Assessment
  • More features of CoachVantage
    Action Item Tracking
    Activity Dashboard
    Activity Tracking
    Alerts/Notifications
    Appointment Management
    Automated Scheduling
    Availability Management
    Billing & Invoicing
    Booking Management
    Business Coaching
    Calendar Management
    Calendar Sync
    Client Management
    Client Portal
    Credit Card Processing
    Customer Database
    Customizable Branding
    Customizable Forms
    Customizable Templates
    Data Import/Export
    Electronic Payments
    Email Reminders
    Event Calendar
    Event Scheduling
    Goal Setting/Tracking
    Invoice Management
    Life Coaching
    Mobile Access
    Monitoring
    Multi-Location
    Program Management
    Recurring/Subscription Billing
    Reminders
    Scheduling
    Self Service Portal
    Session Notes
    Third-Party Integrations
    Web Forms
    Website Integration

CoachVantage Integrations

PayPal
PayPal
Stripe
Stripe
Zoom Workplace
Zoom Workplace
Microsoft 365
Microsoft 365
Google Calendar
Google Calendar

CoachVantage User Reviews

Overall Rating

4.8

Ratings Breakdown

5

82%

4

18%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.8

Value for money

5.0

Customer support

5.0

Functionality

4.6

SF

Stephanie F.

Verified reviewer

E-Learning

2-10 employees

Used daily for less than 12 months

Review source

Reviewed January 2021

Great tool especially if you're starting to coach online

4

Overall it felt a lot easier to use and set-up was quick and easy. The support is next to none. I've used many different packages before like Dubsado but both they were pricy and had so many features to figure out. This one is much easier to use and set-up and because support is so responsive I can relax because I know that if I come across any stumbling blocks they're gonna help me out.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I love that the software creates everything you need for the sales process and it can also be used as a very simple CRM to keep track of sales. I also really like the way it keeps all my resources for easy access in one place and makes it easy to find during a call without fumbling around. Probably the best thing is that I don't need to use a lot of different tools now. I cancelled my scheduler which was costing me $15 per month because I don't need it anymore. The invoicing all also saved me using yet another tool. It's so efficient to have everything in one place, I feel that I can scale without worrying about breaking the systems in my business. So worth the price!
Cons:
The only difficulty I found is getting my logo to work with the layout. I suppose that's something I need to resolve with my designer. I want to use the feature that lets you customise the colours so it looks super professional.

Reasons for switching to CoachVantage

I needed a tool that is not complex like Dubsado but still gives me the tools to administer my coaching business, I was using many upgrades in my scheduler too and it was getting expensive. I like the easy price and all-in-one-place set-up..

Read More

CM

Christy M.

Verified reviewer

Entertainment

Self-Employed

Used weekly for less than 6 months

Reviewed September 2025

CoachVantage is an excellent platform for creating a superior coaching experience

5

I have been exploring various options and have tried alternatives, such as Simply.Coach and Paperbell, but for the value and investment, CoachVantage does it for me.

Ratings Breakdown

5
Ease of use
5
Value for money
4
Customer support
5
Functionality
icon
Pros:
Although there are numerous onboarding videos, the platform is quite intuitive to set up, making it unnecessary to watch all of them. I think the platform has everything a coach needs to support their clients - a client portal, flexibility in creating unique coaching packages, onboarding for signing up a client to a new package, which can include e-signing the coaching agreement, and a way to tag clients with different attributes from prospect to client, plus other tags that can be created. The interface is clean, modern, and easy to navigate, even for someone like me who is new to it.
Cons:
There is no chat support. It can take > 24-48 hours for a response. The knowledge base is pretty extensive, so always check there first.

Reasons for choosing CoachVantage

This platform is so comprehensive and perfect for my needs as a life coach. I have way more options to create programs, contract templates, forms, upload resources, and files.

Vendor Response

Thank you for your feedback and comments, Christy! We're delighted to serve as your technology enabler to help you streamline your coaching business, in an intuitive way. Anytime you need a real person to help walk you through anything, you can book a time for a 1:1 workshop. I'm sorry we fell short of being able to respond much faster to your support requests, which sometimes happens when it's over the weekend or when we might have a surge of support requests. We will strive to do better! We really appreciate having you on board with us, thank you!

Replied September 2025

Read More

IR

Iquell R.

Verified reviewer

Professional Training & Coaching

Self-Employed

Used daily for less than 6 months

Reviewed May 2024

Coach Vantage Review

5

Everything went well . Absolutely love it

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Easy and user friendly and was very easy to set up
Cons:
Would like to add a group section for clients

Reasons for choosing CoachVantage

User friendly and catered solely to coaches

Read More

SB

Stephen B.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used weekly for less than 6 months

Reviewed August 2024

Full featured yet reasonably priced life coaching system

5

Since 2009, when I started coaching, I've used several other competitor systems as well as a well known modular based web hosting platforms, to run my coaching operations. While they are all decent systems and all have some good functionality, with each I always had to compromise too much. CoachVantage is a welcome exception.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
CoachVantage is full featured yet reasonably priced. It's quick and easy to setup and simple to use.
Cons:
While it doesn't integrate texting or support coaching teams quite yet, I suspect that these are on the development calendar.

Reasons for choosing CoachVantage

I also considered Profi io, and AttractWell. I didn't choose these because with CoachVantage I didn't have to sactrifice any features critical to my operations.

Reasons for switching to CoachVantage

Wix is a decent platform but it's modular. It was too complicated to setup and too clunky to use. It was also too slow.

Read More

JR

Jonathan R.

Verified reviewer

Health, Wellness and Fitness

Self-Employed

Used daily for less than 6 months

Reviewed March 2024

Look no further - I've researched them all!

5

My experience has been exceptionally good. Where I have reached out with a question, I have received a quick and helpful reply.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
From the minute you create an account, CoachVantage guides you through the simple but intuitive process of setting up a professional end-to-end coaching system.
Cons:
Honestly, I'm finding it difficult to find cons. Everything just works. If I had a wish list, I would ask that CoachVantage would add 2 features: 1. Ability to SMS through the product 2. In-product video conferencing, having said that, CoachVantage integrates very well with existing commercial products.

Reasons for choosing CoachVantage

Ease of use for myself and my clients Simplicity of set-up Integration with 3rd party products Maintenance of coaching hours Value for money Features that suited my business model

Reasons for switching to CoachVantage

Value for money. Features that suited my business model.

Read More

KL

Kaori L.

Verified reviewer

Education Management

Self-Employed

Used weekly for less than 6 months

Reviewed March 2023

Cost effective way to start client management for all coaches

4

I never had this much of attention and support when setting up new platform or software. I really appreciate your hard work.

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
3
Functionality
icon
Pros:
The support team is always there to help you. Very responsive. The system itself includes all the features to start your coaching business. To sign up new clients, getting paid, schedule the appointments and managing them while they are on the programs, the Coach Vantage is the only thing that you need.
Cons:
Unfortunately, I use non-English language to communicate majority of my clients, and the language is not supported in some area of the platform. But, it’s not critical problem as messaging feature is not affected. Hope to see some improvements.

Reasons for choosing CoachVantage

To be honest, the homepage looked more modern and had better impressions. Also I read somewhere that you guys are pretty adoptable and add new features all the time. I think I like that king of flexibility and willingness for the better change.

Read More

BM

Beverly M.

Verified reviewer

Health, Wellness and Fitness

Self-Employed

Used daily for free trial

Reviewed August 2020

Best coaching software I've tried

5

My clients love it and my fellow coaches love it too.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I love the ability to customize this to fit my brand. I love all the features-they're everything I need to make my job as a coach efficient and easy for my clients to engage. It makes me feel that much more professional. The set up is super easy and intuitive. And I love that you can embed a full programs page if that's what you want or simply link to a CTA button.
Cons:
I know they're adding this service so it's really not a con in the long term, but I would love to see the ability to include legally-binding contracts that can be signed and stored right in the platform. Also I would like to see the functionality to create group programs and subscription programs.

Reasons for choosing CoachVantage

It just met most of my needs and my budget.

Reasons for switching to CoachVantage

It's very similar to Satori but the look and feel of it just made it so much better. And the features are more plentiful with CoachVantage than Satori. The pricing is so much more affordable too for the amount of features you get.

Read More

KA

Kimberly A.

Verified reviewer

Non-Profit Organization Management

Self-Employed

Used daily for less than 12 months

Reviewed July 2020

Coach Vantage was a LIFESAVER for me!!!

5

CoachVantange is a Godsend. As a new coach, it helped me to organize my coaching business so that nothing "slipped through the cracks."

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I LOVE the scheduler and that it gives you an option to automatically record the coaching hours. This was IMPERATIVE for logging my coaching hours for the International Coaching Federation (ICF) certification. I recommended it to ALL of my coaching school co-students.
Cons:
I honestly have no cons. The price is affordable, especially as a new coach.

Reasons for choosing CoachVantage

Scheduler and automatic coaching log. Hands down.

Reasons for switching to CoachVantage

Scheduling that interfaced with the coaching log.

Read More

SM

Susan M.

Verified reviewer

Professional Training & Coaching

Self-Employed

Used weekly for less than 6 months

Reviewed January 2025

All in One System with Stellar Customer Service- Beyond my Highest Expectations!

5

I researched many CRM systems prior to choosing Coach Vantage for my coaching business. I was looking for a simple, yet comprehensive and easy to use technology that could support all aspects of my business. Coach Vantage houses my scheduling, 1:1 coaching & group programs, client contracts, invoices, and client information & documents. I can’t express enough, how pleased I am by the level of support and the simplicity of use and comprehensive nature of the CoachVantage system. I definitely made the right choice for growing my business with Coach Vantage, as the company is always open to feedback to support coaches with their businesses and continue to up level their services and product.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
An additional consideration in my decision was customer service support, beyond just chat bots and email, which is difficult to find. The customer service support was beyond my highest expectations, with prompt responses, video meetings to set up my system and to work out any issues.
Cons:
Sometimes difficult to schedule due to time zone differences

Vendor Response

Thank you so much, Susan, for your kind words of appreciation. It was a pleasure to connect with you and to help you get started. Wishing you all the very best in your coaching business!

Replied January 2025

Read More

BP

Beatrice P.

Verified reviewer

Consumer Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed January 2020

Manage everything in one spot

5

Great experience, especially the program/courses feature which is non-existent in other coaching apps.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Once you start having 10 clients and more, managing the appointments, documents, invoicing etc starts to get a jumble. I find CoachVantage straight forward and easy to organize contacts and keep track of appointments and clients goals and assignment. A huge bonus is that you can create programs and courses very easy and make them available on the web - it all ties in with your payment processing and captures client information. This was exactly what I needed, making my life a lot easier. I am not spending time having to pull together docs for each new client, y can create a client portal and make relevant docs available with one click from the drop down menu. No more mailing stuff back and forth!
Cons:
It takes a bit to get used to, however it doesn’t take long and I know CoachVantage is constantly improving the software.

Read More

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