# CoachVantage Software Reviews, Demo & Pricing - 2026

> Review of CoachVantage Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/coaching/coachvantage-profile

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CoachVantage

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Overview

[Reviews](https://www.softwareadvice.com/coaching/coachvantage-profile/reviews/)[Alternatives](https://www.softwareadvice.com/coaching/coachvantage-profile/alternatives/)

# CoachVantage 2026: Benefits, Features & Pricing

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

CoachVantage

4.8

[(26)](https://www.softwareadvice.com/coaching/coachvantage-profile/reviews/)

Pricing

Starting at $29.00 per month

### About CoachVantage

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

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

Personalize your account with your own branding, colors and logos. Clients have access to a secure client portal so you can collaborate and share resources securely 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.

Virtual coaching is possible with our native video feature, CVMeet, as well as Zoom and Google Meet.

Manage your coaching engagements professionally and use the Automations feature to automate your workflow. You can send 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. For example, there's an interactive 'Strengths Wheel' template to help you get deeper client insights. The e-contract feature is modular so you can send contracts to clients at any time, or embed the e-contract into your landing page. Client onboarding can be completed in one easy flow, from enrolment 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 schedule a 1:1 guided session with a real-life person to help you get started quickly to make the most out of this wonderful coaching management software. Integrates with Stripe, PayPal, Zoom, and your external calendar.

## CoachVantage User Interface

## Popular CoachVantage Alternatives

Main Product

CoachVantage

4.8

[(26)](https://www.softwareadvice.com/coaching/coachvantage-profile/reviews/)

Ratings Breakdown

-   4.81Ease of use
-   4.96Value for money
-   4.96Customer support
-   4.65Functionality

Pricing

Starting at $29.00 per month

Alternative Product

[Everfit](https://www.softwareadvice.com/club-management/everfit-profile/)

4.8

[(402)](https://www.softwareadvice.com/club-management/everfit-profile/reviews/)

Ratings Breakdown

-   4.83Ease of use
-   4.56Value for money
-   4.83Customer support
-   4.63Functionality

Pricing

Starting at $9.00 per month

Alternative Product

[OfferingTree](https://www.softwareadvice.com/coaching/offeringtree-profile/)

4.8

[(90)](https://www.softwareadvice.com/coaching/offeringtree-profile/reviews/)

Ratings Breakdown

-   4.70Ease of use
-   4.84Value for money
-   4.86Customer support
-   4.50Functionality

Pricing

Starting at $26.00 per month

Alternative Product

[My PT Hub](https://www.softwareadvice.com/coaching/my-pt-hub-profile/)

4.6

[(3200)](https://www.softwareadvice.com/coaching/my-pt-hub-profile/reviews/)

Ratings Breakdown

-   4.40Ease of use
-   4.57Value for money
-   4.54Customer support
-   4.45Functionality

Pricing

Starting at $22.50 per month

Alternative Product

[Paperbell](https://www.softwareadvice.com/coaching/paperbell-profile/)

4.7

[(150)](https://www.softwareadvice.com/coaching/paperbell-profile/reviews/)

Ratings Breakdown

-   4.60Ease of use
-   4.58Value for money
-   4.79Customer support
-   4.25Functionality

Pricing

Starting at $40.00 per month

Alternative Product

[Delenta](https://www.softwareadvice.com/coaching/delenta-profile/)

4.8

[(57)](https://www.softwareadvice.com/coaching/delenta-profile/reviews/)

Ratings Breakdown

-   4.65Ease of use
-   4.78Value for money
-   4.88Customer support
-   4.54Functionality

Pricing

Starting at $29.00 per month

## 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
    
    AI Copilot
    
    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
    
    Curriculum Management
    
    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
    
    SMS Messaging
    
    Surveys & Feedback
    
    Third-Party Integrations
    
    Web Forms
    
    Website Integration
    
    Workflow Management
    

## CoachVantage Integrations

PayPal

Integration rated undefined from -1 review

Stripe

Integration rated undefined from -1 review

Zoom Workplace

Integration rated undefined from -1 review

Microsoft 365

Integration rated undefined from -1 review

Google Calendar

Integration rated undefined from -1 review

## CoachVantage User Reviews

Overall Rating

4.8

Ratings Breakdown

5

85%

4

15%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.8

Value for money

5.0

Customer support

5.0

Functionality

4.7

Kate Z.

Verified reviewer

Management Consulting

Self-Employed

Used daily for less than 12 months

Review source

Reviewed May 2026

I recommend CoachVantage to all new coaches

5

CoachVantage has created simplicity for my new business and has saved me money by not having to purchase multiple tools and having it all in one place. Additionally, \[sensitive content hidden\] have been terrific to work with - responsive to my questions and suggestions. And I appreciate the \[sensitive content hidden\] is continuously seeking to improve the platform and to offer more features.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

CoachVantage allows me to take care of so many of my coaching needs in one place. I love having a single platform for contracting, scheduling, note taking, coaching logs, interacting with clients, invoicing-payments, and maintaining my client pipeline. I just started to use the Group Program features as well and am excited to see the benefits of using that feature.

Cons:

I was hoping to be able to use the video conferencing feature directly in CoachVantage, but that hasn't been a good solution for me. Given this, I've had to purchase a license for Zoom instead but Zoom integrates into CoachVantage so it's been a seamless option.

Reasons for choosing CoachVantage

CoachVantage puts nearly all of my needs into a single solution - making it far easier to manage and less expensive. I chose CoachVantage over Paperbell because of better features and pricing.

Vendor Response

Thank you, Kate, for your review and feedback! We strive to continue enhancing CoachVantage as the coaching software of choice for coaches everywhere, and your feedback continues to motivate us to do so!

Replied June 2026

Read More

LC

Lori C.

Verified reviewer

Professional Training & Coaching

Self-Employed

Used daily for less than 2 years

Reviewed February 2026

Easy to Use and A Great Value - What else can you ask for?

5

It has been an amazing 2 years! Glen is very responsive. I am an ADHD coach and this product is perfect for us - easy to use!

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Extremely easy to navigate. It can be set up in just a few short minutes. I also love the resource center. Also - great value

Cons:

I would like to be able to customize y dashboard and client profile. It would be nice to have a choice of tiles for the dashboard. It would be great to be able to customize fields in profiles

Reasons for choosing CoachVantage

I love the product but it is too expensive!

Reasons for switching to CoachVantage

It was not capable of handling some of my coaching package payment plans

Vendor Response

Thank you, Lori, for your comments and support of CoachVantage! We're so happy to have you with us and supporting our community of ADHD coaches who are using CoachVantage. Just wanted to clarify that the comment about the product being too expensive is in relation to the previous coaching software you were using? Your feedback about being able to customize the dashboard is well noted, and this is definitely on our roadmap so that you can make your dashboard your own, with the information that matters most to you at one glance. Thank you as always for your valuable feedback and helping us make CoachVantage the coaching platform of choice!

Replied February 2026

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

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

SH

Stuart H.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2026

A+ Rated Coaching Platform

5

CoachVantage has made running my group coaching programs so much easier. I can manage enrollments, resources, community discussions, and live sessions all from one platform. My group members can access everything from the client portal, which saves me a great deal of time.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

CoachVantage is a great value for money, the customer support responds to any request in a timely manner. Not only can you manage all your clients in ONE place, but you can also create links to insert into your website to grow your business

Cons:

The platform covers almost every aspect required to run a coaching business, if you are running a team of coaches the platform currently does not offer that - however the professional development team has confirmed that they are in development

Reasons for switching to CoachVantage

Pricing for the volume of clients, integrated CRM for new potential clients

Vendor Response

Thank you, Stuart! We appreciate your positive review of CoachVantage. And yes, we are working to bring the Coaching Teams plan to life, it's in the works!

Replied June 2026

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

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

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

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

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

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

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

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

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

RP

Robin P.

Verified reviewer

Management Consulting

Self-Employed

Used daily for less than 2 years

Review source

Reviewed June 2026

Love it for my business!

5

My experience has been very positive. I've been able to speak with \[sensitive content hidden\] directly when needed, and he's always professional and supportive.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

CoachVantage provides a clean way for me to organize and track my client interactions. I knew as I launched my business that I needed to do that in a way that made sense and a way that could scale.

Cons:

It's a little tedious to attach documents to client records. It could be that I just haven't explored yet the best way to do it.

Vendor Response

Thank you, Robin, for your positive feedback and kind words! To attach a document to a client record, use the 'Files' tab on the client record. There, you can upload files and keep them private for your access only, or you can share them with clients, too.

Replied June 2026

Read More

Showing 1 - 10 of 26 Reviews

[See All Reviews](https://www.softwareadvice.com/coaching/coachvantage-profile/reviews/)

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