CoachVantage

RATING:

4.8

(18)

About CoachVantage

CoachVantage is a coaching management platform that helps coaches handle clients, workflows, team members, learning sessions and more. Administrators can customize the system by adding branding, colors and logos to customer portals, emails, invoices and the overall user interface. Key features of CoachVantage include contact management, file sharing, email notifications and configurable access permissions. Managers can view team members' client appointments and assign coaching engagements according to requirements. Additionally, users can create goals and assignments, maintain a log of working hours and create a resource library with contracts, worksheets and other documents.

CoachVantage Pricing

Clarity Plan: $29/month Aha! Plan: $49/month Team Plan: from $245/month

Starting price: 

$29.00 per month

Free trial: 

Available

Free version: 

Not Available

Client portal enables you to manage your coaching journey easily. Set goals, assignments, share resources and enable self-service scheduling. Enables a deeper level of engagement with your clients.
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CoachVantage Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for CoachVantage

1 - 5 of 18 Reviews

Beatrice

Verified reviewer

Consumer Services, 2-10 employees

Used daily for less than 6 months

Review Source: GetApp
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2020

Manage everything in one spot

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

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.

Stephanie

Verified reviewer

E-Learning, 2-10 employees

Used daily for less than 12 months

Review Source: GetApp
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Great tool especially if you're starting to coach online

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.

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..

Jonathan

Health, Wellness and Fitness, 1 employee

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2024

Look no further - I've researched them all!

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

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.

Reason 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.

Kaori

Education Management, 1 employee

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed March 2023

Cost effective way to start client management for all coaches

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

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.

Reason 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.

Beverly

Health, Wellness and Fitness, 1 employee

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Best coaching software I've tried

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

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.

Reason 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.