CoachVantage Pricing, Features, Reviews & Comparison of Alternatives

CoachVantage

Coaching business management platform

5.0/5 (5 reviews)

CoachVantage overview

What is CoachVantage?

CoachVantage is a coaching business management platform which helps coaches and mentors manage schedules, clients and documents, as well as payments, notes and invoices conveniently online. CoachVantage syncs with external calendars, supports timezone auto-conversion, plus Zoom and Skype integration, and more. Users can create branded booking pages for unlimited events, track contract packages and log coaching session hours all from the same platform. Automated scheduling tools enable users to set up ad hoc or recurring events or coaching sessions, while calendar sync functionality ensures that any scheduled events get synced directly into their Google calendar.

CoachVantage provides a single and central location from which to manage all contact and client information, including profiles, contracts, invoices, and session notes. In one click, users can import an existing contact database to the CoachVantage platform. Automated logging technology saves users from manually tracking their coaching time. Users have quick access to all of their documents and notes. CoachVantage enables users to upload handwritten session notes or sound files to a client’s profile. Users can create and send branded invoices to clients and collect secure payments with Stripe and PayPal integration. CoachVantage also supports integration with ConvertKit to help users nurture client relationships through email marketing campaigns.
coachvantage.com

Pricing

Starting from
$39/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
CoachVantage screenshot: Track and manage contractsCoach VantageCoachVantage screenshot: Users can import and export contact detailsCoachVantage screenshot: Users can send branded invoices to clientsCoachVantage screenshot: Add session notes to client profilesCoachVantage screenshot: CoachVantage supports timezone auto-conversion

CoachVantage reviews

Excellent
5

Very good
0
Average
0
Poor
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Terrible
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Value for money
Features
Ease of use
Customer support
  5.0
  5.0
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  5.0
Keith Carlson, RN, BSN, NC-BC

CoachVantage Rocks

Used daily for free trial
Reviewed 2019-04-09
Review Source: Capterra

Glen has created an excellent and affordable platform that I recommend regularly!

Pros
CoachVantage offers me an excellent platform for managing my clients and coaching practice without breaking the bank. I can set up appointments myself or allow clients to choose their best time from my calendar, which syncs with my Google Calendar. I can also invoice, track payments, and make sure I'm on top of my schedule and responsibilities to my clients. It's also easy to upload documents for future reference.

Cons
When I upload documents to my clients' profiles, I'd like to click on the doc for a quick preview rather than have to download it each time I want to see it. Calendar was difficult, but that's more about me than the software! I'd also like to have a CoachVantage app on my phone but I know app development can be a heavy lift.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Nick Freedman

A game changer for coaches all over the world!

Used daily for less than 6 months
Reviewed 2019-08-15
Review Source: Capterra

Pros
The user experience has been built with such beauty and ease, that I take my hat off the the developers. It's like every feature is fluid and easy to use. And they thought of all the little things and took care of them. The calendar booking system saves me 8 hours a month, by no longer having to send lots of time consuming emails.

Cons
The features I want are coming soon, which is the ability to market my online courses. So really, nothing much.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Marc Mawhinney

So happy that I've switched my team over to CoachVantage!

Used daily for less than 6 months
Reviewed 2019-04-01
Review Source: Capterra

I recently changed my sales team over to using CoachVantage and we're very happy with the switch. I've also recommend it to the coaches who follow me!

Pros
Easy to use, with lots of features for my business coaching business! (Plus the creator, and his team has been awesome to deal with!)

Cons
Not applicable - I can't think of anything that I don't like!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Maxie Ouyang

Easiest Scheduling software

Used weekly for less than 6 months
Reviewed 2019-03-26
Review Source: Capterra

I find it really great that I don’t have to use multiple scheduling links or softwares and try find one that works for me. I’ve used many before and found CV to be the best. I also love how it works so easily with Timezone and all my friends/clients/peers who use CV tend to come back to it over and over and over again. Great product! Highly recommend!

Pros
Once it’s set up, it’s super easy to just send the link and have people book appointments with me. I love the notifications, the syncing with my google calendar and how easy it was to set up my calendar.

Cons
There wasn’t anything I didn’t like about CV.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Beatrice Phillips

Manage everything in one spot

Used daily for less than 6 months
Reviewed 2020-01-18
Review Source: GetApp

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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CoachVantage pricing

Starting from
$39/month
Pricing options
Free trial
Subscription
View Pricing Plans

Clarity Plan: $39/month
Aha! Plan: $49/month

CoachVantage features

Activity Dashboard
Activity Tracking
Customizable Branding
Data Import/Export
Reminders
Third Party Integration

API (445 other apps)
Applicant Tracking (286 other apps)
Automatic Notifications (356 other apps)
Customizable Reporting (277 other apps)
Employee Database (244 other apps)
Employee Management (307 other apps)
Employee Onboarding (225 other apps)
Employee Portal (236 other apps)
Employee Self Service (231 other apps)
Performance Management (217 other apps)
Real Time Reporting (238 other apps)
Recruitment Management (231 other apps)
Reporting & Statistics (400 other apps)
Self Service Portal (257 other apps)

Additional information for CoachVantage

Key features of CoachVantage

  • Ad Hoc / Recurring Events
  • Alerts/Notifications
  • Appointment Reminders
  • Appointment Scheduling
  • Automated Scheduling
  • Automated Session Logging
  • Business Coaching
  • Calendar Sync
  • Client Database
  • Contact Management
  • Contract Management
  • Document Management
  • Invoice Management
  • Life Coaching
  • Online Booking
  • Online Payments
  • PayPal & Stripe Integration
  • Revenue Tracking
  • Session Management
  • Session Notes
  • Timezone Conversion
  • Zoom & ConvertKit Integration
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Benefits

• CoachVantage offers scheduling and booking tools designed specifically for coaching workflows. Clients can self-book directly from the user's booking page.

• CoachVantage automatically logs coaching hours in a table to help coaches get certified sooner. The coaching log is in the ICF required format.

• Tracks contracted coaching sessions to help coaches stay on top of contract renewals automatically.

• Attach sound files or handwritten session notes to client profiles and access them anywhere, anytime.

• Collect secure payments from online booking pages and for invoices with Stripe or PayPal integration.