CoachVantage Reviews

Manage everything in one spot

Comments: 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.

Great tool especially if you're starting to coach online

Comments: 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.

Full featured yet reasonably priced life coaching system

Comments: 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.

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.

Cost effective way to start client management for all coaches

Comments: 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.

Coach Vantage Review

Comments: Everything went well . Absolutely love it

Pros:

Easy and user friendly and was very easy to set up

Cons:

Would like to add a group section for clients

Look no further - I've researched them all!

Comments: 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.

Best coaching software I've tried

Comments: 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.

Coach Vantage was a LIFESAVER for me!!!

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

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.

Well designed with high-level support

Comments: CoachVantage is an exciting addition to my organization and will serve as the foundation for managing individual coaching and training services. Overall, my experience has been very positive.

Pros:

Hundreds of clients will be creating accounts in CoachVantage, as they engage individual coaching and training services at my organization. Therefore, it is vital to avoid a false start, to have a platform well suited to meet the needs of a wide range of clients, and to know the platform will accommodate future requirements. CoachVantage is meeting these expectations. Overall, the platform is easy to navigate, covers all the bases, and is highly flexible. There are a number of subtle features that add up to an especially positive experience for both the client and administrator. For example, client intake forms, extended search functionality with the ability to add tags to client profiles, pop-up menu location options when scheduling appointments, and flexible theme settings, among many others. Having a background in instructional technology and learning sciences, I am very particular when it comes to system design, including the user interface, workflow, adaptability, and extensibility. CoachVantage excels in these areas. Probably of greatest value is the communication and openness of the founder. He responds to questions in a timely manner, provides clear instruction, and offers useful information. Most importantly, he is open to discussing potential functionality for future releases of the platform. This is much appreciated and I look forward to seeing CoachVantage evolve over time.

Cons:

No cons come to mind. I do look forward to seeing new features in future releases of CoachVantage.

Couldn't Run My Business Without Coach Vantage!

Comments: It has been an invaluable tool and the customer service is top notch!

Pros:

First of [sensitive content hidden] has been an amazing support system and is always willing to help set up and learn how to optimize the program. It is user friendly, especially for us 'older' folks. It helps me save time by easily organizing all of my clients and their information, billing etc.I have referred many people to Coach Vantage for the product but mostly for the service!

Cons:

I have struggled a little with the scheduling piece but I believe that's just user error lol

The most comprehensive coaching platform on the market for the money

Comments: I am really enjoying using Coach Vantage. The customer service has been great and improvements are being made all the time. I feel like I have future-proofed my business!

Pros:

I switched from my previous software as Coach Vantage provided a more complete experience for my clients and for me as a Coach. I love the Zoom integration which makes webcam session bookings a breeze. Plus the ability to capture session notes and set up a bank of resources for clients makes it much easier to manage client relationships.

Cons:

There have been a couple of bugs but these have been fixed. And I would like to automate and customise a few of the forms - however I know this is all work in progress and part of the continuous upgrading.

Best option for new coaches

Comments: It's been easy to manage my clients and appointments, to share my programs with leads and get new clients signed up.

Pros:

I liked how easy it is to create programs and integrate my payment processors. I love that they automatically invoice my clients.

Cons:

Still seems like it's a new program, better after the upgrade, but I feel like it could be technologically better.

Coachvantage is a great platform and great business partner

Pros:

Coach vantage provides all of the functions and resources needed to manage my coaching practice. In addition, the coach, Spanish team has been very responsive and received desponding to any request for changes or minor fixes., Which is a unique quality inn software space.

Cons:

Integration with Zoom took while after the upgrade to Coachvantage, but that has been resolved.

CoachVantage has me covered.

Comments: It is a great one stop shop for scheduling, invoicing, notes, and contracts.

Pros:

I like that there is a great dashboard to help me understand where my practice stands. It give me great flexibility with my scheduling and reminders.

Cons:

I am anxiously awaiting the ability to schedule groups. I do also struggle with the emails from the portal going to clients’ spam boxes.

Game Changer

Comments: It's been incredible, [SENSITIVE CONTENT HIDDEN] is always eager to help and assist and answer any questions. Looking forward to a long journey with coach vantage.

Pros:

I love that the clients have a portal with goals, milestones, assignments, resources. Everything is easily accessible and easy to find during a session. I love the calendar is integrate with my zoom and google accounts, so everything is managed and easily accessible to me. I love how easy it was to build it into my website.

Cons:

I really would love the forms, for clients to be able to fill out, and would love a checklist functionality for coach admin.

So glad I found this software.

Comments: The customer service is outstanding and the use of the sotware is excellent. I did trial run on 4 different programs and Coach Vantage was by far the the best in my opinion and the price is reasonable.

Pros:

The set up is easy and the use of the software has helped manage clients and the business in very productive way.

Cons:

I hope that online classes will become a future function. CoachVantage always seems to be enhancing so I am fairly confident this will be a feature.

CoachVantage has helped my business grow

Comments: I've been with CoachVantage since almost the beginning, and watching them grow and become more successful has been a joy to witness (and benefit from!)

Pros:

The CoachVantage team is always open to feedback, often make prudent changes to the interface based on that feedback, and are constantly improving. The ease of use is one of its greatest benefits.

Cons:

I have yet to take the time to learn how to populate the portal that I can share with my clients. I wish there were some video tutorials but I can always email CV and they'll provide me with any support I need.

A game changer for coaches all over the world!

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.

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

Comments: 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!

Easiest Scheduling software

Comments: 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.