# CoachVantage Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CoachVantage Software - reviews, pricing plans, popular comparisons to other Mentoring products and more. Source: https://www.capterra.com/p/184700/CoachVantage --- # CoachVantage Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CoachVantage ## What is CoachVantage? CoachVantage is an all-in-one coaching software for life and executive coaches. It's intuitive and easy to use, designed especially for coaching workflows. The scheduling feature lets clients self-book sessions while checking your external calendar for conflicts. Personal branding is possible on all plans. Group coaching, 1:1 coaching, and online courses can be managed on a single platform. Clients have access to a secure client portal so you can share files and notes securely with each other, track progress and deliver a professional client experience. CoachVantage automatically logs your coaching hours in a log file that can be exported. Virtual coaching is possible with Google Meet and Zoom. Send contracts to clients for e-signature or embed it in your landing pages for seamless client onboarding. There are form templates available. Send web forms to clients. Set up automation rules to automate your workflows. Integrates with Zoom, Google Meet, Stripe, PayPal and external calendars. ## What is CoachVantage used for? [Coaching](https://www.capterra.com/coaching-software/)[Mentoring](https://www.capterra.com/mentoring-software/) Overall rating Based on 23 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $29 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## CoachVantage alternatives [4.8 (86)](https://www.capterra.com/p/179634/OfferingTree/reviews/) Starting price $100.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.8 (376)](https://www.capterra.com/p/202837/Everfit/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.9 (445)](https://www.capterra.com/p/141155/PT-Distinction/reviews/) Starting price $19.90 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (3,178)](https://www.capterra.com/p/146651/My-PT-Hub/reviews/) Starting price $22.50 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/184700/CoachVantage/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Client Management 4.6 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Scheduling 4.7 (10) 80.00% of 10 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Billing & Invoicing 4.8 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Session Notes 5.0 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Private client session notes for coaching, therapy, etc. Appointment Scheduling 4.3 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Schedule appointments via a calendar Calendar Sync 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules CoachVantage 46 features Track the status of discussed/agreed tasks Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Automatically create schedules based on business needs or employee availability and qualifications Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Create, manage, and send invoices or bills to customers Create, update, and manage bookings, itineraries, and reservations Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Accept and process credit card transactions Map out the subjects that comprise courses of study A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronically collect payments for goods or services Reminders sent via email Manage the enrollment and onboarding of all new members and accepted applications A list of events with their respective dates Plan an event's time and location Allows employees to set and manage work or career related goals Establish measurable goals and objectives and track their progress over a specific period of time Captures invoice data and maintains comprehensive records for auditing and reporting purposes Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage and support multiple locations Process of managing several related projects or business activities to achieve organizational goals Reporting on how each user, task or process has advanced since its initiation Automated process of charging customers at regular intervals for repeated access or use of a product or service Timed notification for any upcoming task, deadline, appointment, or activity Plan availability and assign specific time slots for tasks and resources Online portal through which end users can access the system, manage tasks, or obtain information Private client session notes for coaching, therapy, etc. Send messages via SMS Gauge satisfaction and receive information for improvement and success Set up connections to third-party platforms to improve business processes Web form that allows users to enter data that is sent and processed for different reasons Seamlessly integrates with 3rd party websites Create, design and manage workflows for repetitive tasks Features 4.7 (23) 4.7 Based on 23 reviews ## Pricing Value for money 5.0 (23) Free Trial [View pricing plan details](https://www.capterra.com/p/184700/CoachVantage/pricing/) Clarity Plan $29.00 Flat Rate,Per Month It 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 - Share Notes and Files With Clients - Zoom Integration - Automations - Stripe / PayPal Integration - Invoicing Aha! Plan $49.00 Flat Rate,Per Month It 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 - External Calendar 2-Way Sync - External Calendars - Intake Forms on Scheduling Page - Intelligent Time-Zone Conversion - Share Notes and Files With Clients - Recource Library - Zoom Integration - Stripe / PayPal Integration Value for money 5.0 (23) 5.0 Based on 23 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/) ## Support, customer service and training options Customer Service 5.0 (23) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (23) 5.0 Based on 23 reviews ## User reviews Overall rating 4.8 Based on 23 reviews Filter by rating 5(19) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LC Lori C. Founder and Chief MindShifter Professional Training & Coaching ### "Easy to Use and A Great Value - What else can you ask for?" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 12, 2026 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! 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 Switched from [Paperbell](https://www.capterra.com/p/206052/Paperbell/) It was not capable of handling some of my coaching package payment plans Alternatives considered [CoachAccountable](https://www.capterra.com/p/156610/CoachAccountable/) Reasons for choosing CoachVantage I love the product but it is too expensive! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 17, 2026 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! CM Christy M. Managing Parnter Entertainment ### "CoachVantage is an excellent platform for creating a superior coaching experience " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 16, 2025 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. 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. Alternatives considered [Paperbell](https://www.capterra.com/p/206052/Paperbell/) [Simply.Coach](https://www.capterra.com/p/232231/SimplyCoach/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 27, 2025 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! SM Susan M. Leadership Coach - Business Owner Professional Training & Coaching ### "All in One System with Stellar Customer Service- Beyond my Highest Expectations!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 17, 2025 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. 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 20, 2025 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! SB Stephen B. Sr Coach and Founder Professional Training & Coaching ### "Full featured yet reasonably priced life coaching system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 3, 2024 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. Switched from [Wix](https://www.capterra.com/p/169007/Wix/) 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. Alternatives considered [Coaching.com](https://www.capterra.com/p/176545/CoachLogix/) [CoachAccountable](https://www.capterra.com/p/156610/CoachAccountable/) [upcoach](https://www.capterra.com/p/241603/upcoach/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IR Iquell R. Educational Consultant Professional Training & Coaching ### "Coach Vantage Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 May 29, 2024 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 Reasons for choosing CoachVantage User friendly and catered solely to coaches Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JR Jonathan R. Director Health, Wellness and Fitness ### "Look no further - I've researched them all!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 11, 2024 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. Switched from [Coaching.com](https://www.capterra.com/p/176545/CoachLogix/) [Delenta](https://www.capterra.com/p/215717/Delenta/) Value for money. Features that suited my business model. Alternatives considered [Coaching Loft](https://www.capterra.com/p/182598/Coaching-Loft/) [Paperbell](https://www.capterra.com/p/206052/Paperbell/) [Practice Pro](https://www.capterra.com/p/115871/PT-Practice-Pro/) [CoachAccountable](https://www.capterra.com/p/156610/CoachAccountable/) [Bonsai](https://www.capterra.com/p/238825/Bonsai/) 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ST Scott T. Vice President Automotive ### "Coachvantage is a great platform and great business partner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 31, 2023 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. Reasons for choosing CoachVantage Coachvantage provided all of the features I was looking for in managing my coaching activities. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KL Kaori L. Senior Coach Education Management ### "Cost effective way to start client management for all coaches" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 March 31, 2023 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. Alternatives considered [Coaching Loft](https://www.capterra.com/p/182598/Coaching-Loft/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AJ Amy J. Health Coach Health, Wellness and Fitness ### "Best option for new coaches" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 30, 2023 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CD Cheryl D. Founder Professional Training & Coaching ### "Couldn't Run My Business Without Coach Vantage!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 29, 2023 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 Reasons for choosing CoachVantage It felt more user friendly and \[sensitive content hidden\] was very accessible and helpful Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/184700/CoachVantage/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Paperbell vs CoachVantage](https://www.capterra.com/compare/184700-206052/CoachVantage-vs-Paperbell)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)