--- title: "CoachVantage Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is CoachVantage the right Coaching solution for you? Explore 27 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/184700/CoachVantage/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- CoachVantage 4.9 (27) [View alternatives](https://www.capterra.com/p/184700/CoachVantage/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Reviews of CoachVantage Ease of use 4.8 Customer Service 5.0 ## Pros and Cons in Reviews SM Susan M Leadership Coach - Business OwnerProfessional Training & Coaching, Self-employedUsed the software for: Less than 6 months. “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.“ January 17, 2025 SF Stephanie F Content Strategist and Lead Gen Coach for CoachesE-Learning, 2 - 10 employeesUsed the software for: 6-12 months. “The only difficulty I found is getting my logo to work with the layout.“ January 20, 2021 CM Christy M Managing ParnterEntertainment, Self-employedUsed the software for: Less than 6 months. “Although there are numerous onboarding videos, the platform is quite intuitive to set up, making it unnecessary to watch all of them.“ September 16, 2025 CM Christy M Managing ParnterEntertainment, Self-employedUsed the software for: Less than 6 months. “Coach and Paperbell, but for the value and investment, CoachVantage does it for me.“ September 16, 2025 CM Christy M Managing ParnterEntertainment, Self-employedUsed the software for: Less than 6 months. “The interface is clean, modern, and easy to navigate, even for someone like me who is new to it.“ September 16, 2025 ## Showing most helpful reviews Showing 1-25 of 27 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Owner Used the software for: Less than 1 year ### "Very Happy Customer" September 11, 2026 5.0 I'm thrilled with my decision to use CoachVantage because my customers find it easy to use and customer support has been outstanding. Pros I am extremely pleased with my decision to use CoachVantage in running my coaching business. I've found the platform to have a wide range of functionality for a reasonable cost. Cons It took a little longer to come up to speed but the time invested was worth it for tool that I now have to use. So far there's nothing important that I've found to be missing. Review Source R Reviewer Founder Used the software for: 3-5 years ### "A+ Rated Coaching Platform" June 18, 2026 5.0 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. 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 Review Source R Reviewer Owner Used the software for: 1-3 years ### "Love it for my business!" June 9, 2026 5.0 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. 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. Review Source R Reviewer Founder and Leadership Coach Used the software for: Less than 1 year ### "I recommend CoachVantage to all new coaches" June 1, 2026 5.0 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. 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. Review Source R Reviewer Founder and Chief MindShifter Used the software for: 1-3 years ### "Easy to Use and A Great Value - What else can you ask for?" February 16, 2026 5.0 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 Review Source R Reviewer Senior Coach Used the software for: Less than 1 year ### "Cost effective way to start client management for all coaches" March 31, 2023 4.0 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. Review Source R Reviewer Managing Parnter Used the software for: Less than 1 year ### "CoachVantage is an excellent platform for creating a superior coaching experience " September 16, 2025 5.0 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. Review Source R Reviewer Director Used the software for: Less than 1 year ### "Look no further - I've researched them all!" March 13, 2024 5.0 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. Review Source R Reviewer Content Strategist and Lead Gen Coach for Coaches Used the software for: Less than 1 year ### "Great tool especially if you're starting to coach online" January 21, 2021 4.0 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. Review Source R Reviewer Sr Coach and Founder Used the software for: Less than 1 year ### "Full featured yet reasonably priced life coaching system" August 11, 2024 5.0 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. Review Source R Reviewer Leadership Coach - Business Owner Used the software for: Less than 1 year ### "All in One System with Stellar Customer Service- Beyond my Highest Expectations!" January 20, 2025 5.0 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 R Reviewer Director of Professional Development & Career Coach Used the software for: Less than 1 year ### "Well designed with high-level support" July 9, 2020 5.0 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. Review Source R Reviewer Founder Used the software for: 3-5 years ### "Couldn't Run My Business Without Coach Vantage!" March 30, 2023 5.0 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 Review Source ST Scott T. Vice President Used the software for: 1-3 years ### "Coachvantage is a great platform and great business partner" April 4, 2023 5.0 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. Review Source R Reviewer Health Coach Used the software for: 1-3 years ### "Best option for new coaches" March 31, 2023 4.0 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 R Reviewer Founder/Owner Used the software for: I used a free trial ### "Best coaching software I've tried" August 6, 2020 5.0 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. Review Source R Reviewer Life & Career Coach Used the software for: Less than 1 year ### "The most comprehensive coaching platform on the market for the money" July 21, 2020 5.0 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. Review Source R Reviewer Coach Used the software for: Less than 1 year ### "Coach Vantage was a LIFESAVER for me!!!" July 22, 2020 5.0 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. Review Source R Reviewer Educational Consultant Used the software for: Less than 1 year ### "Coach Vantage Review " June 6, 2024 5.0 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 Review Source R Reviewer Coach Used the software for: Less than 1 year ### "Manage everything in one spot" January 20, 2020 5.0 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. Review Source R Reviewer CEO & Coach Used the software for: Less than 1 year ### "CoachVantage has me covered. " July 28, 2020 5.0 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. Review Source R Reviewer Owner/Coach Used the software for: Less than 1 year ### "Game Changer" August 6, 2020 4.0 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. Review Source R Reviewer Life coach Used the software for: Less than 1 year ### "So glad I found this software." July 20, 2020 5.0 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. Review Source R Reviewer CEO Used the software for: I used a free trial ### "CoachVantage has helped my business grow" July 27, 2020 5.0 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. Review Source R Reviewer CEO Used the software for: Less than 1 year ### "A game changer for coaches all over the world! " August 19, 2019 5.0 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. Review Source Similar Products Featured