Client management software for coaches
CoachevaOS is client management software for coaches: every client's intake, goals, progress, session notes, tasks, documents, and billing status live in one record, fed by a built-in lead pipeline and pre-loaded with the fields your coaching niche actually needs.
One record per client, not five apps
Intake, goals, progress, session notes, tasks, documents, and billing status all live on one client record. No more piecing a client's history together across a spreadsheet, an inbox, and a messaging app.
Lead pipeline built in
A Kanban lead board with CSV/Excel import (AI-assisted column mapping) takes a lead from first contact to a full client record with one click. No separate CRM needed before someone becomes a client.
Niche-aware from day one
Pick a coaching niche during setup and the client record comes pre-loaded with the fields and metrics that niche actually needs, fully editable, never a fixed template.
“I finally have one place to open every morning instead of five.”
Frequently asked questions
Client management software for coaches centralizes everything about each client relationship (intake, goals, progress, session notes, tasks, documents, and billing status) in one record instead of scattered across a spreadsheet, email, and a messaging app.
Yes, a CSV/Excel import flow with AI-assisted column mapping brings existing clients in directly, without re-typing every record by hand.
Yes, CoachevaOS ships starter field/metric templates for 12+ coaching niches (fitness, business, career, life, and more), so a new coach's workspace is useful from the first click rather than an empty settings page.