A coaching CRM that remembers the relationship, not just the lead
CoachevaOS is a coaching CRM built specifically for the coaching relationship: a drag-and-drop lead pipeline that converts into a full client record with one click, so goals, session notes, and progress carry forward instead of resetting in a second system once someone becomes a client.
A real lead pipeline, not a spreadsheet
New, contacted, follow-up, and booked stages on a drag-and-drop Kanban board, with CSV import and a stale-lead indicator so nobody sits untouched for weeks unnoticed.
Client memory, not just contact info
A generic CRM remembers a deal stage. CoachevaOS remembers the coaching relationship: goals, session notes, check-ins, and progress history, all tied to the same client record a lead became.
AI prioritization across your whole pipeline
The AI daily briefing spans both sides: which leads are going stale and which active clients need attention, in one morning read instead of two separate systems.
“I finally have one place to open every morning instead of five.”
Frequently asked questions
A generic CRM tracks a sales pipeline and stops there. A coaching CRM like CoachevaOS carries a lead straight into an ongoing coaching relationship (goals, session notes, progress, and billing) in the same record, with AI prioritization spanning both.
Yes, CSV/Excel import with AI-assisted column mapping brings existing leads or clients in directly.