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CoachPro Tools
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CoachPro Tools

Everything a coach needs, in one platform.

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CoachPro Tools is the all-in-one platform for life, executive and team coaches. CRM, syncable calendar, public booking page, 1:1 video calls, invoicing and 271 interactive tools — all in one account.

Most platforms manage your practice. CoachPro also helps you run the session. Open the Wheel of Life or a SWOT and the chart updates as your client answers, right there on the shared screen. Or send it as a link: your client completes it under your brand, without creating an account, and their answers flow straight back into their file.

The result: you walk into every session prepared, and nothing slips through the cracks between one and the next.

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Features

271 interactive tools — one click away, with search, recents and favourites, without leaving the session

Live in session — charts and results update as your client answers on the shared screen

Share by link or QR — your client completes it under your brand, no account needed

Workspace per client — notes, tasks, timeline and files, each in its own space

Kanban of agreements — Pending, Follow-up and Completed, visible to your client too

Timeline — sessions, milestones, achievements, obstacles and lessons in order

Calendar and public booking — syncs with Google Calendar; clients book themselves

1:1 video calls — in the browser, no extra app

Appointment reminders — by email or WhatsApp, with one-click calendar links

AI session recaps — turn a session into notes and next steps

Invoicing and payments — your own numbering series, contracts with e-signature, card payments and instalments

Group programmes — cohorts, step-by-step programmes, open links and QR codes

Organisations & 360 — measure teams, not just individuals

Your own brand — your logo, colours and name on the tools and the PDFs your client receives

Use Cases

Live 1:1 sessions — open a Wheel of Life, a SWOT or a values map on the shared screen and work it through together while the chart updates with your client's answers

Discovery and intake — send an intake form or a diagnostic tool by link before the first call, so you arrive knowing where they stand

Executive and leadership coaching — team and leadership tools, plus 360 assessments when you're brought in by a company rather than an individual

Life design and career transitions — values, purpose and identity work, then goals and planning, all recorded in the same client file

Habits and accountability between sessions — agreements on a kanban your client can see, with reminders so nothing waits until the next call

Group programmes and cohorts — build a step-by-step programme, share one open link, and the group enrols itself

Financial coaching — budgeting, money beliefs and financial goals, a whole category of its own

Wellbeing and emotional work — resilience, emotional management, boundaries and communication

Showing progress at review time — compare where a client started against where they are now, and hand them a PDF with your logo on it

Running the business side — bookings, invoices with your own numbering, contracts with e-signature and card payments, without leaving the platform

White-label practice — put your own brand on the tools and the documents your clients receive

Coaches training other coaches — a category built for the coach's own development, not just the client's

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