Automation and Integration Solutions

Client management is only one aspect of running your coaching business. Unlike other coaching platforms, eCoach360 takes it a step further by offering solutions to help you automate, integrate, and/or outsource the most time consuming and low-value activities in your business. From entering the data from a stack of business cards to updating your books for your accountant, eCoach360 offers a solution that will give you back your time and uncomplicate your life.

The eCoach360 solution leverages people, process, and technology to automate, streamline, and simplify your coaching business and your life. Below is a list of our features. Visit our Services page to learn more about our service packages.


You don’t have to start from scratch with eCoach360. Built-in templates may need only a bit of customizing to suit your business. Choose from many templates, content, downloads and more.

Client Management

Proven to eliminate clutter, maximize efforts and optimize your time, the eCoach360 Customer Portal help you manage invoices, projects, customer lists and much more — all within one interface.


Begin selling to clients immediately with the built-in eCommerce solution. Sell one or hundreds of products; we are equipped to handle any size online store.

How eCoach360 Helps Manage Your Business

Marketing and Sales


  • Public facing website optimized to include everything needed for a coaching business.
  • Nine pages of website content that can be customized and branded as your own.
  • Prospect sign-up box that allows prospects to opt-in to receive your email communications.
  • A free assessment that can be customized with your branding and offered to your website prospects in exchange for their information.
  • Built-in integrated email auto-responder that is setup to work with your website and preloaded with customizable content for 12 months (1 per month).
  • Contact form to allow prospects to request more information.
  • Scheduling calendar from which prospective clients can schedule a free consultation directly from your website.


  • Prospective clients can sign-up and pay for your coaching packages directly from your website.
  • New client intake form.
  • Offer one-time or recurring payment plans.
  • Tiered or multiple coaching packages available.
  • Integrate with a shopping cart for payment.
  • Coaching commitment form and guarantee templates.
  • Add new courses and coaching content.



  • Enter customer data one time – no more rekeying information to create invoices and other communications.
  • Manage client invoices and payments from the client portal.
    • Send an invoice to a client from the client portal
    • Send invoices to multiple clients at the same time
  • One-time or recurring payments supported.
  • Extract invoices from a file to send as an accounting package.
  • Integrate with your accounting software.


  • Each new website includes a private client management portal that is automatically configured and ready to use as soon as the prospect signs up as a client. The portal includes:
    • Built-in preloaded customizable coaching forms, templates, and assessments.
    • Document creation and sharing — coaching proposals, coaching agreements, assessments, coaching worksheets.
    • Private internal messaging for 2-way communication between coach and client — internal chat, internal email.
    • Alerts sent to coach when work is completed or client sends a communication.
    • Client vision and goal tracking to improve accountability.
    • Automated emails/newsletters to nurture and motivate clients.
    • Calendar from which clients can see coach’s available time to schedule appointments.
    • Scheduling calendar integrated with Google and outlook calendar with automated appointment reminders.
  • Email auto-responder is setup and preloaded with 12 months (1 per month) of customizable content for coaching clients.
  • A built-in Client Relationship Management (CRM) solution that is fully integrated with prospect and client email lists. The CRM solution provides the ability to:
    • Distinguish between prospects and clients within the CRM.
    • Upload a list of contacts to CRM.
    • Manually enter add new clients to the CRM.
    • Track all client activities (Where are they in the process? What was their last activity? What is the next scheduled activity, etc.).
    • Segment clients into groups.
    • View clients by status.
    • Extract ad-hoc contact lists for mailings (postal and email).
    • Produce an enrollment report.
    • Produce standard reports for sales by product, by client, or overall sales.
    • Integrates with your CRM system.

Training and Support

  • Setup and training tutorials
  • Technical support email – 24-hour turnaround on questions.
  • Technical support 800#
  • Online user’s guide
  • Video demonstrations of how to set everything up and use the platform
  • Closed-group Facebook forum
  • Searchable FAQs/Knowledge Base
  • Scheduled live support/training calls
  • Client user groups to provide feedback and suggestions
  • Additional training and support to help you grow and manage your coaching business