CoachTrack™

Managing your practice just doesn't get any easier than this!

How many times has something sounded good, but you wished you could "try it before you buy it"? Here is our solution:

We are so confident that you will absolutely love the CoachTrack™ software package, we encourage you to
download our demo of CoachTrack™ FREE for 10 days!

Get organized and on track today with this Easy-To-Learn and Easy-To-Use program!

CoachTrack™ Benefits:

  • Stay current and organized with your client files
  • Provide more personalized coaching
  • Save time and eliminate hassles
  • Manage your coaching practice efficiently
  • Enhance your professional coaching image
  • Keep your account receivables up to date
  • Increase your effectiveness as a coach....
    and many other benefits!

CoachTrack™ Features:

  • Locates any client file
  • Tracks individual client session notes
  • Prints or emails clients' invoices
  • Prints your sessions details
  • Reminds automatically of clients' birthdays
  • Tracks your specific tasks
  • Stores library of coaching resources
  • Atuomatically reminds you of your clients' birthdays....
    and anniversaries and many other features!

Advantages:

  • Try CoachTrack™ before you buy
  • Easy to download and install
  • Toll free number for ordering
  • Free one-on-one training
  • Technical support available
  • Professional custom programming available
  • Future upgrades and even more features to come!

What can CoachTrack™ Software do for you?

  • Track essential client information quickly and easily
  • Track multiple contracts for each client
  • Track individual client sessions with searchable keywords
  • Allows for client invoicing and all relevant client payments
  • Allows for instant E-mail access to clients using Outlook
  • Ability to easily E-mail your invoices using Outlook Stores searchable lists of resources (books, audio tapes, etc) that you frequently recommend to clients
  • Prints general reports such as basic client information and contract agreements
  • Prints specific reports such as sessions within a date range, and client financial statements
  • Prints many summary reports such as income generated, client lists and labels
  • Allows for entering your own task list
  • Automated reminders of your client birthdays and anniversaries
  • Improved user interface allowing for quick and easy entry
  • Complete "On-line Help" available

More CoachTrack™ Features:

  • Session entries to accommodate ICF credentialing
  • More reports including ICF credentialing
  • More data importing options
  • New customizable reports
  • Client Discovery (Intake) forms in MS Word can be emailed directly to client and automatically updated in CoachTrack™
  • Popup calendars
  • Client "active/inactive"
  • Storing more basic client information
  • Call Time calculator
  • New reports
  • Sample data
  • Client Discovery (Intake) forms sent to client and automatically updated in CoachTrack™
  • Custom designed invoices using MS Word templates
  • International currencies
  • Storing clients' business and personal contact information for flexible invoicing

 

  • Fully customizable labels throughout program
  • Improved Client Discovery Intake
  • Improved Find features
  • New customizable reports
  • Import client data from Act!, Goldmine, Outlook and Excel
  • Export client data to Excel for custom needs
  • Store hyperlinks to computer files and web sites 
  • Store all emails sent to clients
  • Email any selected clients groups
  • Email from choice of Outlook or Outlook Express
  • Email client's sessions
  • Email clients' statements
  • Email multiple client's invoices at one time
  • Ability to track partial payments made towards invoices
  • Sort by clients' last name or first name
  • More mailing labels to choose from
  • Print your own custom company's mailing labels
  • Choose from more reports to print
  • Reminder popups

We are happy to answer any of your questions.
Please call Toll Free 1-866-717-8700 or