The Comprehensive Solution for Your Coaching Business
Zoho for Coaches is a comprehensive platform that allows you to run your coaching business in one cohesive ecosystem. From building your client profiles to tracking goal, issues and action items to managing client courses and lesson plans, Zoho for Coaches can do it all!
Key Benefits
Client Management
Goals & Assessments
Issue Processing
Notes & Activity Tracking
Content Management
Create Courses
Embed Videos & Presentations
Deliver Resources & Tools
Customizable Client Portal
Track Goals and Issues
Meeting Agendas
Support Tickets and Invoicing
Engage With Your Clients
Newsletters
Suggested Reads
Email & Phone Integration
Calendar & Scheduling
Calendly Integration
Google Calendar Integration
Zoho Bookings
Business Operation System
45+ Zoho Apps
Website Integration
3rd Party App Marketplace
Help With Managing Your Clients
Keep track of everything client-related from their goals to action items to meeting agendas all in one place.
Includes an intuitive and easy to set up “Goal Tracking” system that can help to clarify ideas, focus efforts, ensure time and resources are used efficiently, and increase the chances of achieving the student’s most important objectives.
Create an online “Issues Management” portal that can monitor personal development issues and provides means to identify, track, analyze, and resolve and prevent future issues.
Keep the momentum going after your student coaching session is over by assigning students tasks to help them stay on track and help them visualize and prioritize all their “to-dos” in one place.
Assists in the planning and guiding of Student-Coach meetings to ensure that meetings are fruitful and focused. Use this feature to efficiently coordinate meetings with scheduling functionality, and integration with calendar scheduling apps.
Course And Lesson Management
Create courses from square one based on your learning needs. Define modules with diverse content types like videos, virtual sessions, downloadable content, assignments, and tests to complement the learning experience.
Curate your own courses or 3rd party course content to create catalogs of online learning materials for your students to view and sort through in your coaching portal.
By integrating Zoho Learning Management System and Zoho CRM you can keep track of your students’ learning progress and keep your students updated as well through their client portal!
Client Engagement And Marketing
- Overview
- Email Marketing & Newsletters
- Manage Social Media
- Online Chat
- Website Tracking
- Marketing Automation
Combine all forms of your client communication into one easy to use platform with our Coaching Portal. Monitor your social media sites, send email blasts, segmented drips campaigns or use the integrated chat feature to offer online support right from your own website!
With powerful email marketing tools you can create responsive email templates, customize messages, deliver emails to inboxes, trigger automated workflows, and connect with new or existing customers. Get the the toolkit to meet your email marketing needs.
Connect all of your social media sites to your coaching portal to schedule unlimited posts, monitor what matters, and create custom reports to analyze your social media performance with our integrated Social Media tool.
Offer your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the client lifecycle. The all-in-one live chat platform promotes proactive client engagement, allowing you to initiate the right kind of conversation at exactly the right time.
Obtain meaningful insights from the included data tracking tools to identify what your clients and prospects are most interested in on your portal. Use that information to refine how you promote your products or services and then evaluate prospect and client engagement to further focus your marketing and retention efforts.
All-in-one marketing automation software that helps you successfully manage your marketing activities across multiple channels. Generate more leads, convert them to clients, and retain them longer.
Accounting
Online accounting software application that syncs with your accounts and covers all the basics, allowing you to create and send invoices, manages your finances, automates business workflows, and helps you work collectively across departments and with multiple clients.
Makes invoicing your clients and managing receivables effortless. Send customized statements to your clients and receive payment in multiple currencies. Create polished invoices with the click of a button. From adding your company logo to changing fonts, customize invoice templates to reflect your brand.
Manage your recurring billing with the Subscriptions tool, an online subscription billing software. Subscriptions is an online recurring billing tool for your client subscription business. Manage entire client life-cycle from billing and charging to managing their subscriptions with the Subscriptions feature.
Integrate with popular payment gateways and provides a hassle-free environment for collecting online payments from your clients. Simplify payment procedures for your customers by giving them access to the client portal and enabling direct portal-based payments.
From negotiating client fees to invoicing the Accounting tools handles mundane accounting tasks so you can focus on your coaching business. Knowing your sales tax liability, and preparing your audit reports in accordance with IRS guidelines, is now easy.
Calendars And Scheduling
Time is precious and so are your meetings. Make work simple and assist clients in finding the right time to catch up with you via appointment scheduling. Struggling to manage your schedule across multiple platforms? Sync your calendars from multiple scheduling and calendar providers with your Coaching Portal to better engage with your students and perspective clients!.
Connect the popular and powerful Acuity Scheduling app to your Coaching Portal with just a few clicks. Design, build, and automate anything for your work by integrating apps like Acuity Scheduling to create visual automated scheduling workflows.
Calendly is an online meeting scheduling software. Calendly helps you schedule meetings without the back-and-forth emails. The Calendly plugin for your Coaching Portal also allows you to book meetings and classes, view appointment histories, and maintain client details all from within your portal.
Manage your Google Calendar in your Coaching Portal by using the sync feature provided in Coaching Calendar. Google Calendar sync allows you to synchronize your Google Calendar with your Coaching Portal Calendar, from where you can add/edit/delete events in Google Calendar. You can manage both the calendars together with ease and schedule events perfectly without having to jump between tabs.
Synchronize contacts, tasks, calendar events, and chat conversations from your Microsoft 365 account with your Coaching Portal to effortlessly multiply your output. Enjoy the best of both platforms without having to shuffle between applications.
Client Portal
- Overview
- Announcements
- Company Profile
- Goals, Issues and Action items
- Meeting Agendas
- Documents Management
- Course content and Lesson Plans
- Resources and Articles
Give your students access to their lesson plans, action items, agendas and class content with a branded client portal that fully integrates with Zoho across Zoho CRM, Zoho Books, Zoho Desk, Zoho Subscriptions, Zoho Sign, Zoho Vault, Zoho Workdrive, Zoho Inventory and Google Maps. You can easily create a custom client portal directly on your own WordPress site and have complete control over the branding and user interface.
Give your clients a “go to” online portal to receive important group announcements and special notifications. You can even segment your portal audience so certain clients receive certain notifications and announcements.
Your Catalyst Coaching Portal will be configured to reflect your brand. We can implement your new site to match all the branding that is reflected on your personal or corporate websites along with matching any color schemes or fonts.
Goals are measured ideals for achieving desired results. They serve as targets for performance and are essential for determining employee efforts. An ideal goal should be SMART – Specific, Measurable, Achievable, Realistic, and Time-based. Your Coaching goals can be added, accessed and tracked for an client’s performance evaluation with our Coaching Portal.
Give your clients a secure and collaborative workspace where everything is available to everyone in real time. Create, collaborate, and get work done, securely. From documents to images, spreadsheets to presentations, and even your music, movies, and pictures, carry all your files with you wherever you go. With everything stored in a centralized location, now you can conveniently share your files with your friends and colleagues.
Every group of students is diverse, and so are their learning needs. The Coaching Portal along with your Zoho tools offer a cloud-based learning management system that streamlines training across your organization, enabling faster and better e-learning experiences. Create courses from square one based on your learning needs. Define modules with diverse content types like videos, virtual sessions, downloadable content, assignments, and tests to complement the learning experience.
Not every client issue needs your presence to be answered. By creating a repository of articles and FAQs in the knowledge management system, clients can find their own answers without waiting for an agent. Enable your students to engage in discussions with each other and with your company. With Communities and forums, customers can ask and answer questions and share ideas on a common platform.
Zoho One
The Catalyst Connect Coaching Portal uses a suite of online tools powered by Zoho One. Zoho One gives you one integrated system to transform your business’ disparate activities into a more connected and agile organization. Increase productivity across your business, deliver better customer experiences, and much more.
Zoho One includes more than 40 enterprise-level online applications to grow sales, market your business, do your accounting, communicate with teammates and customers, and much more. This plan includes web, mobile, and installed versions of our applications, as well as browser extensions and other useful extras. Check out their the list of Applications.
The Zoho Marketplace is an online business application store with 1000+ ready-to-use extensions for your Zoho products. Enhance the core capabilities of your Zoho products and get more done with the Zoho tools you use. Easily connect the other business applications you use with Zoho—no coding required!
Spend less time managing your software, and more time helping your clients! Zoho CRM was built to integrate with other apps and services you use every day. Find tools that you already use or discover new ways to improve your business. Your Coaching Portal allows integrations with other apps so you can bring together all notifications from them to a single page, and access it from within your portal environment.
You will have access to thousands of Zoho Partners to assist you in all things Zoho. Zoho consulting partners sell, manage, and implement Zoho solutions. By providing direct training and support, a partner can help you make the most of your technology investment. Contact a partner today!
Pricing
Pricing Options:
1 time setup fee
$2,500 or $250/mo for 12 months
Pricing Options:
Starting at $45/mo
Pricing Options:
Starting at $49/mo
Words From Our Clients
We are very proud to have formed outstanding partnerships with most of our clients.
Here is what they have to say about us!
John-Mark and his team are truly experts in all things Zoho. They put together Zoho configuration and custom software to support a complex sales process and they did it in a 2-week period, which exceeded our expectations. John-Mark is a great guy to have on your side! Our experience with Catalyst Connect has been outstanding!
Daniel Silver
Managing Principal, ROI Capital Consulting
Catalyst Connect was instrumental in developing a web and marketing presence for my new law practice. John-Mark designed a website, provided great input on content, and formulated a solid SEO strategy. He really worked with me to create the website feel I was looking for, while providing valuable feedback and guidance.
Michael Boreale
Attorney, Boreale Law PLC
Catalyst Connect helped us to develop a CRM to track course development for UA Online. John Mark and Gerardo have been fantastic to work with! They listened to our requirements, pain points, and detailed process and created a system that helps us work smarter and reduce redundancy. I highly recommend them.
Janet Renee Smith
Sr. Instructional Designer, University of AZ
You Are In Good Company
Ready To Get Started?
