Feature

Leads

Add a simple lead form to your website in minutes. Every signup lands straight in your dashboard - organized, ready to follow up, and easy to convert. No more leads slipping through the cracks.

Leads interface screenshot

Never lose track of a lead again

Manage your entire pipeline in one simple view. See who just signed up, who you've reached out to, and who's ready for a meeting - all organized by status so you always know your next move.

Capture the right leads with the right questions

No generic forms. Build your own with the questions that matter for your coaching business. Embed it anywhere with one HTML file, and watch leads land directly in your dashboard - organized and ready to convert.

Mark lead status

Stay organised, all the time

Tag leads as New, Contacted, Qualified, Won, or Lost—and create your own custom statuses if the standard ones don't fit your workflow. Every status updates instantly, so you always know exactly where each lead stands. Never lose track of a potential client or let a hot lead go cold again.

Stay organised, all the time

UTM source tracking

Know exactly where leads come from

Every lead captures the full UTM trail-source, medium, campaign, and ad group. See at a glance whether they came from Google, Instagram, or that email you sent last Tuesday. Know exactly where your paying clients come from and double down on what's working

Know exactly where leads come from

Lead notes

Never forget what was said

Log notes after every interaction and build a complete history for each lead. When you call them back two weeks later, you'll remember the wedding in 3 months, the payment plan questions, and exactly what you promised to send. Makes every follow-up feel personal.

Never forget what was said

Date filtering

Zoom in on any time period

Pull up leads from the last week, last month, or set your own custom range. Perfect for comparing campaign performance, reviewing slow periods, or prepping your monthly reporting. One click to see exactly what you need.

Zoom in on any time period

Customizable columns

Cut the clutter, keep the essentials

Toggle columns on or off and drag them into your preferred order. Hide the clutter, surface the essentials. Set it up once and get a clean view that matches how you actually work.

Cut the clutter, keep the essentials

Conversion tracking

See how many leads become clients

Track your conversion rate in real time - total leads, converted leads, and paid invoices all in one glance. Know exactly how your sales process is performing without digging through spreadsheets or guessing

See how many leads become clients

Bulk actions

Manage leads in batches, not one-by-one

Check the leads you want, then update them all at once. Change status, set follow-up reminders, assign to your team, or delete in bulk. Stop wasting time on repetitive clicks and move through your pipeline faster.

Manage leads in batches, not one-by-one

Assign sales rep

Invite sales reps to your team

Invite sales reps from outside your team and assign leads straight to them. They only see what you give them - nothing more. Scale your sales with external help while keeping full control over who sees what.

Invite sales reps to your team

All features

Embedded lead forms
Custom fields
Lead status tracking
Convert to client
Lead overview dashboard
Contact information capture
Notes per lead
Filter & search leads
Custom lead stages
Client progress

Client progress

Track workouts, milestones, and personal bests with clear dashboards that show improvement over time.

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Mealplanner

Mealplanner

Create tailored nutrition plans that align with client goals, complete with smart suggestions and easy adjustments.

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Check-ins & forms

Check-ins & forms

Collect feedback, assess readiness, and stay connected with customizable forms and quick check-ins.

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See what Coachway can do for your coaching business

Coachway was built after working with 150+ coaches who all had the same frustrations — slow platforms, clunky workflows, wasted hours. Book a demo and see what we fixed. 15 minutes, and you'll know if it's the right fit.

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