Features in Detail

Advanced Funnel Tracking

Stop guessing where your leads are dropping off. Map your entire customer journey from initial lead to high-ticket diamond programs.

• Track conversion rates between L1, L2, and L3 programs.
• Identify bottlenecks in your webinar pitches.
• Real-time ROI calculation for every single event.
• Automated lead-to-sale velocity metrics.

AI Revenue Goal Calculator

Reverse-engineer your success. Tell the system how much profit you want, and it tells you exactly what you need to do to get there.

• Input desired Net Profit and let the math work backwards.
• Calculates required Ad Spend based on your historical CPL.
• Projects exact unit sales needed per program tier.
• Warns you instantly if your funnel math becomes unprofitable.

Bootcamp & Event Manager

Run cohort-based bootcamps and workshops without juggling multiple platforms. Everything from registration to graduation is handled here.

• Dedicated Participant Portal with real-time group chat.
• Drag-and-drop Day-wise Session Planners.
• Collect and showcase video testimonials on the public Wall of Love.
• Track exact conversions from bootcamp attendees to high-ticket clients.

High-Ticket Client Dashboard

Deliver a premium, white-glove experience to your high-ticket clients while keeping your coaching delivery organized and on schedule.

• Private Client Portal for goal tracking, session logs, and weekly check-ins.
• Digital Agreement signing and PDF downloads.
• 90-Day Habit Streak Heatmap and Leaderboard to drive client consistency.
• One-click Zoom meeting generation and scheduling.

Centralized Integrations Hub

Connect the tools you already use. Monitor live data and automate your workflows without writing a single line of code.

• Google Email Integration with automated 30-day Warm-up engine.
• Meta Ads & Google Ads sync for live Spend and CPL tracking.
• WhatsApp Cloud API for automated notifications.
• Zoom integration for seamless meeting generation.

Smart Accounting & GST

Never worry about tax miscalculations again. Our engine separates base revenue from tax liabilities automatically.

• 18% GST auto-calculation (Inclusive or Exclusive).
• One-click GST report exports for your CA.
• Automated invoice generation for every transaction.
• Smart refund calculator with gateway fee deductions.

Team Command & Payroll

Manage your sales team with precision. Set commission rules once and let the system handle the payouts.

• Role-based access control (Admin, Executive, Financial Controller).
• Automated commission tracking (Percentage or Fixed).
• Clawback logic for refunded sales.
• Generate professional salary slips with commission breakdowns.

Personal Finance Vault

Your business money is not your personal money. Keep your wealth building strictly separated and completely private.

• Track personal investments, savings, and assets.
• Only visible to the Workspace Owner.
• Monitor your personal net worth growth.
• Set personal financial milestones independent of business goals.

Balance Recovery Engine

Stop leaving money on the table. Automatically track and recover partial payments from your webinars and workshops.

• Instantly flags partial payments and calculates balances.
• Auto-generates 7-day follow-up tasks for your sales team.
• Specific commission incentives for balance collections.
• Real-time pending receivables dashboard.

Business Command Center

Your entire business at a glance. Real-time metrics, cash flow, and team performance in one unified dashboard.

• Live revenue and expense tracking.
• Quick access to daily tasks and pending actions.
• Visual charts for business health and growth trends.
• Centralized alerts for team activities.

8 AM Daily Checklist

Start your day right. A structured daily checklist to ensure no operational task falls through the cracks.

• Standardized morning routines for your operations.
• Automated marketing data deadline checks.
• Track daily business health scores.
• Historical trends of your operational consistency.

Advanced Task Management

Organize your workflow with Kanban boards, list views, and calendar sync. Assign tasks to team members with deadlines.

• Drag-and-drop Kanban board interface.
• Assign tasks to specific team members.
• Set due dates, priorities, and status updates.
• Filter and sort tasks to maintain focus.

Built-in Team Chat

Communicate directly within your workspace. Share files, discuss clients, and eliminate the need for external messaging apps.

• Real-time direct and group messaging.
• Share files, images, and documents securely.
• Discuss specific clients or webinars in dedicated channels.
• Keep business communication out of personal WhatsApp.

Profit Margin Calculator

Instantly know your true profitability. Factor in COGS, operating expenses, and exact margins for every product.

• Calculate gross and net profit margins instantly.
• Factor in operational expenses and ad spend.
• Visual breakdown of where your money goes.
• Diagnostic health insights based on financial performance.

Goals & Target Tracking

Set monthly, quarterly, and yearly targets. Watch the progress bars fill up as your team hits revenue and lead milestones.

• Set custom targets for revenue, leads, and expenses.
• Real-time progress bars synced with your actual data.
• Celebrate milestones with built-in achievement animations.
• Track performance across different timeframes.

What exactly is CoachGrowth OS?

Do I need to be a tech expert to use this?

How does the Revenue Goal Calculator work?

Can I manage my team's commissions here?

How does the High-Ticket Dashboard help me?

Does it integrate with my existing tools?

Is my personal financial data mixed with business data?