AI Coach Portal
CRM & Student Management
Every lead and learner in one dashboard.
Overview
What this service covers
Purpose-built CRM for coaching businesses: enquiries, enrolments, payments, attendance and progress in a single record, with the automation to keep it current without manual updates.
Business challenges we solve
- Student data split across spreadsheets and chats
- Payment follow-up handled from memory
- No single view of a learner's history
Our solution
A unified contact record spanning enquiry to alumni, with membership management, payment tracking and automated communication built in.
Technology used
- AI Coach Portal
- PostgreSQL
- WhatsApp Business API
- Stripe
- Razorpay
Capabilities
Key features
Lead pipeline
Enquiry stages with owner assignment and reminders.
Student profiles
Courses, attendance, payments and communication history.
Memberships
Recurring plans, renewals and access control.
Payment tracking
Invoices, instalments and automated reminders.
Bulk communication
Targeted email and WhatsApp to any segment.
Business reporting
Revenue, retention and cohort performance.
Benefits
What you get
- Nothing lost between enquiry and enrolment
- Faster collections with automated reminders
- Complete context on every learner
- Clear visibility on revenue and retention
Industries
Who we deliver this for
Our process
How the engagement runs
- 01
Discover
We audit your systems, funnels and operating metrics to establish a factual baseline and a shared definition of success.
- 02
Design
Solution architecture, measurement plan and a phased roadmap with costs, owners and expected return per phase.
- 03
Build
Delivery in two-week increments with working software or live campaigns reviewed at the end of every sprint.
- 04
Deploy
Controlled rollout with monitoring, documentation and team enablement so adoption sticks after go-live.
- 05
Optimise
Continuous experimentation and reporting against the metrics agreed at discovery, quarter after quarter.
Case studies
Related results
From spreadsheets to a branded platform in five weeks
A white-labelled AI Coach Portal deployment replaced five disconnected tools and doubled course completion.
Read case studyFAQ
Questions clients ask
Testimonials
From clients we work with
"Acovia rebuilt our measurement before touching a single campaign. Six months later we are spending three times as much and our margin is better than when we started."
"The voice agents handle the calls our team never could. What impressed me was the operational rigour — escalation rules, transcripts, quality reporting, all of it."
Ready to start with CRM & Student Management?
Book a 30-minute consultation. We will review your current systems and funnels and tell you honestly where the fastest return sits.