adeona

Everything CoachKeep does

CoachKeep is software for coaching and counselling practices in India, made by Adeona. It keeps a practice's enquiries, calls, follow-ups, bookings, email and invoices in one place, and tells the coach what to do next. This page lists every part of it, as it works today.

Today: the working day as one list

  • Opens on a single list of what needs doing now: people to call, follow-ups that are due or overdue, today's sessions, invoices that are overdue, and tasks.
  • Each item can be done in one or two taps from the list, without opening another page: log a call, send the booking link, mark a session attended, record a payment.
  • Finishing one item sets up the next step automatically, so nothing waits on memory.
  • Works the same on a phone and a laptop.

Leads and pipeline

  • Every enquiry is a lead on a pipeline with stages the practice defines, from first contact to won or lost, with a reason for each.
  • Each person has one record holding their calls, notes, bookings, emails, invoices and consent history, in time order.
  • Possible duplicates are suggested and never merged automatically. Merging keeps consent history intact.
  • A lead with no next step is shown until someone decides what happens to it.

Calls and follow-ups

  • A calling queue lists who to call, in order.
  • The coach calls from their own phone (CoachKeep does not place calls). Two taps record how the call went; CoachKeep then creates the right follow-up.
  • WhatsApp: one tap opens a WhatsApp chat with that person on the coach's phone, with the message written for them. The coach presses send. CoachKeep does not send WhatsApp messages by itself.

Bookings and calendar

  • Session types with their own length, hours, buffer times and reminder time.
  • A public booking page where clients pick a time, with live availability. Clients can reschedule or cancel through a private link in their confirmation.
  • A booking always lands on that person's record in the CRM. A new person becomes a lead automatically.
  • Attendance: mark who turned up. A missed session becomes a follow-up.
  • Email confirmation and an email reminder (24 hours before by default) to the client.
  • Zoom: connect a Zoom account and every online booking gets its own Zoom meeting, which moves when the booking moves and is deleted when it is cancelled.
  • A calendar-only app at calendar.getadeona.app for coaches who just want their schedule.
  • See scheduling in detail.

On the practice's own website

  • An opt-in (enquiry) form and the booking calendar can be put on any website by pasting one line of code. They work on WordPress, Wix, Squarespace and hand-made sites.
  • The form records exactly what each person agreed to, with a required terms box, and creates a lead with a follow-up due the same day.
  • Only websites the practice lists are allowed to show its form or calendar.

Email: team mailbox

  • A shared mailbox for the practice. Email sent and received is threaded into conversations and attached to the person's record, so anyone on the team can pick up a thread.
  • Sent from the practice's own address on an Adeona mail domain; replies come back into CoachKeep.
  • See email and campaigns in detail.

Email campaigns

  • One-off emails to a group, for example everyone who has not booked yet.
  • Only people who agreed to marketing email receive it. Consent and unsubscribes are checked again for every address at the moment it sends.
  • Every campaign email has a one-click unsubscribe link and header.
  • Up to 5,000 campaign emails a month per practice by default (500 a day), sent through Amazon SES.
  • No open or click tracking.

Invoices and payments

  • An invoice is offered when a lead is won. Optional GST, with the practice's GSTIN.
  • Invoices are sent by email or shared on WhatsApp, and can be downloaded as PDF.
  • Part payments: record each payment as it arrives (UPI, bank transfer, cash, card, cheque); the balance updates. A payment entered by mistake can be taken back with a reason.
  • Instalment plans: one invoice due in parts, each with its own due date.
  • Payment reminders for overdue invoices, at most once a day.
  • Revenue from paid invoices, and renewals of repeat clients.
  • See invoices and payments in detail.

For a team

  • The same product works for one coach or a team of a few people.
  • Roles and permissions per person. Staff can be limited to their own records or to one location, and phone numbers and emails can be masked from them.
  • When something is hidden from someone, the screen says so instead of looking empty.

Bringing data in and out

  • Import a spreadsheet (CSV). Rows with errors or possible duplicates are shown for review first, and a whole import can be undone.
  • Export the practice's data whenever it wants.

Privacy and security

  • Built to follow India's Digital Personal Data Protection Act, 2023. Consent is recorded per purpose, with when and how it was given.
  • A second sign-in factor (authenticator app), required for sensitive actions.
  • Each practice's data is kept in its own database. Adeona's operators cannot read a practice's business data.
  • An audit trail of who changed what.
  • See privacy and security.

Phone and laptop

  • Runs in the browser on any phone or computer, and can be added to the home screen like an app.
  • Screens open instantly from data already on the device, then refresh.

What CoachKeep does not do today

So that nobody is surprised:

  • It does not place or record phone calls. Calls are made from the coach's own phone.
  • It does not send WhatsApp messages automatically. It opens the chat with the message ready.
  • It does not take online payments or create payment links. Payments are recorded by the practice.
  • Campaigns are not yet sent from a practice's own domain (such as yourpractice.com).
  • It does not connect to Google Calendar for customers yet.
  • It does not import leads from Instagram or Facebook ads automatically.

Last updated 5 November 2026. Questions? Support.