Covision Performance

Covision Consultants

About this app

Covision Performance brings client work, team execution, learning, and business operations into one connected workspace.

COACHING & CLIENT MANAGEMENT
- Manage clients, sessions, and coaching cycles
- Track progress with customizable scorecards and assessments
- Set and monitor outcome, performance, and process goals
- Run structured Operational Pulse meetings with built-in timers

CRM & MARKETING
- Full lead pipeline from prospecting to conversion
- Deal tracking with customizable stages
- Email campaigns, drip sequences, and referral tracking
- AI-powered marketing intelligence and ad management

CORPORATE TRAINING (LMS)
- Browse and complete courses with video, quizzes, and certificates
- Structured learning paths for professional development
- Training assignments with due dates and compliance tracking
- Organization-wide analytics and reporting

PERFORMANCE TRACKING
- Customizable scorecards for organization and individual performance
- Weekly and daily scorecards with trend analysis
- 90-day rocks (quarterly goals) with milestone tracking
- AI-generated insights and forecasts

COLLABORATION
- Client portal with messaging and document sharing
- Task and issue boards with Kanban views
- Team notes, updates, and activity feeds
- Calendar integration with scheduling

AI ASSISTANT
- Built-in AI copilot for coaching insights
- Proactive suggestions and scenario simulations
- Quiz generation and content analysis

Available on iOS, Android, and web. Your data syncs in real-time across all devices.

What’s new

- Improved organization chart people selection, corrections, and primary or secondary role assignment.
- Added spreadsheet column mapping and a review of directory and chart changes before approval.
- Improved organization chart reliability across phone and tablet layouts.