Courses & memberships

Sell online courses where every student is a contact you can reach

Create modules and lessons, lock them behind the products people buy, and take payment on your own Stripe account. Because students live in your CRM, you can see who stalled in week two and send them a text, not just a notification they'll never open.

  • No credit charge today
  • No contract
  • Unlimited contacts
app.saasvisionary.comsaasvisionaryDashboardContactsProjectsConversationsSchedulingReputationAdsRevenueAutomationsPhoneAISitesAssetsAPPSBrowser AgentDirectoriesMy teamSettingsNorthwind StudioSearch contacts, deals, and moreCtrl KSALesson 4 · Pricing your service12 min · Includes a short quizMark completeCourse content42% completeWelcomeFinding your nicheYour first offerPricing your serviceGetting reviewsAutomating follow-upCertificate

In short

Courses & Memberships in SaaSVisionary: Build, sell and track online courses with students in your CRM. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. Courses with quizzes, certificates and member login start on the Online plan with one course. Every plan includes unlimited contacts and a 14-day free trial.

0%Platform cut on course sales
3Ways to charge: one-time, payment plan, subscription
0Student passwords to reset
14-dayFree trial on every plan

Why it matters

Course platforms show sales. They rarely show who needs a nudge.

Standalone course hosts are good at storing videos and taking payments. The trouble starts after checkout. Progress data sits in one tool, your email list in another and your phone number nowhere near either. Reaching the student who quietly stopped at lesson four means exporting a list, and that export rarely happens twice.

Grow

What you get with Courses & Memberships

Modules, lessons and drip release

Arrange lessons in order with video, written content, downloads and estimated durations. Save drafts and release each module on a schedule you set.

Access products and page gates

Define named access products, then gate each page or lesson by one or more of them. Lessons can appear in a bundle and in a standalone course at once, with no duplicate to maintain.

Passwordless member login

Students sign in with a secure link sent to their email. Access is managed on the student's contact: send an invite, open or close a course, or pause it temporarily.

AI-drafted quizzes

Generate a multiple-choice quiz draft from your lesson content, edit the questions and set the score a student needs to pass.

Verifiable certificates

Issue a certificate when a student completes the course and passes. Each one can be checked through a public lookup, under your own brand.

Checkout on your own Stripe

Sell once, in installments or as a recurring subscription, with an optional order bump and one-click upsell. Paid subscriptions grant access, lapsed ones remove it.

Progress-based automations

Completion can trigger a testimonial request or an upsell. Inactivity can trigger a check-in text. Both come from the same workflow builder.

Sales pages included

Build the landing page, checkout and thank-you page in the same workspace with the funnel builder, then preview them on desktop, tablet and mobile.

How it works

Up and running in 4 steps

  1. 01

    Outline the course

    Create modules, add lessons and upload your videos and worksheets. Decide which modules unlock right away and which drip out over time.

  2. 02

    Package and price it

    Create an access product for the course, choose one-time, payment plan or subscription pricing and add an optional bump or upsell.

  3. 03

    Publish the sales page

    Build a sales page with the funnel builder, connect it to checkout and send buyers a login link automatically after payment.

  4. 04

    Follow each student's progress

    Watch lesson progress on each contact, reward finishers with a certificate and set up a workflow for anyone who goes quiet.

Keep students moving, not just enrolled

Say Ridgeway Bookkeeping Academy sells an eight-week certification course. With SaaSVisionary, a student who hasn't opened a lesson in ten days lands in a segment automatically. A short, personal text from the instructor's number goes out, and any reply shows up in the shared inbox beside the student's payment and progress history.

  • Segments based on lesson progress, enrollment date and last activity
  • SMS, email and voicemail drops sent from your own number and domain
  • Completion workflows for reviews, referrals and the next course
app.saasvisionary.comsaasvisionaryDashboardContactsProjectsConversationsSchedulingReputationAdsRevenueAutomationsPhoneAISitesAssetsAPPSBrowser AgentDirectoriesMy teamSettingsNorthwind StudioSearch contacts, deals, and moreCtrl KSANew lead follow-upActive⚡Trigger: Form submittedWebsite quote form✉Send SMS“Thanks! Want a call today?”⏱Wait for replyup to 30 minutesRepliedNo reply✓AI books a callRound-robin calendar☎Create taskCall within 1 hour

Your content, your payments, your list

Course revenue goes straight into your connected Stripe account with no platform share taken. Students manage their own card and cancellations through Stripe's billing portal, and every student record belongs to your CRM, so moving from one-off courses to a membership or community never means starting a new list.

  • No per-transaction fee from SaaSVisionary on any plan
  • Subscription access granted on payment and removed when it ends
  • Student history tied to one contact record for sales and support
app.saasvisionary.comsaasvisionaryDashboardContactsProjectsConversationsSchedulingReputationAdsRevenueAutomationsPhoneAISitesAssetsAPPSBrowser AgentDirectoriesMy teamSettingsNorthwind StudioSearch contacts, deals, and moreCtrl KSAInvoiceINV-2041 · Due Oct 30DueBill toBrightside HVAC LLCWebsite redesign$2,400Local SEO (monthly)$650Ad management$450Total$3,500.00Pay $3,500.00Payments this month$28,940Payment optionsCard & walletsText-to-pay linkPayment plan · 3×Recurring billing

Plans & availability

Courses with quizzes, certificates and member login start on the Online plan with one course. Pro includes three courses, Team includes ten and adds recurring subscription products, and Unlimited removes the course limit. Every plan includes a 14-day free trial.

Compare plans

FAQ

Courses & Memberships: frequently asked questions

How do I sell an online course with SaaSVisionary?

Create your course from modules and lessons, wrap it in an access product and set a price. Then build a sales page with the funnel builder and connect it to checkout on your own Stripe account. After payment, the buyer receives a secure login link and their progress starts tracking on their contact record.

How many courses can I host on each plan?

The Online plan includes one course, Pro includes three, Team includes ten and Unlimited has no course limit. Member sites and access products are available from the Online plan, while recurring subscription products start on Team. Every plan includes a 14-day free trial, so you can test the plan you choose before paying.

Does SaaSVisionary take a cut of my course revenue?

No. Payments are processed by your own connected Stripe account, so you pay Stripe's normal processing fees and nothing more. There is no revenue share or per-sale platform fee on any plan, which means your software cost stays the same as your course sales grow.

Can I drip course content over time?

Yes. Each module can follow a drip schedule, so later lessons unlock days or weeks after enrollment rather than all at once. This works well for cohort programs and weekly coaching courses, and you can combine drip timing with access products to control exactly who sees what.

Are the course completion certificates verifiable?

Yes. Certificates are issued when a student finishes the course and meets the quiz pass mark you set. Each certificate can be confirmed through a public lookup, which is useful for professional training and continuing-education programs. They carry your branding, not ours.

Can I sell a membership instead of a single course?

Yes. On the Team plan and above you can sell recurring subscriptions through your funnels. An active subscription grants access to the pages and courses you choose, and a canceled or failed one removes it automatically. Members update cards or cancel through Stripe's billing portal.

SaaSVisionary logo mark

Put every lead, call and payment in one place

Try the plan you choose free for 14 days. Switch plans or cancel any time from your billing settings.

  • 14-day free trial
  • No contract
  • Unlimited contacts
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