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.
Courses & memberships
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.
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.
Why it matters
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
Arrange lessons in order with video, written content, downloads and estimated durations. Save drafts and release each module on a schedule you set.
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.
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.
Generate a multiple-choice quiz draft from your lesson content, edit the questions and set the score a student needs to pass.
Issue a certificate when a student completes the course and passes. Each one can be checked through a public lookup, under your own brand.
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.
Completion can trigger a testimonial request or an upsell. Inactivity can trigger a check-in text. Both come from the same workflow builder.
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
Create modules, add lessons and upload your videos and worksheets. Decide which modules unlock right away and which drip out over time.
Create an access product for the course, choose one-time, payment plan or subscription pricing and add an optional bump or upsell.
Build a sales page with the funnel builder, connect it to checkout and send buyers a login link automatically after payment.
Watch lesson progress on each contact, reward finishers with a certificate and set up a workflow for anyone who goes quiet.
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.
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.
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 plansFAQ
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.
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.
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.
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.
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.
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.
Guides & articles
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Learn moreTry the plan you choose free for 14 days. Switch plans or cancel any time from your billing settings.