Membership & Client Portal

Deliver Value. Build Community. Scale Revenue.

Create online courses, client portals, and gated content areas — all connected to your CRM, automation, and payments.

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Portal Features

Everything You Need to Deliver & Monetize Content

Course Builder

Create professional online courses with modules, lessons, videos, and quizzes.

Client Dashboards

Give clients their own portal to track progress, access content, and manage their account.

Access Control

Gate content by membership level, purchase, or tag. Control who sees what.

Progress Tracking

Track student progress through courses with completion rates and engagement metrics.

Content Hosting

Host videos, PDFs, downloads, and rich media directly on your portal.

Payment Integration

Sell access to courses and memberships with built-in payment processing.

Connected Experience

Not Just a Course Platform. A Client Experience.

When a client pays, they automatically get access. When they complete a module, your CRM updates. When they stall, your automation re-engages them.

  • Payment triggers automatic portal access
  • Course completion updates CRM tags
  • Automated nudges when students go inactive
  • Drip content unlocked over time
  • Certificate generation on completion

Module 1: Getting Started

Complete

Module 2: Automation Setup

60%

Module 3: Advanced Workflows

Locked

Launch Your Membership Portal

Courses, content, and community — connected to your entire business system.