# CRM for online course creators who sell through conversations.

> Manage course inquiries, consultations, client follow-up, onboarding work and invoices in Workspace369. Keep enrollment administration connected to the…

Canonical: https://workspace369.com/solutions/crm-for-online-course-creators/
Last updated: 2026-10-27

For most online course creators the best CRM is the course platform itself, such as Kajabi, Thinkific, Podia or Systeme.io, because Workspace369 does not host courses. Workspace369 fits the client side beside one, such as coaching or consulting sold by [proposal](https://workspace369.com/features/quoting/), with [invoices](https://workspace369.com/features/invoices/) and a [client portal](https://workspace369.com/features/client-portal/) from $29 a month; [our guide to the best CRMs for online course creators](https://workspace369.com/blog/best-crm-for-online-course-creators/) compares them.

Connect the work around enrollment: inquiries, client records, appointments, conversations, onboarding tasks and invoices. Workspace369 helps your team organize the relationship while your learning platform delivers the course.

14-day free trial, no card needed. Add a card to keep your plan after the trial: from $29/month, renewing automatically every month until you cancel. No card by the end of the trial: it just ends, and nothing is charged. Cancel anytime in Settings → Billing.

[Talk to sales](https://workspace369.com/contact-sales/)

**Inquiries**applicants and next actions

**Handoffs**sales context for onboarding

**Billing**agreed terms and invoices

![Workspace369 client record showing activity, messages, invoices and the next follow-up in one profile](https://workspace369.com/home/screens/v2/client-record-light.webp)

Key facts

CRM for online course creators at Workspace369 covers 8 areas, including client records, requests, scheduling.

The workflow runs in 5 steps, from "capture the inquiry" to "confirm access in the learning platform".

Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 120,000 Tokens a month at $299/mo.

Additional seats cost $10 each; full pricing is public on the [Workspace369 pricing page](https://workspace369.com/pricing/).

## CRM for online course creators compared

For hosting and selling courses, start with a course platform: Kajabi lists the broadest set (courses, coaching, memberships, communities), Thinkific and Teachable sell courses with lower entry prices, Podia bundles courses, coaching and email, and Systeme.io has a free plan. Workspace369 does not host courses; it fits the client side beside one, such as 1:1 coaching, consulting and sponsorship deals sold by proposal and invoice, from $29 a month on Cadet.

| Tool | Entry price (monthly) | Billed yearly | Offer types listed | Main entry-plan limit | Trial |
| --- | --- | --- | --- | --- | --- |
| Kajabi | $179 (Basic) | $143 a month | Courses, coaching, memberships, communities | 2,500 contacts, 5 products | Length and card not stated |
| Thinkific | $109 (Start) | $82 a month | Courses, communities, live cohorts and coaching | Not stated | 30 days, card not stated |
| Podia | Not stated | $42 a month (Mover) | Courses, coaching, community, events | 100 email subscribers | 14 days, no card |
| Systeme.io | $17 (Startup); $0 free plan | Not stated | Courses, funnels, communities | 5,000 contacts, 5 courses | Free plan, no card |
| Teachable | $39 (Starter) | $29 a month | Courses, memberships, coaching | 5 products | 7 days, card not stated |
| Workspace369 | $29 (Cadet) | $23.25 a month | Client work, not courses | 1 seat, unlimited projects | 14 days, card required |

Prices and limits from each vendor's official pricing page, checked October 17, 2026, in USD. Prices change, so confirm before you buy. [Read the full buyer's guide.](https://workspace369.com/blog/best-crm-for-online-course-creators/)

## Give every applicant a clear next step

### Applicants live in disconnected conversations

Questions about the program, cohort and timing arrive in different places. Keep the conversation and relevant applicant context on a client record so the person handling the next step can understand what has already been discussed.

### A booked appointment is treated as a sale

An appointment, an accepted offer and a confirmed payment are different events. Define stages that reflect the real decision and assign the next action, rather than leaving every person in a generic follow-up list.

### Onboarding loses the promise made during sales

Someone arranging access needs the agreed program, terms and special arrangements. Keep that context available before the enrollment handoff so they can confirm the right next step with the applicant.

### Nobody owns deferred applications

Some people need another cohort and others are not a fit. Record the decision and the appropriate next action. A clear outcome is more useful than a crowded pipeline that treats every applicant as ready to buy.

## See the workspace your clients feel.

01

### A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

![Workspace369 client record showing activity, messages, invoices and the next follow-up in one profile](https://workspace369.com/home/screens/v2/client-record-light.webp)

02

### Every channel in one inbox

Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.

![Workspace369 shared inbox showing email, SMS and voicemail conversations with an AI summary of the open thread](https://workspace369.com/home/screens/v2/shared-inbox-light.webp)

03

### Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

![Workspace369 project board showing client work organized into stages with owners and status](https://workspace369.com/home/screens/v2/projects-board-light.webp)

04

### Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

![Workspace369 invoice editor showing line items, payment terms, and client details](https://workspace369.com/home/screens/v2/invoice-editor-light.webp)

## Set up the course enrollment administration

01

### Capture the inquiry

Organize the person and relevant program context in a client record. Keep their questions and source conversation accessible. Identify who reviews the application and what information is needed before a consultation is appropriate.

02

### Coordinate the conversation

Use scheduling and client communication to organize the next discussion. Record its actual outcome: ready to proceed, needs more information, later cohort or unsuitable. A missed appointment needs its own next decision rather than an assumed sale.

03

### Record the offer and terms

Keep the agreed program, cohort and commercial terms understandable using the relevant client documents and Proposals. Confirm the decision-maker and the person responsible for the next action. Do not infer agreement from a moved pipeline stage alone.

04

### Organize billing and onboarding work

Keep invoices attached to the relationship and assign the work needed for onboarding. Check payment status through the responsible financial process. Payment plans require the appropriate subscription tier; review the pricing matrix before designing the offer around them.

05

### Confirm access in the learning platform

Your course platform remains responsible for lessons and learner access. Assign a person to confirm the correct enrollment. Start with an explicit handoff and verify any proposed integration before relying on an automated connection between systems.

## Tools for the relationship around enrollment

- Create fictional ready, deferred and unsuitable applicants. Each record should explain the current decision, responsible person and next action.
- For an accepted applicant, check the agreed terms, payment evidence and the separate confirmation of course access. Keep those events distinct.
- Product review date: September 29, 2026. Keep course hosting and learner progress in your course platform; Workspace369 runs applications, cohorts, Proposals and invoices.

Client records

Requests

Scheduling

Conversations

Proposals

Projects and tasks

Invoices

Files

## What reviewers say about Workspace369.

★ 5.0 from 12 ratings on the App Store (as of 2026-10-26)

★★★★★

> **SMB Modernization**
>
> Great tool for modernizing small businesses. Ability to leverage AI without technical background.

Foreman345 · 2026-10-02 · [App Store review](https://apps.apple.com/us/app/id6475013419?see-all=reviews)

★★★★★

> **True all-in-one system**
>
> It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions

samimonroe · 2026-10-02 · [App Store review](https://apps.apple.com/us/app/id6475013419?see-all=reviews)

★★★★★

> **Best app for my construction business**
>
> Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design

SebastianBroco · 2024-11-23 · [App Store review](https://apps.apple.com/us/app/id6475013419?see-all=reviews)

Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.

[Read more reviews](https://workspace369.com/customers/)[See all reviews on the App Store](https://apps.apple.com/app/id6475013419)

## See Workspace369 on your own client work.

Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.

[Talk to sales](https://workspace369.com/contact-sales/)

## Test the complete applicant journey

### What is a CRM for online course creators?

It organizes relationships with prospects and customers, including inquiries, consultation outcomes, follow-up and commercial context. For a sales-led course business, Workspace369 connects that administration to onboarding tasks and invoices while a separate learning platform delivers the course.

### Does Workspace369 host courses?

This product workflow covers client and sales administration, not lesson hosting, assessments or learning-progress tracking. Keep a suitable course platform for delivery and verify any needed connection between it and your CRM.

### Is this useful for a self-paced course with direct checkout?

Evaluate the tools already included in your course platform first. Workspace369 is most relevant here when applications, consultations, personal onboarding or ongoing client administration create a separate relationship-management need.

### Can we organize payment plans?

Payment plans are available from the Specialist tier. Check current pricing, terms and the specific setup before offering installments. Keep payment status and learning access as distinct records in your enrollment process.

### Does changing a CRM stage grant course access?

Do not assume that connection exists. Define the handoff, the authoritative payment record and who confirms access in the learning platform. Verify APIs or supported connectors before designing an automated implementation.

## Related pages

## See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

[Request a demo](https://workspace369.com/contact-sales/)