UpStackCRM
All use cases

Launch a course with the pieces already connected

A launch needs a page, a checkout, an email sequence and a place for students to learn. Here they share one contact list, so a buyer is tagged the moment they pay.

Launch a course: the checklist

0 of 4 done

In practice

The order most people set it up in, using the parts below.

  1. 1

    Write the sales page

  2. 2

    Connect checkout

  3. 3

    Schedule the launch emails

  4. 4

    Open the portal to buyers

Questions

Can I do a waitlist first?

Yes. Use a form and a tag, then email the waitlist when you open.

Can I offer a payment plan?

Yes. Set up a recurring price when you create the product.

Click around a real account

The demo opens a sample coaching business with contacts, deals, a course, bookings and invoices. No sign-up, and it erases itself when you leave.