UpStackCRM
All use cases

Keep a cohort moving together

A cohort needs a start date, shared lessons, check-ins and a place to talk. UpStack gives you each in one account and tags every member by cohort.

Run a cohort program: the checklist

0 of 4 done

In practice

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

  1. 1

    Create the course and the cohort tag

  2. 2

    Enroll the group

  3. 3

    Schedule the live sessions

  4. 4

    Review progress each week

Questions

Can I run two cohorts at once?

Yes. Use one tag per cohort.

Can members see each other's progress?

No. Progress is private to the member and your team.

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.