Deliver Courses, Build Communities, and Grow Recurring Revenue — All From One Client Portal

Give Clients a Seamless Learning & Support Experience

With Your Own Online Portal for Courses, Memberships & More

Whether you're selling coaching programs,

hosting online courses, offering exclusive memberships, or building a community

— your clients deserve a professional, all-in-one experience.

With our SMART Client Portal Tool, you can deliver content,

connect with your audience, and scale your expertise — all under your brand.

It’s everything you need to build, launch, and manage digital products — without the tech overwhelm.

What is the

SMART Client Portal Tool?


Our SMART Client Portal Tool is a fully integrated platform that allows you to

create online courses,

manage memberships,

host client communities,

and deliver digital content securely.

You get full control of the user experience —

from onboarding to engagement to retention —

with everything housed inside your own branded client portal.

It’s the easiest way to transform your knowledge into an income-generating asset.

Key Features

Online Course Builder


Create structured, step-by-step courses with video lessons, downloadable files, progress tracking, and completion certificates.

Membership Site Functionality


Offer tiered access to exclusive content, live sessions, community spaces, or coaching materials — and charge monthly or once-off.

Private Community Spaces


Foster engagement with built-in group chats, community threads, or discussion forums — no need for Facebook Groups.

Client Login & Custom Branding


Your clients access everything through a secure, mobile-friendly portal with your logo, colours, and domain.

Progress Tracking & Analytics


See who’s active, where they’re dropping off, and which content is most valuable — so you can optimise and engage smarter.

Integrated Payments & Access Control


Sell courses or memberships directly with secure checkout, automated access permissions, and recurring billing options.

Connected to CRM, Funnels & Automations


Every enrolment, purchase, and activity syncs with your CRM — triggering emails, upsells, and reminders automatically.

Add

Unlimited Platforms

You can add additional platforms like YouTube, Pinterest, WhatsApp, Google etc. to extend your digital footprint.

Replace all other platforms and tools with

ONE software that does it all.

Courses & Communities

Build an audience and get paid for it

Have a loyal following that wants more from you?

Unlock growth with our Course Builder & Community Hub. Craft interactive courses and cultivate vibrant communities effortlessly. Engage, educate, and interact with your fans or clients with ease.

Connects with the TOOLS you're already using

Who This is Perfect For

Coaches

Running group programs or online courses

Consultants

Offering private resources or client-only training

Small Business Owners

Launching digital products or training

Ready to grow your business?

Benefits Over Traditional Course Platforms

Generic Course Platforms

SMART Client Portal

Hosted on someone else’s domain

Limited integration with CRM

Separate tools for content & community

Extra fees on each transaction

No direct automation

100% white-labeled under your brand

Fully connected to your funnels, emails, and CRM

Courses + memberships + community all in one

Keep 100% of your course or membership revenue

Full automation for enrolments, upsells, and more

TESTIMONIALS

What Our Clients Are Saying

"Loved everything so far"

“I launched my coaching program inside the client portal and made more in one month than I did in six. Everything — from onboarding to delivery — is automated.”


Lindiwe N., Life Coach, Johannesburg

"My life changed forever"

“This replaced Teachable, my Facebook group, and my CRM. Now my entire business runs in one place — under my brand.”


Daniel M., Business Mentor, Cape Town

"Highly recommend this"

"I did not realise what a gamechanger this tool could be, it literally changed the way I create my content..."

Lizzi, Graphic Designer, Cape Town

Ready to Turn Your Knowledge

into Recurring Income?

Have a loyal following that wants more from you?

Unlock growth with our Course Builder & Community Hub. Craft interactive courses and cultivate vibrant communities effortlessly. Engage, educate, and interact with your fans or clients with ease.

With our SMART Client Portal Tool, you can launch online courses, build exclusive memberships, and grow engaged communities — all from your own custom platform.

FAQ

Can I automate both client communications and internal tasks?

Yes. You can create workflows that send automated emails and SMS to clients while also assigning tasks to yourself or team members.

How does Marketing AI help inside the workflow builder?

Marketing AI can suggest next best actions, write messages for different scenarios (like follow-ups or reminders), and even adjust messaging based on lead behavior.

Can I customise when and how workflows are triggered?

Absolutely. Workflows can be triggered by specific actions like form submissions, missed calls, purchases, tags, appointment bookings, and more.

Is this system easy to use for someone who isn’t tech-savvy?

Yes! The drag-and-drop workflow builder is designed for non-technical users, and we offer templates and guided support to get you started quickly.

Will this replace my email marketing or task management tools?

It can — and often does. With workflows, you can centralise your communications, reminders, and lead nurturing inside one platform for maximum efficiency.