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Teach & certify

Education

Sell and deliver courses, all in one place.

Build individual courses or full programs, collect payments through Stripe, and give every student a portal with their lessons, grades and reminders.

Every learner is a CRM contact, so teaching and nurturing happen in the same place.

Online course showing progress, a curriculum with completed and upcoming lessons, and enrollment
Courses & programs

Everything you need to teach and certify

Create individual courses or full programs, collect payments through Stripe and give students a portal for reminders and grades, all managed inside SmartDesk CX.

Capabilities

What you get with Education

  • Create individual courses or multiple courses within a program
  • Collect payments via Stripe, all managed in SmartDesk
  • Students auto-added as CRM contacts
  • Registration capture via form builder
  • Automated course reminders and split payments
  • Financial dashboards and post-course workflows
  • Create custom promo codes
  • Assigned marks accessible to students in the portal
Track learners

See every learner's progress at a glance

Watch enrollments, lesson completion and grades update in real time. Spot who's racing ahead and who's stalled, and trigger a nudge automatically so no student falls through the cracks.

Learner roster with each student's course, progress bar, completion percentage and status
Programs & pathways

Bundle courses into a complete program

Build a program from a series of course components and require them in sequence. Each course is tracked to completion, learners progress through the pathway step by step, and a program certificate is issued automatically once every component is done.

  • Group multiple courses into one structured program
  • Set prerequisites and unlock components in order
  • Track completion of each course and the program overall
  • Auto-issue a program certificate when all components are complete
A program made of four course components, each tracked to completion, leading to a program certificate
CPD points

Track CPD points as learners complete courses

Assign Continuing Professional Development points to courses, programs and events. As learners complete them, points are logged automatically to each person's record and measured against their annual requirement — perfect for accredited training and professional bodies.

  • Assign point values to courses, programs and events
  • Auto-log points to each learner as they complete
  • Track progress against annual CPD requirements
  • Learners view their balance and download certificates
CPD points tracker showing a learner's progress toward an annual requirement and a log of point-earning activities
Explore more

More of the platform

Every module shares one customer record — turn on what you need and add the rest as you grow.

See Education in action

Book a personalized walkthrough and we'll show you how it fits your team — and the rest of the platform.