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Marketing & CRM

Turn a sale into a relationship.

A built-in CRM and automation engine — the piece a plain 'sell courses' tool doesn't have. Buyers, leads, and subscribers land in one list. Tag them, and rules fire on their own: a welcome email when someone joins, a WhatsApp nudge when they drift, a win-back when a checkout stalls. No Zapier, no second subscription.

Your audience, in one place — filling itself.

Every paid order adds the buyer as a contact tagged customer, automatically. Opt-in forms add leads. Tags slice the whole list into segments you can target in a click — customers, leads, at-risk, abandoned-checkout, or anything you name.
  • Buyers auto-added on purchase — no import, no manual entry
  • De-duplicated by email; tags merge, never clobber
  • Clickable segment chips — filter to any tag instantly
  • Add contacts by hand or capture them with an opt-in form
dashboard / marketing
Allcustomerleadat-riskabandoned-checkout
Aisha Khan
customer
Rahul Verma
lead
Sara Iyer
at-risk

Automations: when this happens, do that.

Pick a trigger — someone buys, or a contact gets a tag — and an action: send an email, send a WhatsApp, or add a tag. Personalise with {{name}}. Want it later? Set a wait and it sends in a few days instead of now. Email and WhatsApp go through the same senders that power your class invites — nothing new to configure.
  • Triggers — a purchase, or any tag being added
  • Actions — email · WhatsApp · add a tag
  • {{name}} personalisation in subject + body
  • Wait N days, then send — schedule a follow-up automatically
automation builder

When

Someone makes a purchase

wait 3 days

Then

Email — “How’s it going, {{name}}?”

Win back abandoned checkouts — hands-off.

When someone starts a checkout and doesn’t pay, your workspace notices on its own, tags them abandoned-checkout, and fires whatever rule you’ve set. Add one automation and every stalled sale gets a nudge — automatically, on the server, with no list to remember to send.
  • Detects pending checkouts 1–72h old, every 30 minutes
  • Tags the buyer + fires your win-back automation
  • Idempotent — each abandoned order is nudged once, never spammed
  • Pays for itself the first sale it recovers
abandoned-checkout recovery

Checkout started · unpaid

tagged abandoned-checkout · 2h ago

Win-back sent

“Still interested? Here’s 10% off.”

Spot who's slipping — and reach them.

The engagement hub already flags learners drifting toward churn. One button tags the at-risk students you pick and fires your re-engagement rule — turning a report into outreach. The retention loop a revenue dashboard can’t run.
  • At-risk detection lives in the engagement analytics hub
  • Select students → Run automations → they're tagged + nudged
  • Pair with a 'when tagged at-risk → email' rule
  • Re-engagement, not just reporting
engagement · at-risk
Dev P.
fading
Meera S.
fading
Arjun K.
fading

Marketing & CRM — FAQ

Does The Big Class have built-in marketing automation?
Yes. There's a CRM where contacts are added automatically when someone buys (tagged 'customer') or opts in (tagged 'lead'), plus an automation engine: 'when someone makes a purchase or gets a tag → send an email, send a WhatsApp, or add a tag', with an optional delay so you can schedule a follow-up days later.
Can it recover abandoned checkouts automatically?
Yes. A background job detects checkouts that have been pending for 1–72 hours, tags the buyer 'abandoned-checkout', and fires any automation you've set for that tag — fully automatic, server-side, and idempotent so no one gets pinged twice.
Does it reach students on WhatsApp or just email?
Both. Automations and reminders dispatch over WhatsApp and email using the same senders that power class invites, so you can reach students and parents where they actually read.
Do I need Zapier or a separate email tool?
No — the CRM, segments, automations, and abandoned-cart recovery are built in. Note it's single-step automations with an optional delay today, not a visual multi-step funnel builder with open/click analytics.
Free to start

Stop leaving money on the table.

Capture every lead, welcome every buyer, recover every stalled checkout — on autopilot. Free to start, no credit card.