Gate content behind a login, deliver structured courses, and tie member status to the same contact record. No separate LMS subscription; the member portal lives inside the CRM.
Member portal with a gated login and a customisable home view. Course structure for modules, lessons, and progress tracking. Drip schedules release content on a cadence. Member status ties to the contact, so billing, marketing, and inbox actions all stay in step with whether the contact is currently a paying member.
Gated content behind a login. Customisable home view per membership level. Member profile management.
Modules, lessons, progress tracking. Video, audio, PDF, and quiz lesson types. Completion certificates.
Release content on a cadence. Day-since-signup, day-since-purchase, or fixed calendar dates.
Member status flows from invoicing. Lapsed membership revokes access; renewed reinstates it.
Stack membership levels. Different content access per level. Upgrade flows built in.
Send announcements to the whole member base or a specific level. Replies land in the inbox.
Memberships need a billing engine and a content surface. Invoicing handles the payments; sites handles the discovery.
Memberships billed monthly or annually with auto-renewal and dunning.
Learn more › SitesBuild the signup landing page in the same in-CRM site builder.
Learn more › WorkflowsWelcome series on signup, lapse prevention, win-back sequences.
Learn more ›Each Connect Zero product runs independently. A customer can run any combination side by side under one workspace. AU support across all four.
3CX calls into your CRM with caller, recording and AI summary on the right contact in seconds.
Learn more › ConnectWise XeroContinuous flow of invoices, procurements and payments between ConnectWise Manage and Xero.
Learn more › TimesheetsConnectWise time entries into Xero payroll with per-staff compliance and SMS reminders.
Learn more ›Template library covers the common cases (coaching programmes, paid communities, course delivery). 30-day trial, no credit card.
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