Thinkific CRM for Course and Student Management – A Simple Guide to the Platform’s Built-in Feature


Are you looking for a powerful CRM tool to help you better manage your online learning business? Look no further than Thinkific’s built-in CRM feature! This feature helps you automate manual tasks, engage more with your learners, and streamline your communication. 

If you’re new to CRM, it manages your interactions with current and potential customers. And with its built-in CRM, Thinkific offers a comprehensive suite of features to help you engage with your learners and grow your business. In this article, we’ll discuss how Thinkific’s built-in CRM works. We’ll also walk you through the benefits that can affect your way of business.


How Thinkific’s Built-in CRM Works

Thinkific’s built-in CRM feature is easy to use and provides a comprehensive suite of features to help you manage your learner relationships. The features include automated emails, segmentation, custom messaging, and more. These features allow you to easily create and send your learners automated messages, surveys, and campaigns. You can also segment your learners and send them personalized messages based on their interests.

Integrations with Third-Party Platforms 

Integrations with third-party platforms are also available, allowing you to connect Thinkific’s CRM feature with other platforms such as Mailchimp and Zapier. This makes managing your contacts easier and synchronizes your data across different platforms. 

Customizable Workflows 

Finally, customizable workflows allow you to set up automated processes and triggers. You can create workflows to automate manual tasks, such as sending welcome emails to new learners or reminders to take action. You can also set up rules to ensure your learners receive the right information at the right time. 


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Benefits of Thinkific’s Built-in CRM 

Thinkific’s built-in CRM is a powerful tool that can help you automate manual tasks, increase learner engagement, and streamline communication. Automation of manual tasks allows you to save time and be more efficient by setting up workflows that can be triggered based on certain conditions. For example, you can automate sending welcome emails to new learners and set up automated reminders to encourage learners to act. 

Improved engagement with learners is another key benefit of Thinkific’s built-in CRM. It allows you to segment your learners and tailor your messages based on their preferences and interests. You can send personalized emails, surveys, and messages to keep your learners engaged and motivated. 

Finally, Thinkific’s built-in CRM makes it easier to streamline communication between you and your learners. You can keep track of messages, emails, and contacts in one place, making responding quickly and efficiently easier. You can also set up automated messaging to ensure your learners receive timely updates and information. 


To summarize, Thinkific’s built-in CRM feature can efficiently manage customer relationships within the platform. It helps businesses keep track of customer data, automate marketing campaigns, and generate leads. 

Although third-party integrations with Zapier and more can make a huge difference, Thinkific’s CRM feature has proven effective enough for businesses to segment customers into different groups and target them with tailored messages. We hope you learned something valuable from this article that inspires you to try it out for yourself. 


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