I recently built a custom CRM for an online coaching company that was using Razorpay for payments.
The main problem was that payment data, customer information, course access, batches, emails, and WhatsApp communication were all separate.
So I built a system that connects everything together.

What it does
Razorpay → CRM: I created a webhook that receives payment data from Razorpay and automatically adds the customer and payment information to the CRM.
Automatic batch & access management: Customers are automatically organized according to the batch/course they purchased and the access they should receive.
Customer 360° view: We can see the customer’s complete history, including how many courses they purchased, payments, batch information, and other details.
Email automation: Automated emails can be triggered based on different events.
WhatsApp automation: Business WhatsApp messages can also be triggered automatically.
Revenue tracking: The dashboard shows revenue and payment-related information.
Automation monitoring: I can see whether a particular trigger/automation was executed successfully or not.
Everything in one place: Instead of switching between Razorpay, spreadsheets, email tools, WhatsApp, etc., the team can manage everything from the CRM.
The interesting part for me wasn’t just building another CRM.
It was connecting the payment → customer → course → batch → access → communication → automation flow together.

I’m curious how other people are handling this.

If you run an online coaching/course business, what does your current workflow look like? Are you using a CRM, spreadsheets, multiple SaaS tools, or something custom?