How it works — the full workflow
Nine steps, from a stranger landing on the site to a paying student logging into the LMS.
Visitor lands on the website
Anyone visits the site — from Google, an ad, WhatsApp, or a direct link. The system silently starts tracking them: IP address, device, location, and how they arrived.
Browses & compares courses
Visitor explores courses from different publishers, opens a course two or three times, adds a couple to a "Compare" view side by side. Every view is logged — which course, how many times, how long.
Shows interest
Visitor taps "I'm Interested" or "Enquire Now" on a course and enters just name + phone number (no long form). This instantly creates a Lead in the system, carrying their entire browsing history with it.
Two possible paths open up
Either the visitor goes ahead and pays right there through Razorpay — done, no human needed. Or they leave without paying, in which case the lead drops straight into the call center queue.
Lead reaches the call center agent
An agent sees the lead appear in their queue — with full context: which courses were viewed, how many times, and when. No guesswork on the call.
Agent calls & logs the outcome
Agent calls the lead, and logs the result in one tap: connected, no answer, call back later, converted, or not interested — with a short note. If converted, they trigger a payment link on the spot.
Payment is completed
Whether it was self-checkout or agent-assisted, payment goes through Razorpay. The moment it's confirmed, the lead is automatically marked "Converted" everywhere in the system.
LMS account is created automatically
No manual enrollment step. The system creates the learner's LMS account (or reuses an existing one) and enrolls them in the exact course they paid for.
Learner starts learning
They're redirected straight into the LMS, already logged in, and their login details are also sent to their phone via WhatsApp/SMS as a backup.
Feature list, by module
Everything each part of the platform can do, laid out plainly.
For visitors & buyers
- Browse all published courses from all publishers
- Filter by category, price, publisher, rating
- Side-by-side course comparison tool
- "Show Interest / Enquire Now" quick-capture button
- Direct purchase via Razorpay (cards, UPI, netbanking, wallets)
- Course preview (sample video/curriculum)
- Silent visitor tracking: IP, device, location, session, repeat views
- Mobile-responsive on all pages
For course publishers
- Publish new course (title, description, curriculum, price, thumbnail, video)
- Edit or unpublish existing courses
- Per-course view count & unique visitor count
- Per-course leads generated & units sold
- Sales percentage / conversion rate per course
- Revenue summary: gross sales, commission deducted, net payout
- Payout history & statements
- No access to other publishers' data
For call center agents
- Personal lead queue (only leads assigned to them)
- Full visitor history on each lead — courses viewed, times, dates
- One-tap call outcome logging (connected / no answer / follow-up / converted / rejected)
- Notes field for call details
- Send payment link directly to a converted lead
- Personal performance stats: calls made, conversion rate, today & monthly
- Follow-up reminders for "call back later" leads
For the platform owner
- Full visibility across all publishers, all agents, all leads
- Approve new publisher sign-ups
- Edit or remove any course on the platform
- Reassign any lead to a different agent
- Site-wide visitor analytics (traffic sources, top courses, IP/device breakdown)
- Full funnel report: Visits → Leads → Calls → Conversions → Revenue
- Set commission % per publisher & generate payout statements
- Create/disable/manage all user accounts across roles
Checkout & learning handoff
- Razorpay integration (cards, UPI, netbanking, wallets)
- Automatic order confirmation on payment success
- Automatic LMS account creation for first-time buyers
- Automatic enrollment into the purchased course
- Auto-login redirect straight into the LMS — no separate signup step
- WhatsApp/SMS login details sent as backup
Note for the client: the platform will show a short privacy/cookie notice covering visitor tracking, in line with India's data protection rules — this is a one-time addition and doesn't affect how the tracking works.
Who can see what
| Data | Publisher | Agent | Admin |
|---|---|---|---|
| Own courses & sales | ✓ | — | ✓ |
| Other publishers' data | ✗ | — | ✓ |
| Assigned leads only | — | ✓ | ✓ (all leads) |
| Call logs & outcomes | ✗ | Own only | ✓ (all) |
| Site-wide visitor analytics | ✗ | ✗ | ✓ |
| Payout & commission settings | View own | ✗ | ✓ (edit) |
| User account management | ✗ | ✗ | ✓ |