Training your CRM
knows who completed.
Learning paths, video lessons, progress and certificates, inside the HubSpot you already have. No extra LMS to pay for, integrate and maintain.
An LMS that doesn't live
apart from your CRM.
Training partners, customers or staff takes a system. Buying an LMS solves the lesson and creates everything else: one more tool to pay for, integrate and maintain, and one more place where the learner exists without the CRM knowing. Sales doesn't know who was trained, customer success doesn't know who got stuck, and the certificate becomes a PDF lost in someone's inbox.
- A catalog of learning paths and video lessons on your domain, with your brand on every screen and access email.
- Real progress per learner and per path, recorded on the CRM contact: who trained, how far they got and when they stopped.
- Certificates issued automatically when a path is completed, with completion rules that can't be bypassed through the page URL.
- Lessons shared across paths: a foundation module counts in every path where it appears.
- Supporting materials per lesson, generated from the content and linked to the catalog.
- Ready-made follow-up lists: who started, who got stuck, who finished and who never logged in.
- Group-based access control, with an automatic invitation when a learner is approved.
The portal runs on HubSpot CMS and CRM, with no separate server or database. Content lives in tables you edit, and progress lives on the contact. After implementation, publishing a new lesson is a catalog task, not a project.
The portal is genuinely replicable: a new client starts from a single command, with brand and curriculum as the only differences, and the first real client went live in an afternoon. EPIC keeps its own demo live, with progress and certificates working, and is a HubSpot Diamond Solutions Partner.
From curriculum to a pilot learner.
Curriculum
The structure of paths, modules and lessons, in the order learners should follow.
Setup
The HubSpot account prepared for catalog, progress, certificates and access.
Launch
The portal on your domain, with a pilot learner completing a path end to end.
What we need from you.
HubSpot Professional
Workflow automation at the Professional tier in at least one hub.
Curriculum and videos
Which paths, which lessons and in what order, with videos on Vimeo (or similar) or in the HubSpot library.
Someone who owns access
A person who decides who can enter each path.
Frequently asked questions
No. The portal records completion per lesson and issues the certificate per path. Quizzes, exams, grades and watch-time tracking are not part of it.
That scenario needs an additional identity layer, scoped and priced separately.
No. You own the content and the videos; EPIC structures the catalog and implements the portal.
Your training
inside the CRM.
Tell us who you need to train and how you do it today. The conversation shows how your curriculum becomes a portal and what needs to be in place first.