How to Create and Sell Products Inside Estage

Selling Products On Estage is one of the most powerful Ecommerce features built into the platform, allowing you to create and sell digital offers without needing third-party tools or complicated tech setups. Whether you’re launching a course, a coaching package, a membership, or a one-time offer, Estage makes it simple to set up, price, and deliver your product all in one place.

This guide walks you through the exact steps to create and publish a product using the Estage dashboard. With screenshots and examples from the live system, you’ll see exactly how to go from idea to income, inside the same tool you're already using for your funnels and pages.

Step 1: Access the Product Manager in Estage

Illustration showing a user navigating the Estage dashboard, highlighting the “Admin & Modules” dropdown and selecting the “CRM” tab to access the Product Manager.

To get started with creating a product inside Estage, begin by logging into your dashboard.

From the top navigation menu, hover over “Admin & Modules”. This will trigger a dropdown menu.

Inside that dropdown, click on the “CRM” option.

Once the CRM area loads, you’ll see several options in the left-hand sidebar. Click on “Manage Products”. This is where all of your digital products live and where you’ll create new ones.

If this is your first time, the list will be blank. Otherwise, you’ll see a table of your existing offers.

To start a new product, click the blue “+ New Product” button in the top right corner of this page.

Step 2: Create a New Product

Flat-style illustration showing a user creating a new product in a web application, with labeled fields for Product Title, Description, an Upload button, and a Save button on a large monitor interface.

After clicking the “+ New Product” button, a setup window will appear. This is where you’ll define the core details of your product.

Start by entering the Product Title. This is the name that will appear in your CRM, on checkout pages, and inside the purchase records.

Next, fill in the Description. This is where you can briefly explain what the product includes. Keep it clear and simple so it’s easy to reference later.

You’ll also see an option to upload a product image. Click on the image box and select a visual from your device. This image will show up on your checkout page and in the CRM dashboard, giving your product a professional look.

Once you’ve added all three - title, description, and image - click the “Save” button in the bottom right corner. This creates the base of your product and opens the rest of the configuration options like pricing and automation.

Step 3: Set Pricing and Integrate Payments

A person sets product pricing and integrates payments on a computer screen featuring options for Stripe, PayPal, and Square.

Once your product is created, you’ll be taken to the main product settings dashboard. From here, click on the “Pricing” tab along the top of the screen.

This is where you define how much your product costs and how payments are processed.

If this is your first time setting up a product, Estage will prompt you to connect a payment provider. Click the “Connect Payment” button to get started. You can choose between Stripe or PayPal depending on your setup. Follow the integration steps for your provider to complete the connection.

After that’s done, return to the Pricing tab and click “Add New Pricing”.

You’ll now enter your price settings:

Title: Name your pricing tier (e.g. “One-Time Purchase” or “Monthly Access”)
Amount: Enter the price you want to charge
Currency: Choose your preferred currency
One-time or recurring: Select whether it’s a single charge or a subscription

Once your pricing is added, hit Save and it will appear in your pricing list for that product.

Step 4: Tag Users After Purchase

A woman using a CRM dashboard to assign tags to users after a product purchase, with icons representing automation and customer segmentation in a modern, flat-style interface.

Once you’ve set your pricing, the next step is to automatically tag users when they purchase your product. This is important because tags help you track who bought what, segment your CRM, trigger automations, and control access to content. No need for complex flows like with shopify.

From inside your product settings, click on the “Automation” tab at the top.

In this section, you’ll see a field labeled “Tags on Purchase”. Click inside the field, and you’ll either select from your existing tags or create a new one by typing and pressing enter. For example, you might add a tag like “Buyer – Ebook” or “Course Access”.

Once a user completes a purchase, Estage CRM will automatically apply this tag to their contact profile. This makes it easy to follow up with emails, grant access to courses, or just keep track of who’s already bought.

After selecting your tag, click “Save” to lock it in.

Step 5: Review Your Product Details

A 2D digital illustration of a woman reviewing product details on a large computer screen, with a clipboard showing a checkmark on the desk next to her.

After setting up the title, description, pricing, payment connection, and automation tags, your product is now fully configured and ready to sell inside Estage.

You can now go back to the Manage Products section inside the CRM to see your newly created product listed. From here, you’ll be able to:

Click into the product to update pricing or automation later
Duplicate the product for faster creation of similar offers
Monitor performance once sales start coming in

At this stage, your product exists in the system and can be connected to checkout buttons, pages, or funnels - covered in a separate article.

Final Thoughts

Setting up a product inside Estage is a simple and streamlined process that keeps everything in one place. From naming your offer and uploading images to connecting payments and tagging your buyers, Estage gives you all the essentials to launch and manage your digital products without needing extra software.

Once your product is live, you’re ready to connect it to a funnel, embed it on a page, or start promoting it through your affiliate program. That part of the process will be covered in the next guide, where we show how to publish and sell your offer across your Estage setup.

If you’ve been thinking about selling digital products, coaching sessions, or memberships, now you know exactly where to start.