Highlights : About Oncourse CRM

Automation

Integration

Built-in calendar

Email and content templates

Drip sequences

Multi-Layer reporting

Built-in inbox

Drag-and-drop pipeline

Game-changing SMS
Product Details
Features
Meeting Management
Sales Force Automation
Sales Analytics
Campaign Analysis
Proposal Management
Mobile Access
Segmentation
Lead Database Integration
CRM & Sales Reports
Lead Management
Call Management
Customizable Templates
Customer Segmentation
Sales Trend Analysis
Marketing Automation Integration
Email Marketing / SMS Marketing
Contact Management
Sales Performance Management
Client Management
Sales Dashboards & Reports
Benefits
Systematized Task Management
OnCourse CRM provides inbox and calendar features for task assignments through phone calls and LinkedIn. These features also allow daily priority settings for each team member. Users can schedule follow-up tasks and receive notifications when urgent tasks are needed to be attended.
Straightforward Pipeline Management
OnCourse provides a drag-and-drop pipeline and tacking of funnel. The pipeline can be customized depending on the desired preference such us headers and stage numbers to suit the business. These features allow the user to view and monitor the stages, deal value, and related tasks that can be performed immediately.
Management of Opportunity
With OnCourse CRM, accounts and tasks are designated to users to allow closer stage tracking. This way, opportunities can be monitored through follow-ups. The software has an email tracking tool that puts opportunities on top of the user’s inbox for a better and profit-inclined decision making.
Extensive Built-In Communications
OnCourse CRM comes with high-end communication platforms such as phone calls, messages, and e-mails. The software has an out-of-the-box phone call feature that allows users to communicate with all contacts in a single platform. OnCourse provides personalized automated messages follow-ups and outreach purposes. Additionally, its email platform not only focuses on campaigns and sequences but also on follow-ups with its built-in and customizable templates.