Oncourse CRM

Oncourse CRM

Oncourse CRM is a cloud-based customer relationship management platform designed for small and medium-sized businesses. It includes features like contact management, pipeline tracking, task automation, and reporting.
Oncourse CRM image
cloudbased contact-management pipeline-tracking task-automation reporting

Oncourse CRM: Cloud-Based Customer Relationship Management Platform

Oncourse CRM is a cloud-based customer relationship management platform designed for small and medium-sized businesses. It includes features like contact management, pipeline tracking, task automation, and reporting.

What is Oncourse CRM?

Oncourse CRM is a cloud-based customer relationship management (CRM) platform designed for small and medium-sized businesses. Some key features of Oncourse CRM include:

  • Contact Management - Store all your contact details like emails, phone numbers, addresses, and custom fields in one central location. Segment contacts by lead score, location, industry, etc.
  • Pipeline Tracking - Visualize your sales funnel by deal stage. Track deal value, probability to close, next steps and more.
  • Task Automation - Create rules and workflows to automatically assign tasks to the right sales reps. This saves time and ensures follow-ups.
  • Reporting & Dashboards - Gain insights with pre-built and custom reports on sales performance, lead conversion rates, top deals, inactive leads and more.
  • Email Integration - Sync email conversations into each contact record automatically. No more searching inboxes for communication history.
  • Mobile Access - Manage contacts, view reports and update deals on-the-go with iOS and Android apps.

Oncourse CRM aims to provide an intuitive and affordable CRM option for growing SMBs. It focuses on ease-of-use, flexibility and integration capabilities at a low total cost of ownership.

Oncourse CRM Features

Features

  1. Contact Management
  2. Pipeline Tracking
  3. Task Automation
  4. Reporting
  5. Email Integration
  6. Mobile App
  7. Customizable Dashboards
  8. Lead Scoring
  9. Workflow Automation

Pricing

  • Subscription-Based

Pros

Cloud-based for easy access

Designed for small and medium-sized businesses

Customizable to fit specific business needs

Integrates with various email providers

Mobile app for on-the-go access

Cons

Limited customization options compared to enterprise-level CRMs

Can be more expensive than some basic CRM solutions

May require a learning curve for users unfamiliar with CRM software


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