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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.

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.

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