Designed To Be Powerful And Simple
Accelerating growth requires that your business maintain strong customer relationships and that means staying connected
Streamlined Workflow
Task Management for Teams
Assign tasks for every activity your team does from phone calls to LinkedIn prospecting and set the days priority for every team member via the OnCourse inbox and calendar display.
Schedule follow-up activities and receive notices when its time to execute on the tasks that matter most.
Easy Pipeline Management
Drag and drop pipeline and funnel tracking that shows you deal value, stage and associated and actionable tasks that you can jump into in an instant.
Customize your pipeline to fit your needs with the headers and number of stages that fit your business and your pipeline.
Opportunity Management
Opportunities are tied to accounts and can be paired to users for closer tracking of stages as well as pairing of tasks and sequences to allow for powerful and personalized follow-ups
With email tracking, opportunities will appear at the top of your inbox allowing you to more easly action what matters.
Connect To Core Apps
Do more with powerful integrations that keep your data up to date and in sync with your daily workflow. Continuous support for new integrations are the forefront of the development queue and added regularly keeping you and your team ahead of the curve.
Leverage Built In Communication Like No Other CRM
Calling
Communicate with all of your contacts in one place like never before with out of the box phone calling capabilities make maually diliaing prospects a thing of the past.
SMS
Communicate with your prospects the way they want to be communicated with. Leverage built in SMS to send personalized or automated SMS outreach and follow up messages.
Email sequences and drip campaigns are a must have for the modern sales person. Sucess is in the followup. Build and customize templates for every situation to save time.
