Seal Every Deal

CRM Deal Management


The Ultimate Tool for Deal Management

Never Miss an Opportunity

The OnCourse CRM Deal Management Tool has everything you need for navigating all your deals in real time. Create new deals, update existing deals, and track your wins across the board. With a deal management tool this comprehensive, it makes it hard to miss a beat.


The Deal is in the Details

Make Every Deal Unique. With OnCourse CRM Deal Management, you can describe every deal with:

  • Account Name
  • Contact for the Account
  • Team Member Assigned to The Deal
  • Occurrence
  • Stage of the Deal
  • Estimated Close Date
  • Value of the Deal
  • Custom Fields and Notes

Track Progress with Custom Pipelines

Custom Pipelines allow you to desribe your deals with the stages you see fit. Assign custom stages to each pipeline, and update each deal as it moves from stage to stage. You can also utilize any of your pipelines on any of your deals. Customization is as easy as dragging and dropping your stages into place, reducing the hassle and increasing efficiency.