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.
