Oncourse

OnCourse, developed by Zibtek, is a sales automation platform and CRM product that aims to simplify and streamline sales, marketing, and HR processes for businesses of all sizes. According to the vendor, OnCourse is suitable for companies of various sizes, including small startups to large enterprises. It is designed to cater to a wide range of professions and industries, such as sales professionals, marketing teams, HR departments, creative agencies, distributors, wholesalers, financial advisors, independents, advisory networks, enterprise firms, and high-performance home services businesses.

Key Features

Powerful Built-In Calling: According to the vendor, OnCourse provides a built-in calling feature that allows users to make calls directly from the CRM platform. It aims to streamline the calling process, reduce time to dial, and potentially increase conversions and connect rates. The availability of local numbers is also claimed to help improve pickup rates.

SMS: OnCourse offers a built-in SMS feature that allows personalized messaging and automated outreach, as stated by the vendor. Users can schedule SMS messages to be sent at a later time, conduct bulk SMS messaging to reach a larger audience, and integrate SMS sequences with email and phone sequences for enhanced engagement.

Email: OnCourse offers email sequences and drip campaigns for effective follow-ups and time-saving templates, according to the vendor. The product aims to automate email communication to scale outreach efforts and provides customizable email templates for various situations. Users can also track email performance metrics such as open rates and reply tracking.

CRM: OnCourse provides a powerful and customizable customer relationship management system, as claimed by the vendor. It allows users to track and manage prospects and deals through account and opportunity management. The pipeline management feature offers customization of stages and headers, and integration with other core business applications ensures seamless data syncing.

Reporting: OnCourse offers intuitive reporting on sales activities and communication, according to the vendor. Users can track metrics such as reply tracking, open rates, call duration, and more. Real-time sales reporting and activity data aim to provide insights for decision-making, and customizable reports and analytics are available to drive success.

Task Management for Teams: OnCourse provides task management capabilities for teams, allowing users to assign tasks to team members for various activities. Users can schedule follow-up activities, receive notifications for execution, and benefit from streamlined communication and collaboration through the inbox and calendar display. The drag and drop functionality and customizable stages aim to facilitate pipeline management.

Integration: OnCourse offers integration with other core business applications for data syncing and workflow optimization, as stated by the vendor. The product claims to provide continuous support for new integrations to stay ahead of the curve. It aims to offer an easy setup and configuration process to fit specific business needs.

Mobile App: According to the vendor, OnCourse provides a mobile app that allows salespeople to access sales data, deal information, and prospect details on mobile devices. The app aims to enable users to track sales activities and communication, providing a tactical advantage in closing deals anytime, anywhere.

OnCourse Chrome Plugin: OnCourse offers a Chrome plugin for LinkedIn to power OnCourse campaigns, as claimed by the vendor. It aims to enhance lead generation and prospecting on LinkedIn by automating viewing profiles, invites, and direct messaging. The integration of LinkedIn profiles into the OnCourse CRM is said to facilitate efficient lead management.