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What is OnCourse CRM?

OnCourse integrates sales automation, email and SMS sequencing, and calling capabilities into a comprehensive CRM platform. Built with a focus on efficiency, this all-in-one solution helps you cut costs associated with your sales tools while enhancing your sales strategies through advanced automation, ultimately leading to a remarkable increase in your team's efficiency. Users can effortlessly send personalized SMS messages right from the platform or schedule them for future dispatch as part of a coordinated sequence. Create a dependable sales pipeline with automated insights that highlight effective tactics, alongside features for tracking activities, generating reports, recording calls, segmenting team members, monitoring responses, and much more. To aid your transition, we provide data migration services that ensure a smooth transfer of all your data into OnCourse. We also offer data cleansing to remove any duplicates, allowing your team to hit the ground running. OnCourse goes beyond being just a CRM; it functions as an all-encompassing Sales Automation Platform that presents a validated approach to achieving your goals and empowering your sales force. By utilizing these innovative tools, you can foster unprecedented growth and elevate engagement to new heights, ensuring your sales team is equipped for long-term success. This holistic approach positions you to adapt swiftly to changing market demands while maximizing your operational effectiveness.

What is OPVII?

OPVII enhances the efficiency of communication regarding events and the follow-up process afterward, specifically designed for financial advisors and a variety of event planners. Financial advisors have the convenience of sending registration emails to a specific OPVII address or collecting attendee details through an integrated signup form, CSV file uploads, or a REST API. In the week prior to the event, the platform automates a sequence of seven email and text reminders, culminating in thank-you messages or invitations for feedback. Moreover, it facilitates direct messaging with contacts and makes attendance tracking incredibly simple with a single click. OPVII caters to a diverse array of events such as seminars, workshops, classes, courses, webinars, fundraisers, and many others. Subscription plans are competitively priced starting at $249 per month, making it an affordable choice for managing event logistics. By utilizing OPVII, event organizers can significantly boost participant engagement and reduce the burden of administrative responsibilities. This innovative solution ultimately empowers hosts to focus more on content rather than coordination.

Media

Media

No images available

Integrations Supported

Eventur

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$249/month
The Base plan is $249/month or $2,628/year with annual billing. Annual billing saves $360 per year. Plans are available month to month or year to year, with no contracts and cancellation at any time. Optional Professional Onboarding costs $599 once and includes a free first month.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Zibtek

Date Founded

2007

Company Location

United States

Company Website

www.tryoncourse.com

Company Facts

Organization Name

OPVII

Date Founded

2025

Company Location

United States

Company Website

opvii.com

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management

Categories and Features

Event Management

Not specified

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