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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

OPVII streamlines the process of event communication and post-event follow-up specifically for financial advisors and various event organizers. Advisors can easily direct registration emails to a designated OPVII address or gather attendee information via an integrated signup form, CSV uploads, or a REST API. The system automates a series of seven email and text reminders in the week leading up to the event, concluding with thank-you notes or requests for feedback. Additionally, it offers features for direct messaging with contacts and simplifies attendance tracking with a single click. OPVII is tailored for a wide range of events, including seminars, workshops, classes, courses, webinars, fundraisers, and more. Subscription plans start at $249 each month, providing a cost-effective solution for managing event logistics. With OPVII, event hosts can enhance engagement and streamline their administrative tasks.

Description

OnCourse combines sales automation, email and SMS sequencing, and calling functionalities into one robust CRM solution. This integrated suite is designed from the ground up to enable you to reduce expenses on your sales toolkit, enhance your sales initiatives through powerful automation, and significantly boost your team's productivity. You can easily send customized SMS messages directly from the platform or plan them for future delivery as part of a sequence. Establish a reliable pipeline with automated insights that reveal effective strategies, along with capabilities for activity tracking, reporting, call recordings, team member segmentation, reply monitoring, and much more. To streamline your transition, we offer data migration services that ensure all your information is imported into OnCourse efficiently. Additionally, we can clean your data to eliminate annoying duplicates, ensuring your team starts off strong. OnCourse is not merely a CRM; it serves as a comprehensive Sales Automation Platform that offers a proven strategy for achieving success and empowering your sales team. By leveraging these tools, you can facilitate growth and drive engagement like never before.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Eventur No 

Integrations

Eventur Yes 

Pricing Details

$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.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

OPVII

Founded

2025

Country

United States

Website

opvii.com

Vendor Details

Company Name

Zibtek

Founded

2007

Country

United States

Website

www.tryoncourse.com

Product Features

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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