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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

OnCourse Learning drives the growth of individuals and financial organizations by offering a wide range of enterprise compliance, risk management, and professional development training. Our tailored, consultative method coupled with a versatile learning management system and a library of more than 600 captivating courses ensures that participants achieve career success while effectively reducing compliance risks. By engaging in our educational programs and obtaining certifications, institutions can adeptly navigate the complexities of change and growth. Over the last four decades, we have partnered with over 10,000 enterprise clients and supported more than 300,000 mortgage and insurance professionals in launching and advancing their careers. OnCourse Learning elevates eLearning by providing customized educational journeys and delivering interactive content that resonates with learners. Furthermore, our team of experts in learning, compliance, and subject matter keeps a close watch on regulatory developments, ensuring that our courses are continually updated to provide relevant and impactful training in compliance and professional development. This commitment to ongoing improvement solidifies our role as a leader in the educational landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Eventur Yes 

Integrations

Eventur No 

Pricing Details

No price information available.
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Zibtek

Founded

2007

Country

United States

Website

www.tryoncourse.com

Vendor Details

Company Name

OnCourse Learning

Founded

2007

Country

United States

Website

www.oncourselearning.com

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 

Product Features

Training

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Built-in LMS No 
Certification Management No 
Corporate / Business No 
Learner Portal No 
Mobile Learning No 
Simulation No 
Synchronous Learning No 
Training Companies No 
eCommerce No 

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