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Description

Onyx Platform serves as a comprehensive CRM and dialer tailored for phone-centric sales teams operating in regulated fields like insurance and financial services, with the aim of enhancing operational efficiency and customer interaction. This platform integrates various functionalities such as CRM, telephony, intelligent lead routing, call recording with Do Not Contact (DNC) integration, compliance tools, and real-time analytics into a unified web-based interface, enabling both agents and managers to monitor lead advancement, customer histories, policy information, and upcoming actions without the hassle of switching between different applications. It presents consolidated customer profiles that encompass every policy, interaction, and note within a single view, and features customizable disposition tracking alongside role-specific perspectives for agents, managers, and administrators. Security is deeply embedded in Onyx, incorporating audit trails and activity logging across all functionalities, which assists teams in maintaining compliance effortlessly while adhering to industry-specific security standards to safeguard sensitive information. Additionally, its lead management features incorporate intelligent routing and licensing logic, among other capabilities, to optimize the sales process further. Overall, Onyx Platform not only streamlines sales operations but also fortifies compliance and data security, making it a vital tool for teams in regulated sectors.

Description

Oracle's comprehensive CRM solutions present the most extensive and profound functionalities that assist organizations in enhancing their sales, marketing, customer loyalty, and service efficiency. When paired with Oracle's Commerce solutions, they create a seamless, integrated experience across various channels for customers. What sets Oracle CRM On Demand Industry Editions apart is their provision of specialized CRM solutions that are customized for distinct industries. In contrast to other cloud-based CRM offerings, Oracle CRM On Demand Industry Editions leverage Oracle's profound industry knowledge, delivering immediate business advantages to organizations in sectors such as automotive, high technology, insurance, life sciences, and wealth management from the outset of implementation. These editions come equipped with pre-configured business processes, data models, object models, and business logic that are specifically crafted to cater to the unique needs of each industry. This tailored approach ensures that clients can maximize their operational efficiency and achieve their business goals effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Experience Cloud No 
Board No 
ChatLingual No 
Configure One Cloud No 
Contracts 365 No 
DQ Studio No 
Deltek Replicon Time No 
Descartes Pacejet No 
Diabolocom No 
Firstup No 
Gnani Bot Builder Platform No 
Kixie PowerCall & SMS No 
Leadview.io No 
LetterFriend No 
Morphic No 
NovelVox Agent Accelerator No 
Odyssey Digital Automation Platform No 
SSIS Integration Toolkit No 
TxContact No 
iFinder No 

Integrations

Adobe Experience Cloud Yes 
Board Yes 
ChatLingual Yes 
Configure One Cloud Yes 
Contracts 365 Yes 
DQ Studio Yes 
Deltek Replicon Time Yes 
Descartes Pacejet Yes 
Diabolocom Yes 
Firstup Yes 
Gnani Bot Builder Platform Yes 
Kixie PowerCall & SMS Yes 
Leadview.io Yes 
LetterFriend Yes 
Morphic Yes 
NovelVox Agent Accelerator Yes 
Odyssey Digital Automation Platform Yes 
SSIS Integration Toolkit Yes 
TxContact Yes 
iFinder Yes 

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) 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) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Onyx Platform

Founded

2025

Country

United States

Website

www.onyxplatform.com

Vendor Details

Company Name

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/crmondemand/

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Product Features

Campaign Management

Channel Management No 
Contact Database No 
Email Marketing Yes 
Event Triggered Actions No 
Lead Management Yes 
Multi-Campaign Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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