CRM

Effortlessly manage contacts

Education providers throughout Australia choose onCourse CRM software for management of their customer interactions. The onCourse CRM platform is a highly customisable student management and marketing automation system that helps you manage the entire customer journey. onCourse is the most comprehensive education CRM software available today, making it a powerful tool for effective customer relationship management - and creating happy customers! onCourse meets the business needs of sales teams, marketing teams and customer service teams to create personalised customer experiences and build lasting customer relationships. If you’re looking for the best CRM software to manage your customer data, the onCourse CRM system has everything you need to support your business processes in one central place.

Scalability

Grow with your business

onCourse customer relationship management software is a cloud-based CRM, which makes it ideal for education organisations of every size. From small businesses to registered training organisations, short course providers to large universities, onCourse is the right CRM software for managing your contact information. Our CRM solution can handle billions of data points, so your contact records can grow with your customer base no matter how large your organisation is. The onCourse CRM platform offers quick deployment for your sales and customer service teams, almost endless scalability for growth, and flexibility for change as any business process evolves.

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Search and find anything

Break away from boring old-school search and shoo away those pesky ‘no results found’ messages with powerful, fast, and flexible onCourse search. With advanced query language built into onCourse, you can construct complex contact management search queries based on multiple parameters to generate leads and ensure you are always closing deals. The Advanced Search feature helps you quickly build lead generation lists from your existing customers with intuitive and customisable search parameters to filter your customer data. Access all the information you need to add that personal touch to customer interactions.

Shared custom searches

Save your common search queries

Keep your most-used contact management searches ready at hand. Got a search query you use frequently? onCourse CRM software lets you store a custom search for personal use, or save your sales team’s time and make it available to everyone. Shared custom searches gives everyone instant access to the customer data you used most often in your sales cycle.

Tagging

Stay organised with tags

Tagging is the new name for organised contact management. Attach tags to just about anything in onCourse CRM software to help you label, organise, sort and filter customer data. You can even arrange tags in a hierarchy to group your data logically. Use tags to create customer segments and automatically sync contact details to email marketing software, like MailChimp. With complete marketing automation of your CRM data, you can forget about creating lists for your email marketing and focus on handling qualified leads instead.

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Contact Relations

Connect related contacts

onCourse is the best CRM software for keeping track of relationships between your customers. With Contact Relations, you can create any number of custom relationship types and link existing customers together to see the big picture. View employees of a company, relatives of a contact, or friends who attend courses together. Since contact relations are always visible during enrolment, your sales team will have all the customer relationship data to help them engage in conversation - it’s never been easier to create personalised customer experiences and improve customer satisfaction.

Notes

Add notes for clarity

Take control of your customer relationship management with limitless ability to add notes to your customer information, or just about anything in onCourse. Notes in customer details are automatically timestamped and tagged by onCourse CRM software with the name of the user and a full audit history is maintained. Contact management is a breeze with all the information you need in one place!

Built-in Reports

Customisable reports and exports

onCourse CRM software gives you detailed reports and data exports to keep track of customer information. Add a custom background to PDF reports to match your brand and include your organisation’s logo. Use any report as is, or copy and modify it to suit your needs. Or use the powerful automation capabilities of onCourse CRM software to schedule and distribute reports automatically. With our pre-built reports, custom PDF backgrounds and powerful automation features, there are countless ways to use the onCourse CRM system for your customer relationship management needs.

Document Management

Effortlessly manage all your documents

When it comes to managing all of your business documents, you need customer relationship management software that’s secure and easy to use. onCourse CRM software delivers. Attach any document to customer data or virtually anything in onCourse. Version control makes compliance simple - if you ever lose an important piece of data, retrace your actions with greater precision than ever before through our document history function. onCourse is the CRM system that allows you to attach a limitless number of documents to your contact records, completely free.

onCourse provides an effortless way to manage your documents. Attach a document to virtually anything in onCourse.

Flexible Products

Sell courses, products, vouchers and memberships

onCourse Website is one of the easiest ways to get customers loyal to your brand. Set up virtually any kind of product, issue gift vouchers or offer memberships using onCourse software. Sell products to supplement student learning, such as textbooks or audio, issue gift vouchers for special occasions or offer memberships to your high-value customers that provides a special discount on enrolment - give customers the flexibility to buy what they need when they want it. And because your onCourse website operates 24/7, you can attract new prospects and keep your sales pipeline active even when your office is closed!

Products can be sold in number of units for sales completed both within onCourse and via the website.

Two-factor Authentication

Extra-layer login security

It’s time to really lock down your account. Protect yourself with an extra layer of security that doesn’t rely on just usernames and passwords alone. Using two-factor authentication (2FA) built into onCourse CRM software, identifying yourself through an independent device provides the best way to protect against unauthorised account access.

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Payment Card Processing

Real-time credit card processing

Our payment processing service takes all the hassle out of accepting payments in the office or online. Get instant payment card processing through the onCourse software or on your onCourse Website, with funds deposited direct to your bank account the next business day. If you need to process a refund, onCourse automatically handles refund transactions and doesn’t need any card info again!

Quick Enrol

Enrol students fast

Quick Enrol is a dedicated feature in onCourse that improves the sales process and saves time for your sales team. Quick Enrol has been carefully tuned to process enrolments fast - so your sales team can focus on the customer instead of wrestling with complicated software. With a simple, intuitive interface, your sales team can process enrolments with ease and spend more time building customer relationships and personalised customer experiences.

Enrolment by Application

Easy enrolment to fit your application process

As well as instantly enrolling students, you can also make any enrolment subject to application. Optionally accept any payment upfront and defer approval subject your own internal application processes.

Waiting Lists

Collect expressions of interest

Are your students waiting to see when the next class is scheduled? Wouldn’t it be great if they could be notified, even though there may not be a date set yet? That’s where waiting lists come in. Students can register interest in courses that are unavailable and be notified right away once new dates are arranged.

Promotional Codes

Boost your marketing with promotional codes

If you’re looking for another great way to boost your marketing efforts, it’s time to start handing out promotional codes. Use promotional codes for one-off special offers, early-bird discounts or incentives to specific organisations or groups. You can create open-ended or limited expiration codes with attractive messages that will resonate with your audience.

discounts promo

Discounts

Offer discounts of virtually any kind

onCourse software enables discounted pricing for students on virtually any offer, product or service - the sky’s the limit! Easily set discounts by by percentage or amount, set a specific price, limit maximum discounts, set date ranges or require promotional codes for redemption. Offer discounts to students by age, postcode, last enrolment date, purchase value, enrolment count or membership. You can even use negative discounts to charge a fee, such as a surcharge. All discounts are completely integrated with onCourse Website, so students can benefit from your discount strategies whether they enrol online, in person or by phone.

Google Maps

Find the way from anywhere

Our Google Maps integration takes the headache out of finding your way and means everyone knows exactly where to go for their next class, every time. Get directions on a mobile device from any location, whether travelling by car, public transport, foot or cycle.

Point your students in the right direction with Google Maps integration with all your sites

Shared calendars

Course schedules in your pocket, on your wrist and on your desktop

Keep track of everything with onCourse. Our shared calendars make sure students and tutors never miss a beat because you can stay up to date on all changes to any of your courses on desktop, tablet, mobile and smart watch. Stay organised and access course schedules anytime, anywhere.

Integrations

Seamlessly connect with the tools you already use

onCourse integrates with all of the most popular software so you can enjoy the benefits of more effective student management in onCourse while retaining your investment in existing applications. Connect onCourse with Canvas LMS, Google Classroom, Moodle, LearnDash, TalentLMS, Coassemble and CloudAssess, VET Student Loans, Service NSW voucher redemption, MailChimp, Alchemer (formerly SurveryGizmo) and SurveyMonkey, or contact us for a custom integration.

Corporate Pass

Defer payment for pre-approved employers

Corporate Pass is a new way for pre-approved organisations to enrol students without having to worry about payment. Approve individuals at your client organisations, such as Human Resource Managers, to enrol their staff without payment upfront payment. An invoice is automatically sent to their accounts department for payment based on your agreed terms.

Access Control

Control access to your data

Protecting the privacy of your business data with onCourse means never having to wonder who can see what and where. Easily set permissions by assigning different roles, such as Manager or Employee, and control which parts of your information those people can view. With full audit history, you’ll know changes made to any part of the system. You’ll no longer have to worry about who has the right information or the ability to make changes.

Unlimited Records

No limits on contacts. Process unlimited enrolments

Create as many records as you want without limits or restrictions. Create an unlimited number of contacts and process an unlimited number of enrolments, even on the free community plan.

Unlimited Storage

Never run short of disk space

Nobody likes to run out of space for their documents. With files taking up so much more room these days, it’s can be expensive to have enough storage space. onCourse’s unlimited storage is a smart and convenient solution. You get unlimited disk storage for all kinds of high-quality digital content: documents, photos, videos - you name it! With version control built-in from the start, you’ll never have to worry about losing important changes again.

Unlimited Scripts and Data

No limits on scripts, reports, imports or exports

Do you despise the restrictions and limitations of your current technology solution? We get it, which is why we let you create unlimited scripts and data. Write as many custom scripts as you want, create unlimited custom reports, import and export as much data as you want - there’s no limits.

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Custom fields without limits

No limit on custom fields or tags

You can finally track anything you want, your way. Create an unlimited number of custom fields to record just about anything. And with unlimited tag creation, you can sort, filter and categorise your data any way you please.

Batch Email Sending

Send thousands of emails with just one click

The email sending software that’s easy to use, highly efficient, and gets the job done. onCourse software allows you to send emails in bulk to students, tutors and other contacts. Send emails to students of a specific class or subject area, email all your teaching staff, or send a campaign to every student in your database. You can send up to 100,000 emails in a single batch. Use the powerful automation capabilities of onCourse to schedule and distribute emails automatically.

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Uptime

Robust infrastructure, so you're always online

Your business is running 24/7. Wouldn’t it be nice if your website did too? onCourse provides clustered, high-availability websites, search, ecommerce and portals to give your students what they need, when they need it. Our uptime accuracy is impeccable — we pride ourselves on aiming for a 99.99% uptime because we know failure isn’t an option for a business like yours!

Reliability

Tested to extremes

If you need robust software for your organisation, onCourse is built to handle it. onCourse has been tested to the extreme in a real-world environment with an incredible amount of concurrent users and data points. It can take pressure from any angle and keep going strong - we’ve tested onCourse software with over 100 concurrent admin users and hundreds of thousands of students.