Single Customer View
View relevant enquiries, enrolments, payments, certificates and notes together on the customer record.
CRM Software
Keep customer records connected to course activity
Give your team useful context for each enquiry, learner, employer and payer by keeping their records connected to course activity.
The onCourse CRM connects customer records with relevant enrolment, communication and administration activity.
Follow enquiries, employer relationships and learner communications using shared records and configured workflows.
What this helps your team do
- Scalability
- Advanced Search
- Shared Custom Searches
- Tagging
- Contact Relations
- Find Related Records
- Notes
- Built-In Reports
- Document Management
- Flexible Products
- Two-Factor Authentication
- Payment Card Processing
- Quick Enrol
- Enrolment by Application
Connected customer context
Customer
- Person
- Organisation
Team activity
- Service
- Communication
- Search
Auditable Notes
Use timestamped notes and available attribution to support operational record keeping.
Targeted Outreach
Tag, segment and search your audience, then trigger automated email or SMS campaigns.
How teams use onCourse to keep learner records connected
Follow practical tasks for the work your team needs to complete, with links to the full official onCourse handbook articles.
- Help & guidesSee the story behind a contactStart a conversation with useful context. View a contact’s activity, enrolment history and financial overview together in the contact insights panel. (opens the onCourse manual in a new tab)
- Help & guidesConnect learners, employers and payersMake important relationships easier to follow. Link people and organisations so your team can see who is learning, who is connected and who may be paying. (opens the onCourse manual in a new tab)
- Help & guidesKeep track of course enquiriesGive each expression of interest a place to progress. Link a lead to the person or organisation, relevant courses, notes and quotes as the conversation develops. (opens the onCourse manual in a new tab)
- Help & guidesBring duplicate contact records togetherKeep a learner’s history in one place. Compare duplicate records, choose the details to retain and combine the related history after reviewing the match. (opens the onCourse manual in a new tab)