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About

OPVII automates event communications and attendee follow-up for financial advisors and other event hosts. Advisors can forward registration emails to a private OPVII address, or collect registrations through an embedded signup form, CSV import, or REST API. The platform sends a seven-day sequence of email and text reminders, followed by thank-you messages or feedback forms. It also supports contact messaging and one-click attendance tracking. OPVII is designed for seminars, workshops, classes, courses, webinars, fundraisers, and other events. Plans start at $249 per month.

About

Sales Automation, Email and SMS sequences and calling all in one powerful CRM. OnCourse is an integrated set of tools built from the ground up to help you: Save money on your sales tool kit, Accelerate your sales efforts with powerful automation, Drive an insane increase in your teams productivity. Send personalized SMS messages from within the application or schedule messages to send at a later time or within a sequence. Create a predictable pipeline with automated insights into what works. Activity tracking & reporting, recorded calls, team member segmentation reply tracking and more. To help save you time, we can migrate all of your data into OnCourse. We can even scrub your data to make sure it’s clean and ready for import, removing pesky duplicates to help your team get started on the right foot. OnCourse is more than just a CRM – with our Sales Automation Platform, you get a recipe for success.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial advisors who host seminars, workshops and client events.

Audience

Logistics, distribution, and SaaS businesses that need a sales automation CRM

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$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 Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

OPVII
Founded: 2025
United States
opvii.com

Company Information

Zibtek
Founded: 2007
United States
www.tryoncourse.com

Alternatives

Eventleaf

Eventleaf

Jolly Technologies

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OnCourse Assessment

OnCourse Assessment

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Impulse

Impulse

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wAIv.events

wAIv.events

AppCraft
OnCourse SIS

OnCourse SIS

OnCourse Systems

Categories

Event Management Supported

Categories

CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Integrations

Eventur Not Supported

Integrations

Eventur Supported
Claim OPVII and update features and information
Claim OPVII and update features and information
Claim OnCourse CRM and update features and information
Claim OnCourse CRM and update features and information