Migrate your Oncourse CRM data
Oncourse CRM is a straightforward sales-focused CRM with drag-and-drop pipeline management and task tracking, built for small to mid-market teams that want an intuitive setup without heavy configuration overhead.
In its favor
Why people choose Oncourse CRM
The signal that keeps Oncourse CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Unified sales engagement stack — phone dialer, SMS, email sequencing, drip campaigns and CRM are in one tool instead of stitched together from separate vendors.
Low entry price — Basic at $14.99/user/month is one of the cheapest active CRM tiers, while Standard at $49.95/user/month (annual) bundles 400 voice minutes and 400 SMS.
Drag-and-drop pipeline / funnel view with customisable stages targets small teams that want a simple Kanban over enterprise reporting depth.
Built-in Outlook, Gmail and Google Calendar integration plus support for new integrations keeps the platform usable inside existing daily workflows.
Backed by Zibtek (a development services firm), so customers can commission custom API or workflow extensions when needed.
Public API documentation is limited — custom integrations are described as 'requires more technical know-how' and there is no self-service developer portal.
Activity history is stored as notes rather than structured Activity records, limiting reporting depth and making clean migration off the platform harder.
Attachment export is not supported by the standard tooling — files in the document store have to be manually backed up before migration.
Small market footprint and limited public review volume make peer benchmarking against established competitors (HubSpot, Pipedrive, Close) harder.
Voice/SMS allowances are capped (400 minutes / 400 SMS on Standard) — high-volume outbound teams hit overage or per-line surcharges quickly.
Reasons to switch
Why people leave Oncourse CRM
The recurring reasons buyers give for replacing Oncourse CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Oncourse CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Oncourse CRM pricing overview
OnCourse CRM offers two main tiers. Basic at $14.99/user/month is capped at 100 accounts with no calls or SMS included. Standard at $65/user/month monthly or $49.95/user/month on annual billing ($599.40/year) unlocks unlimited accounts and bundles 400 voice minutes and 400 SMS per user. Supplementary services are quoted separately: custom onboarding is free, support packages start at $150, and managed data cleanup and import starts at $5,600.
Basic (Monthly)
Tier 1 of 4
$14.99/user/month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Oncourse CRM's schedule — see our quote-based pricing →
What gets migrated
Oncourse CRM object support
Object-by-object support for Oncourse CRM migrations. Per-pair details surface during scoping.
Leads
Fully supportedOncourse CRM treats Leads as a distinct source-stage record type separate from Contacts. We migrate Leads 1:1 and preserve the lead source and status as standard properties in the destination CRM.
Contacts
Fully supportedContacts in Oncourse CRM hold name, email, phone, and address fields. We map these to the destination Contact object's canonical fields without transformation. Duplicate detection is applied at import time based on email address.
Companies/Accounts
Mapping requiredOncourse CRM may associate contacts with organization names stored as a Contact property rather than a distinct Account object. We extract the organization value, create the Account in the destination if needed, and link it back to the Contact record.
Deals/Opportunities
Fully supportedDeals carry a name, value, stage, and optional owner assignment. We map Deals directly to the destination's Opportunity object, preserving monetary value and stage name. Stage history is not available as a structured audit trail in Oncourse CRM.
Pipeline Stages
Mapping requiredPipelines are customizable in Oncourse CRM and vary per account. We extract the customer's active stage names and map them to the destination pipeline stages, creating new stages in the destination if the naming does not match an existing schema.
Tasks
Fully supportedOncourse CRM associates actionable tasks with Deals. We migrate task records as standalone Task objects linked to the corresponding Deal/Opportunity in the destination. Task status is preserved as a property field.
Custom Fields
Mapping requiredCustom fields on Contacts, Leads, and Deals are exposed via the onCourse DSL export. We map them to equivalent custom properties in the destination, applying the correct data type (text, number, date, dropdown) at the destination.
Attachments
Not in this platformOncourse CRM does not expose a public file attachment export via its standard import/export tooling. We cannot guarantee attachment migration in automated runs and recommend a manual backup of the document store before migration.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Oncourse CRM treats Leads as a distinct source-stage record type separate from Contacts. We migrate Leads 1:1 and preserve the lead source and status as standard properties in the destination CRM. |
| Contacts | Fully supported | Contacts in Oncourse CRM hold name, email, phone, and address fields. We map these to the destination Contact object's canonical fields without transformation. Duplicate detection is applied at import time based on email address. |
| Companies/Accounts | Mapping required | Oncourse CRM may associate contacts with organization names stored as a Contact property rather than a distinct Account object. We extract the organization value, create the Account in the destination if needed, and link it back to the Contact record. |
| Deals/Opportunities | Fully supported | Deals carry a name, value, stage, and optional owner assignment. We map Deals directly to the destination's Opportunity object, preserving monetary value and stage name. Stage history is not available as a structured audit trail in Oncourse CRM. |
| Pipeline Stages | Mapping required | Pipelines are customizable in Oncourse CRM and vary per account. We extract the customer's active stage names and map them to the destination pipeline stages, creating new stages in the destination if the naming does not match an existing schema. |
| Tasks | Fully supported | Oncourse CRM associates actionable tasks with Deals. We migrate task records as standalone Task objects linked to the corresponding Deal/Opportunity in the destination. Task status is preserved as a property field. |
| Custom Fields | Mapping required | Custom fields on Contacts, Leads, and Deals are exposed via the onCourse DSL export. We map them to equivalent custom properties in the destination, applying the correct data type (text, number, date, dropdown) at the destination. |
| Attachments | Not in this platform | Oncourse CRM does not expose a public file attachment export via its standard import/export tooling. We cannot guarantee attachment migration in automated runs and recommend a manual backup of the document store before migration. |
Gotchas
What to watch for in Oncourse CRM migrations
Issues we've hit on past Oncourse CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Attachments are not exportable via the standard import/export tooling
Activity history lives in notes, not structured records
Pipeline stages are tenant-defined free text
Voice and SMS allowances cap at 400 each on Standard
| Severity | Issue |
|---|---|
| High | Attachments are not exportable via the standard import/export tooling |
| Medium | Activity history lives in notes, not structured records |
| Medium | Pipeline stages are tenant-defined free text |
| Low | Voice and SMS allowances cap at 400 each on Standard |
Leaving Oncourse CRM?
Where Oncourse CRM customers move next
12 destinations Oncourse CRM can migrate to.
How a Oncourse CRM migration works
Four steps, Oncourse CRM-specific
Connect
Not publicly documented — API access is described as available for custom integrations but authentication details are not surfaced on the product website into Oncourse CRM. Scopes limited to read-only on the data we move.
Map
We translate Oncourse CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Oncourse CRM quirks before production.
Migrate
Full migration with Oncourse CRM rate-limit handling. Rollback available throughout.
FAQ
Oncourse CRM migration FAQ
Answers to the questions buyers ask most during Oncourse CRM migration scoping. Not seeing yours? Book a call.
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