Key Features

Sales Dashboard

View your sales and client management schedule from a single screen. Use the sales dashboard to see upcoming activites at a glance.

Export Capabilities

Easily export prospect data for email blasts or direct mail marketing campaigns.

Integrated Email Management

Keep prospects happy by emailing them the info they need to make the right decision before you even get off the phone. Select the prospect document template you want from OSCAR, click email, send, done!

Advanced Reporting Options

Track prospects and activities the way you want to with an array of customizable filters. Use key reports to get the data you need on prospects, activities, and sales people.

Import Capabilities

Import prospects from other systems into OSCAR in just seconds. Automatically turn any or all of your current corporate clients in OSCAR into prospects - for future sales tracking and to provide timely, consistent client management.

Schedule a demonstration

Complete the below information to schedule a demonstration. We will respond within 1 business day to schedule with your organization.

This demo typically takes 20-30 minutes.