OnContact CRM

OnContact CRM

CRM with sales and marketing automation

4.4/5 (18 reviews)

OnContact CRM Overview

Leveraging the latest, proven technologies available today for commercial web development, OnContact CRM Software showcases complete sales management, marketing automation, customer service and contact center functionality wrapped in a responsive interface that adjusts seamlessly across all browser sizes and mobile devices.

Pricing

Starting from
$60/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

OnContact CRM Reviews

Overall rating
4.4/5
89% positive reviews
11
Excellent
5
Very good
1
Average
1
Poor
0
Terrible
Harry B.

More available information about potential customers to make better informed decisions on how to close more sales and help assist on areas of focus for the company

Used Daily for 2+ years
Reviewed on 2019/02/15
Review Source: SoftwareAdvice

• Our initial training on CRM, when we knew very little about the workings of the system was not very informative. Going into it I thought we would be told how we needed to use the system rather than We would have to develop how we use the system
• The education week that you have every two years at Potawatomie has been a great event for multiple employees from our company. User group meetings helps me get ideas from how others are using the system
• The mobility of the information with advance sorting has helped keep our sales team organized
• One big part of my job now is to review all of the information that is being entered into CRM. If good data is not being entered, we would not be able to make good decisions from the data. Future restriction or must enter fields would help confirm that data is entered properly.

Pros

Items that are beneficial
• Common screens on all desktop and Mobil devices. Not until we upgrade to version 10 were our salesman able to use CRM when they were going or leaving the customer
• Ability to download data to Excel. The features of Excel allow sorting and filtering of data for advanced sorting of data
• Mapping – Visually seeing locations of customers and plants that are close to the salesman location is a great time saver
• Calendar – As the manager, to have the ability to combine all the activities into one calendar as an over view of where everyone is going

Cons

• Link to Web Pages – We have linked our web page to CRM in November of 2017. We are still only getting about 20% of the contacts that are not automatically getting into CRM
• Not all the fields on an opportunity are editable on the same screen. Example is interests are changed on the main opportunity Detail screen
• In version 8 there was a more visual representation of parent companies and divisions a separate location. This was removed in version 10. It would also be beneficial to have the ability to see and org chart for the contacts from one company

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Drew N.

Review of OnContact 8

Used Daily for 2+ years
Reviewed on 2019/06/12
Review Source: SoftwareAdvice

I have noticed that our Loan Officer's that fully utilize this system get a lot of value out of it. It has been helpful for us to track which customers are working with which Loan Officers.

Pros

OnContact has helped our sales team to keep track of communications with potential customers. It is a versatile tool to track different opportunities, set reminders, and store information. The connectivity with Outlook makes it easy to track all email communications while not having to input much additional data.

Cons

There have been a few times when I've noticed the formatting of certain activities or opportunities changes after they have been input. Deduplication can be difficult when individuals change addresses. Importing can take some time to ensure that you are not adding duplicate information to the system (this is an issue with anything like this I realize, and not necessarily unique to this CRM).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Theresa C.

OnContact CRM Software Solution

Used Daily for 2+ years
Reviewed on 2019/02/28
Review Source: SoftwareAdvice

Love the people at Workwise! They are top notch. Service is amazing!!!

Pros

Customer service is over the top excellent. Working with the developers and trainers has been a great experience. They truly listen and understand your individual needs. Very reasonable pricing too. Like the dashboard for daily activities and the fact that you can add activities without them being tied to a contact or company. We've been able to incorporate our custom processes into the CRM system.

Cons

Not as easy to use and navigate as I would like. Would also like to see some canned, but sophisticated reports other than having to do individual searches, i.e. pipeline reporting. The marketing component of the CRM is not very easy to use compared to other systems. We're doing some work arounds.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Lora W.

We considered a lot of CRM solutions and I couldn't be happier with OnContact!

Used Daily for 1-5 months
Reviewed on 2017/07/31
Review Source: Capterra

Compared to our previous CRM, OnContact is a lot easier to use and learn. I like that I can drill down using the interactive dashboards, and I can also easily customize my own view of our data. As a manager, this allows me to better understand our sales process, and I always know what's in our pipeline. The Outlook and QuickBooks integration is also extremely helpful and saves us a lot of time. We are currently testing the website integration feature so we can start converting our online visitors into leads.

Pros

Compared to our previous CRM solution, OnContact was a million times easier to use and learn. Our sales and marketing teams love it. The interface is very intuitive and simple, yet robust. The interactive reports and dashboards are great and I love being able to easily customize my own view. I also like that it integrates with QuickBooks and Outlook, which saves us a lot of time. I was concerned about transferring all our data from our old CRM to OnContact, but it was a seamless switch. My interactions with their support team have also been good. You can tell they know their product inside and out and are always helpful and friendly.

Cons

I like that it offers a lot of "extras" such as an email designer, but I feel this feature needs enhancement. It meets our needs for now, but doesn't quite have all the bells and whistles we're used to in a stand-alone email marketing solution.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Renee D.

Easy to use and loaded with features - excellent value for the price.

Used Daily for 1+ year
Reviewed on 2017/08/04
Review Source: Capterra

Oncontact saves us a lot of time and money. Our customer service has improved a lot, and makes it much easier to manage our pipeline.

Pros

We are very impressed with Oncontact . It's very user-friendly - which means our team is actually using it this time, unlike other CRM solutions we've tried in the past.
This was also a great value for us - the price includes a bunch of extra features, like marketing automation, sales automation, and an email designer. It's convenient to have one system to handle all these things, and it's been a big cost saver for us too.

Cons

Customer service is outstanding, but it's not available 24/7.
The Oncontact email designer doesn't have as many features as a stand-alone email designer. I'm hoping they add to it in future versions.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

OnContact CRM Pricing

Starting from
$60/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Cloud CRM $60.00 per user, per month
On-Premise $995.00 per user

OnContact CRM Features


  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for OnContact CRM

Key features of OnContact CRM

  • 360 Degree CRM View
  • Campaign Management
  • Customer Service Incident Management
  • Document Linking & Management
  • Email and Mail Merging
  • Over 75 Tailor-able Reports
  • Sales and Project Milestone Tracking
  • Search Tools for Data Mining

OnContact CRM FAQs

Below are some frequently asked questions for OnContact CRM.

Q. What type of pricing plans does OnContact CRM offer?

OnContact CRM offers the following pricing plans:

Starting from: $60/month

Pricing model: One Time License, Subscription

Free Trial: Available

Cloud CRM $60.00 per user, per month
On-Premise $995.00 per user

Q. What are the main features of OnContact CRM?

OnContact CRM offers the following features:

  • 360 Degree CRM View
  • Campaign Management
  • Customer Service Incident Management
  • Document Linking & Management
  • Email and Mail Merging
  • Over 75 Tailor-able Reports
  • Sales and Project Milestone Tracking
  • Search Tools for Data Mining

Q. Who are the typical users of OnContact CRM?

OnContact CRM has the following typical customers:

Mid Size Business, Small Business

Q. What languages does OnContact CRM support?

OnContact CRM supports the following languages:

English

Q. What type of pricing plans does OnContact CRM offer?

OnContact CRM has the following pricing plans:

One Time License, Subscription

Q. Does OnContact CRM support mobile devices?

OnContact CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does OnContact CRM integrate with?

OnContact CRM integrates with the following applications:

QuickBooks Online

Q. What level of support does OnContact CRM offer?

OnContact CRM offers the following support options:

FAQs