OnContact CRM

CRM with sales and marketing automation

4,4 /5 (36 reviews) Write a Review!

OnContact CRM Overview

What is OnContact CRM?

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.

OnContact CRM Overview

Pricing

Starting from
US$60,00/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

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

OnContact CRM video OnContact CRM screenshot:

OnContact CRM Reviews

OnContact CRM Reviews

Overall rating
4,4
/
5
Excellent
20

Very good
13

Average
2

Poor
1

Terrible
0

Value for Money
4,6
Features
4,3
Ease of Use
4,3
Customer Support
4,8
92% recommended this app
Mike C.

Great software for building and managing relationships

Using the dashboards, our sales team is able to track prospects through the selling process and manage the new customer funnel with ease. Management has much greater visibility into new business, which helps plan long term growth. We are also exploring the Opportunites functions to manage new product development, which will give sales better information when visiting customers.


Ian M.

Excellent Product for Manufacturing Business

PFI's experience with OnContact has been great for our business. From our sales to implementation, OnContact has been with us every step of the way. This software is great for tracking leads, activities, opportunities, and customers. The integration with Outlook has been a big time saver for our sales staff. The mobile app helps our sales staff continue to be productive even when on the road. Overall our experience has been and continues to be great!


Jonathan C.

A good budget-friently contender

Been a great team to work with, just not super satisfied with the app execution in a lot of areas. But works well enough for the price, and they do a pretty good job on the support side.


Jessica P.

OnContact CRM 7 review


Harry B.

More available information about potential customers to make better informed decisions on how...

• 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.


Mike C.
Industry: Electrical/Electronic Manufacturing
Company size: 51-200 Employees

Great software for building and managing relationships

Used Daily for 2+ years
Reviewed on 2019/08/14
Review Source: SoftwareAdvice

Using the dashboards, our sales team is able to track prospects through the selling process and manage the new customer funnel with ease. Management has much greater visibility into new business, which helps plan long term growth. We are also exploring the Opportunites functions to manage new product development, which will give sales better information when visiting customers.

Pros

The OnContact 10 update has brought so many feature enhancements, it basically a new piece of software. The adaptive interface is slick and intuitive and the integration with the Workwise ERP system helps easily us move marketing leads to customer sales orders. We like the mobile interface, which allows sales to plan more effective trips and have the most up-to-date data at their finger tips.

Cons

OnContact requires someone to "care and feed" it, but this is true of any software. I highly recommend anyone looking to implement OnContact invest resources for the indefinite future to be the owner of the data. Maintenance is key to getting the most out of this software package.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Ian M.
Industry: Food & Beverages
Company size: 1 001-5 000 Employees

Excellent Product for Manufacturing Business

Used Daily for 6-12 months
Reviewed on 2019/08/08
Review Source: SoftwareAdvice

PFI's experience with OnContact has been great for our business. From our sales to implementation, OnContact has been with us every step of the way. This software is great for tracking leads, activities, opportunities, and customers. The integration with Outlook has been a big time saver for our sales staff. The mobile app helps our sales staff continue to be productive even when on the road. Overall our experience has been and continues to be great!

Pros

Ease of Implementation
Ease of Use
Training and Implementation Services
Service and Support
User Interface
Integration with WorkWise ERP
Integration with Outlook
Mobile App

Cons

More automation could be built into the software for workflow processes

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jonathan C.
Industry: Machinery
Company size: 51-200 Employees

A good budget-friently contender

Used Weekly for 6-12 months
Reviewed on 2019/04/08
Review Source: SoftwareAdvice

Been a great team to work with, just not super satisfied with the app execution in a lot of areas. But works well enough for the price, and they do a pretty good job on the support side.

Pros

Original attraction to the software was the ability to connect with Outlook, and have custom tie-ins with our in-house built CRM to port over the data. They worked super hard to properly map and port our existing data. Pretty much nailed the quote as far as time and expense if I remember correctly.

Cost effective: we will save quite a bit over 5 years by hosting on-site, as we already had the internal infrastructure to host. Might not work if you don't have the infrastructure or staff.

They have been mostly excellent in regards to response for issues and working with us to resolve those.

OnContact does include everything with the price, so there's none of the nickel-and-diming you get with most SaaS software (just $5 more per month to unlock X feature!). I hate that with a fiery passion, so that's probably the top of the list on what sold me. Super above board in that respect. Bravo team.

Cons

Phone app is useless. It's not actually an app, just a webpage port. None of our staff can or will use it.

Outlook connection isn't great, but I think that's more on Microsoft than OnContact. We switched to G-Suite several months ago and support for that is minimal, so waiting to see further development on this. Again, any upgrades and new features are still included in the price, so definitely worth considering for that reason (yes, a plus in the negative section).

Interface is just OK, lots of clicks to do basic stuff. Lots of slide out drawers, which is OK on desktop but not usable on mobile. Lots of customizable search options and features, but it's too programmy in the language and execution, which makes it difficult for folks who aren't computer savvy to understand. Just no finesse in that regard.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Jessica P.
Industry: Hospital & Health Care
Company size: 2-10 Employees

OnContact CRM 7 review

Used Weekly for 1+ year
Reviewed on 2020/02/25
Review Source: SoftwareAdvice

Pros

I liked that, once updated to the cloud version, I was able to get all the features of a more expensive system even if it takes more clicks.

Cons

I don't like how many clicks or windows needed to add activities or find the information I need.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Harry B.
Company size: 51-200 Employees

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

User recommendation
8,8/10
Based on 36 user ratings
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OnContact CRM Pricing

OnContact CRM Pricing

Starting from
US$60,00/month
Free Trial
One Time License
Subscription
Value for money

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

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

Value for Money
4,6/5
Based on 36 user ratings
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OnContact CRM Features

OnContact CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,3/5
Based on 36 user ratings
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Categories

Additional information for OnContact CRM

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

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: US$60,00/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:

Small Business, Mid Size 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