OnContact CRM

OnContact CRM

CRM with sales and marketing automation

4/5 (33 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
US$60,00/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
4/5
91% positive reviews
20
Excellent
10
Very good
2
Average
1
Poor
0
Terrible
Mike C.

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
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
Tad B.

Great Program, Awesome Service/Support

Used Daily for 2+ years
Reviewed on 2019/08/12
Review Source: SoftwareAdvice

OnContact has truly taken our business to the next level. Our Sales team utilizes the system on a daily basis for all customer calls, meetings, quotes, Sales Funnel, and we have even included our Customer Service team to the program to keep track of all customer calls, incidents, etc. Our Product & Engineering team utilizes the system to review the Sales Funnel and keep track of forecasting all new innovation released each and every month. Plus our Pricing team utilizes the system to keep track of all Won & Lost quotes and reasoning why we won or lost those projects so we can properly price future quotes against our competition.

When we have every department in our company utilizing the system, it keeps all employees honest and in the look with every conversation at that particular account. Our company loves OnContact and will continue to utilize it and find ways to make it even more productive for our business than what it is today.

With all personal in our business using the system in some shape or form, it has helped increase sales by 12% year over year.

Keep up the great work!

Pros

Customization of program to suite our company's needs
Easy User ability
Easy to export and import data

Cons

No dislikes to the program and if any questions arise from an utilization aspect, the OnContact team is always readily available for a quick webinar or phone call

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10
David C.

OnContact CRM by Workwise

Used Daily for 1+ year
Reviewed on 2019/06/19
Review Source: SoftwareAdvice

Our experience with OnContact has been very positive. We were able to bring more users onboard for a lower overall price than we had with a previous system. The responsive design has allowed our Team in the field to use the application on their mobile device when needed.

OnContact provided additional features that allowed more of our Team to be engaged therefore reducing the amount of manual work we had done on our previous system.

Pros

OnContact was awesome during the onboarding process. Our contacts were very attentive and responsive to our needs. OnContact was able to guide us when converting from another system and then customizing various features to meet our needs.

Being "cloud" based allows all our users to access the system no matter what their location. System speed and response time has been excellent.

OnContact is releasing new useful features on a regular basis that benefit our organization.
Example: Customized Searching, Mapping, Integration with Google, Bulk Emailing and being able to track marketing campaigns.

Cons

The application is NOT optimized for data entry. Although you can use "workflow" to change some data in bulk, it can take a lot of clicks to update some data points.

User defined import is improving but not at the level of some systems that allow you to update data using an import.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Ian M.

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

OnContact CRM 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


  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reminders
  • 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: 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:

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