OnContact CRM Software

4.46 / 5 (14)

Our advisors have recommended this product 11 times in the last 30 days

About OnContact CRM


OnContact CRM is a mid-market customer relationship management (CRM) solution that can be deployed on-premise or in the cloud. OnContact includes complete sales automation, marketing automation, customer service and contact center functionality in an interface that is responsive to all browser sizes and mobile devices.

OnContact CRM features statistical analysis, global search functionality, interactive reports and dashboards, customization tools and integration with QuickBooks, Outlook, Gmail and more.

OnContact CRM allows users to adjust their screen formats and change toolbars, buttons and fields to fit their own individual workflows and business rules. OnContact appeals to the needs of the technology, healthcare, banking, manufacturing, sales, insurance industries and more.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

14 Reviews of OnContact CRM

Average User Ratings

Overall

4.46 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(8)

4 stars

(5)

3 stars

(0)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-14 of 14 reviews

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February 2019

Harry from ACRO Automation Systems, Inc.

Company Size: 51-200 employees

Review Source


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

5 of 5

February 2019

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

• 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

February 2019

Theresa from Living As A Leader

Company Size: 11-50 employees

Review Source


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2019

OnContact CRM Software Solution

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.

July 2017

Lora from Idea Tree Creative

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2017

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

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.

August 2017

Renee from Dylan Design

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

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

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.

February 2019

Elaine from BVS Performance Solutions

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2019

Excellent product and support!

Overall our experience with OnContact has been positive! The technical support we have received through the customization process has been outstanding. Rep and his team are great to work with!

Pros

We were able to customize the CRM to fit our unique needs of our business with the guidance of our project manager - who helped us through a huge conversion from our old system to OnContact. The transition between our old system and OnContact was seamless - and we had zero down time the day we cut over to the new system. Our staff is loving the new CRM - easy to use and so many capabilities that our old system did not have!

Cons

At times the system runs a little slow when generating larger reports. The system set-up area could use some updating - search features do not seem to work so one has to scroll down through the entire list to get to the item you want. It would also be nice to have an administrative feature that shows who is active in the system at any time. Currently you can see when someone has logged into the system last -- but have no way to see who is actively on the system at any time.

February 2019

Scott from West Corporation

Company Size: 10,000+ employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2019

A very nimble CRM platform

They have been a long time partner. I have other vendors, Workwise is a true partner.

Pros

The agility it provides. I am able to pivot quickly and make changes that enhance my business. Within minutes I can track new data.

Cons

It needs to grow a little in the Social Media arena. The platform has done quite well with digital marketing, now lets expand to Social marketing

February 2019

Mark from Coakley Brothers

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2019

Easy to use

Pros

It is the easiest CRM that we have looked into. For Sales people that are not IT savvy, they can pick it up and use it almost immediately. It has a clean look and the reports are easy to run.

Cons

Support is needed to customize reports. The mobile app is a simple version, it would be nice for the app to have full functions abilities.

March 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

This CRM is robust and does the job

To customize this product it is required to employ a OnContact team. It requires a lot of building to get it to work based on business logic.

Pros

The on premise program us robust and does a solid job at keeping track of clients information. The cloud solution is more customizable compared to the program.

July 2017

Jon from Jilly's Corporation

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2017

Looked for a system to manage our customer relationships and this product hits a home run for us.

some users need to just be reminded to enter their customer interactions. Management usage is the key to acceptance.

Pros

The flexibility allowed us to easily taylor this product for our users and the intuitive interface was easily accepted by them.

August 2017

Rachel from National Center for Distance Education and Technological Advancements

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

Excellent ROI.

Pros

The product is very user friendly. As someone who set up the software for our team, this was very important to me.

October 2014

Melinda from MiMis cloth diapers


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2014

Small business

Pros

Simple to use, very easy to keep track of clients.

Cons

Difficult to say, I procrastinate with populating my client info, thus it would be nice to get reminders

October 2018

Chris from Self Employed

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Functionality

4 of 5

October 2018

Good all in one CRM, no 24/7 support

Pros

Easy of use when setting up the products for our employees but also a very user-friendly platform for our agents to use as well.

Cons

Good quality customer service team but they are not available to help on a 24/7 basis which can be an issue at times.

April 2017

Jim from steel industry

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2017

CRM Review

Easy to use and quick to learn. The customer support and free training seminars are offered frequently and a plus.

April 2017

Justin from Electrical/Electronic Manufacturing

Review Source: Capterra


Ease-of-use

1 of 5

Value for money

2 of 5

Customer support

2 of 5

Functionality

1 of 5

April 2017

Terrible CRM

Very slow and tedious and slow. We used because of of the ERP system we use, but I would not recommend this to anyone. Some good features but it is more confusing than it is helpful.