OnContact CRM software


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 adjusts across 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, insurance industries and more.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

8 Reviews of OnContact CRM

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  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    March 2018

    This CRM is robust and does the job

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Rachel from National Center for Distance Education and Technological Advancements

    Number of employees: 11-50 employees

    August 2017

    Excellent ROI.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Renee from Dylan Design

    Number of employees: 2-10 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Lora from Idea Tree Creative

    Number of employees: 2-10 employees

    July 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jon from Jilly's Corporation

    July 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jim from steel industry

    April 2017

    CRM Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Review Source: Capterra
  • Justin from Electrical/Electronic Manufacturing

    April 2017

    Terrible CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Melinda from MiMis cloth diapers

    Specialty: Retail

    October 2014

    Small business

    Ease-of-use
    Functionality
    Quality
    Support
    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

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