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 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.



9 Reviews of OnContact CRM

Overall rating

4.28 / 5 stars

Filters:

Showing 1 - 9 of 9 reviews

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.

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.

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.

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.

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.

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.

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.

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