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.

Daily planner dashboard
Daily planner dashboard

Daily planner dashboard

Global search

Global search

Company screen

Company screen

Contact screen

Contact screen

Pipeline management dashboard

Pipeline management dashboard

Website visitor tracking

Website visitor tracking

Supported Operating System(s):

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



9 Reviews of OnContact CRM

Overall rating

4.5 / 5 stars

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Chris from Self Employed

Industry:  Insurance

Number of employees:  11-50 employees

Ease-of-use

Functionality

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.

Review Source
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Verified Reviewer

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

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Rachel from National Center for Distance Education and Technological Advancements

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Renee from Dylan Design

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Lora from Idea Tree Creative

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Jon from Jilly's Corporation

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Jim from steel industry

Ease-of-use

Value for money

Customer support

Functionality

April 2017

CRM Review

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

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Melinda from MiMis cloth diapers

Industry:  Retail

Ease-of-use

Customer support

Functionality

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


Displaying 1 - 9 of 9 reviews