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.

 

OnContact CRM - Daily planner dashboard
 
  • OnContact CRM - Daily planner dashboard
    Daily planner dashboard
  • OnContact CRM - Global search
    Global search
  • OnContact CRM - Company screen
    Company screen
  • OnContact CRM - Contact screen
    Contact screen
  • OnContact CRM - Pipeline management dashboard
    Pipeline management dashboard
  • OnContact CRM - Website visitor tracking
    Website visitor tracking
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

7 Reviews of OnContact CRM

 

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Software Advice Reviews (1)
More Reviews (6)

Showing 1-1 of 1

Melinda from MiMis cloth diapers
Specialty: Retail

October 2014

October 2014

Small business

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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

Likes Least

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

Recommendations

If you don't understand how to use the product, speak with customer service to understand it better and get its full benefit.

 
 
 
Showing 1-6 of 6

Rachel from National Center for Distance Education and Technological Advancements
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Excellent ROI.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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

Source: Capterra
 

Renee from Dylan Design
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Source: Capterra
 

Lora from Idea Tree Creative
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Source: Capterra
 

Jon from Jilly's Corporation

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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

Cons

Nothing about the product but some users need to just be reminded to enter their customer interactions. Management usage is the key to acceptance.

Source: Capterra
 

Jim from steel industry

April 2017

April 2017

CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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

Source: Capterra
 

Justin from Electrical/Electronic Manufacturing

April 2017

April 2017

Terrible CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Source: Capterra