OnContact CRM Software

4.43 / 5 (36)

Our advisors have recommended this product 6 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, ins...


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Supported Operating System(s):

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

33 Reviews of OnContact CRM

Average User Ratings

Overall

4.43 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(19)

19

4 stars

(14)

14

3 stars

(2)

2

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 33 results

August 2019

Mike from Racine Metal-Fab

Company Size: 51-200 employees

Industry: Electrical/Electronic Manufacturing

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2019

Great software for building and managing relationships

Using the dashboards, our sales team is able to track prospects through the selling process and manage the new customer funnel with ease. Management has much greater visibility into new business, which helps plan long term growth. We are also exploring the Opportunites functions to manage new product development, which will give sales better information when visiting customers.

Pros

The OnContact 10 update has brought so many feature enhancements, it basically a new piece of software. The adaptive interface is slick and intuitive and the integration with the Workwise ERP system helps easily us move marketing leads to customer sales orders. We like the mobile interface, which allows sales to plan more effective trips and have the most up-to-date data at their finger tips.

Cons

OnContact requires someone to "care and feed" it, but this is true of any software. I highly recommend anyone looking to implement OnContact invest resources for the indefinite future to be the owner of the data. Maintenance is key to getting the most out of this software package.

Reasons for Choosing OnContact CRM

Integration with our existing Workwise ERP and the excellent customer service team at OnContact.

February 2019

Harry from ACRO Automation Systems, Inc.

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

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

August 2019

Tad from ECM Industries

Company Size: 201-500 employees

Industry: Electrical/Electronic Manufacturing

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

August 2019

Great Program, Awesome Service/Support

OnContact has truly taken our business to the next level. Our Sales team utilizes the system on a daily basis for all customer calls, meetings, quotes, Sales Funnel, and we have even included our Customer Service team to the program to keep track of all customer calls, incidents, etc. Our Product & Engineering team utilizes the system to review the Sales Funnel and keep track of forecasting all new innovation released each and every month. Plus our Pricing team utilizes the system to keep track of all Won & Lost quotes and reasoning why we won or lost those projects so we can properly price future quotes against our competition. When we have every department in our company utilizing the system, it keeps all employees honest and in the look with every conversation at that particular account. Our company loves OnContact and will continue to utilize it and find ways to make it even more productive for our business than what it is today. With all personal in our business using the system in some shape or form, it has helped increase sales by 12% year over year. Keep up the great work!

Pros

Customization of program to suite our company's needs Easy User ability Easy to export and import data

Cons

No dislikes to the program and if any questions arise from an utilization aspect, the OnContact team is always readily available for a quick webinar or phone call

April 2019

Jonathan from GARR TOOL

Company Size: 51-200 employees

Industry: Machinery

Time Used: Less than 12 months

Review Source


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

April 2019

A good budget-friently contender

Been a great team to work with, just not super satisfied with the app execution in a lot of areas. But works well enough for the price, and they do a pretty good job on the support side.

Pros

Original attraction to the software was the ability to connect with Outlook, and have custom tie-ins with our in-house built CRM to port over the data. They worked super hard to properly map and port our existing data. Pretty much nailed the quote as far as time and expense if I remember correctly. Cost effective: we will save quite a bit over 5 years by hosting on-site, as we already had the internal infrastructure to host. Might not work if you don't have the infrastructure or staff. They have been mostly excellent in regards to response for issues and working with us to resolve those. OnContact does include everything with the price, so there's none of the nickel-and-diming you get with most SaaS software (just $5 more per month to unlock X feature!). I hate that with a fiery passion, so that's probably the top of the list on what sold me. Super above board in that respect. Bravo team.

Cons

Phone app is useless. It's not actually an app, just a webpage port. None of our staff can or will use it. Outlook connection isn't great, but I think that's more on Microsoft than OnContact. We switched to G-Suite several months ago and support for that is minimal, so waiting to see further development on this. Again, any upgrades and new features are still included in the price, so definitely worth considering for that reason (yes, a plus in the negative section). Interface is just OK, lots of clicks to do basic stuff. Lots of slide out drawers, which is OK on desktop but not usable on mobile. Lots of customizable search options and features, but it's too programmy in the language and execution, which makes it difficult for folks who aren't computer savvy to understand. Just no finesse in that regard.

June 2019

David from Living As A Leader

Company Size: 11-50 employees

Industry: E-Learning

Time Used: Less than 2 years

Review Source


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2019

OnContact CRM by Workwise

Our experience with OnContact has been very positive. We were able to bring more users onboard for a lower overall price than we had with a previous system. The responsive design has allowed our Team in the field to use the application on their mobile device when needed. OnContact provided additional features that allowed more of our Team to be engaged therefore reducing the amount of manual work we had done on our previous system.

Pros

OnContact was awesome during the onboarding process. Our contacts were very attentive and responsive to our needs. OnContact was able to guide us when converting from another system and then customizing various features to meet our needs. Being "cloud" based allows all our users to access the system no matter what their location. System speed and response time has been excellent. OnContact is releasing new useful features on a regular basis that benefit our organization. Example: Customized Searching, Mapping, Integration with Google, Bulk Emailing and being able to track marketing campaigns.

Cons

The application is NOT optimized for data entry. Although you can use "workflow" to change some data in bulk, it can take a lot of clicks to update some data points. User defined import is improving but not at the level of some systems that allow you to update data using an import.