OnContact CRM Software

4.39 / 5 (22)

Our advisors have recommended this product 9 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, insurance industries and more.



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Supported Operating System(s):

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

22 Reviews of OnContact CRM

Average User Ratings

Overall

4.39 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(11)

4 stars

(9)

3 stars

(1)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 22 reviews

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February 2019

Harry from ACRO Automation Systems, Inc.

Company Size: 51-200 employees

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

June 2019

David from Living As A Leader

Company Size: 11-50 employees

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.

June 2019

Drew from The Equitable Bank

Company Size: 51-200 employees

Review Source


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

June 2019

Review of OnContact 8

I have noticed that our Loan Officer's that fully utilize this system get a lot of value out of it. It has been helpful for us to track which customers are working with which Loan Officers.

Pros

OnContact has helped our sales team to keep track of communications with potential customers. It is a versatile tool to track different opportunities, set reminders, and store information. The connectivity with Outlook makes it easy to track all email communications while not having to input much additional data.

Cons

There have been a few times when I've noticed the formatting of certain activities or opportunities changes after they have been input. Deduplication can be difficult when individuals change addresses. Importing can take some time to ensure that you are not adding duplicate information to the system (this is an issue with anything like this I realize, and not necessarily unique to this CRM).

February 2019

Theresa from Living As A Leader

Company Size: 11-50 employees

Review Source


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

OnContact CRM Software Solution

Love the people at Workwise! They are top notch. Service is amazing!!!

Pros

Customer service is over the top excellent. Working with the developers and trainers has been a great experience. They truly listen and understand your individual needs. Very reasonable pricing too. Like the dashboard for daily activities and the fact that you can add activities without them being tied to a contact or company. We've been able to incorporate our custom processes into the CRM system.

Cons

Not as easy to use and navigate as I would like. Would also like to see some canned, but sophisticated reports other than having to do individual searches, i.e. pipeline reporting. The marketing component of the CRM is not very easy to use compared to other systems. We're doing some work arounds.

July 2017

Lora from Idea Tree Creative

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

August 2017

Renee from Dylan Design

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

April 2019

Jonathan from GARR TOOL

Company Size: 51-200 employees

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.

February 2019

Elaine from BVS Performance Solutions

Company Size: 51-200 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Excellent product and support!

Overall our experience with OnContact has been positive! The technical support we have received through the customization process has been outstanding. Rep and his team are great to work with!

Pros

We were able to customize the CRM to fit our unique needs of our business with the guidance of our project manager - who helped us through a huge conversion from our old system to OnContact. The transition between our old system and OnContact was seamless - and we had zero down time the day we cut over to the new system. Our staff is loving the new CRM - easy to use and so many capabilities that our old system did not have!

Cons

At times the system runs a little slow when generating larger reports. The system set-up area could use some updating - search features do not seem to work so one has to scroll down through the entire list to get to the item you want. It would also be nice to have an administrative feature that shows who is active in the system at any time. Currently you can see when someone has logged into the system last -- but have no way to see who is actively on the system at any time.

February 2019

Scott from West Corporation

Company Size: 10,000+ employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

A very nimble CRM platform

They have been a long time partner. I have other vendors, Workwise is a true partner.

Pros

The agility it provides. I am able to pivot quickly and make changes that enhance my business. Within minutes I can track new data.

Cons

It needs to grow a little in the Social Media arena. The platform has done quite well with digital marketing, now lets expand to Social marketing

February 2019

Mark from Coakley Brothers

Company Size: 51-200 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

Easy to use

Pros

It is the easiest CRM that we have looked into. For Sales people that are not IT savvy, they can pick it up and use it almost immediately. It has a clean look and the reports are easy to run.

Cons

Support is needed to customize reports. The mobile app is a simple version, it would be nice for the app to have full functions abilities.

June 2019

David from Strongwell

Company Size: 201-500 employees

Review Source


Ease-of-use