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OnContact Review

OnContact
Our score: 8.8 User satisfaction: 100%

What is OnContact?

OnContact CRM is WorkWise’s flagship customer relationship product recognized for a number of competitive advantages in this industry. It won our 2017 Expert’s Choice Award and the Great User Experience Award.

The recently introduced 10th edition is alleged as having reinvented traditional CRM from many different aspects, and this reviews aims to examine what it has brought on the table. Meanwhile, we will scratch a bit below the recent makeover’s service to get you acquainted with the system’s core functionalities.

Why choosing OnContact as your future CRM? For as much as $60 per month/user, companies receive a compact sales, marketing automation, customer service, and adept contact center, whereas functionalities are combined on a single dashboard, and there is no need to deal with complex navigation patterns. Regardless of the phases in your marketing campaign or the complexity of your sales funnel, you will be offered a number of configuration hacks to make OnContact exclusive to your business. Ready to use on mobile devices and a variety of operating systems, OnContact will also be a handy asset for your large and remote team.

Despite of OnContact being built on the basis of experienced marketers’ requirements, it’s ease of use is out of question. The intuitiveness and friendliness that differs it from similar tools adjusts it well to the needs of novice users, as they’re running it right off the bat, and reap benefits long before they’ve discovered all of the system’s modern management tricks. Those who’d also skip setup process and maintenance tasks will benefit from a fully cloud-hosted version of the system, but expert support assistance will still be available to them as it is to on-premise users and IT experts.

What is also good to know is that the developers of this professional system considered the need for it to sync in your accounting data, and enabled a very streamlined connection to QuickBooks. This means that you will be able to quickly access your financial data, and relate customers to their payment info from the comfort of a single dashboard. OnContact CRM also supports native integrations with WorkWise ERP, Microsoft Outlook, and G Suite products.

Overview of OnContact Benefits

What makes OnContact an unparalleled CRM solution is the unique combination of sales, marketing automation, customer service, intelligence, and contact center features. With a neat interface that is adaptive to every business environment, this system can replace the expensive and diverse software setting you’ve put in place to keep contacts under control. How does that happen?

Sales Automation

The main beneficiaries of OnContact will be your sales agents, as they obtain a system that will guide them through day-to-day activities, schedule their meetings, generate their quotes, and enhance customers’ journey for as long as the purchase lasts. They will also get a batch of comprehensive reports to understand which practices work the best, and forecast opportunities much faster than before.

Marketing Planning & Automation

OnContact CRM collates marketing information from various resources, and uses it to build, analyze, and execute market plans that cater to the needs of any audience. This helps develop successful marketing campaigns without necessarily adhering to third-party trends, guide users to purchase with purposeful promotions, and compare progress to pull out the best practices. As for automation, OnContact guarantees more used opportunities for any business, given that it takes control over vital operations, distributes emails and processes leads, follows the leads’ behavior, and consequently adds opportunities to your sales pipeline.

Customer Service

OnContact CRM’s team believes that the task of each successful marketer is to keep customers happy, and thus puts in place a reliable service hub. Its role in your communication with customers will be to extract valuable intelligence, solve issues and improve calls to action, and track incidents and cases that could compromise the quality of your service. The very same system directs customer & purchase history to a single reference knowledge base, from where it can be used for all types of reporting.

Contact center

OnContact’s Contact Center helps make the most of each interaction, as it relies on features such as call scripting, CTI integration and calling queues. This means that you will always be there to assess customers’ issues without necessarily using another communication or troubleshooting system.

Mobile-optimized CRM

OnContact CRM imposes no restrictions to as how you’re going to use it, as it deploys and functions seamlessly on any device and operating system. This will be most useful to large and remote teams that need constant communication with clients and coworkers, and who’d like to have information accessible regardless of their location.

Streamlined integration with QuickBooks

Acknowledging the need to bring CRM and finance data together, developers made sure you’ll be able to connect your OnContact account with QuickBooks. Technically, this means that you can access accounting and finance information without abandoning the platform, follow the payment history of your purchasers, track your balance, and much more.

Unparalleled and code-free customization

Another thing that makes OnContact CRM ideal for any business environment is customization, as users can easily add, modify, or remove fields, screens and tabs, until the system resembles exactly what they had in mind as a suitable CRM. Configuration spills over workflow automation too, making it possible to build unique business processes without any coding knowledge.

Out-of-the box additions in OnContact CRM 10

The recently introduced Version 10 worked around specific customer requests to provide even better service, and enriched the tool with some modern bells and whistles that are difficult to find among other providers. It aims predominantly to inspire business growth, and enable busy marketers to keep an eye on market trends and opportunities.

A good example of those is its brand new Daily Planner, where users can schedule activities, monitor and manage leads, and add as many badges and panels to their dashboard as they need. The most attractive part of the planner is the right-centered To-Do list, where they schedule their priorities, adjust their status on the drawers slide, and receive timely notifications on due dates. The Company Screen has also been reimagined to build logical relations between customer profiles, activities, and opportunities.

Checking out Version 10, you will also like the Global Search Panel, where you can locate all cases and records, and let the system match those to your contacts and activities. Much has also been done to automate Opportunity tracking, as a result of which you can now see the details for each opportunity, and list down the activities that need to be completed in order to use it. Incidents, on the other side of the axis, also received their special screen with details, notes, and contacts.

Last, but not least, there is the code-free Email Designer.  OnContact CRM is now fully empowered to let you design and customize your email messages, and let’s you drag-and-drop all types of content blocks. A number of training materials are available in the company’s knowledge base to help you promote content like a pro.

Overview of OnContact Features

  • Campaign Management
  • Document Linking and Management
  • Sales and Project Milestone Tracking
  • Search Tools for Data Mining
  • Email and Mail Merging
  • Customer Service Incident Management
  • Sales Automation
  • Marketing Management
  • Contact Center

What Problems Will OnContact Solve?

1. Unorganized database and over-reliance on spreadsheets. With OnContact CRM, your customer and prospect information will be stored in a centralized database which is easily organized and accessible.

2. Skipping important tasks. Within OnContact CRM, you’re able to set up tasks you’d like to complete. Once established, you’ll be reminded of when tasks need to be completed, as well as what’s on your schedule for the weeks to come.

3. No email marketing automation too. OnContact comes with sales, customer service, and marketing automation tools designed to make your life easier. Specifically, OnContact brings email marketing automation tools such as an email designer to make designing and delivering emails easier than ever.

Awards & Quality Certificates

This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.
An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

OnContact Position In Our Categories

Bearing in mind companies have distinctive business wants, it is sensible that they avoid selecting an all-in-one, “perfect” software solution. Be that as it may, it would be almost impossible to chance on such an app even among sought-after software solutions.
The better step to undertake should be to list the different important functions that merit careful thought including key features, budget, technical skill aptitude of staff, company size, etc. Next, you must double down on your product research fully. Have a look at some of these OnContact reviews and check out the other software programs in your shortlist in detail. Such well-rounded research ascertain you steer clear of poorly fit software products and subscribe to the one that delivers all the benefits you require business requires.

Position of OnContact in our main categories:

TOP 50

OnContact is one of the top 50 CRM Software products

OnContact is also listed in the following subcategories:

Each company is different, and can need a particular type of CRM Software solution that will be adjusted to their business size, type of clients and staff and even specific niche they deal with. You should not count on locating a perfect solution that will work for each business regardless of their background is. It may be a good idea to read a few OnContact CRM Software reviews first and even then you should pay attention to what the software is intended to do for your company and your staff. Do you require a simple and straightforward app with only elementary functions? Will you actually use the advanced functionalities needed by pros and big enterprises? Are there any specific tools that are especially practical for the industry you operate in? If you ask yourself these questions it will be much easier to get a trustworthy service that will fit your budget.

How Much Does OnContact Cost?

OnContact Pricing Plans:

Free Trial

OnContact Cloud CRM

$60/user/month

OnContact On-Premise CRM

$995/user

OnContact CRM offers both a monthly subscription and a one-time enterprise pricing license. There is also a great 14 day free trial that you can use to try out the key features of the software. You can easily sign up for OnContact free trial here.

OnContact Cloud CRM – $60/user/month (annual billing)

  • Sales Automation
  • Customer Service
  • Marketing Automation
  • Marketing Management
  • Contact Center
  • Mobile CRM

OnContact On-Premise CRM – $995/user

  • All features

User Satisfaction

Positive Social Media Mentions 40
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and OnContact reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with OnContact. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • One-time payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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OnContact Comparisons

OnContact user reviews

Great customer support and service.

Read full review >
Tim
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.10.2018 Company Size: More than 100 Employees Industry: Not available

A review from a developer’s perspective.

Read full review >
Dwight
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.09.2018 Company Size: More than 100 Employees Industry: Not available

Analysis in sales.

Read full review >
Glen
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 30.08.2018 Company Size: More than 100 Employees Industry: Machinery

Was tremendous to our business.

Read full review >
Mike
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.04.2018 Company Size: More than 100 Employees Industry: Not available

This is CRM is one decent tool to have.

Read full review >
Guadulupe
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 26.04.2018 Company Size: More than 100 Employees Industry: Not available

What are OnContact pricing details?

OnContact Pricing Plans:

Free Trial

OnContact Cloud CRM

$60/user/month

OnContact On-Premise CRM

$995/user

OnContact CRM offers both a monthly subscription and a one-time enterprise pricing license. There is also a great 14 day free trial that you can use to try out the key features of the software. You can easily sign up for OnContact free trial here.

OnContact Cloud CRM – $60/user/month (annual billing)

  • Sales Automation
  • Customer Service
  • Marketing Automation
  • Marketing Management
  • Contact Center
  • Mobile CRM

OnContact On-Premise CRM – $995/user

  • All features

What integrations are available for OnContact?

OnContact CRM integrates with the following business systems and applications:

  • WorkWise ERP
  • Intuit QuickBooks
  • Microsoft Outlook
  • Gmail

OnContact average rating:

Average score
5/5 (5 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Tim

PROS: Being able to communicate with other firms through the use of OnContact. Having the capacity to make internal product customizations for smaller organziations and for my company, which has a lot of active users. We've been a customer of this tool for more than a decade.

CONS: When making customizations of different queues, its filed header options are hard to comprehend. It could've been made to be more accurate. I've been spending a lot of my own time customizing fields so I'll know where I'm headed. A majority of users will find it difficult to come up with their customization without assistance.

Reviewed 1 year ago

Read full review >

The least favorable review

Glen

PROS: It's relatively easy to get this tool customized. I love how their customer support works. They've been outstanding the moment I asked them for help. They cater to just about anything related to the tool. So far, they haven't let me down.

CONS: It appears as if the reporting functionality isn't as intuitive as predicted. It would be nice to have further reporting options. The "saved" searches are a bit clunky. But I'm looking forward to upgrade to the 10th version and finally get rid of Microsoft Silverlight since it dampened my entire web app.

Reviewed 1 year ago

Read full review >

More reviews from 5 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Great customer support and service.

Read full review >
Tim
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.10.2018 Company Size: More than 100 Employees Industry: Not available

PROS: Being able to communicate with other firms through the use of OnContact. Having the capacity to make internal product customizations for smaller organziations and for my company, which has a lot of active users. We've been a customer of this tool for more than a decade.

CONS: When making customizations of different queues, its filed header options are hard to comprehend. It could've been made to be more accurate. I've been spending a lot of my own time customizing fields so I'll know where I'm headed. A majority of users will find it difficult to come up with their customization without assistance.

What do you think about this review? Great Poor

A review from a developer’s perspective.

Read full review >
Dwight
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.09.2018 Company Size: More than 100 Employees Industry: Not available

PROS: Customizing it was very easy. Customizing it in a simple to medium-complexity with Oncontact is surprisingly straightforward. It did its job in meeting business needs. Navigating from one screen to the next is swift, straighftward, and super easy.

CONS: Customizations that entail further complexity can be difficult at times. Thankfully, the support staff has been a big help. They'll always be there for assistance any time. It's fortunate to have support like this since any intricate processes involved will entail professional help.

What do you think about this review? Great Poor

Analysis in sales.

Read full review >
Glen
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 30.08.2018 Company Size: More than 100 Employees Industry: Machinery

PROS: It's relatively easy to get this tool customized. I love how their customer support works. They've been outstanding the moment I asked them for help. They cater to just about anything related to the tool. So far, they haven't let me down.

CONS: It appears as if the reporting functionality isn't as intuitive as predicted. It would be nice to have further reporting options. The "saved" searches are a bit clunky. But I'm looking forward to upgrade to the 10th version and finally get rid of Microsoft Silverlight since it dampened my entire web app.

What do you think about this review? Great Poor

Was tremendous to our business.

Read full review >
Mike
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.04.2018 Company Size: More than 100 Employees Industry: Not available

PROS: It's simple to utilize. It can be customized to suit whatever it is that you need. We love collaborating with the company and interacting with a real agent whenever we reach out to their support team. Add this to the fact that we were able to achieve our needs in marketing automation and sales, this was a big win for us.

CONS: So far, nothing negative has come to mind. After all, if the product did just about everything we asked it to do, there shouldn't be anything bad to say. We love using this tool the moment we laid our eyes on it. No regrets or whatsoever!

What do you think about this review? Great Poor

This is CRM is one decent tool to have.

Read full review >
Guadulupe
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 26.04.2018 Company Size: More than 100 Employees Industry: Not available

PROS: This tool functions like it was intended to be. One cool part of having this product is its account management. The team who was in charge of dealing with my account are super quick and dependable. If a system goes down, the team will be there to resolve the issue almost immediately so thing are up and running in no time.

CONS: I hate their customization availability. OnContact's current version only comes with barely 10% of out-of-the-box functionality. The tool wasn't really made for a retail setting. Despite such limitations, it still functions. I was hoping the team managing our account had prior exprience with retail customers.

What do you think about this review? Great Poor
Reviewed By Jenny Chang
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