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OnContact REVIEW

CRM Software

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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

OnContact Position In Our Categories

Position of OnContact in our main categories:


OnContact is one of the top 100 CRM Software products


OnContact is one of the 100
CRM Software products

OnContact is also listed in the following subcategories:

Online CRM Software#18
Online CRM Software#18

There are well-liked and widely used systems in each software category. But are they automatically the best fit for your enterprise’s specific needs? A popular software application may have thousands of users, but does it present what you require? For this reason, do not blindly spend on popular systems. Read at least a few OnContact reviews and consider the factors that you want in the software such as the price, main tools, available integrations etc. Then, shortlist a few systems that fit your wants. Check out the free trials of these apps, read online reviews, get information from the vendor, and do your investigation systematically. This exhaustive groundwork is sure to help you choose the best software application for your company’s specific wants.

How Much Does OnContact Cost?

OnContact Pricing Plans:

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

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.






Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • One-time payment
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted
  • On Premise

What Support Does This Vendor Offer?


What are OnContact pricing details?

OnContact Pricing Plans:

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

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