OnContact CRM Features

OnContact CRM

CRM with sales and marketing automation

4.31/5 (8 reviews)

OnContact CRM Feature Summary

  • 360 Degree CRM View
  • Over 75 Tailor-able Reports
  • Campaign Management
  • Document Linking & Management
  • Sales and Project Milestone Tracking
  • Search Tools for Data Mining
  • Email and Mail Merging
  • Customer Service Incident Management

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (287 other apps)
Activity Dashboard (153 other apps)
Activity Tracking (106 other apps)
Automatic Notifications (142 other apps)
Automatic Reminders (139 other apps)
CRM Integration (101 other apps)
Calendar Management (133 other apps)
Contact Database (100 other apps)
Custom Fields (112 other apps)
Customer Database (106 other apps)
Customizable Branding (134 other apps)
Customizable Reporting (118 other apps)
Customizable Templates (113 other apps)
Data Import/Export (133 other apps)
Electronic Payments (105 other apps)
Email Integration (131 other apps)
Mobile Integration (108 other apps)
Reporting & Statistics (138 other apps)
Social Media Integration (118 other apps)
Third Party Integration (145 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


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Requires iOS 8.2 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


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OnContact CRM Feature Reviews

6 reviewers had the following to say about OnContact CRM's features:

Lora Wetzel

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

2017-07-31

I like that I can drill down using the interactive dashboards, and I can also easily customize my own view of our data.

Pros

Compared to our previous CRM solution, OnContact was a million times easier to use and learn.

Cons

I like that it offers a lot of "extras" such as an email designer, but I feel this feature needs enhancement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Retail company, 1001-5000 employees)

This CRM is robust and does the job

2018-03-14

To customize this product it is required to employ a OnContact team.

Pros

The cloud solution is more customizable compared to the program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Renee Dylan

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

2017-08-04

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

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.

Cons

The Oncontact email designer doesn't have as many features as a stand-alone email designer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Melinda Sherwood

Small business

2014-10-27

Pros

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

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering OnContact CRM

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

Source: Software Advice
Helpful?   Yes   No
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Jon Perman

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

2017-07-31

some users need to just be reminded to enter their customer interactions. Management usage is the key to acceptance.

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Jim Pelting

CRM Review

2017-04-06

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

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more