OnContact CRM Features

OnContact CRM

CRM with sales and marketing automation

4.47/5 (33 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 (358 other apps)
Activity Dashboard (214 other apps)
Activity Tracking (159 other apps)
Automatic Notifications (194 other apps)
CRM Integration (130 other apps)
Calendar Management (180 other apps)
Custom Fields (146 other apps)
Customer Database (151 other apps)
Customizable Branding (191 other apps)
Customizable Reporting (159 other apps)
Customizable Templates (165 other apps)
Data Import/Export (174 other apps)
Electronic Payments (130 other apps)
Email Integration (185 other apps)
Mobile Integration (128 other apps)
Real Time Data (128 other apps)
Reminders (183 other apps)
Reporting & Statistics (225 other apps)
Social Media Integration (162 other apps)
Third Party Integration (210 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

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

Ian Moore

Excellent Product for Manufacturing Business

2019-08-08

This software is great for tracking leads, activities, opportunities, and customers.

Pros

Ease of Implementation Ease of Use Training and Implementation Services Service and Support User Interface Integration with WorkWise ERP Integration with Outlook Mobile App

Cons

More automation could be built into the software for workflow processes

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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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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Mike Campise

Great software for building and managing relationships

2019-08-14

Using the dashboards, our sales team is able to track prospects through the selling process and manage the new customer funnel with ease.

Pros

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
David Custer

OnContact CRM by Workwise

2019-06-19

The responsive design has allowed our Team in the field to use the application on their mobile device when needed.

Pros

OnContact was able to guide us when converting from another system and then customizing various features to meet our needs.

Cons

User defined import is improving but not at the level of some systems that allow you to update data using an import.

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: Software Advice
Helpful?   Yes   No
Read more
Melinda Toy

Outstanding CRM

2019-06-19

Exceptional experience, easy to use, plenty of tutorials and not clunky.

Pros

The mobile app has great functionality that helps me manage my activities on the go.

Cons

Sometimes the software can take a awhile to load

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: Software Advice
Helpful?   Yes   No
Read more
Theresa Custer

OnContact CRM Software Solution

2019-02-28

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

Pros

Like the dashboard for daily activities and the fact that you can add activities without them being tied to a contact or company.

Cons

The marketing component of the CRM is not very easy to use compared to other systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Andrew Freter

OnContact

2019-04-10

We are tracking all activities of our sales staff and forecasting out deal closings.

Pros

Within just days we were using the CRM. The support and service when getting set up was second to none.

Cons

There is nothing overall that was disliked, the only thing that was cumbersome was our initial data import.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tad Balsiger

Great Program, Awesome Service/Support

2019-08-12

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.

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Harry Brodel

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

2019-02-15

Future restriction or must enter fields would help confirm that data is entered properly.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Shelia Biddy

Statistical Management

2019-08-13

My representatives at OnContact have been very accommodating. They listen and assist me in a knowledgeable way. They work me into their schedule as soon as they can.

Pros

When I started at our nonprofit, I was challenged to find a CRM software that I could customize to capture statistical data, manage shared contact information, and measurable results.

Cons

It is not as easy to run reports as I would like.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Mark Klenz

Easy to use

2019-02-26

Pros

It is the easiest CRM that we have looked into.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Hallie Pendleton

Functionality and Support

2019-06-13

OnContact CRM has allowed us to operate multiple lines of business to realize market opportunities between the sectors.

Pros

Ability to customize to our needs and customer service responsiveness

Cons

Would like a bit more flexibility in some of the customization features but overall provides viable information across departments and companies

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Drew Novak

Review of OnContact 8

2019-06-12

It has been helpful for us to track which customers are working with which Loan Officers.

Pros

It is a versatile tool to track different opportunities, set reminders, and store information.

Cons

There have been a few times when I've noticed the formatting of certain activities or opportunities changes after they have been input.

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: Software Advice
Helpful?   Yes   No
Read more
Scott Krueger

A very nimble CRM platform

2019-02-18

They have been a long time partner.

Pros

Within minutes I can track new data.

Cons

It needs to grow a little in the Social Media arena.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
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
Read more
Jonathan Crider

A good budget-friently contender

2019-04-08

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
Elaine Fellows

Excellent product and support!

2019-02-28

The technical support we have received through the customization process has been outstanding.

Pros

Our staff is loving the new CRM - easy to use and so many capabilities that our old system did not have!

Cons

It would also be nice to have an administrative feature that shows who is active in the system at any time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Chris Simon

Great CRM Product

2019-08-08

Pros

OnContact CRM is easy to use, easy to navigate, and easy to export the data to help understand our opportunity outlook.

Cons

Currently have no complaints, any issues that have arisen have be handled quick and professionally.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
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
Read more
Madison Mabin

Fantastic program, customer support is amazing

2019-10-08

We are constantly working with our customer service rep who is absolutely fantastic with showing us how to use this software and get more out of it.

Pros

User friendly, ability to create great lists and get quick data from the results (of email blasts etc.)

Cons

N/A We are pretty happy with this as of right now.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
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
Read more
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
Read more
Alexis Kopca

A CRM with Great Customer Support

2019-06-21

Pros

OnContact has plenty of options and fits most of our needs. The Customer Support is very quick to respond and answer any questions.

Cons

It has less compatibility with other software compared to the larger CRMs. There is a learning curve to managing the software.

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: Software Advice
Helpful?   Yes   No
Read more
Sarah Miller

OnContact CRM

2019-08-12

Pros

I think this CRM system is extremely easy to use.

Cons

The IOS app has glitches and doesn't fluidly scroll. It's constantly logging you out and making you log back in.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
David Manahan

OnContact CRM

2019-06-25

Greatly improves our communication between our inside and outside sales people

Pros

User interface. Easy navigation.

Cons

Lacks true workflow functionality. Have been told this is coming in a future release.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more