- What is OnContact
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is OnContact?WorkWise’s OnContact CRM is a customer relationship software that redefines the traditional CRM practices. For only $60 per month per user, OnContact delivers marketing automation, customer service, contact center, and compact sales in one simplified user interface. Whether it is your marketing campaign or the companies’ buying process, OnContact offers configurable shortcuts to suit the ways of your business. It also offers the flexibility for operating in different kinds of mobile devices and different OS, which makes it a valuable asset to your team. As mentioned earlier, OnContact’s interface is simplified that even though it caters to experienced marketers, user-friendly for beginners. Its tools can be utilized without further setup, which will result in long-term benefits, as they gain experience in using modern management. If one gets confused assistance is locally installed and real-time support is also available. The developers of the program also considered that accounting data must be synced, to create a seamless transition to Quickbooks, so that users can access their financial data and relate it with their customers’ payment info in one interface. OnContact can also be integrated with G Suite products, Microsoft Outlook, and WorkWise ERP.
Product Quality Score
Main features of OnContact are:
- Marketing Management
- Contact Center
- Sales Automation
- Sales and Project Milestone Tracking
- Document Linking and Management
- Search Tools for Data Mining
- Email and Mail Merging
- Campaign Management
- Customer Service Incident Management
The main benefits of OnContact are its automated system for sales and marketing, its contact center, customer service, and intelligence features. With a visually appealing interface that can be adaptable to any kind of business operation, the suite is a viable alternative to other expensive software. Here are more details of its benefits:
Your sales agents will be the prime beneficiaries of the system, as it guides them through their daily tasks and schedules. It can create quotes for them and supercharge the customer journey throughout their purchase. Their working processes are also recorded and presented to them as reports so that they can monitor their performance and anticipate possibilities faster next time.
Marketing Planning & Automation
As a cloud-hosted system, OnContact gathers information from a variety of sources to build, analyze, and create market plans for the users. It does not necessarily stick to third-party trends, but it still helps users in developing marketing campaigns and promotions and in creating comparisons of their performance. The solution’s automation feature also guarantees that businesses gain their opportunities by maximizing it in their operations and distributions.
OnContact CRM team believes that business success is reliant on customer satisfaction, hence they must be able to extract valuable information to resolve their issues and record incidents and cases that are crucial to the quality of your business. Customer and purchase history are also stored in this system so that it can be included in other types of reports.
The program’s Contact Center maximizes every interaction that is made, as it relies on CTI integration, calling queues, and call scripting so that you don’t have to use another system for troubleshooting or communication.
The software also functions in any mobile device or in any system that is web-based without any compromise in its functions. This is an advantage for large teams that work separately from each other and need constant communications with their clients, as this provides them with an accessible communication tool wherever they are.
Streamlined integration with QuickBooks
OnContact makes sure that financial data and CRM are both integrated to streamline the process for the easy transition and availability of information such as payment history and balance without the need to change platforms.
Unparalleled and Code-free Customization
As the software that caters to any kind of business, customization is part of its features. It allows users to customize their operations according to their enterprise. Users can modify their screens and tabs until they arrive at their preferred settings. All these options are available even for users who have no knowledge of coding.
Out-of-the-box additions in OnContact CRM 10
With their latest version, OnContact CRM 10 updated its tools to cater to the requests of its users. These tools are exclusive only to the software and are difficult to obtain in other systems. OnContact inspires its users to develop their business within the program and, at the same time, provides them with features that can keep up with the trends of the market. One example of this is the Daily Planner feature, which helps users monitor their schedules and other activities, the To-Do list feature that prioritizes their tasks and notifies them of their due dates. With the Global Search Panel, records and cases are aligned to your contacts to coordinate your activities. The Company Screen also gives you access to your customer profiles and activities and with Opportunity tracking, the software will notify you and provide you with the details for each opportunity that comes up. Lastly, with the Email Designer, the software allows you to personalize your emails and allows you to drag-and-drop your content. Training materials are available if you want to develop your content like a pro.
- Small business
- Medium business
The following OnContact integrations are currently offered by the vendor:
- Intuit QuickBooks
- Microsoft Outlook
- WorkWise ERP
OnContact pricing is available in the following plans: