OnContact CRM

Item: OnContact CRM
Rating: 4

OnContact CRM offers a feature packed customer relationship management solution that is geared toward mid market businesses. OnContact is both available as an on-premise or cloud solution, which is somewhat of a competitive advantage over much of the industry. The solution also includes a mobile application for sales people who need to use when on the road.

Some of the features that are included with OnContact CRM are Sales Automation, Marketing Management, Marketing Automation, Customer Service features, and Account and Contact Management functionality.

Pricing for their cloud installation is $65 per user per month (billed annually) with a 3 user minimum requirement. OnContact's on-premise installation will cost you $995.00 per user with the same 3 user minimum requirement. The on-premise option also includes annual maintenance fees which are not clearly specified on their pricing page.

This product is priced as an Enterprise solution, when the software is not at that same level. We do not recommend purchasing OnContact for cloud installations, but if you need an on-premise option this product should be considered.

Cloud Deployment: Yes
On-Premise Deployment: Yes
Website: http://www.oncontact.com

CRM Features

Analytics

Custom Dashboards
Custom Reports
Schedule Reports
Standard Dashboards
Standard Reports

Customization

Custom Buttons
Custom Fields
Custom Links
Custom Modules
Page Layout
Rename Tabs
Schedule Fields

Documents

File Management
File Sharing
Folder Sharing
Nestable Folders

Inventory

Invoices
Products
Purchase Orders
Quotes
Sales Orders

Marketing

Auto Responders
Campaign Management
Email Opt-Out
Email Templates
Mass Email

Sales

Accounts
Activity Tracking
Calendar
Contacts
CRM Views
Forecasting
Leads
Opportunities
Scripts

Support

Cases
Client Portal
Email-to-Case
Solutions
Surveys

Telephony

Auto Attendant
Call Queues
Call Recording
Click to Dial
Inbound Calling
IVR
Outbound Calling
Virtual Phone System
Voicemail
Voicemail-to-Email

Web Forms

Accounts
Auto Responder
Cases
Contacts
Leads
Notify Owner

Workflow

Alerts
Approval Process
Assignment Rules
Case Escalation Rules
Convert
Field Updates
Rules
Tasks
Time Based Actions
Webhooks

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Customer Reviews

Renee .

Total Score:

Ease-of-use
Functionality
Product Quality

Favorite Quality

After implementing OnContact we were quickly satisfied and happy with how user friendly of a crm software it is. The most important thing to us is that our employees use it consistently (we had bad experience in the past with

Least Favorite Quality

I prefer to have 24 hour customer service, but unfortunately this is not an available option with OnContact.

Recommendations For Other Organizations Interested in CRM?

I would say that OnContact does deliver a high value, and we are pleased with the software.

Justin .