Who Uses This Software?

Organizations of all sizes, in all industries.


Average Ratings

16 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $60.00/month/user
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • WorkWise
  • workwisellc.com
  • Founded 1995
  • United States

About OnContact CRM

OnContact CRM is a full-featured, flexible, and customizable CRM solution that provides the competitive edge your company needs. Offered as a cloud or on-premise deployment, this award-winning CRM application showcases complete sales automation, marketing automation, customer service, and contact center functionality wrapped in a responsive interface that adjusts seamlessly across all browser sizes and mobile devices.


OnContact CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

OnContact CRM Reviews Recently Reviewed!


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

Feb 15, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Our initial training on CRM, when we knew very little about the workings of the system was not very informative. Going into it I thought we would be told how we needed to use the system rather than We would have to develop how we use the system The education week that you have every two years at Potawatomie has been a great event for multiple employees from our company. User group meetings helps me get ideas from how others are using the system The mobility of the information with advance sorting has helped keep our sales team organized One big part of my job now is to review all of the information that is being entered into CRM. If good data is not being entered, we would not be able to make good decisions from the data. Future restriction or must enter fields would help confirm that data is entered properly.

Pros: Items that are beneficial Common screens on all desktop and Mobil devices. Not until we upgrade to version 10 were our salesman able to use CRM when they were going or leaving the customer Ability to download data to Excel. 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. We are still only getting about 20% of the contacts that are not automatically getting into CRM Not all the fields on an opportunity are editable on the same screen. Example is interests are changed on the main opportunity Detail screen In version 8 there was a more visual representation of parent companies and divisions a separate location. This was removed in version 10. It would also be beneficial to have the ability to see and org chart for the contacts from one company

OnContact CRM Software Solution

Feb 28, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Comments: Love the people at Workwise! They are top notch. Service is amazing!!!

Pros: Customer service is over the top excellent. Working with the developers and trainers has been a great experience. They truly listen and understand your individual needs. Very reasonable pricing too. Like the dashboard for daily activities and the fact that you can add activities without them being tied to a contact or company. We've been able to incorporate our custom processes into the CRM system.

Cons: Not as easy to use and navigate as I would like. Would also like to see some canned, but sophisticated reports other than having to do individual searches, i.e. pipeline reporting. The marketing component of the CRM is not very easy to use compared to other systems. We're doing some work arounds.

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

Jul 31, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Compared to our previous CRM solution, OnContact was a million times easier to use and learn. Our sales and marketing teams love it. The interface is very intuitive and simple, yet robust. The interactive reports and dashboards are great and I love being able to easily customize my own view. I also like that it integrates with QuickBooks and Outlook, which saves us a lot of time. I was concerned about transferring all our data from our old CRM to OnContact, but it was a seamless switch. My interactions with their support team have also been good. You can tell they know their product inside and out and are always helpful and friendly.

Cons: I like that it offers a lot of "extras" such as an email designer, but I feel this feature needs enhancement. It meets our needs for now, but doesn't quite have all the bells and whistles we're used to in a stand-alone email marketing solution.

Overall: Compared to our previous CRM, OnContact is a lot easier to use and learn. I like that I can drill down using the interactive dashboards, and I can also easily customize my own view of our data. As a manager, this allows me to better understand our sales process, and I always know what's in our pipeline. The Outlook and QuickBooks integration is also extremely helpful and saves us a lot of time. We are currently testing the website integration feature so we can start converting our online visitors into leads.

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

Aug 04, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We are very impressed with Oncontact . 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.

This was also a great value for us - the price includes a bunch of extra features, like marketing automation, sales automation, and an email designer. It's convenient to have one system to handle all these things, and it's been a big cost saver for us too.

Cons: Customer service is outstanding, but it's not available 24/7.

The Oncontact email designer doesn't have as many features as a stand-alone email designer. I'm hoping they add to it in future versions.

Overall: 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.

A good budget-friently contender

Apr 08, 2019
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: 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. They worked super hard to properly map and port our existing data. Pretty much nailed the quote as far as time and expense if I remember correctly. Cost effective: we will save quite a bit over 5 years by hosting on-site, as we already had the internal infrastructure to host. Might not work if you don't have the infrastructure or staff. They have been mostly excellent in regards to response for issues and working with us to resolve those. OnContact does include everything with the price, so there's none of the nickel-and-diming you get with most SaaS software (just $5 more per month to unlock X feature!). I hate that with a fiery passion, so that's probably the top of the list on what sold me. Super above board in that respect. Bravo team.

Cons: Phone app is useless. It's not actually an app, just a webpage port. None of our staff can or will use it. Outlook connection isn't great, but I think that's more on Microsoft than OnContact. We switched to G-Suite several months ago and support for that is minimal, so waiting to see further development on this. Again, any upgrades and new features are still included in the price, so definitely worth considering for that reason (yes, a plus in the negative section). Interface is just OK, lots of clicks to do basic stuff. Lots of slide out drawers, which is OK on desktop but not usable on mobile. 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. Just no finesse in that regard.

Excellent product and support!

Feb 28, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Comments: Overall our experience with OnContact has been positive! The technical support we have received through the customization process has been outstanding. Rep and his team are great to work with!

Pros: We were able to customize the CRM to fit our unique needs of our business with the guidance of our project manager - who helped us through a huge conversion from our old system to OnContact. The transition between our old system and OnContact was seamless - and we had zero down time the day we cut over to the new system. Our staff is loving the new CRM - easy to use and so many capabilities that our old system did not have!

Cons: At times the system runs a little slow when generating larger reports. The system set-up area could use some updating - search features do not seem to work so one has to scroll down through the entire list to get to the item you want. It would also be nice to have an administrative feature that shows who is active in the system at any time. Currently you can see when someone has logged into the system last -- but have no way to see who is actively on the system at any time.

A very nimble CRM platform

Feb 18, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: They have been a long time partner. I have other vendors, Workwise is a true partner.

Pros: The agility it provides. I am able to pivot quickly and make changes that enhance my business. Within minutes I can track new data.

Cons: It needs to grow a little in the Social Media arena. The platform has done quite well with digital marketing, now lets expand to Social marketing

Easy to use

Feb 26, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is the easiest CRM that we have looked into. For Sales people that are not IT savvy, they can pick it up and use it almost immediately. It has a clean look and the reports are easy to run.

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.

This CRM is robust and does the job

Mar 13, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The on premise program us robust and does a solid job at keeping track of clients information. The cloud solution is more customizable compared to the program.

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

It requires a lot of building to get it to work based on business logic.

OnContact

Apr 10, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: We are tracking all activities of our sales staff and forecasting out deal closings. It has given us great optics on when things will close.

Pros: Ease of use. Right out of the box it was easy for us to get up and running. Within just days we were using the CRM. The support and service when getting set up was second to none. They walked us through everything and made sure we could use the product to the full potential. Any ongoing questions they are always there for us.

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

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

Jul 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The flexibility allowed us to easily taylor this product for our users and the intuitive interface was easily accepted by them.

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

Excellent ROI.

Aug 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The product is very user friendly. As someone who set up the software for our team, this was very important to me.

Small business

Oct 27, 2014
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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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

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

Good all in one CRM, no 24/7 support

Oct 21, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy of use when setting up the products for our employees but also a very user-friendly platform for our agents to use as well.

Cons: Good quality customer service team but they are not available to help on a 24/7 basis which can be an issue at times.

CRM Review

Apr 06, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

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

Terrible CRM

Apr 05, 2017
2/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money

Comments: Very slow and tedious and slow. We used because of of the ERP system we use, but I would not recommend this to anyone. Some good features but it is more confusing than it is helpful.