OnContact Review - why 4.5 stars?

Shlomi Lavi / updated: Dec 13, 2022

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What is OnContact?

OnContactCRM 7 is a customer relationship management software that can help companies to communicate with their clients clearly and precisely. The CRM solution can help your sales staff throughout all the sales processes starting from nurturing prospects to upselling old customers. The software can improve sales efficiency and streamline customer service.

WorkWise, the company behind OnContact CRM 7, has been providing CRM and ERP solutions since 2001. The company is headquartered in Menomonee Falls, Wisconsin and has a large customer base throughout North America. The company is also popular for their product RB-ERP.

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Who is it best for?

OnContact CRM 7 is perfect for small and medium business owners and business entrepreneurs. Any company looking for a solid CRM solution to link customer information between all their employees and to meet customer needs in an efficient way can try OnContact. Gopher Electronics, BroadReach Partners and West Business Services are some of the clients of OnContact CRM 7.

Main features and functionalities

OnContact CRM 7 comes with 360 degree CRM view, marketing automation, contact management, customer service module and automating daily activities features. The 360 degree CRM view feature can help users to get detailed history of sales, marketing and service efforts, check customer preferences and characteristics and more. Users can create marketing campaigns and check their effectiveness, schedule marketing activities, monitor leads and track marketing related sales using the marketing automation tool.

Users can track incidents and escalate and assign cases using the customer service module. The contact management tool supports tracking activities, managing contacts, searching data, viewing reports quickly and sharing information with others. Most of the daily activities are automated which means it reduces the amount of time users spend behind administrative tasks.

What is the actual cost?

The cost of license starts at $60 per feature/month. ITQlick pricing score is 2 out of 10 (10 is most expensive). Access ITQlick pricing guide for OnContact. You can also find here pricing information from OnContact's website.

Pros

• OnContract has a clean and straightforward adaptable UI
• Users may shift marketing leads to client sales orders thanks to the interface with the Workwise ERP system
• Excel allows users to filter and organize data for more advanced data mapping
• The customer relationship management software comes with split-screen view feature unlike other similar tools
• The customer relationship management solution comes with workflow automation and real-time access features unlike other similar tools

Cons

• Users request that greater automation for workflow processes be added to the program
• OnContact CRM 7 doesn’t offer invoicing features like other customer relationship management tools
• The customer support of OnContact CRM 7 doesn’t offer any 24/7 hours live phone support
• The customer relationship management solution doesn’t offer social CRM features like other similar tools
• The customer relationship management software doesn’t offer competitor tracking feature for users

How it stacks up?

Access a head to head analysis of OnContact vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is OnContact right for you or your business?

OnContract by Aptean is a CRM application developed for businesses in several industries, including Food and Beverage, Process Manufacturing, Industrial Manufacturing, Imports, Distribution, and Retail.