WHAT’S INCLUDED?

EVERYTHING.
For one simple price, OnContact CRM Software by WorkWise includes 6 suites and over 30 applications.

SALES AUTOMATION

From lead to order, OnContact supports you throughout every phase of the sales cycle.

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OnContact CRM Sales Automation Software

CONTACT MANAGEMENT

OnContact gives you a complete view of every customer and helps you keep track of contacts, organizations, partners, vendors and suppliers. Learn More.

OPPORTUNITY MANAGEMENT

Drill into the details of your pipeline to track opportunities, build forecasts and structure your sales process to guide reps through to the final sale. Learn More.

QUOTATION MANAGEMENT

Streamline the quoting process and manage unlimited quotes. Quickly generate quotes from opportunities, contacts or companies. Learn More.

MOBILE CRM

View customer information, review opportunities, create activities and more with our mobile app. Learn More.

OUTLOOK INTEGRATION

Connect your Outlook email client to your CRM database. All contacts, emails and activities created in one program are shared with the other. Learn More.

GMAIL INTEGRATION

OnContact seamlessly integrates with Gmail. Create activities from emails and add new contacts to your database from within Gmail. Learn More.

SOCIAL CRM

Link social profiles to CRM contacts and engage with your connections without leaving our application. Learn More.

MARKETING AUTOMATION

OnContact includes our comprehensive marketing automation platform at no extra cost.

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OnContact CRM Marketing Automation Software

CAMPAIGN MANAGEMENT

Manage highly targeted, multi-channel marketing campaigns to efficiently move leads through your pipeline. Learn More.

EMAIL MARKETING

Send targeted emails to segmented groups within your contact database and track the success of your campaigns. Learn More.

EMAIL DESIGNER

Use our intuitive drag and drop email designer to build professional emails without having to know HTML. Learn More.

LEAD QUALIFICATION

With OnContact, you can conveniently store your leads before they are qualified, nurtured or sent to a sales rep. Learn More.

LEAD SCORING

Focus your efforts on the best leads. Automatically rank prospects based on information and behaviors they exhibit. Learn More.

LANDING PAGE INTEGRATION

Collect web visitor information using a lead form on your website that auto-populates the OnContact lead table. Learn More.

WEB VISITOR TRACKING

Track how visitors come to your website, what pages they visit, how much time is spent on each page and which pages are most effective. Learn More.

CUSTOMER SERVICE

Resolve issues efficiently, maximize productivity and provide outstanding customer service.

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OnContact CRM Customer Service Software

INCIDENT MANAGEMENT

Track issues through to remediation, assign and escalate cases and track product defects with OnContact’s incident tracking and management software. Learn More.

DEFECT TRACKING

Track defects to ensure product quality and unlock solutions to common problems. Additionally, you can access all incidents related to a particular defect. Learn More.

KNOWLEDGE BASE

Store and organize manuals, product guides and FAQs so your service agents can quickly retrieve what they need to resolve cases and answer questions. Learn More.

ASSET & CONTRACT MANAGEMENT

Manage customer agreements, build support time into contracts and access purchase history from directly within the OnContact customer service application. Learn More.

CONTACT CENTER

Craft a consistent customer experience with our robust contact center software, included at no extra cost.

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OnContact CRM includes Contact Center Software

CALL SCRIPTING

Guide call center agents through pre-defined scripts to capture important customer information and keep the conversation productive and timely. Learn More.

CALLING QUEUE

Reduce inefficiencies with an organized queue of calls that can be distributed based on rules such as agent availability, skill set and customer profile. Learn More.

CTI INTEGRATION

OnContact comes fully integrated with 30 CTI switches, giving you ultimate flexibility over which provider to use and how your data is collected and stored. Learn More.

CONTENT MANAGEMENT

Log conversation notes, add custom fields and store scripts within a centralized database, populate call scripts with customer information, and more. Learn More.

MANAGEMENT

Drive results and make data-driven decisions with an in-depth look into sales, marketing and service.

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OnContact CRM Management Software

REPORTING & DASHBOARDS

Measure results and drive performance with reports and dashboards for management, sales, service, marketing, contact center, web traffic and more. Learn More.

PIPELINE MANAGEMENT

Drill into the details of your sales pipeline so you know what stage an opportunity is at, where to focus resources and how close you are to meeting your quota. Learn More.

RELATIONSHIP MANAGEMENT

Build stronger, longer-lasting relationships and continuously enrich them with built-in tools like marketing automation, sales automation and customer service. Learn More.

WORKFLOW AUTOMATION

Work smarter by automating your sales and marketing processes, building logic into campaigns and establishing automatic triggers and workflow paths. Learn More.

PRODUCTIVITY ANALYSIS

Evaluate your team’s performance, track real-time progress, compare productivity among departments and representatives, and hold employees accountable. Learn More.

TOOLS

From do-it-yourself customizations to powerful integrations, OnContact offers the tools you need to thrive.

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From QuickBooks integration to customizations to powerful integrations, OnContact offers the tools you need to thrive.

CUSTOMIZATION

Our drag and drop UI application designer allows you to easily build a custom interface and give every user a personalized experience. Learn More.

QUICKBOOKS INTEGRATION

Seamlessly integrate with QuickBooks Online and Desktop and start managing customer information alongside financial data. Learn More.

INTEGRATION

Our flexible CRM software solution integrates with WorkWise ERP, Intuit QuickBooks, Microsoft Outlook, Gmail and more. Learn More.

DOCUMENT MANAGEMENT

Store, organize and share important articles, customer information, files, contracts, notes and more within a safe and secure central database. Learn More.

DEDUPLICATION

Use OnContact’s data deduping tools to check for duplicates when adding new contacts, and employ our mass deduplication tool to clean up your database. Learn More.