SALES AUTOMATION SOFTWARE

From Lead to Order.
Drive Sales Force Performance & Profitability

OnContact CRM Software by WorkWise delivers the power to cultivate and grow outstanding relationships. From lead generation to nurturing prospects to managing your pipeline, OnContact supports your sales staff throughout every phase of your sales cycle.

Our easy-to-use, adaptable sales automation software steers users efficiently through daily actions such as scheduling meetings, creating follow-ups and alerts, tracking communication history, writing sales proposals, generating quotes and sending emails. Managers can oversee their sales team, manage their pipeline and generate accurate forecasts using our detailed sales management reports and dashboards.

Ultimate Contact Management Software

Get the most out of every interaction. Our contact management software gives you a 360° view of your contacts so you can turn relationships into real results.

  • Keep track of all contacts, organizations, vendors and suppliers.
  • Get a complete picture of every contact, including activity and communication history, key contacts, important opportunities, preferences and case history.
  • Unparalleled power and functionality wrapped up in a simple, user-friendly interface.
OnContact CRM software contact management software

Powerful Opportunity Management

Guide reps through predefined steps of your sales cycle and generate reliable and accurate sales forecasts with our opportunity management solution.

  • Structure your sales process to help guide sales reps through predefined steps through to the final sale.
  • Build reliable and accurate forecasts using intuitive reports and dashboards.
  • Complete visibility into your pipeline so you can identify the details of every opportunity, ensure forecasts are accurate and uncover the best opportunities.
OnContact CRM software Opportunity Management software

Mobile App Included at No Extra Cost

The OnContact mobile CRM app ensures your team is always in touch when on the go. From your smartphone or tablet, our app gives you quick access to your data.

Flexible Quotation Management

Generate and send quotes faster than ever with OnContact Quotation Management. Our solution can be customized to meet your needs or integrated with other accounting applications.

  • Generate quotes in Word or PDF format.
  • Maintain a quote history for each opportunity in your pipeline.
  • Integrate OnContact CRM with QuickBooks.
OnContact CRM Software Quotation Management Software

Easy-to-use Mobile CRM

No matter where you go, our mobile CRM app gives you ultimate flexibility. Take your data with you on the road and access it with or without an internet connection.

  • Get real-time access to customer information, create activities, view opportunities, manage your to-do list and more.
  • Access your data in online or offline mode.
  • Clean and simple mobile interface makes navigation easy and consistent.
mobile crm software

CRM Software Just Got Better.

We’re not priced à la carte. Our CRM solution comes out of the box with comprehensive sales automation, marketing automation and customer service functionality. No hidden fees. No extra charges.

Seamless Gmail & Outlook Integration

Our powerful Outlook and Gmail integration makes managing your email communications easier than ever.

  • Get real-time access to customer information, create activities, view opportunities, manage your to-do list and more.
  • Access your data in online or offline mode.
  • Clean and simple mobile interface makes navigation easy and consistent.
OnContact Gmail and Outlook Integration

Simplified Social CRM

With OnContact’s social media integration, you can link social profiles to your CRM contacts and engage with your connections without leaving our application.

  • Improve the customer experience with multi-channel marketing efforts.
  • Engage in real time and share important information first.
  • Turn your social community into customers.
OnContact Social CRM Software