ONCONTACT CRM TOOLS

OnContact CRM document management

Your Own Portfolio of Resources
CRM that’s Customizable, Flexible & Secure

Equip your business with the tools it needs to thrive. OnContact CRM Software by WorkWise comes fully-loaded with an suite of tools to help set your business apart from the rest.

From user-friendly customization features such as a drag and drop UI application designer and a simplified workflow builder, to our powerful ERP, Microsoft Office, and QuickBooks integrations, OnContact delivers ultimate functionality in a streamlined, intuitive platform.

Plus we offer loads of security controls, document management resources and automatic deduping tools.

User-Friendly Customization

Build a custom CRM solution with our drag and drop UI application designer.

  • Our do-it-youself approach allows you to build an interface exactly the way you want it.
  • Personalize each user’s experience with easy-to-use customization tools.
  • Alter the software or add more features as your business grows.
  • Create workflows without any programming knowledge.
OnContact let's you build your own custom CRM software

Powerful QuickBooks Integration

Integrate seamlessly with Intuit QuickBooks and start managing customer information alongside their financial data.

  • Integrates with QuickBooks Desktop and Online.
  • Access accounting and financial information from within OnContact CRM .
  • Generate QuickBooks invoices and estimates from sales orders in OnContact.
  • Bi-directional syncing of both customer and product information.
OnContact CRM integrates with Quickbooks so you can manage customer financial data alongside CRM data

Versatile Integration

Integrate OnContact with an array of powerful software solutions.

  • Manage your emails all in one place with Microsoft Outlook integration.
  • Export data and files to spreadsheets or documents via Microsoft Excel or Word.
  • Have a centralized hub of data with a seamless flow of information between WorkWise ERP and OnContact.
  • Connect with both desktop and online versions of QuickBooks.
OnContact Gmail and Outlook Integration

CRM + Marketing Automation + Contact Center

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

Convenient Document Management

Store valuable documents, files and articles within your centralized, secure database.

  • Never worry about misplacing documents or articles.
  • Share important files across users and departments.
  • Attach relevant files to various areas throughout the customer relationship management application.
  • Stay organized by categorizing files and keeping them secure.
OnContact Customer Service Knowledge Base

Functional Data Deduplication

Keep your data clean and eliminate dual data entry with OnContact’s deduping tools.

  • Check for duplicates automatically as you add new contacts or companies.
  • Manually check for duplicates either all at once or over time.
  • Utilize SoundEx technology to catch duplicate contacts, even if you spell a name incorrectly.
  • Merge matching records into one “surviving” contact.
keep your data clean with OnContact CRM's data deduplicaiton tools

Invaluable Security Management

Ensure your application is protected and safe from unwanted users.

  • Set permissions and lock out unwanted users with the click of a button.
  • Create complex password requirements to protect your database.
  • Do a system audit to find out who’s been making changes to existing records.
  • Protect yourself from bad email addresses with automatic email validation.
  • Decide what types of data, screens, or even dashboards you’ll allow users to access.
OnContact CRM security management

CRM Software Just Got Better.

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