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CRM Software

We Understand Banking


Strong Relationships Make You Stand Out

Customer Centric

Boost revenues, enhance relationships and drive customer retention by streamlining your sales, marketing and customer service processes. OnContact CRM Software by WorkWise provides powerful features that help the banking industry connect with customers, identify their needs and deliver targeted, timely information to increase sales and enhance the customer experience.

Transform from an Account Centric to a Customer Centered Enterprise

From handling day-to-day branch operations and customer interactions to managing the sales cycle and delivering effective marketing campaigns, OnContact helps banks stay ahead of the competition.

  • Increase cross-selling opportunities
  • Track specific products or services
  • Manage commercial lending projects
  • Increase sales & forecast visibility
  • Track sales & activity by customer
  • Segment commercial vs. consumer data
  • Become a customer centric bank with OnContact CRM
  • Increase up-selling opportunities
  • Increase customer touches
  • Actively manage centers of influence
  • Proactively manage loan renewals
  • Improve marketing management
  • Help retain profitable customers

This premium software has allowed our lenders to handle all facets of the sales cycle from marketing to prospecting to continued follow up after the loans close, all with one product.”

Douglas Menne

SVP Commercial Lending

PyraMax Bank

OnContact provided exactly what we needed, and was also very affordable. I highly recommend OnContact, especially if you’re looking for an affordable CRM solution that’s easy to use and backed by a company that provides great customer service.

Stephanie Ohlfs

Marketing Manager

Waukesha State Bank

OnContact CRM has improved the way we track our sales pipeline and given us an opportunity to make sure we’re following up with existing customers and prospects. As a manager, I now have something tangible to use in terms of sales productivity. Accountability is a lot easier.

Tom Sattler

Senior Vice President of Sales & Marketing

The Equitable Bank

CRM Software for the Banking Industry

Ready to see how our software solutions can benefit your business? Contact us today.