What’s Included? What You Need.
Simple pricing and a complete solution, OnContact CRM software includes 6 suites and over 30 applications.
Simple pricing and a complete solution, OnContact CRM software includes 6 suites and over 30 applications.
From lead to order, OnContact supports you throughout every phase of the sales cycle.
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Contact Management
OnContact gives you a complete view of every customer and helps you keep track of contacts, organizations, partners, vendors and suppliers.
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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.
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Quotation Management
Streamline the quoting process and manage unlimited quotes. Quickly generate quotes from opportunities, contacts or companies.
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Mobile CRM
View customer information, review opportunities, create activities and more with our mobile app.
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CRM Mapping
Utilize the power of Google Maps to view customers and leads in your area, get directions, route travel plans and more.
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Business Card Reader
Quickly create contacts using the camera on your cell phone. Simply snap a picture of a business card and automatically upload it to your CRM database.
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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.
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Gmail Integration
Integrate OnContact CRM with Gmail. Quickly create new contacts and activities from your emails, without switching between applications.
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OnContact includes our comprehensive marketing automation platform at no extra cost.
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Campaign Management
Manage highly targeted, multi-channel marketing campaigns to efficiently move leads through your pipeline.
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Email Marketing
Send targeted emails to segmented groups within your contact database and track the success of your campaigns.
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Email Designer
Use our intuitive drag and drop email designer to build professional emails without having to know HTML.
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Lead Qualification
With OnContact, you can conveniently store your leads before they are qualified, nurtured or sent to a sales rep.
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Lead Scoring
Focus your efforts on the best leads. Automatically rank prospects based on information and behaviors they exhibit.
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Landing Page Integration
Collect web visitor information using a lead form on your website that auto-populates the OnContact lead table.
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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.
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Resolve issues efficiently, maximize productivity and provide outstanding customer service.
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Incident Management
Track issues through to remediation, assign and escalate cases and track product defects with OnContact’s incident tracking and management software.
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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.
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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.
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Asset & Contract Management
Manage customer agreements, build support time into contracts and access purchase history from directly within the OnContact customer service application.
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Craft a consistent customer experience with our robust contact center software, included at no extra cost.
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Call Scripting
Guide call center agents through pre-defined scripts to capture important customer information and keep the conversation productive and timely.
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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.
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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.
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Content Management
Log conversation notes, add custom fields and store scripts within a centralized database, populate call scripts with customer information, and more.
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Drive results and make data-driven decisions with an in-depth look into sales, marketing and service.
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Reporting & Dashboards
Measure results and drive performance with reports and dashboards for management, sales, service, marketing, contact center, web traffic and more.
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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
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Relationship Management
Build stronger, longer-lasting relationships and continuously enrich them with built-in tools like marketing automation, sales automation and customer service.
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Workflow Automation
Work smarter by automating your sales and marketing processes, building logic into campaigns and establishing automatic triggers and workflow paths.
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Productivity Analysis
Evaluate your team’s performance, track real-time progress, compare productivity among departments and representatives, and hold employees accountable.
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From do-it-yourself 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.
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Quickbooks Integration
Seamlessly integrate with QuickBooks Online and Desktop and start managing customer information alongside financial data.
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Integration
Our flexible CRM software solution integrates with WorkWise ERP, Intuit QuickBooks, Microsoft Outlook and more.
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Document Management
Store and share articles, customer information, files, contracts and more within a safe and secure central database.
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Deduplication
Check for duplicates when adding new contacts and clean up your database with our mass deduplication tool.
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Security Management
Ensure your application is protected and safe from unwanted users.
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Business Process Repository (BPR)
Create, collect and organize your business processes with the help of BPR.
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Inspiring companies to grow through Information. We are an award-winning, leading developer of ERP and CRM software solutions along with comprehensive implementation and support services. Let us show you how WorkWise can help grow your business.
Deployed in the cloud or on-premise, WorkWise ERP is engineered to meet the unique complexities and challenges today’s manufacturers face. From shop floor to delivery, WorkWise ERP gives you a complete view of every aspect of your business.
Offered in the cloud or on-premise, OnContact CRM software delivers powerful sales automation, marketing automation and customer service software designed to streamline navigation, enrich usability and deliver a world-class user experience.
