Customization Tools

Customization Made Simple

DIY CRM

OnContact is about as do-it-yourself as it gets when it comes to customer relationship management software. UI customizations are easier than ever with our intuitive drag and drop application designer. At your convenience, simply drag and drop fields where you want them and quickly build a user interface that meets your distinct needs and system requirements.

Simplified Workflow Builder

Ditch the idea that you have to be a well-versed computer programmer to customize your software. Our powerful workflow engine is built for marketing professionals, so you don’t have to write any code or be a developer to use it. Simply leverage the power of our workflow tool to implement time-saving processes, automate tasks, mass assign changes, execute multi-channel marketing campaigns, and more. Just a few of the options OnContact gives you include:

Make Changes as You Grow

Need to add new fields to your customer database? Looking to introduce new functionalities such as Marketing Automation or Contact Center? No worries. As your business grows and you begin to need more features, space, resources, etc., OnContact will grow and expand with you. You can always add new tables and columns as you see fit, use only parts or all of the software features, and make changes whenever is most convenient for you.

You Don’t Need Permissions

With OnContact, our goal is to empower the end user so that system administrators can focus less time on handling customizations, and more time on other business processes. OnContact offers a configuration for storing data that defines searches, UI controls and more. Users can build on or change these controls in order to customize the interface to reflect their individual needs. With our advanced CRM security features, you can also define which users have the ability to make UI changes and other customizations.