OnContact gives you a complete view of every customer and helps you keep track of contacts, organizations, partners, vendors and suppliers. Learn More.
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. Learn More.
Streamline the quoting process and manage unlimited quotes. Quickly generate quotes from opportunities, contacts or companies. Learn More.
View customer information, review opportunities, create activities and more with our mobile app. Learn More.
Connect your Outlook email client to your CRM database. All contacts, emails and activities created in one program are shared with the other. Learn More.
OnContact seamlessly integrates with Gmail. Create activities from emails and add new contacts to your database from within Gmail. Learn More.
Link social profiles to CRM contacts and engage with your connections without leaving our application. Learn More.
Manage highly targeted, multi-channel marketing campaigns to efficiently move leads through your pipeline. Learn More.
Send targeted emails to segmented groups within your contact database and track the success of your campaigns. Learn More.
Use our intuitive drag and drop email designer to build professional emails without having to know HTML. Learn More.
With OnContact, you can conveniently store your leads before they are qualified, nurtured or sent to a sales rep. Learn More.
Focus your efforts on the best leads. Automatically rank prospects based on information and behaviors they exhibit. Learn More.
Collect web visitor information using a lead form on your website that auto-populates the OnContact lead table. Learn More.
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. Learn More.
Track issues through to remediation, assign and escalate cases and track product defects with OnContact’s incident tracking and management software. Learn More.
Track defects to ensure product quality and unlock solutions to common problems. Additionally, you can access all incidents related to a particular defect. Learn More.
Store and organize manuals, product guides and FAQs so your service agents can quickly retrieve what they need to resolve cases and answer questions. Learn More.
Manage customer agreements, build support time into contracts and access purchase history from directly within the OnContact customer service application. Learn More.
Guide call center agents through pre-defined scripts to capture important customer information and keep the conversation productive and timely. Learn More.
Reduce inefficiencies with an organized queue of calls that can be distributed based on rules such as agent availability, skill set and customer profile. Learn More.
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. Learn More.
Log conversation notes, add custom fields and store scripts within a centralized database, populate call scripts with customer information, and more. Learn More.
Measure results and drive performance with reports and dashboards for management, sales, service, marketing, contact center, web traffic and more. Learn More.
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. Learn More.
Build stronger, longer-lasting relationships and continuously enrich them with built-in tools like marketing automation, sales automation and customer service. Learn More.
Work smarter by automating your sales and marketing processes, building logic into campaigns and establishing automatic triggers and workflow paths. Learn More.
Evaluate your team’s performance, track real-time progress, compare productivity among departments and representatives, and hold employees accountable. Learn More.
Our drag and drop UI application designer allows you to easily build a custom interface and give every user a personalized experience. Learn More.
Seamlessly integrate with QuickBooks Online and Desktop and start managing customer information alongside financial data. Learn More.
Our flexible CRM software solution integrates with WorkWise ERP, Intuit QuickBooks, Microsoft Outlook, Gmail and more. Learn More.
Store, organize and share important articles, customer information, files, contracts, notes and more within a safe and secure central database. Learn More.
Use OnContact’s data deduping tools to check for duplicates when adding new contacts, and employ our mass deduplication tool to clean up your database. Learn More.