Customization Tools

OnContact CRM software offers tools for customization and more

A CRM solution that’s customizable just for you.

No two businesses are identical. As such, there’s no one-size-fits-all software solution. At OnContact CRM Software by WorkWise, we understand businesses require a solution that is flexible and customizable to fit their unique needs. We also believe in empowering our customers to make their own customization decisions regarding workflow, UI, database changes and more, without having to be professional programmers. That’s why we designed a customer relationship management solution that’s about as user-friendly as you can get, with extensive customization features and ultimate flexibility.

MAKE YOUR OWN CHANGES

Easily add, change, or remove fields to build a software solution that fits your distinct needs.

QUICKLY BUILD WORKFLOWS

Build workflow directly into the application without writing any code or having to know how to program.

CRM UNIQUE TO THE USER

Give each department their own customized experience, or create different views for different groups.

CUSTOMIZATIONS 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:

  • Schedule tasks to run
  • Assign default values
  • Mass assign data changes
  • Automatically set emails to be delivered
  • Process data changes
  • Set escalations
  • Create automatic notifications
  • Execute highly targeted, multi-phased campaigns
  • And more

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.

CRM Software Just Got Better.

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