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Product Quick Facts

Industry Specialties
Architecture / Engineering / Construction, Banking / Accounting / Financial, Computer and Technology, Customer Service / Call Centers, Financial Services, Food and Beverage, Manufacturing, Transportation / Shipping
Works Best For
Any Sized Businesses

About OnContact CRM

OnContact CRM is a browser-based, customizable CRM solution. OnContact includes a mobile app and comprehensive sales, marketing management, marketing automation, customer service and contact center functionality. OnContact CRM offers Cloud or On-Premise solutions and gives companies the freedom to switch if business requirements or preferences change.

OnContact CRM includes unlimited phone, email and chat support in both on-premise and hosted software plans. Also available is access to free online training. OnContact is intuitive and flexibly adapts to users. 

From email marketing and automating workflows, to processing leads and tracking website visitors, OnContact Marketing Automation guides team members through day-to-day actions like scheduling appointments, writing proposals, sending emails and generating quotes. It also supports sales staff throughout the entire sales cycle, from lead generation to cultivating prospects and upselling existing customers. OnContact sales automation tools provide a detailed history of marketing, sales, and service efforts. Dashboards and reports deliver a comprehensive view of data, opportunities, and forecasts.

OnContact CRM enables teams to review forecasts in real time with reports, dashboards, and lists, generate quotes, and maintain a quote history for each opportunity. OnContact manages everything from simple to complex opportunities using lead, source, and opportunity management features.

OnContact CRM allows businesses to develop and manage integrated marketing campaigns and analyze their effectiveness. The Campaign Management application enables control over campaigns with built-in features for creating tasks, budgets, lead sources and more. OnContact automatically gathers and tracks the results of each marketing campaign, and allows businesses to monitor results in real time by viewing the built-in summary for each campaign. The dashboards allow teams to visualize and analyze campaign data.

Not sure OnContact CRM is right for your business? Use our CRM Product Selection Tool to compare other CRM solutions. Have questions? Call or email one of our unbiased Technology Advisers for a free consultation.


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