What users are saying about
3 Ratings
28 Ratings
3 Ratings
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Score 5 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Oncontact

Oncontact is an excellent software/service, and it covers a tremendous breadth of usage scenarios. The customization means that customers can adapt it as they see fit. About the only place where I don't see it as a great fit is in minimal implementations. A lot is going on, and using it for small tasks isn't the best use of the software.
Michael Palecek | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Oncontact
5.2
Workbooks
7.7
Customer data management / contact management
Oncontact
5.0
Workbooks
8.5
Workflow management
Oncontact
4.5
Workbooks
8.2
Territory management
Oncontact
5.0
Workbooks
7.7
Opportunity management
Oncontact
5.5
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Oncontact
9.0
Workbooks
6.4
Contract management
Oncontact
4.0
Workbooks
7.2
Quote & order management
Oncontact
4.0
Workbooks
7.6
Interaction tracking
Oncontact
4.5
Workbooks
6.4
Channel / partner relationship management
Oncontact
5.0
Workbooks
8.4

Customer Service & Support

Oncontact
3.7
Workbooks
6.3
Case management
Oncontact
5.5
Workbooks
6.2
Call center management
Oncontact
4.5
Workbooks
6.8
Help desk management
Oncontact
1.0
Workbooks
5.8

Marketing Automation

Oncontact
8.5
Workbooks
7.3
Lead management
Oncontact
8.0
Workbooks
8.0
Email marketing
Oncontact
9.0
Workbooks
6.6

CRM Project Management

Oncontact
9.0
Workbooks
7.5
Task management
Oncontact
9.0
Workbooks
7.7
Reporting
Oncontact
9.0
Workbooks
7.8
Billing and invoicing management
Oncontact
Workbooks
6.8

CRM Reporting & Analytics

Oncontact
8.7
Workbooks
8.6
Forecasting
Oncontact
9.0
Workbooks
8.2
Pipeline visualization
Oncontact
8.0
Workbooks
8.8
Customizable reports
Oncontact
9.0
Workbooks
8.8

Customization

Oncontact
5.0
Workbooks
7.7
Custom fields
Oncontact
4.5
Workbooks
8.4
Custom objects
Oncontact
4.5
Workbooks
7.6
Scripting environment
Oncontact
4.0
Workbooks
7.5
API for custom integration
Oncontact
7.0
Workbooks
7.5

Security

Oncontact
10.0
Workbooks
7.5
Single sign-on capability
Oncontact
10.0
Workbooks
7.0
Role-based user permissions
Oncontact
10.0
Workbooks
8.0

Social CRM

Oncontact
7.0
Workbooks
6.6
Social data
Oncontact
7.0
Workbooks
6.0
Social engagement
Oncontact
7.0
Workbooks
7.3

Integrations with 3rd-party Software

Oncontact
7.0
Workbooks
6.9
Marketing automation
Oncontact
7.0
Workbooks
6.7
Compensation management
Oncontact
Workbooks
7.0

Platform

Oncontact
8.0
Workbooks
4.2
Mobile access
Oncontact
8.0
Workbooks
4.2

Pros

Oncontact

  • Company Name
  • Contacts
Deb Crosby | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

Oncontact

  • Customization could be easier. Just about anything is possible, but the learning curve is steep.
  • More focus on mass loading
Michael Palecek | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

Oncontact

Oncontact 10.0
Based on 1 answer
The company has been using Oncontact for some time now. Many of the business processes require the use of a CRM software package. It helps solve some pretty serious problems, and overall the cost is very justified. Also, the developer is very good at keeping it up to date and introducing new functionality.
Michael Palecek | TrustRadius Reviewer

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Reliability and Availability

Oncontact

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

Oncontact

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Alternatives Considered

Oncontact

  • Oncontact provided many, but not all of the features of Salesforce.com. However, the complexity and cost involved in Salesforce.com was an overriding factor for us to use Oncontact. Not just the initial and licensing fee, but it seemed that just about everything we wanted to do involved consultants or more work or licensing. Oncontact was easier to implement out of the box, even when we did need to make customizations.
  • We looked at Microsoft 365 Business, and while it was comparable in price for the initial cost, the integration with our other software systems was not built-in, so we did not pursue it very much.
Michael Palecek | TrustRadius Reviewer

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Return on Investment

Oncontact

  • Don't know, I only use occasionally
Deb Crosby | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

Oncontact

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Oncontact Editions & Modules

Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Oncontact
5.0
Workbooks
8.7

Likelihood to Renew

Oncontact
10.0
Workbooks
8.5

Usability

Oncontact
Workbooks
7.3

Reliability and Availability

Oncontact
Workbooks
9.1

Support Rating

Oncontact
Workbooks
8.2

Online Training

Oncontact
Workbooks
6.4

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