Oncontact vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Oncontact
Score 4.8 out of 10
N/A
OnContact is a fully-featured customer relationship management (CRM) software built around capabilities such as sales and marketing automation, contact center, and QuickBooks integration, available through either cloud or on-premise deplyoment.N/A
Workbooks
Score 4.6 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
OncontactWorkbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
OncontactWorkbooks
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Features
OncontactWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Oncontact
5.0
2 Ratings
42% below category average
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management4.82 Ratings8.59 Ratings
Workflow management4.42 Ratings8.27 Ratings
Territory management4.82 Ratings7.79 Ratings
Opportunity management5.32 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)9.01 Ratings6.49 Ratings
Contract management3.92 Ratings7.29 Ratings
Quote & order management3.92 Ratings7.68 Ratings
Interaction tracking4.42 Ratings6.48 Ratings
Channel / partner relationship management4.82 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Oncontact
3.6
2 Ratings
70% below category average
Workbooks
6.3
8 Ratings
17% below category average
Case management5.32 Ratings6.28 Ratings
Call center management4.42 Ratings6.82 Ratings
Help desk management1.01 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Oncontact
8.5
1 Ratings
12% above category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management8.01 Ratings8.07 Ratings
Email marketing9.01 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Oncontact
9.0
1 Ratings
17% above category average
Workbooks
7.5
9 Ratings
1% below category average
Task management9.01 Ratings7.77 Ratings
Reporting9.01 Ratings7.87 Ratings
Billing and invoicing management00 Ratings6.88 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Oncontact
8.7
1 Ratings
13% above category average
Workbooks
8.6
8 Ratings
12% above category average
Forecasting9.01 Ratings8.28 Ratings
Pipeline visualization8.01 Ratings8.88 Ratings
Customizable reports9.01 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
Oncontact
4.9
2 Ratings
43% below category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields4.42 Ratings8.48 Ratings
Custom objects4.42 Ratings7.67 Ratings
Scripting environment3.92 Ratings7.56 Ratings
API for custom integration7.01 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
Oncontact
10.0
1 Ratings
18% above category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability10.01 Ratings7.05 Ratings
Role-based user permissions10.01 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Oncontact
7.0
1 Ratings
3% below category average
Workbooks
6.6
3 Ratings
9% below category average
Social data7.01 Ratings6.03 Ratings
Social engagement7.01 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Oncontact
7.0
1 Ratings
2% below category average
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation7.01 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Oncontact
8.0
1 Ratings
7% above category average
Workbooks
4.2
7 Ratings
56% below category average
Mobile access8.01 Ratings4.27 Ratings
Best Alternatives
OncontactWorkbooks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
OncontactWorkbooks
Likelihood to Recommend
4.8
(2 ratings)
7.0
(18 ratings)
Likelihood to Renew
10.0
(1 ratings)
8.5
(7 ratings)
Usability
-
(0 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
-
(0 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
OncontactWorkbooks
Likelihood to Recommend
WorkWise LLC
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.
Read full review
Workbooks Online
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.
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Pros
WorkWise LLC
  • Company Name
  • Contacts
Read full review
Workbooks Online
  • 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
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Cons
WorkWise LLC
  • Customization could be easier. Just about anything is possible, but the learning curve is steep.
  • More focus on mass loading
Read full review
Workbooks Online
  • 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).
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Likelihood to Renew
WorkWise LLC
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.
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Workbooks Online
the product works. support has been good or great so 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.
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Reliability and Availability
WorkWise LLC
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Online Training
WorkWise LLC
No answers on this topic
Workbooks Online
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
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Alternatives Considered
WorkWise LLC
  • 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.
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Workbooks Online
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.
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Return on Investment
WorkWise LLC
  • Don't know, I only use occasionally
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Workbooks Online
  • 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
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ScreenShots

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record