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Oncontact

Oncontact

Overview

What is Oncontact?

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.

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Recent Reviews
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Pricing

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What is Oncontact?

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Oncontact?

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Comparisons

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Reviews and Ratings

(3)

Attribute Ratings

Reviews

(1-2 of 2)
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Score 1 out of 10
Vetted Review
Verified User
Incentivized
Oncontact is being used to help keep track of customers and their business with us. We copy their orders, price lists and contact information and add any special notes for the customer.
  • Company Name
  • Contacts
  • Not very user-friendly
  • Needs to be able to show special message on customer's home page.
Oncontact does not do anything for me as far as being about to print out a customer's order in a friendly format that can be sent to the production floor for processing. To me, doing work in Oncontact doubles my work time.
Sales Force Automation (8)
10%
1.0
Customer data management / contact management
10%
1.0
Workflow management
10%
1.0
Territory management
10%
1.0
Opportunity management
10%
1.0
Contract management
10%
1.0
Quote & order management
10%
1.0
Interaction tracking
10%
1.0
Channel / partner relationship management
10%
1.0
Customer Service & Support (3)
10%
1.0
Case management
10%
1.0
Call center management
10%
1.0
Help desk management
10%
1.0
Marketing Automation
N/A
N/A
CRM Project Management
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
7.5%
0.8
Custom fields
10%
1.0
Custom objects
10%
1.0
Scripting environment
10%
1.0
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • Don't know, I only use occasionally
Michael Palecek | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The sales and customer service departments use Oncontact. The sales group uses the contact management module, marketing campaigns, and integration with the ERP software. The customer service department uses it to keep track of incoming and outgoing calls from customers and end-users. The integration with other software packages allows the group to use it as a single source for all of their data, and they do not need to maintain two customer masters.
  • All information available in one place
  • Customization
  • Customization could be easier. Just about anything is possible, but the learning curve is steep.
  • More focus on mass loading
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.
Sales Force Automation (9)
84.44444444444444%
8.4
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
70%
7.0
Quote & order management
70%
7.0
Interaction tracking
80%
8.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (2)
90%
9.0
Case management
100%
10.0
Call center management
80%
8.0
Marketing Automation (2)
85%
8.5
Lead management
80%
8.0
Email marketing
90%
9.0
CRM Project Management (2)
90%
9.0
Task management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
90%
9.0
Pipeline visualization
80%
8.0
Customizable reports
90%
9.0
Customization (4)
75%
7.5
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
70%
7.0
API for custom integration
70%
7.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
70%
7.0
Social data
70%
7.0
Social engagement
70%
7.0
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation
70%
7.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • Centralization of data presentation was a big positive.
  • Oncontact helped us standardize some of marketing functions.
  • 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.
35
The majority of our users are in sales and customer service and Marketing. However, we planned on having our quality and engineering staff use Oncontact as well since they do have some contact with customers. Finally, our accounts receivable and collections people used it reasonably extensively to track contact with companies.
1
We had one person that supported most of Oncontact. This role was split between supporting other software packages as well. Once the software was implemented and up and running, there was not as much maintenance required. At times we did look to outside consultants to help with larger projects or to implement something completely new to our process. Depending on how it is used, more support may be necessary.
  • Marketing Campaigns
  • List Tracking
  • AR Collection System including workflow and followup
  • Almost eliminating the need for CS agents to look into the ERP for statuses
  • Deeper integration with the web site
  • More efficient use of campaign tracking
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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