Our editorial staff evaluates products and services independently, but Top Ten Reviews may earn money when you click on links. Learn More

 

OnContact Review

PROS / The split-screen view allows you to view a large portion of information at once.

CONS / Customer support is only available during standard U.S. business hours.

 VERDICT / OnContact is the best contact management software in our review, with unique tools and features, good program design, and solid support.

OnContact is the best choice for small businesses looking for a complete CRM solution. It has a comprehensive set of features for maintaining contacts and collecting new ones, communicating and sharing information among employees and departments, and tracking the information through sales and marketing projects. Its inventory and employee management features make it a one-stop solution for your business needs. Further, it has a mobile app, so you can access your contacts’ information on any device. For these reasons, OnContact is the Top Ten Reviews Gold Award winner.

This contact management software is available both as a cloud-based and an on-premise option. With the help of OnContact, you can easily distribute contact information to entire divisions or individual employees in charge of accounts.

Contact Management

OnContact includes real-time file sharing, which is common among the best contact management software. With real-time file sharing, you can authorize individual departments, teams or divisions of the company to have access to particular contact information. Co-workers can view and comment on contacts in real time, and interactions are recorded. In addition, you can set up sales pipelines so that you know where each contact is in the process. With invoicing capabilities, this even includes billing customers right from the software.

It integrates with email programs, but beyond that, this contact management system helps you to create targeted email marketing and newsletter campaigns. You can send and track these emails from within OnContact.

In addition, OnContact has dial-out capability, so you can make calls from the program and track the notes from the phone call. This is a great feature not just for call centers, but for any business where calling a customer for follow-ups or subsequent sales is important

OnContact is easy to operate, and the navigation throughout the program is seamless. The upper-screen tabs and sidebar folders make information quickly accessible. The split-screen interface provides you with more options for viewing important information about contacts, making it quicker and easier to recall this information. The dropdown menus are also organized effectively and helpful for finding specific tools. The ease of use means you can get to the information you need quickly to make sure your employees can give your customers informed and consistent service, even if they didn’t make the original contact.

Like most of the best online contact management systems, OnContact has a mobile application so your employees can access the information they need or add to contact notes when conducting business outside the office. This contact manager integrates with Outlook and QuickBooks. Particularly with the invoicing feature, integration with accounting software makes it that much easier to track profits and keep sound records for tax time.

Additional Management

OnContact includes many sales and marketing tools to help your business, including collaboration of sales strategies and product tracking. One unique feature is the ability to create landing pages for campaigns on your website and tie them to this contact manager in order to capture leads quickly and easily, plus score them for interest. Lead scoring lets you concentrate your efforts on the prospects most likely to purchase your product or service rather than spread out your efforts. OnContact's reports can help you forecast the future of your company, create sales quotes and generate strong leads.

With everyone in your company having access to this client management software, you can pass along information freely and help to take advantage of potential sales and partnership opportunities. In addition, you can set up workflow paths so that everyone knows what step in the sales process a prospect is at, what action is needed next and who should complete it. 

This contact manager also includes tools for tracking and evaluating employees. OnContact's unique real-time access and workflow automation features make it easy to see what your employees are doing when they interact with clients and how they are scheduling to meet with potential sales leads. With the group calendar, you can monitor the progress of each of your team members.

Help & Support

If you need help setting up or running this client manager software, you have several support options. OnContact has both email and telephone support available. You can also connect with customer support personnel using the live chat feature on the company website. There are several online video tutorials that show you step-by-step instructions for using OnContact. There is also a decent section of FAQs, though most are basic function and feature questions. The one drawback to the customer support is that the live support is only available during U.S. business hours – Monday through Friday, 8 a.m. to 5 p.m. CST. This could be an issue if you are not in the American time zones or your company operates during odd hours.

In addition to the support options, it offers free training online. For more extensive training or help implementing the program in your company, it also offers professional services that include guiding you through integrating the software into your business. This guidance covers customizations, data imports, upgrades and an ops review to see if you are using the software to its fullest potential.

Summary

OnContact provides a simple and functional design for managing your contacts. In addition to having an intuitive interface and screens that show you the most important information easily, it’s customizable so that you can arrange the tools for maximum efficiency. This contact manager goes beyond simple customer relationship management, with tools to assist you in sales, marketing, inventory and employee assessments. OnContact is the best contact management system in our review, especially for small businesses that need an easy all-in-one program.