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OnContact Cloud CRM Compare Quotes

Pros / This CRM includes an iPhone app.

Cons / Database size is limited to 10GB per user.

 Verdict / OnContact lets you customize the CRM to fit your needs, and it offers helpful support, especially when you want to implement changes or integrate third-party apps.

TopTenREVIEWS - Excellence Award - Awarded for excellence in design, usability and feature set

OnContact is a customer relationship management (CRM) solution that offers almost all the features that the best CRM software for Macs offers. Whether you're on a sales team, in the IT department or a customer service representative at your company, OnContact can help by organizing contacts company-wide and providing a central location for customer information, project, or sales pipelines and files. This access and transparency saves time and frustration because everyone can see interactions between employees and customers.

Cloud-based software typically offers unlimited storage space, but OnContact limits it to 10GB per person. This is a generous amount, but depending on the volume of calls, the size of your business or contact lists, it might not be enough. On the plus side, OnContact includes a mobile app for your iPhone, so you can access contact information and notes wherever you are.

You can customize the product and mold it to the way you work, rather than having to adjust to OnContact. It's a user-friendly CRM system, whether you use the web-based application or the mobile app.

In addition to contact management, OnContact makes it easy for a sales team to collaborate on strategies and perform forecasting in the system to help predict the performance of a campaign. You can create those email campaigns within the software, and then deploy them using the sales and workflow automation.

You can run a variety of reports within this CRM, so you can see where your sales stand each day, week, month, quarter or year. OnContact also lets you track product inventory and transactions from the moment of contact to sale to delivery. The accounting features are slightly lacking in this CRM, so you'll have to find another program to create invoices for clients. Also, OnContact doesn't offer an internal chat program.

Customer support is readily available, and you can contact a representative by phone, email or live chat. The program itself includes lots of help functions, too, so you may not even need help from tech support.

Summary

Customization is a big plus for OnContact users who want to shape their CRM to the way they work, but it may be complicated. The limited storage space may be an issue for larger companies, but small to medium companies shouldn't hit the per-user limit quickly.

OnContact Cloud CRM Compare Quotes