ONCONTACT CRM by WorkWise
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Award-winning Infor CRM offers full customer view
Infor Customer Relationship Management software provides a complete view of every customer touch point across your sales, marketing, customer service, and support teams that will enable you to maximize the impact of every interaction.
Modern CRM Software
INTRODUCING ONCONTACT CRM 10
NOT ALL CRM IS CREATED EQUAL
OnContact by WorkWise is not your typical CRM software. Let’s take a look at what makes OnContact unique.
SALES AUTOMATION
From lead to order, OnContact supports you throughout every phase of the sales cycle.
Complete CRM for One Simple Price
Our CRM software includes unlimited support and free online training
For one simple price, OnContact includes sales, marketing automation, customer service and call center software.
A Knowledge-Based Approach to ERP & CRM Services
WorkWise delivers today’s leading ERP and CRM software solutions coupled with a comprehensive service package to give you maximum benefit from your investment. We strive to form a long-term, strategic partnership with our customers to help them realize their unique goals and gain a competitive advantage in the marketplace.
From implementation and training to consulting and support, our knowledge-based software approach assures you will always be paired with experienced consultants dedicated to your success. Working together, we will have you operating more productively, profitably and competitively than ever before.
From Lead to Order.
Sales Automation Software Drives Performance & Profitability
OnContact CRM Software by WorkWise delivers the power to cultivate and grow outstanding relationships. From lead generation to nurturing prospects to managing your pipeline, OnContact supports your sales staff throughout every phase of your sales cycle.
Our easy-to-use, adaptable sales automation software steers users efficiently through daily actions such as scheduling meetings, creating follow-ups and alerts, tracking communication history, writing sales proposals, generating quotes and sending emails. Managers can oversee their sales team, manage their pipeline and generate accurate forecasts using our detailed sales management reports and dashboards.
What is Sales Automation?
Sales automation takes all the repetitive, manual tasks performed by sales reps and managers, and automates them. With sales teams now free from these tedious, time-consuming everyday tasks, they now have more time to focus on the important income-generating activities, such as prospecting, nurturing relationships and closing deals. It allows them the opportunity to be more productive and efficient, and helps improve accuracy.
Sales automation helps you track contacts, manage opportunities, easily generate quotes and access information whenever you need it.
Ultimate Contact Management Software
Get the most out of every interaction. Our contact management software gives you a 360° view of your contacts so you can turn relationships into real results.
Keep track of all contacts, organizations, vendors and suppliers.
Get a complete picture of every contact, including activity and communication history, key contacts, important opportunities, preferences and case history.
Unparalleled power and functionality wrapped up in a simple, user-friendly
Powerful Opportunity Management
Guide reps through predefined steps of your sales cycle and generate reliable and accurate sales forecasts with our opportunity management solution.
Structure your sales process to help guide sales reps through predefined steps through to the final sale.
Build reliable and accurate forecasts using intuitive reports and dashboards.
Complete visibility into your pipeline so you can identify the details of every opportunity, ensure forecasts are accurate and uncover the best opportunities
Together at Last.
CRM with Marketing Automation
How does CRM software differ from marketing automation software? Who each software targets. CRM software is meant to build a business’s relationship with its customers with the intention of increasing sales, while marketing automation software is solely marketing focused. With an all-in-one software, businesses can reach both their sales and marketing goals.
If you’re on the hunt for both CRM and marketing automation software, you’ve come to the right place. OnContact by WorkWise is a ground-breaking, all-in-one CRM software that includes a comprehensive marketing automation platform at no extra cost. So you can say goodbye to using pricy third-party products for your marketing automation requirements.
Our marketing automation software gives you the power to execute and evaluate highly targeted, multi-phased marketing campaigns across all your channels to deliver more revenue.
From campaign management and email marketing, to processing leads and tracking website visitors, OnContact offers a flexible, user-friendly platform to help you generate new opportunities, nurture relationships and fill your sales pipeline.
Automated Campaign Management
Execute, manage and analyze highly targeted, multi-phased campaigns across all marketing channels with our campaign management platform.
Automate processes to more effectively move leads through your sales pipeline.
Target campaigns to deliver personalized marketing messages and nurture relationships over time.
Drill down into the details of your campaigns to analyze effectiveness and determine where you are generating the best ROI.
Targeted Email Marketing
Our email marketing solution can be used in a variety of creative ways to increase sales, boost customer engagement, nurture relationships and improve customer retention.
Send targeted emails to segmented groups from within your CRM contacts.
Quickly build professional emails with our intuitive drag & drop email designer.
Create custom drip campaigns.
Track the success of your email campaigns with detailed analytics.
Intuitive Email Designer
Use our email designer to build professional, eye-catching emails without having to know any HTML code.
Use our easy drag & drop interface to place content blocks and images exactly where you want them.
Choose from one of our many email templates and begin working immediately.
Preview, test and schedule emails.
Evaluate your success by analysing email metrics like opens, clicks and bounces.
Smart Lead Qualification
Don’t waste time on leads that are not yet ready or unlikely to convert. Our lead qualification process helps ensure sales associates are only working with active, qualified leads and your sales pipeline is never diluted with poor leads.
Store leads in our useful holding tank before they are appropriately qualified.
Qualify leads based on personal characteristics or certain behaviours exhibited.
Turn your website into a lead generating machine.
Systematic Lead Scoring
With OnContact lead scoring, you can attach scores to your leads based on their perceived value. The scale is determine by your business and based on characteristics or behaviors of your unique target market.
A fully automated methodology for ranking prospective customers.
Deliver higher quality leads so you can focus resources on the best opportunities.
Refine the value of your leads over time based on each action a lead takes.
Seamless Landing Page Integration
Collect web visitor information using a lead form on your landing page that’s directly integrated with OnContact CRM software. Once a visitor submits the form, you’ll know exactly who the prospect is and can identify them by name when they visit other pages on your website.
Convert web visitors into leads.
Get to know your web visitors by name.
Target marketing initiatives based on the online behaviour of your leads.
Real-time Web Visitor Tracking
Get to know your website visitors by name. Our web visitor tracking application delivers the power to track how visitors come to your website, what pages they visit, how much time is spent on each page and which pages are most effective.
- Turn website visitors into leads.
- Build a comprehensive navigation history.
- Identify buying intentions to generate better leads.
CRM improves customer service and resolves issues faster.
OnContact CRM Software by WorkWise gives your customer service team all the tools and information they need to resolve issues quickly, deliver accurate solutions and maximize productivity. You can track incidents and defects, reference knowledge base articles, assign and escalate cases, manage service agreements, and more within an intuitive interface.
OnContact’s interactive customer service reports and dashboards let you drill into the details of your data, while powerful searches and filters streamline the process of getting the right information to the right people.
Comprehensive Incident Management
Make sure every issue gets resolved quickly with OnContact’s incident management and tracking solution.
Track the progression of your incidents, from intake to resolution.
Prioritize, assign and escalate cases.
Track defects and bugs.
Measure performance and trends with powerful customer service reports and dashboards.
Precise Defect Tracking
Identify product defects, ensure quality and present solutions to issues with OnContact’s defect tracking capabilities.
Utilize defect tracking in conjunction with incident management to identify and resolve product flaws and bugs.
Categorize defects and related incidents by priority, status, part, product and more.
Create notes, add attachments and assign reps to resolve the defect.
Establish standardized solutions to common issues.
A Unified Front Line. Craft a Consistent Customer Experience.
With OnContact CRM Software by WorkWise, your Contact Centre is about to get a productivity overhaul. Our Contact Centre solution is fully integrated with our comprehensive CRM offering, and was designed with workplace efficiency in mind.
Provide your agents with customized, real-time scripts, create streamlined calling queues to maximize call timeliness, integrate directly with one of 30 CTI switches, and manage a variety of call programs, removing the risk of data loss.
Streamlined Call Scripting
Prepare your call center agents by presenting a customer profile and background before the call.
- Make changes to scripts and send alerts to agents in real-time.
- Provide customer data to agents to save on call time.
- Eliminate time-consuming training time with simple scripting.
- Raise productivity levels by keeping conversations flowing
Orderly Calling Queue
Reduce inefficiencies in your Contact Center with systematic calling queues.
Generate customized queues based on predefined rules and customer profile.
Minimize downtime between customer calls.
Reduce the risk of duplicate cold calling.
Keep customers on the line through flexible call transferring.
Handy CTI Integration
Give your agents top-notch technology with CTI systems integration.
- Integrate with over 30 CTI switches.
- Make and answer phone calls directly from your dashboard.
- Receive alerts and notifications without switching between multiple screens.
Convenient Content Management
Manage scripts and message points all within one effective database.
Build and save customized messages as needed.
Utilize HTML within scripts, going beyond simple text.
Lower the risk of data loss with a comprehensive content management space.
Get the Inside Scoop
A Comprehensive Look into Sales, Marketing & Customer Service
No matter the size of your company, OnContact CRM by WorkWise’s management functionality gives you the power to stay informed and involved in all facets of your sales, marketing, customer service and call center departments. From generating custom reports and using intuitive dashboards, to automating tasks and processes, to having complete visibility into your sales pipeline, our powerful CRM software delivers all the management tools you need to make better decisions and achieve faster results.
Take control of your business’s sales and marketing efforts through our proven management-centric approach. OnContact gives you a birds-eye view into your sales rep productivity, marketing campaigns, opportunities, incidents, automated workflows, analytics and more.
Powerful Reporting & Dashboards
Build in-depth reports and utilize data-driven dashboards for a comprehensive and thorough analysis.
Create customized reports as interactive pie, bar, and line charts.
Choose from 60 standard reports or build your own.
Export reports as PDFs or Microsoft Word files.
Utilize dashboards and reports for management, sales, marketing, service, Contact Centre, and more.
Thorough Pipeline Management
Get a complete view into your sales pipeline so you always know the details of every opportunity.
- View the sales funnel through the lens of a manager.
- Always know what stage a prospect is at in the sales cycle.
- Pinpoint challenge areas within specific parts of the pipeline.
- Build accurate and reliable forecasts.
- Analyse trends in sales through the funnel.
Robust Relationship Management
Everything you need to cultivate and grow stronger relationships with customers, prospects and partners.
- Identify how contacts are related to other contacts.
- Designate relationships between businesses, suppliers, subsidiaries, etc.
- Establish a company hierarchy among contacts within CRM.
Savvy Workflow Automation
Let OnContact do the work for you. Work smarter and more efficiently by automating your sales and marketing processes.
- Add logic to execute multi-phased marketing campaigns.
- Automate repetitive tasks and business processes to save time.
- Automatically qualify and rank prospects.
- Segment types of leads to designated sales reps.
- Set time-based actions so you never miss a due date.
Smart Productivity Analysis
Track and measure your team’s progress, know the status of key opportunities and ensure you’re getting results.
- Evaluate performance with OnContact’s interactive management dashboard.
- Compare productivity among departments and representatives.
- Track detailed marketing campaign metrics.
- Ensure key opportunities are handled correctly.
- Make data-driven decisions.
Your Own Portfolio of Resources
CRM that’s Customizable, Flexible & Secure
Equip your business with the tools it needs to thrive. OnContact CRM Software by WorkWise comes fully-loaded with an suite of tools to help set your business apart from the rest.
From user-friendly customization features such as a drag and drop UI application designer and a simplified workflow builder, to our powerful ERP, Microsoft Office, and QuickBooks integrations, OnContact delivers ultimate functionality in a streamlined, intuitive platform.
Plus we offer loads of security controls, document management resources and automatic deduping tools.
User-Friendly Customization
Build a custom CRM solution with our drag and drop UI application designer.
Our do-it-yourself approach allows you to build an interface exactly the way you want it.
Personalize each user’s experience with easy-to-use customization tools.
Alter the software or add more features as your business grows.
Create workflows without any programming knowledge.
Powerful QuickBooks Integration
Integrate seamlessly with Intuit QuickBooks and start managing customer information alongside their financial data.
Integrates with QuickBooks Desktop and Online.
Access accounting and financial information from within OnContact CRM .
Generate QuickBooks invoices and estimates from sales orders in OnContact.
Bi-directional syncing of both customer and product information.
Versatile Integration
Integrate OnContact with an array of powerful software solutions.
Manage your emails all in one place with Microsoft Outlook integration.
Export data and files to spreadsheets or documents via Microsoft Excel or Word.
Have a centralized hub of data with a seamless flow of information between WorkWise ERP and OnContact.
Connect with both desktop and online versions of QuickBooks.
Convenient Document Management
Store valuable documents, files and articles within your centralized, secure database.
Never worry about misplacing documents or articles.
Share important files across users and departments.
Attach relevant files to various areas throughout the customer relationship management application.
Stay organized by categorizing files and keeping them secure.
Functional Data Deduplication
Keep your data clean and eliminate dual data entry with OnContact’s deduping tools.
Check for duplicates automatically as you add new contacts or companies.
Manually check for duplicates either all at once or over time.
Utilize SoundEx technology to catch duplicate contacts, even if you spell a name incorrectly.
Merge matching records into one “surviving” contact.
Invaluable Security Management
Ensure your application is protected and safe from unwanted users.
Set permissions and lock out unwanted users with the click of a button.
Create complex password requirements to protect your database.
Do a system audit to find out who’s been making changes to existing records.
Protect yourself from bad email addresses with automatic email validation.
Decide what types of data, screens, or even dashboards you’ll allow users to access.
Award-winning CRM that integrates with QuickBooks.
Seamlessly integrate QuickBooks Online or QuickBooks Desktop with OnContact CRM Software data. Quick, simple accounting solutions. Now, you can eliminate double data entry and view customer information alongside financial data. All without ever leaving our application.
ONLINE & DESKTOP
OnContact supports integration with both QuickBooks Online and Desktop.
FLUID & SECURE SYNC
Save time and money with our fast and secure synchronization.
END DUAL DATA ENTRY
Put an end to double data entry and start being more productive.
Simple, Effective QuickBooks Solutions.
Seamlessly integrate accounting and CRM data
With OnContact QuickBooks CRM Integration, users can instantly access customer accounting information, such as payment status, current balances and purchase history, from directly within our intuitive, easy-to-navigate CRM platform. With fast, fluid syncing of product data and customer records, you can finally say goodbye to double-entry accounting and start being more productive and efficient. You can even create QuickBooks estimates and invoices from within a sales order in OnContact.
A complete customer and financial view
Being able to view and manage real-time customer financial information from within contact and company records in OnContact gives you a more complete view of your customer. Without ever leaving our application, you can view open balances, payments, refunds, estimates, orders, receipts and more so you can prevent payment delays, accelerate deals and even predict future needs.
Save time with fast & secure syncing
OnContact QuickBooks integration seamlessly synchronizes both customer and product information, eliminating the time consuming task of entering data twice. Contacts and company information originating in OnContact are automatically exported to QuickBooks, while customers originating in QuickBooks are automatically imported to OnContact.
Additionally, product data kept in QuickBooks is synced with OnContact to generate new orders, deliver pricing information and provide quantities available.
Effortlessly generate invoices, estimates & orders
With just a few clicks, you can create QuickBooks estimates and invoices from sales orders generated in OnContact. Plus, the desktop version of QuickBooks supports the generation of sales orders. All orders use accurate, real-time product information stored in QuickBooks.
ERP & CRM SUPPORT
Good support is all about fast answers from deeply knowledgeable people, tools and processes. Learn about our multi-point support system.
ERP & CRM CONSULTING
Get the most out of your ERP or CRM solution. Our highly skilled consultants are among the most experienced in the industry.
ERP & CRM TRAINING
Ensure the success of your ERP or CRM investment. WorkWise provides all the resources and training you need to achieve a new level of performance.
ERP IMPLEMENTATION
Our proven approach to ERP software implementation is driven by your unique business goals and emphasizes user education and involvement.
CRM IMPLEMENTATION
Our experts will guide you through your OnContact CRM software implementation to ensure your unique goals and timelines are met or exceeded.
Mobile Optimized
OnContact’s responsive interface adjusts seamlessly across all browser sizes and mobile devices.
MOBILE OPTIMIZED
Access your CRM data on any device, from anywhere. Our fully responsive user interface adjusts seamlessly across all bowser sizes and mobile devices.
CRM + MARKETING AUTOMATION
Unlike other CRM offerings, OnContact by WorkWise includes a comprehensive marketing automation platform at no extra cost.
CRM + CUSTOMER SERVICE
Resolve issues faster and provide outstanding customer support. OnContact includes help desk functionality at no extra cost.
CRM + CONTACT CENTER SOFTWARE
With OnContact, you don’t pay more for our contact center software. So you can ensure your call center agents have the tools they need without the huge price tag.
UNLIMITED TRAINING & SUPPORT
All our cloud and on-premise CRM plans include unlimited email, phone and chat support. Plus access to our free online training resources.
A Breakthrough in User Experience
OnContact’s intuitive interface is designed to streamline navigation, boost user adoption and increase productivity.
Inspire Your GrowthTM
$65/user/month, for OnContact’s all-in-one customer relationship management solution. That’s 6 suites and over 30 applications to grow your business to new levels of success.
Sales Automation
From lead generation to pipeline management, OnContact CRM software supports your sales staff throughout every phase of your sales cycle.
Customer Service
With OnContact’s customer service software, you can track incidents and defects, reference knowledge base articles, assign and escalate cases, manage service agreements, and more.
Management
OnContact CRM software includes all the tools managers need to drive results and make data-driven decisions.
Marketing Automation
From campaign management to tracking website visitors, OnContact CRM includes comprehensive marketing automation software at no extra cost.
Mapping
Help your sales reps get the most out of their trips. Powered by Google Maps, our mapping functionality allows you to see other companies and prospects to better plan your trips and schedules.
Tools
From QuickBooks integration to do-it-yourself customizations and powerful integrations, OnContact delivers the tools you need to thrive.
THE ULTIMATE FLEXIBILITY – CLOUD OR ON-PREMISE CRM
OnContact customer relationship management software lets you choose between our cloud or on-premise solutions, and gives you freedom to switch if your business needs or requirements change.
OnContact QuickBooks Integration
Sync Up with QuickBooks. OnContact CRM software by WorkWise integrates seamlessly with Intuit QuickBooks, so you have quick and easy access to customer financial information without leaving our application. It’s fast, easy and powerful.
Expect More From Your CRM Software
Access your data on any device, from anywhere. Our ground-breaking CRM solution delivers a word-class, intuitive user experience wrapped up in a fully responsive interface that adjusts seamlessly across all browser sizes and mobile devices.
CONTACT MANAGEMENT
OnContact gives you a complete view of every customer and helps you keep track of contacts, organizations, partners, vendors and suppliers.
OPPORTUNITY MANAGEMENT
Drill into the details of your pipeline to track opportunities, build forecasts and structure your sales process to guide reps through to the final sale. Learn More.
QUOTATION MANAGEMENT
Streamline the quoting process and manage unlimited quotes. Quickly generate quotes from opportunities, contacts or companies.
MOBILE CRM
View customer information, review opportunities, create activities and more with our mobile app.
OUTLOOK INTEGRATION
Connect your Outlook email client to your CRM database. All contacts, emails and activities created in one program are shared with the other.
SOCIAL CRM
Link social profiles to CRM contacts and engage with your connections without leaving our application.