OnContact CRM

Award-winning CRM that integrates with QuickBooks. Fast. Easy. Powerful.

Key benefits

  • CRM Pricing Simplicity. Get everything you need for one simple price. For $65/month per user, OnContact CRM includes sales, marketing automation, customer service and contact center functionality. No hidden fees. No extra costs.
  • A Complete Accounting View. Manage customer financial data in real-time directly from contact and company records in OnContact. View purchase history, balances, invoices, payments, refunds and more without leaving our application.
  • Save Time with Fast & Secure Product & Customer Syncing. With OnContact QuickBooks integration, customer and product data is effortlessly synced between the two applications. Eliminate dual data entry.

How it works with QuickBooks

With OnContact CRM QuickBooks integration, users can quickly access customer financial information without ever having to leave our application. You can view a customer’s payment status, purchase history, current balance, invoices, estimates, receipts, credit memos, payments, refunds and so much more in a synchronized, user-friendly platform. Eliminate dual data entry with easy syncing of customer records and product data. You can even promote orders created in OnContact CRM to create estimates, orders or invoices in QuickBooks. Our integration supports both QuickBooks Online & Desktop.

Details

OnContact CRM seamlessly integrates with QuickBooks, so you can easily access customer financial information without leaving our application. Say goodbye to double data entry with fast syncing. 14-day free trial.

OnContact comes complete with sales automation, marketing automation, customer service, management and contact center functionality. Plus unlimited phone, email and chat support. No one else gives you a more complete solution.

Browser Support: Supported Browsers for Windows: Internet Explorer, Mozilla FireFox. For MAC OS X: Apple Safari, Mozilla Firefox.

Information

DEVELOPER
WorkWise

LEGAL
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Free 14-day Trial

A simple choice – no confusing tiered pricing here. Just choose whether you want to deploy our CRM software in the cloud or on-premise. And you can always switch if your needs change.


PLAN PRICE USERS DETAILS
OnContact Cloud CRM $65/month per user 1 For $65/month per user, OnContact Cloud CRM comes out of the box with sales automation, marketing automation, marketing management, customer support, contact center and mobile CRM. Plus unlimited phone, email and chat support.
OnContact On-Premise CRM $995/user (one-time purchase) 1 Run OnContact CRM on your own hardware for a one-time per user fee of $995. Includes sales automation, marketing automation, marketing management, customer support, contact center and mobile CRM. Plus unlimited phone, email and chat support.

Unlimited phone, email and chat support is included in all our on-premise and hosted CRM software plans.

Plus you’ll get 24-hour access to our free online training resources, including video tutorials and step-by-step guides.

When you contact our support center, you’ll always deal with an efficient and friendly CRM expert who knows our software inside and out.

Contacts

(800) 490-9010
Online support:
https://www.workwisellc.com/services/support/


FAQ

Do I get a free trial period?
Yes! We offer a no obligation, free 14-day trial of OnContact CRM software, so you can experience immediate benefits and make sure it's a good fit.
What does OnContact CRM include?
For $65/month per user, no one else gives you a more complete solution. OnContact CRM software comes complete with sales automation, marketing automation, marketing management, customer support and contact center functionality. Plus unlimited phone, email and chat support.
What type/s of hosting do you offer? How do I decide which one is right for my business?
With OnContact CRM, you can choose to deploy our software in the cloud (hosted) or on-premise. And you can always switch if your needs change.
What training do you offer?
OnContact CRM software offers unlimited support and training in both our on-premise and hosted plans. Best of all, you can let us know what you need, and if you’d like us to train your end users. For example, we can provide administrative CRM training (typically 4-8 hours). We also host free live training webinars every month, and all customers get access to our online training resources.