OnContact CRM 10 by WorkWise
OnContact CRM 10 is a responsive, intuitive application that provides access to your CRM data from any mobile device, so you can work wherever you need to. Our complete mobile application provides anywhere, anytime access to your database of vital customer and prospect information. Check in on company and contact activity history, add new information into the database, schedule activities, and much more, giving you the flexibility to stay productive in your sales, marketing, or customer service role wherever you work.
Through the OnContact CRM 10 mobile application, your valuable data is easily-accessible from anywhere, and on any device, increasing productivity, improving performance rates, and equipping your business with the tools to become more flexible.
With the OnContact CRM 10 mobile application, users can:
• View up-to-date company and contact activity history prior to meetings and calls
• Add new prospect and client information
• Schedule activities for themselves and colleagues
• Continuously receive new tasks, contacts, and other assigned data
• Quickly log information from meetings, calls, and emails
• Work with sales and marketing campaigns
CUSTOMIZE WITH EASE
OnContact CRM 10’s mobile application may be tailored with OnContact’s toolkit to fulfill specific requirements. Whether you need data filtered based on users or the ability to configure modules or sub-modules, this exciting new product delivers.
OnContact CRM 10 provides a number of customization features, including:
• Filtering data available to users
• Assigning new records to representatives at any time
• No requirement for middleware components
• Configurable modules and sub-modules
• Customizable views of data for different users and/or groups
• All clients have access to customized entities and related data
This application is designed to work with the OnContact CRM 10 server solution. An OnContact CRM 10 website is required to run this application. If you’re having trouble logging into the mobile app, please contact your WorkWise representative.
The OnContact application provides access to CRM data from your mobile devices. New in this release 10.5 are the following:
• The customer portal provides access for external clients
• Email login
• Enhancements to improve searching
• Minor bug fixes and performance enhancements
Ratings and ReviewsSee All
Firstly, the desktop app is pretty good. It’s too bad the mobile app doesn’t reflect how great the software is.
This “app” is simply a mobile version of the website, and is virtually unusable. There are scrolling pages within scrolling pages, the drawers still slide out, which is fine on a desktop but not at all user friendly on a mobile screen. Notes from activities don’t always appear, if data connection drops briefly while entering an activity, you lose all progress on the Activity report...among several other bugs.
OnContact needs a stand-alone mobile app, not a poorly repackaged mobile browser version of the website.
Love the product. It’s easy to use and handles all of our sales and marketing needs. We use 10 company wide and the fact that they have a responsive mobile app allows our team to always stay connected. I would highly recommend this product.
Can access all of my data with ease. The responsive design is a great feature.
With Family Sharing set up, up to six family members can use this app.