Oncontact CRM

Start with your day, not your database. Connect Microsoft Outlook and Gmail to capture email and calendar activity, pull your accounts and items from QuickBooks, and import people and company records in one pass. Map deal stages, set probability rules, and define territories so every lead has an owner. Add custom fields and layouts to match your industry, then let the AI Assistant audit the data: flag duplicates, missing phone numbers, inactive contacts, and stalled deals. Build a home dashboard that surfaces pipeline health, forecast, and tasks. Real-time sync keeps changes aligned across systems, so your team works from one source of truth.

For individual sellers, the workflow is a prioritized queue. Lead scoring and open activity dates generate a clear next-best-action list. Click to dial on dedicated lines, and call logging records duration, notes, and outcomes automatically. Email from inside OnContact with templates the AI drafts and personalizes; schedule follow-ups and drop prospects into nurturing tracks. When a deal moves forward, open the product catalog, assemble a quote with pricing, discounts, and taxes, and produce multiple proposals per opportunity. Send the PDF, track opens, revise quickly, and convert an approved quote into an order that syncs to QuickBooks—no rekeying.

Marketers use segments and lists built from behavior, demographics, purchase history, and engagement. Launch automated journeys that welcome new signups, warm cold leads, or re-engage dormant customers across web, email, and social. Test timing and cadence, score responses, and pass marketing-qualified leads to sales with context intact—pages viewed, forms submitted, prior emails. Predictive analytics helps plan budget and channel mix by estimating conversion and revenue lift. Referral tracking ties new opportunities back to advocates, so you can credit and scale what works.

After the sale, route service inquiries from every channel into a single queue. Auto-create cases from emails or IoT device alerts, assign by skill or territory, and escalate on SLAs. Capture every interaction—calls, notes, and documents—so anyone can step in. Use project management to onboard new customers: milestones, owners, due dates, and dependencies keep deliverables moving. Operations teams rely on reports for pipeline, win rates, territory coverage, campaign ROI, and support performance. With advanced automation you can standardize handoffs, renewals, and upsell plays; with customization you can adapt fields, workflows, and permissions to your processes without heavy development.