Oncontact CRM 10 10.10.2

Review of OnContact CRM 10 by WorkWise

OnContact CRM 10 is a mobile-responsive, user-friendly application that offers users the ability to access important CRM data from various mobile devices, enabling productivity regardless of location. This mobile solution facilitates seamless access to crucial customer and prospect information, making it easier for professionals in sales, marketing, and customer service roles to manage their responsibilities effectively.

On-the-Go Access

The OnContact CRM 10 mobile application enhances productivity by providing easy access to valuable data from anywhere. Users can efficiently monitor company and contact activity history before meetings, as well as input new information directly into the database. The application promotes flexibility in daily operations through features such as:

• Access to current company and contact activity history
• Ability to add new prospect and client data
• Scheduling of activities for themselves and team members
• Real-time updates on tasks, contacts, and other assigned data
• Efficient logging of information from various interactions such as meetings or calls
• Management of sales and marketing campaigns

Customization Capabilities

The OnContact CRM 10 mobile application also offers a range of customization options through OnContact's toolkit to meet specific organizational needs. Users can tailor their experience by:

• Filtering data based on user roles
• Assigning new records to team members at any time
• Avoiding the need for middleware components
• Configuring modules and sub-modules as necessary
• Creating customized views for different users or groups
• Allowing all clients access to tailored entities and associated data

Application Requirements

This mobile application is designed specifically for use with the OnContact CRM 10 server solution, necessitating an active OnContact CRM 10 website for optimal functionality. Users experiencing login difficulties are advised to reach out to their WorkWise representative for assistance.