CUSTOMIZATION TOOLS

Highly Customizable CRM that Adapts to You

CRM Software as Unique as Your Business

Adapting to You with Incredible Flexibility

With over 20 years of experience building CRM software, we understand all businesses are unique in the way they work. With that in mind, we built OnContact to be  highly customizable and easily adaptable to change.  OnContact provides tools to make common changes to the application simple, like adding new fields, extending the database, altering the user interface, or adding business logic. All of this power and no need to worry about upgrading to new versions.

crm customization

Customizations Made Easy

with our build-your-own CRM solution.

OnContact CRM software fields, screens and tabs can easily be added, changed, or removed to suit the needs of your implementation. Our CRM application designer makes it easy to change the UI by simply dragging and dropping fields wherever you want them. Using our CRM customization tools, you can quickly build a CRM solution that fits your unique needs and system requirements.

crm customization
crm workflow

Build Workflow

without being a programmer.

Our workflow tool puts the power in your hands. With OnContact CRM, you can build workflow into the application without having to write any code. Leverage our application to assign default values, mass assign data changes or automatically schedule tasks to run and deliver emails, escalations, notifications, or to process data changes. All of this power, without having to be a programmer.

Unlimited Support & Training

We want you to succeed. That’s why we include unlimited phone, email and chat support in our on-premise and hosted CRM plans. Plus you’ll get access to free online CRM training.

Extend the OnContact Database

with our built-in data tools.

Every business has unique data elements that are particular to the way it operates. Extending your database is often necessary and should not be limited to a finite set of user defined fields. OnContact includes built-in tools that allow you to extend your database by adding new tables and columns.

crm tools
CRM

Empowering Users

not an administrator.

OnContact CRM maintains a structure for storing data that defines UI controls, searches, and other areas of the application. Users can build or alter these controls and save changes for future use. This allows each user to customize our software to suite his or her unique preferences, without having to get a system administrator involved. Leaving administrators more time to focus on other software solutions.

Start Your Free Trial of OnContact

Sign up today for your no obligation, free 14-day trial of OnContact CRM software.