CRM 7 is an innovative, full-featured CRM solution that runs where you
want it to as an on-premise or as a hosted CRM solution without any long term commitments. Plus, it offers the flexibility of migrating from the hosted CRM software to the on-premise CRM software to fit your needs.
CRM 7 is a 100% web-based CRM software solution designed to help sales, marketing and customer service departments exceed their expectations in an easy-to-use, productivity driven, customizable environment. It's a CRM software that coordinates all your company's departments, so they can easily share information with each other.
The recipient of numerous industry awards for exceptional CRM software. Oncontact has built a solid reputation as the experts in mid-market CRM, supplying satisfied customers with the right CRM solutions for over a decade.
CRM 7 is truly the CRM software that does it all.
3. Today’s
Technology
• .NET Platform
• On-premise or hosted CRM
• Industry leading relational databases
MS SQL Server
• Bi-directional integration with
Outlook
• Back office integration with web
services, database views, API, etc.
5. CRM 7
Is Flexible
• Customize application with Toolkit
• Create unlimited fields or screens
• Add or modify fields
• Add or modify tree controls,
toolbars, tabs, query frames,
buttons, rich text controls,
list boxes
• Upgrades compatible with future
versions
• Add workflow to create events that
trigger wizards, screens, workflow,
prompts, etc..
6. Ease
of
Use
Quickly view company profile data.
Work inside the
existing tab or in
a new tab.
Use the tab
view to quickly
access activity
Track unlimited
data, account
contacts and their
information,
contact
opportunities,
information.
incidents,
sales orders
and more.
7. CRM 7 Management Dashboard
The customizable
dashboard is a
powerful feature of
CRM 7.
It is easy to create,
view and configure
any number of
graphs on the
screen plus it is very
easy to work with
and customize to
your needs.
8. CRM 7 Sales Dashboard
Each dashboard is
customizable and
displays up-to-date
account information,
allowing you to
easily navigate to
any area of the
system with only
one click.
9. CRM 7 Search and Navigation
The search and
navigation
features of CRM 7
provide a fast way
to search on any
type of data.
10. CRM 7 Hover views
Tooltips contain
summary data that
is displayed when
the mouse cursor
hovers over a
certain type of data,
for example a
Contact name.
Tooltips provide
quick access to
commonly viewed
data, eliminating
the need to open
the record to obtain
this summary
information.
11. CRM 7 Company Screen
From the company
screen, you get an
overview of
company data and
contacts.
This tab-
generated system
allows you to work
inside the existing
tab or in a new
tab. No more
opening and
closing records.
View a complete
history of all
interactions with a
given customer or
prospect.
12. CRM 7 Activity View
The activity view
provides a
reference point
with a complete
biography of all
the interactions
that have taken
place, as well as
what you need to
do to sustain and
build upon the
relationship in the
future.
13. CRM 7 Attachments
Attachments,
quotes,
contracts and
more can be
stored in the
attachment tab.
14. CRM 7 List Management
Predefined
queries return
groups of records
with matching
criteria such as a
To Do list. There
is also a query for
Favorites which
are records that
are accessed
often by a user.
15. CRM 7 Company Financials
Store account,
credit and
payment
information all in
one place that is
accessible from
the company
screen.
16. CRM 7 Company Profile
Store important
company
information
altogether in one
area so that it
can be easily
accessed.
17. CRM 7 Contact Screen
The Oncontact
CRM 7 sales
module helps you
increase selling
time and
customer
satisfaction.
Users have a
complete 360-
degree view of
the customer’s
organization.
18. CRM 7 Opportunity View
Track and
forecast your
Opportunities
from the main
screen to quickly
grasp your
position in the
sales cycle.
19. CRM 7 Opportunity Screen
Opportunity
management
allows you to
coordinate sales
forecasting,
relationship
building and sales
methodologies.
Use CRM 7 to
track your
opportunities to
promote team
selling and
workflow.
20. CRM 7 Support View
Record incident
to create a
complete service
history. View a
complete history
of all your
customers’ open
and closed
issues.
21. CRM 7 Support Screen
All support
information
including case
number, open
and closed dates
and status are
stored here.
