Clevertim CRM: Review

What is Clevertim?

Clevertim is a customer relationship management (CRM) software for small businesses, entrepreneurs, and startups — founded in 2010 in the U.K., Clevertim is perfect for a small company with limited but crucial CRM needs.

Intended Users

Small businesses, solo-preneurs, micro businesses, and other types of SMB’s use Clevertim CRM as a web-based contact manager and customer relationship management solution for their businesses.


  • Cloud, SaaS, Web


  • PC
  • Desktop Application on the Web
  • Mobile (Android)

Features at a Glance

  • Contact Management
  • Lead Management
  • Opportunity / Case Management
  • Customer Support
  • Document Management
  • Interaction Tracking
  • Quotes
  • Proposals
  • Team Collaboration Options
  • Guaranteed Uptime
  • Add Users / Delete Users
  • New Features Added by Clevertim on Regular Basis


Clevertim was built and is sold as a simple web-based/cloud-based CRM for those with professional CRM needs in a micro-business or small business environment. With this software, you can avoid on-premise installation costs and time, avoid any upgrade charges, enjoy regular updating of features by Clevertim, and find that perfect in-between from Excel spreadsheets and a full blown CRM.

This simple CRM allows you to do the following:

  • Keep notes on contacts
  • Keep your leads in one location
  • Manage your tasks, reminders, and follow-ups
  • Assign and resolve tickets, projects, and cases
  • Track and organize sales opportunities
  • Share and collaborate with your team instantly

Contact and Company/Account Management

As with any CRM worth its salt, you can store all of your contacts and your accounts in one, central, cloud-based location so that everyone on your team can access it 24/7. You can also keep a helpful history of interactions with customers and leads using: emails, notes, quotes, and proposals.

  • Store all documents in one place
  • Build a business intelligence database
  • Use info to build your brand, retain customers, discover new opportunities, and find new leads

Tasks, Meetings, Reminders/Follow-Ups

The tasks section will help you to organize things that must be done for each company, case, contact, and opportunity – it helps to keep on top of each task. This CRM will assign and track work completed by you and your team.

The tasks will give you visibility of what has been done and what is still outstanding and needs to be completed.

Case Management

Cases are virtual folders that allow you to store information in one, cloud-based location. Cases can be used to track any problems, complaints, inquiries, questions from customers, and things like leads. You can use this case management for internal projects, such as hiring for a new position you created or organizing an event. Cases also allow your team and yourself to all be on the same page and collaborate on a common topic.

Sales Opportunity Management

You can see all of your sales opportunities in one location on Clevertim — and this information is also available to your whole team. You can set follow up reminders and add tasks for each sales opportunity so you can nurture towards closure.

Also, check out your pipeline of sales opportunities clearly and succinctly.

Online File Storage and Organizer

Store necessary files for business and clients offline — you can attach them to the relevant case, opportunity, company, or contact — what makes this module easy is it organizes your files through a Windows Explorer-esque interface that is intuitive and familiar.

Email Integration via the Clevertim Dropbox

With email integration, you can CC, BBC, and forward emails to your Clevertim Dropbox email account — notes you make will automatically be created for the correct contact. You don’t have to copy and paste any notes from emails into the CRM — Clevertim will do it for you.

Flexible and Powerful Custom Fields

If you need additional information to store more contacts, opportunities, cases, and companies, Clevertim comes with a range of typed custom fields.

You can define these custom fields as you wish: free text, list of your users, countries, dropdown/select from list of values, and more.

Easy to Integrate with Hundreds of Apps via Zapier

You can also use Zapier in order to integrate Clevertim CRM with hundreds of other applications, such as: Mailchimp, Constant Contact, AWeber, Campaign Monitor, Mailgun, Freshbooks, Wufoo, Twitter, Zendesk, Trello, WordPress, Google Apps, SugarCRM, Shopify, Desk, and many more.

Integrate, Extend, and Customize via Clevertim API

You can integrate Clevertim CRM with other internal or publicly available systems, too. REST-ful APIs are easy to integrate and customize and Clevertim’s API is hosted on github.

Plans & Pricing

All plans come with a free 30 day trial, so regardless of whether you begin with a trial or want to begin a subscription with Clevertim, you will get your first 30 days free of charge. You can downgrade, upgrade, or cancel your plan at anytime.

Clevertim accepts the following currencies for the paid subscriptions: USD, EUR, GBP, CAD, and AUD. As of now, the company accepts Visa, American Express, and MasterCard only.


Price: $24 / month

  • Users: Up to 6
  • Storage: 5GB
  • Opportunities: 5,000
  • Contacts and Companies: 5,000
  • Cases: 5,000


Price: $49 / month

  • Users: Up to 15
  • Storage: 15GB
  • Opportunity: 20,000
  • Contacts and Companies: 20,000
  • Cases: 20,000


Price: $99 / month

  • Users: Up to 40
  • Storage: 30GB
  • Opportunities: 30,000
  • Contacts and Companies: 30,000
  • Cases: 30,000

There are also two additional plan types you can choose: Solo and Free. These are plans perfect for those who do not feel ready for a paid plan and don’t need extra users, but do need more power in their CRM.


Price: $10 / month (users in the EU will be charged VAT)

  • Users: 1 Only
  • Storage: 5GB Storage
  • Contacts: 5,000
  • Opportunities: 5,000


Price: Free

  • Users: 2 Only
  • No Files
  • Contacts: 250
  • Cases: 250
  • Opportunities: 10
  • Free to use forever

Add-On Users

If you need more than the 40 users you get in the Premium Plan, you can add on users in batches of 10 — at $2 per user / month, that’s $20 per 10 extra users a month.

Free Trial

Yes, Clevertim CRM offers a free 30 day trial for all of their plans. You do not need to give credit card information at any time and it takes only 30 seconds to sign up. If you choose to continue using Clevertim CRM, you can upgrade or downgrade any time once you free trial is up.

Free Trial:

Free Demo

You can take a look at a free demo on Clevertim’s main webpage:

Customer Support / Training

  • Basic Training in as little as 15 minutes
  • Fast, intuitive training
  • Support during business hours

Read Next

SalesNOW CRM: Review

Claritysoft CRM: Review

The Huge Benefits of Using CRM Softwares in Healthcare Settings

Salesnet CRM: Review

Freshsales CRM: Review

Mobile CRMs — How to Use it Successfully & Why it Sometimes Fails

PhaseWare Tracker CRM: Review

What is PhaseWare Tracker?

PhaseWare Tracker was founded in 2005 and long been a well-known provider of financially viable customer support and customer service software solutions. Their software has been based around the small and medium business world, with optimized features and functions that support both on-premise and cloud-based technology.

Complete with complaint management, issue tracking, a CRM, SLA compliance, time tracking, process management, KM, and more, PhaseWare Tracker is a complete customer support solution for SMBs.

Intended Users

PhaseWare Tracker was created and designed to provide customer service, management, and support for SMBs (small-medium businesses). Best tailored for small enterprises, this full-service customer service and support software offers a range of solutions for increasing the effectiveness and quality of customer support and services, reducing one’s operational expenses, freeing up time for sales teams, and managing one’s business processes.


  • Cloud, SaaS, Web
  • On-Premise
  • Mobile


You can take PhaseWare Tracker’s hosted model on-the-go with their mobile access.


PhaseWare Tracker offers a tailored solution to customer service rather than a boxed package and will get you up and running quickly as well as help you achieve your business goals along the way.

The applications of this software are delivered both on-site/on-premise or as a cloud-based SaaS (software-as-a-service) model. This includes mobile compatibility so you can always remain in contact with your customers and solve problems on-the-go. This is incredibly important to retain customers and keep them happy so they return to your services or continue buying your products.

Contact Management

View customer information in detail with a single click of a button. Organize your clients and customers with ease and have all of their contact information available for any and every need.

Multi-Channel Ticketing and Support

PhaseWare Tracker CRM does a great job of offering customers a range of support options to choose from. You can communicate through chat, telephone, email, and a Self Service Center. When it comes to ticketing on your end, you can create tickets quickly through any available contact channel.


Manage customer support representatives and their performance using dashboards.

Workflow Templates

You can also customize the workflow of your business according to processes.

Improve Billing

You can improve the billing process as well as up-sell or cross-sell opportunities.


Use PhaseWare Tracker’s built-in report templates or create your own custom reports.

Security Administration

Manage the security of your software with unlimited groups and detailed authorization levels that you (the admin) can control.


PhaseWare Tracker offers key benefits for any small to medium business, including:

Easy Setup and Adoption

You should be up and running within one single day of implementing your software, regardless of whether you chose the Cloud or On-Premise solution.

Easy Deployment and Access

You can use the desktop-based “Tracker,” the browser-based “Tracker OnDemand,” or both as you use the full range of features of this CRM and customer service software.

Track and Trend

You can track ticket duration from open to close, and view the amount of time spent on each incident. You can do better business by nipping problems in the bud with early problem detection, while creating projects and closing groups of tickets regarding the same issue.

Email Support

Create tickets from emails, integrate with Microsoft Outlook, send an acknowledgement of receipt, and even offers some suggestions for resolution without an agent wasting valuable time.

Better First Call Resolution

FCR (first call resolution) is important in business — with PhaseWare Tracker, you can give your reps the tools they need to increase their FCR’s and handle each issue more efficiently and effectively.

Creation of Unlimited SLA Packages

Customize service packages to your customers’ needs.

Limitless Items are Complementary

This software gives you the ability to handle unlimited: customers, tickets, contacts, and knowledgebase items.

Full Life Cycle Ticket Management

Tickets can be followed from submission to resolution without any falling through the cracks.


This benefit speaks for itself — you can track the information needed for incident management and successful customer support.

Multi-Channel Support

Customers like a variety of ways to contact customer support — you can interact with your customers through the web, chat, telephone, or email.

Plans & Pricing

PhaseWare offers both On-Premise (On-Site) and Cloud deployments. The pricing model is easy and revolves around two license types: Concurrent Licenses and Named Licenses.

In addition, you can add the customer-facing portal — Self Service Center and Live Chat — to your deployment at a separate price for each model.

PhaseWare Cloud

Price: $45 / month (per named license) OR $75 / month (per concurrent license)

  • Tracker Beyond
  • Tracker Mobile
  • Tracker Desktop
  • PhaseWare Tracker API
  • Setup and Training (one time fee)
  • Maintenance and Support (unlimited)



Price: $900 (per named license) OR $1,250 (per concurrent license)

  • Tracker Beyond
  • Tracker Mobile
  • Tracker Desktop
  • PhaseWare Tracker API
  • Setup and Training (one time fee)
  • Maintenance and Support (1 year included)



Self Service Center

Price: $149 / month (PhaseWare Cloud) OR $1,499 (On-Site)

  • Unlimited Number of Customers
  • Unlimited Knowledge Base
  • Optional Live Chat Module (costs extra)
  • Unlimited Downloads
  • And more…

You can receive a detailed, free quote from PhaseWear at the following link:

Free Trial

You can sign up for a free trial of PhaseWare’s CRM at the following link:

This trial allows you to use PhaseWear’s hosted products, including: Tracker Beyond, the Self Service Center, and Tracker OnDemand.

All you need is your name, an email address, a phone number, and company name. You must choose between three different types of trials: 1) Customer Service, 2) Issue Tracking, or 3) Complaint Management.


Free Demo

You can also watch a free, live demo if you choose at the following link: You can watch a short video or request a live demo that is personalized to your business.


Contact Information

Read Next

Mothernode CRM: Review

Vtiger CRM On Demand: Review

FollowUp Power (CRM and Sales Tracking): Review

Azurepath CRM: Review

ProsperWorks CRM: Review

PlanPlus Online CRM, Sales Automation, and Marketing: Review

Vtiger CRM On Demand: Review

What is Vtiger?

Vtiger was founded in 2004 as a Customer Relationship Management (CRM) software that was designed to integrate and offer features beyond those of standard CRM systems. The software has grown better since and is now a unique CRM with tools and improved technology for businesses to stay informed, avoid duplication, and become more productive.

What is Vtiger On Demand?

In July of 2010, Vtiger CRM On Demand was finally released. In an effort to make Vtiger CRM better for SMB’s, “On Demand” has made this customer relationship management software more convenient for businesses.

You can choose to deploy Vtiger CRM on-premise or in the cloud.

What makes Vtiger On Demand different from other CRM SaaS offerings is that other softwares are based on proprietary platforms and do not allow companies to customize their cloud version — they also don’t offer flexibility to move their CRM on site at a later date — Vtiger On Demand CRM does this.

Intended Users

Vtiger is best utilized by SMBs (Small-Medium Businesses).


Deployment / Platform(s)

  • On-Premise
  • Cloud, Web, Saas


  • Mac OS
  • Windows
  • Web Browser (OS agnostic)
  • Mobile


  • Mobile Applications Available

If you have support reps that spend a lot of time out of the office, no worries — Vtiger is cloud-based and offers mobile applications for users who are on-the-go.


Vtiger offers strong inventory management, invoicing, help desk, sales automation capabilities, email marketing functionality, and more in addition to the CRM features.

The Vtiger On Demand CRM is a solution that provides businesses with superior functionality when it comes to managing current clients. With the support portal, customers can search through past issues and their resolutions before needing to contact you, saving you valuable time.

Better Customer Support Options

This fully customizable CRM also has a variety of features on the back end. Support agents are able to document, create, and track any customer issues with automated follow-ups. Your customers can monitor the status of their issues from open to close — this gives you a huge leg up on the competition, who are often silent for days before responding to customer problems.

You can share documents, files, quotes, and invoices through the client portal, as well.

Among the intuitive features Vtiger offers, this CRM integrates seamlessly with Microsoft Outlook, and is a complete CRM that can support the entire customer lifecycle.


As we stated in this beginning of this review, Vtiger On Demand CRM allows users to customize their CRM instances and tailor them to your own business needs. Vtiger CRM gives SMB’s all of the benefits of true open source and cloud computing. This combination allows you to do more than just use this as a regular CRM — you can customize it, use this as a true open source cloud-based software, and even have the opportunity to move your cloud CRM on-premise in the future.

Benefits of True Open Source

With this “true” open source cloud computing, you benefit from the following:

  • Clients, partners, resellers, and system integrators can change, customize, or extend an individual CRM instance.
  • Clients can take advantage of third-party components and add-ons in order to extend the base functionality. Integrations, extensions, and other services are simple and easy.
  • Clients are not locked into a vendor offering. YOu can migrate from cloud-based to on-premise/in-house version of this CRM at any time in the future, because both versions use the same application code and data schema.


  • Never lose sight of deals with an actionable, real-time map of your sales pipeline
  • Reach out to contacts, clients, and customers through recorded and tracked emails or calls — in a single click
  • Schedule appointments quickly with built-in automated scheduling tools
  • Pre-built and custom insights and analytics
  • View a 360-degree history of your contacts


Explore integrations and connect with third-party apps.There are a wide range of integrations that allow Vtiger to import data and automate actions in the other apps that you use. Google, PayPal, Office 365, MailChimp, QuickBooks, Twilio, Outlook and Dropbox are just a few of these integrations.

You can view full information on integrations here:

Additional On Demand Features

  • No Installation — Just a few minutes after signup, the client instance is provisioned automatically on an Amazon server
  • Upgrades are included in your price — Each instance will be upgraded to the latest version of Vtiger as soon as it is released publicly — at no additional cost
  • Full Range of CRM Features — all of the Vtiger CRM features and functions are included in the On Demand version
  • Security — Vtiger’s CRM database, files, and documents are backed up on a daily basis
  • Customization — Users can take advantage of custom Vtiger CRM instances
  • No Vendor Lock-In — If you choose to stop using Vtiger, you can still install the Vtiger application locally on your server and take your data with you

Plans & Pricing

There are three categories of Vtiger to choose from, and five “tiers” or plans, overall

You can choose from:

  • Sales
  • Support
  • Ultimate CRM


  • Starter Plan ($10 a month / user, billed annually) OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)


  • Starter Plan ($10 a month / user, billed annually OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Ultimate CRM Plan

  • $30 a month / user, billed annually OR $36 a month / user, billed monthly

Each plan offers a range of features in the following categories (some plans include these features and some do not:

  • Contact Management
  • Sales Process Management
  • Support Management
  • Inventory Management
  • Social
  • Project Management
  • Users & Access Control
  • Analytics
  • Document Collaboration
  • Collaboration
  • Marketing Automation
  • Integrations
  • Customization
  • Automation
  • Web Forms
  • Telephony Integrations
  • Data Administration
  • Mobile Apps
  • Gmail Extension


** To view the entire list of comprehensive features included in each CRM plan, take a look at the plan comparison chart at the following link: **


Free Trial

You can try a free 15-day trial of Vtiger CRM at:

All you need is your name, email address, company name, and a password.


Read Next

PlanPlus Online CRM, Sales Automation, and Marketing: Review

FollowUp Power (CRM and Sales Tracking): Review

bpm’online CRM: Review

Azurepath CRM: Review

Infusionsoft: Review

Deltek Vision CRM for Medium to Large Businesses: Review

Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.


  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)


By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication


With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.


Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here:

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget


  • Agent and group performance
  • Export reports


  • Custom apps
  • Public customer portal customization


  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers


  • CRM Apps
  • Email marketing
  • Over 50+ Applications



  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands


  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation


  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget


  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports


  • Custom apps
  • Public customer portal customization
  • Custom domain mapping


  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers


  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications


  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones


  • Product level knowledge-base and community forums


  • Ticket drill down in reports
  • Save reports
  • Schedule reports


  • Full CSS customization
  • Custom domain mapping

Automated Tasks


  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms


  • Performance distribution
  • Ticket volume trend
  • Top customer analysis


  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery


  • Custom SSL certificates (default free)
  • Helpdesk Restriction


  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers


Free Trial

You can get started with Freshdesk for free for 30 days at:

Read Next

ConnectWise PSA: The #1 CRM for Tech and IT Companies

Really Simple Systems: Review

Propeller CRM: Review

Insightly CRM for SMB: Review

Apptivo CRM: Review

Things to Consider Before Investing in a CRM Software

Marketing 360: #1 CRM Software for Small to Medium Businesses

OnContact CRM Software: Review

OnContact CRM is a full-service CRM software by WorkWise, which adds the perks of Marketing Automation to their full list of CRM features. You have the option of choosing from Cloud-based or On-Premise software — and the pricing is simple.



CRM + Marketing Automation Package

Intended Users

Any business, from SMB to larger enterprises have benefitted from OnContact’s CRM software. Some companies include:

  • Marion
  • CBCInnovis
  • Toys R Us
  • Rayonier Advanced Materials
  • Nercon Engineering & MFG., Inc
  • Global
  • The Equitable Bank
  • MCL Engineered Solutions
  • PFP

Cloud or On-Premise Options: The Choice is Yours

One of the unique advantages of OnContact CRM that other CRM softwares do not always share is the ability to choose between Cloud or On-Premise software.

Both of these options offer full mobility with regards to accessing your information from mobile devices. However, the Cloud plan option is much more affordable and requires no maintenance. The On-Premise plan requires installation and labor costs in addition to a much higher subscription fee and annual maintenance costs.

cloud-crm-bottom on-premise-crm-bottom

The plan options, prices, and features can be found below, but if you wish, you can compare the Cloud CRM or On-Premise solutions for yourself at:


OnContact CRM is where Customer Relationship Management meets Marketing Automation. As opposed to having different vendors and software for your marketing solutions and your sales solutions — with OnContact, this CRM software features the Marketing Automation you need and third party integration that will make business boom in one complete package at an affordable price.



OnContact offers full-service mobility and portability no matter if you are in the office, at home, or on the go. You can access your customer information, sales information, and marketing solutions from any mobile device such as a laptop, tablet, and smartphone.


Intuitive Interface

All users can quickly adapt to the extremely intuitive OnContact CRM interface. While most CRMs claim to have an easy to use and clean interface, it is not always the case. In the case of OnContact, the interface truly has a nice and clean look with intuitive controls.



Customizing your screen is easy with OnContact and you can create your own unique pages that match your requirements.


Sales Pipeline

You can provide managers with quick and simple access to current deals opportunities through the sales dashboard. Here, you can see your sales pipeline with ease.


QuickBooks Integration

OnContact knows of the importance of accounting in your business, so this software seamlessly integrates with QuickBooks, which is the most popular accounting solutions used. As a user, you can access customer financial information quickly without having to leave the OnContact application.


Marketing Management

With marketing management tools, you can quickly target the desired audience for your products or services by using powerful searches through OnContact.


Landing Pages

You can automatically populate CRM lead tables so that your marketing campaigns begin instantly and leads can be scored.


Email Template Designer

The email template designer creates engaging HTML emails to potential and existing customers without you even having to know HTML. This can cut costs since you won’t have to hire someone to create these templates for your business.


Website Visitor Tracking

Knowing the interest that people have in your products and services is extremely important to marketing to the right people in the right places. With website visitor tracking, you can receive information on who is checking out your website and extra data that comes with it.


Customer Support Functionality

With any business, there come a time where you must resolve customer issues. You want a software that will allow you to be notified immediately of any problems and will help you resolve these issues and properly communicate support data.

OnContact has FAQ sections you can create and other tools that you can use to assist your customers.

Overall, with either plan you choose below, you receive full-service software for sales, marketing automation, marketing features, support, contact center, and mobile access for a single price (per user per month).



There is a significant difference between the two plans offered by OnContact CRM. Their CRM is full-service, so you do not choose a plan based on features per se, but you do choose a plan based on whether you want a cloud-based CRM or on-premise CRM.

The Cloud CRM costs only $50 per user per month (billed annually / 3 user minimum), and the On-Premise CRM costs $995 per user (plus annual maintenance / 3 user minimum).

Since the minimum number of users is 3 on both plans, the minimum costs involved is actually $150 per month for the Cloud CRM and $2,985 per month for the On-Premise CRM.

You can see the plan details below.


OnContact CRM Plans & Features

There are two plans offered by OnContact, depending on whether you would prefer a Cloud or On-Premise CRM for your business.

Cloud CRM

Price: $50 per user / month (billed annually / minimum of 3 users required)

This plan was designed as a complete solution through the Cloud. This plan comes with all of the full-service, comprehensive CRM features and Marketing Automation functions. There are no extra charges and no hidden fees.

For most businesses, the Cloud CRM is the perfect solution. At $50 per user / month, the minimum cost of ownership of this CRM starts at $150 (since there is a 3 user minimum) and is billed annually. Even if you require a few more users or a lot more users, you simply add $50 to the amount and prepare to pay the annual payment.

While it would be better if there were a monthly billing option, after the 14-day free trial we recommend you take advantage of, you should have a good idea whether this CRM would benefit your business.

The Cloud CRM is advantageous because it does not cost anything to maintain as it is web-based, there is no hardware or maintenance costs, no costs associated with future upgrades, and mobility is an extra plus — you can access your secure data from anywhere, from nearly any device. This keeps your employees and teams on the same page with you in charge.

Regardless of what type of business you have, having such a Cloud-based CRM benefits you versus an On-Premise CRM in most cases and is much more budget friendly in the short- and long-term.

Included in the Cloud plan is the following:

  • Mobile
  • Sales Automation
  • Marketing Management
  • Marketing Automation
  • Contact Center
  • Customer Service

If your business/firm/company requires something a bit more secure or you want an On-Premise service; OnContact CRM has a plan for that too!

On-Premise CRM

Price: $995 per user / month (3 user minimum) + Annual Maintenance (not included in the price listed)

The On-Premise plan is exactly as it sounds — the OnContact CRM software is installed on-site and features the same CRM functions and Marketing Automation as the Cloud plan above:

  • Mobile
  • Sales Automation
  • Marketing Management
  • Marketing Automation
  • Contact Center
  • Customer Service

If your business requires On-Premise CRM software, the bulk of the cost of this CRM is because of all of the hardware, maintenance, and labor associated with installation. $50 per user for the Cloud plan versus $995 per user for the On-Premise plan is a huge variation. This cost difference is important when thinking about your bottom line.

Remember, there is a minimum of 3 users when purchasing a plan, so multiply $995 by three and there is your minimum cost per month (billed annually). PLUS, this pricing does not even include the annual maintenance costs, which OnContact does not specify on in regards to a price range.


Free Trial

You can start a free 14-day trial of OnContact Cloud CRM at the following link:

There is no obligation, no costs involved, and you receive full access to all of the features of OnContact CRM, including: Sales Automation, Marketing Automation, Customer Service, and Contact Center functionality at no extra charge.

If you wish to request a one-on-one demo of the On-Premise CRM, that can be scheduled as well at the following link:



Read Next

TeamSupport Software: Review

Kustomer SMB CRM: The New Kid on the Block

Things to Consider Before Investing in a CRM Software

Can’t Afford CRM Software Right Now? Try Zoho Free: Comprehensive Review

5 Questions to Ask When Choosing a CRM for Your Startup

TeamSupport Software: Review

TeamSupport is a very interesting and highly rated B2B customer support software that helps businesses and teams work together in a more efficient manner by:

  • Eliminating miscommunications
  • Improving customer communication
  • Addressing client issues quickly

…and a lot more.

There are a ton of customer management and team-centric features that your business can take advantage of with Team Support, and with the availability of a mobile app, you can get your work done and make your customers happy when you’re on-the-go.

Private Cloud

If you are seeking a private cloud, TeamSupport’s customer support software offers a private cloud version that will satisfy regional security and performance requirements.


Prices & Product Details

There are two plans to choose from, the Support Desk and Enterprise plans. Take a look at the details below!

Support Desk Plan

Price: $40 per agent / month (billed annually)

Price: $50 per agent / month (billed monthly)

You would benefit from choosing the annual billing, but we suggest you wait until you are sure TeamSupport’s CRM is right for your company before committing.

The Support Desk plan is designed for end-user customer support as well as to act as an internal help desk for operations. With it, you can easily track, assign, and manage customer support requests.


Customer Management

  • Complete Customer & Contact Database
  • Customer Notes with Alerts
  • Unlimited Customers and Contacts
  • Ticket History by Customer or Contact
  • Customer Distress Index
  • Agent Ratings
  • Customer Families
  • Customer Insights


Ticket Management

  • Phone-to-Ticket (RingCentral)
  • Simple Email Integration with Email-to-Ticket
  • My Ticket List
  • Custom Fields, Statuses, and Properties
  • Conditional Custom Fields
  • Assign Tickets to Users or Groups
  • Integrated Screen Recording
  • Related & Family Tickets
  • Ticket Collision Prevention
  • Ticket Automation & Workflows
  • Integrated Video/Webcam Recording
  • In-Line Images
  • File Attachments
  • Global Search
  • Mobile Agent Tools
  • Log Private or Public Actions with Notifications


Customer Self-Service

  • Ticket Deflection
  • Basic and Advanced Customer Portals
  • Live Chat
  • Internal and External KnowledgeBase
  • Customizable Customer Portals can be Embedded in Your Website
  • Community Forums



  • Water Cooler Internal Social Network & Internal Chat
  • User Groups
  • Wiki
  • Ticket Queue
  • Integrated Calendar with Task Assignment


Best-in-Class Reporting and Analytics

  • 100’s of Stock Reports “out of the box”
  • Agent and Group Reporting
  • Customizable Dashboard
  • Advanced Custom Reports



  • CRM including: Salesforce, Highrise, Oracle, and Zoho
  • Other Business Tools including: MailChimp, Dropbox, NiceReply, CustomerThermometer, and Facebook
  • Zapier Integration Platform

Security and Controls

  • SLA Management
  • SSL 128-bit Encryption
  • Sandbox Test Environment
  • SSO Capability
  • Rights Management
  • Assign Users to Teams

Help and Support

  • Web based SaaS Solution
  • Low Startup Cost and Low Cost of Ownership
  • Onboarding / Training
  • Data Migration
  • Online Documentation
  • Multi-Timezone Support
  • Technical Support (Phone, Email, LiveChat)


Enterprise Plan

Price: $55 per agent / month (billed annually)

Price: $65 per agent / month (billed monthly)

Again, you receive a lower price for annual billing.

The Enterprise plan is designed more for technology and software companies. This plan can track support issues, defects, product bugs, and enhance features.

The Enterprise plan features everything that the Support Desk plan does (seen above in bullet point), except it includes Products & Inventory and Developer Tools that the other plan does not.

To be concise, the Enterprise plan includes all of the features in the Support Desk plan above, PLUS Inventory features including:


  • Product Database
  • Product & Version Tracking
  • Inventory & Asset Tracking
  • Product Lines (Multi-Brand
  • Customer Portal Customizable by Product
  • Link Products & Versions to Tickets and Customers
  • Developer Tools including – Jira and Beanstalk

Image result for teamsupport plans

Free Trial

You can try TeamSupport’s Help Desk software for a test drive with no obligations and no credit card information required. Note that you can also request a free demo.

Simply click on the following link to get your free trial started:



Read Next

Kustomer SMB CRM: The New Kid on the Block

Microsoft’s New Outlook Customer Manager “Lightweight” CRM

Nutshell CRM for SMBs: Review

Marketing 360: #1 CRM Software for Small to Medium Businesses

Things to Consider Before Investing in a CRM Software

Dynamics Cloud CRM Software by Microsoft