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  • June 6, 2019

WorkWise Launches OnContact CRM 10.5

WorkWise, a CRM and enterprise resource planning software developer, has released OnContact CRM 10.5 featuring an updated customer portal, merge document setup, and enhancements with the application designers, customization workspaces, and saved searches.

OnContact's new customer portal is designed to manage customer service requests and provide self-help. It improves upon its previous version with increased account security and user-friendly appeal. The portal also provides access to limited CRM data and a sample portal workspace complete with summary information regarding customer service requests.

The Merge Document Setup defines Word merge documents for contacts and companies. Users can generate documents for one or more targets Sample Word templates including cover letters and labels are provided, giving users a visual of how potential documents look beforehand.

Additional CRM 10.5 features include the following:

  • Application Designers, which is now part of the Form designer to allow fields to be rearranged and edited;
  • Customization workspace which contains tools to alter the application and its own dashboard;
  • Saved searches; and
  • An upgrade utility.

"WorkWise is thrilled to announce the release of OnContact CRM 10.5, which includes the new customer portal and will improve the customer experience for users of OnContact CRM," said WorkWise President and CEO Wayne Wedell in a statement. "We encourage customer engagement and communication, and this is further enabled by our new CRM 10.5 release."

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