Oncontact CRM 10 vs ExpensePoint

OnContact CRM 10 by WorkWise OnContact CRM 10 is a responsive, intuitive application that provides access to your CRM data from any mobile device, so you can work wherever you need to. Our complete mobile application provides anywhere, anytime access to your database of vital customer and prospect information. Check in on company and contact activity history, add new information into the database, schedule activities, and much more, giving you the flexibility to stay productive in your sales, marketing, or customer service role wherever you work. ON-THE-GO ACCESS Through the OnContact CRM 10 mobile application, your valuable data is easily-accessible from anywhere, and on any device, increasing productivity, improving performance rates, and equipping your business with the tools to become more flexible. With the OnContact CRM 10 mobile application, users can: • View up-to-date company and contact activity history prior to meetings and calls • Add new prospect and client information • Schedule activities for themselves and colleagues • Continuously receive new tasks, contacts, and other assigned data • Quickly log information from meetings, calls, and emails • Work with sales and marketing campaigns CUSTOMIZE WITH EASE OnContact CRM 10’s mobile application may be tailored with OnContact’s toolkit to fulfill specific requirements. Whether you need data filtered based on users or the ability to configure modules or sub-modules, this exciting new product delivers. OnContact CRM 10 provides a number of customization features, including: • Filtering data available to users • Assigning new records to representatives at any time • No requirement for middleware components • Configurable modules and sub-modules • Customizable views of data for different users and/or groups • All clients have access to customized entities and related data APPLICATION REQUIREMENTS This application is designed to work with the OnContact CRM 10 server solution. An OnContact CRM 10 website is required to run this application. If you’re having trouble logging into the mobile app, please contact your WorkWise representative.

Expense reporting at your fingertips! “It’s simple to use, I can add expenses and receipts to my report as they occur. I never have to block time to do my expense report….I love it!!”…. Ryan Santschi EXPENSE ENTRY ExpensePoint Mobile allows you to manage your entire expense reporting process effortlessly. Capturing expenses is now a snap! With this easy to use mobile interface you can add any expense in seconds. With our Receipt Reader system you can just take a photo of your receipts and we’ll read them automatically for you and we’ll even match them to your imported Corporate Card transactions. ExpensePoint will also automatically track your mileage on the go with our GPS MileageTracker™ system making the expensing of mileage an absolute breeze. Reports can be viewed in summary, detail or even by a rich color graph view which displays the percentage of spend by category. Users can also see reports that are pending manager approval and reports that have been approved. REPORT APPROVAL Managers can even review and approve expense reports and easily see all associated expenses and receipts via report summary or detailed view screens. Managers can approve or decline expenses at the whole report level at the individual expense level. Access all of your company links and documents as well via the Company Links button. Everything entered in ExpensePoint Mobile is automatically available when you log into your regular ExpensePoint account. • Create expense reports • Receipt Reader™ • MileageTracker™ • Add expenses via easy user interface • Assign credit card charges to reports • Link receipt images to expense items • Split expenses • Report summary view • Report detail view • Report graph view • Approve reports • Approve or decline single line items • Add cash advances and advance returns • See reports in progress, reports you have submitted for approval and all your approved reports • See your company links and documents