Onit Account Management Overview

Onit's Account Management solution streamlines delivering targeted content to engage customers. It helps close deals efficiently by providing the right messages and assets.

This is a summary of the comprehensive capabilities and benefits of Onit Account Management based on over 25 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if Onit Account Management is right for your needs? Our Cuspera AI engine can evaluate how Onit Account Management fits your specific business needs, industry, and context. Get your personalized assessment report today.

Onit Account Management supports business activities such as:

  • Engagement Management
  • Workflow Management
  • Channel Marketing
  • Relationship Management
  • Upselling

Onit Account Management can help you with many business goals, such as Enhance Customer Relationships, Increase Sales & Revenue, and Acquire Customers. It can help manage these activities if you use Channel Partners for these needs.

Onit Account Management Reviews

11 buyers and buying teams have used Cuspera to assess how well Onit Account Management solved their business needs. Cuspera uses 25 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities peers achieved using Onit Account Management.

Other priorities:

  • Acquire Customers
See all business priorities See less business priorities

Use Cases

Peers recommend Engagement Management , Workflow Management , Channel Marketing , as the business use cases that they have been most satisfied while using Onit Account Management.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engagement Management

4.08/5 ★

Read Reviews (3)

"...Onit’s Account Management solution provides a simple way to serve the right messages, assets, and talking points to engage customers and close more. ..." Onit, Inc. Enterprise Apps
engaging and following up

3.68/5 ★

Read Reviews (1)

"...Onit’s Account Management solution provides a simple way to serve the right messages, assets, and talking points to engage customers and close more. ..."
Workflow Management

3.46/5 ★

Read Reviews (1)

"...Workflows are tailored for your processes and can be updated with ease. ..." Onit, Inc. Enterprise Apps
Channel Marketing with Channel Partners

3.34/5 ★

Read Reviews (1)

"...The App really works our COCP Against [Change of Channel Partner] rate has been next to nothing since we started using Onit, and we used to lose 10 15 customers to COCP a MONTH...." Onit, Inc. Enterprise Apps
PEER EXPERIENCES
Engagement Management

4.08/5 ★

Read Reviews (3)

"...Onit’s Account Management solution provides a simple way to serve the right messages, assets, and talking points to engage customers and close more. ..." Onit, Inc. Enterprise Apps
engaging and following up

4.08/5 ★

Read Reviews (1)

Workflow Management

3.46/5 ★

Read Reviews (1)

"...Workflows are tailored for your processes and can be updated with ease. ..." Onit, Inc. Enterprise Apps
Channel Marketing with Channel Partners

3.34/5 ★

Read Reviews (1)

"...The App really works our COCP Against [Change of Channel Partner] rate has been next to nothing since we started using Onit, and we used to lose 10 15 customers to COCP a MONTH...." Onit, Inc. Enterprise Apps

Case Studies

COMPANY CASE STUDIES
Onit Account Management case study
CASE STUDY NextRoll

SimpleLegal helped NextRoll organize legal operations. Before, legal and finance teams struggled with scattered emails and unclear legal spend. With SimpleLegal, NextRoll gained one place for all invoices and real-time spend tracking. The tool made invoice review faster and improved teamwork betwee...n legal and finance. NextRoll now finds overbilling, saves time on reporting, and has better control over legal costs.

Read More
Onit Account Management case study
CASE STUDY VMware

Onit Unity helped VMware modernize its legal operations. VMware faced slow, manual legal processes and lacked visibility. Onit provided a unified platform for spend, matter, and contract management. VMware automated workflows, improved document management, and used AI for invoice review. The legal ...team gained faster contract cycles, more transparency, and reduced risk. Collaboration improved across global teams.

Read More
Onit Account Management case study
CASE STUDY KidKraft

SimpleLegal helped KidKraft manage legal spend and streamline billing. KidKraft needed a simple, cost-effective way to track budgets and manage outside counsel. The legal team used SimpleLegal for real-time reporting, centralized invoice management, and easy collaboration with accounting. They save...d many hours by automating billing. Productivity increased and budget alignment improved. The system set a foundation for future ERP integration.

Read More

Based on peer insights

Cuspera recommends Onit Account Management for

Use Cases Engagement Management , Workflow Management , Channel Marketing
Medium Channel Partners
Business Priorities Enhance Customer Relationships, Increase Sales & Revenue, Acquire Customers

IT and Other Capabilities

for Onit Account Management

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

2.93/5 ★

Read Reviews (1)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

2.93/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.16/5 ★

Read Reviews (2)
Email Support

2.93/5 ★

Read Reviews (1)
Chat Support

2.93/5 ★

Read Reviews (1)
Phone Support

2.93/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.16/5 ★

Read Reviews (2)
Email Support

2.93/5 ★

Read Reviews (1)
Chat Support

2.93/5 ★

Read Reviews (1)
Phone Support

2.93/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

2.93/5 ★

Read Reviews (1)
Custom Reports

3.13/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

2.93/5 ★

Read Reviews (1)
Custom Reports

3.13/5 ★

Read Reviews (1)

Software Failure Risk Guidance

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for Onit Account Management

Top Failure Risks for Onit Account Management

Vendor Profile Details

Company Name

Onit, Inc

Company Website

//onit.com

HQ Location

Onit 1360 Post Oak Blvd., Suite 2200, Houston, TX 77056, US

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