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All-In-One Business Software

Onsite CRM Overview

Onsite CRM is a dynamic responsive cloud based platform developed to increase sales and employee efficiency. We provide full transparency of your sales process with detailed analytics and cutting edge features your company can leverage to gain a competitive edge. Onsite CRMs powerful suite of intelligent communication tools allows you to connect with your clients using our dialer, text, and email marketing platforms. Our goal is to arm your company with the most current smart technology available with unparalleled customer service. Onsite CRM is a lead management solution designed to automate your sales process, provide greater insight into your business, and propel success with AI tools.

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Onsite CRM Screenshot & Video

Contact Details

  • Vendor Name Onsite CRM
  • Founded 2010
  • Location United States
  • Employees 11-50

Support

  • Phone Phone
  • Chat Chat

Training

  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Windows Windows
  • Mac Mac
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Construction, Real Estate

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Onsite CRM Features

  • Arrow Icon Customizable Templates
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Capture
  • Arrow Icon Workflow Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Opportunity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Email Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Calendar Sync
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Forecasting
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Web-based Deployment
  • Arrow Icon Lead Management
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Qualification
  • Arrow Icon Marketing Automation
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Territory Management
  • Arrow Icon Deal Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export
  • Arrow Icon AI/Machine Learning

Onsite CRM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Quote Based Quote Based

Onsite CRM FAQs

Onsite CRM is a dynamic responsive cloud based platform developed to increase sales and employee efficiency. We provide full transparency of your sales process with detailed analytics and cutting edge features your company can leverage to gain a competitive edge. Onsite CRMs powerful suite of intelligent communication tools allows you to connect with your clients using our dialer, text, and email marketing platforms. Our goal is to arm your company with the most current smart technology available with unparalleled customer service. Onsite CRM is a lead management solution designed to automate your sales process, provide greater insight into your business, and propel success with AI tools.

  • No, Onsite CRM does not offer a free version.

  • No, Onsite CRM does not offer any free trial.

  • No, Credit Card details are not required for the Onsite CRM trial.

  • Onsite CRM supports the following payment frequencies:

    • Quote Based

  • No, Onsite CRM does not offer an API.

  • Onsite CRM offers support with the following options:
    • Phone , Chat

  • Onsite CRM offers training with the following options:
    • Videos

  • Onsite CRM supports the following languages:
    • English

  • Following are the typical users of the Onsite CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Onsite CRM supports the following deployment:
    • Cloud Hosted

  • Onsite CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac , Linux