Softwarefinder
icon-search
Softwarefinder
Onsite CRM

Onsite CRM

Last Updated Aug 30, 2025

Overview

Onsite CRM provides comprehensive customer relationship management, centralizing lead management, and sales automation. While initial onboarding can be complex, its user-friendly interface and efficient communication tools are significant advantages. Onsite CRM's streamlined approach makes it a compelling choice for optimizing customer interactions and fostering stronger client relationships.

Get A Firsthand Look At Software
Watch Free Demo

Overall Rating

Based on 1 users reviews

4

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

What Is Onsite CRM?

Onsite CRM is a cloud-based platform that helps businesses manage sales and customer interactions. It offers tools for sales automation, lead management, and multi-channel communication, including SMS and email. The software provides reporting features for sales insights and supports customization and integrations to fit various business needs, enabling streamlined workflows and improved customer relationship management.

Onsite CRM Pricing

The software offers the following plan:

  • Basic: $99.00/month
Request a b>personalized Onsite CRM pricing quote< for your business today.

Disclaimer: The pricing has been sourced from third-party websites and is subject to change.

Onsite CRM Integrations

The platform supports integrations with multiple systems and platforms for an optimized tech stack, including:

Watch the Onsite CRM demo to learn more about its integration arrangements.

Who Is Onsite CRM For?

Onsite CRM software is ideal for businesses within a wide range of industries and sectors, including:

  • Legal
  • Mortgage
  • Real estate
  • Construction
  • Solar

Is Onsite CRM Right For You?

Onsite CRM can address common business challenges like scattered customer data and inefficient sales processes by centralizing information and automating tasks.

Its features are designed to automate contact enrichment and help identify hot leads, streamlining sales efforts. As a cloud-based and highly customizable platform, Onsite CRM offers solutions that can adapt to the evolving needs of both small and mid-market organizations, supporting growth and operational efficiency. Compliant with industry standards like SSL, the software exercises robust security protocols.

Still doubtful if Onsite CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Pros And Cons of Onsite CRM

Pros

  • Very user-friendly interface

  • Streamlines lead and sales processes

  • Efficient customer interaction management

Cons

  • Reporting capabilities can be more robust

  • Customization can be improved

Frequently Asked Questions

Onsite CRM does not disclose its pricing publicly on the official website. Contact us to request a personalized Onsite CRM cost quote based on your institution's requirements.

Yes, Onsite CRM offers APIs.

The software supports English only.

The platform supports integrations with a variety of systems and tools to optimize users’ tech stacks, including Mailchimp, DocuSign, Google, Twilio, Dropbox, and Five9.

Onsite CRM software is well-suited for businesses across various industries and sectors, including legal, mortgage, real estate, construction, and solar.

Onsite CRM provides comprehensive support via email, phone, ticket, and demo.

No, Onsite CRM does not offer a mobile app.