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Organize Your Pipeline
Banish data entry with automated contact record enrichment.
Identify your hottest leads and create relevant follow ups by keeping your team on the same page with shared profile updates, documents, dashboards, and workflows all in one place.
Auto Dial Your Customers
Easily scale call volume with flexible and cost-effective communication tools.
Onsite CRM’s dialer stack combines the power of advanced call control, global connectivity, and RESTful APIs. Onsite CRM’s all-in-one dialer app provides the phone call powerhouse you’ve always wanted.
Simplify Text Messaging
Automatically send, receive, and track messages worldwide.
Built-in intelligent SMS logic by Onsite CRM allows for local, toll-free, and short-code numbers to be sent globally from one API. Message delivery confirmations are updated in real time. Non-English language and characters are also supported. And for time-sensitive apps, automatic queueing allows for up to thirty text messages to be send in a single second.
Onsite CRM provides all the right tools and analytics for your marketing efforts.
From customizable templates to detailed data reporting, Onsite CRM’s advanced communication tools connect marketers and customers at every stage of the sales process. Automated email tools support viral outreach to the right clients at the right time.
AI-powered email tools streamline your client communications.
By anticipating messages based on data points collected over time, it’s never been easier for your CRM to help increase conversion ratios and improve employee efficiency. Instant access to call, email, and sms texting reports also offer top down management for your company’s workflow.
Invoicing & Billing
Create estimates on the spot and get paid faster with Onsite CRM.
Beautifully designed invoice templates can be created, customized, and sent to customers with a single click. Options include the ability to choose invoice frequency, auto-pay versus manual entry payment, and even payment processing. Load balance your merchants to ensure total up-time.
Save yourself time and hassle for every transaction with our simplified tools.
Send and receive signed documents with a single push of a button. Each digital signature securely attaches to the signer and all transactions are backed up and recorded for further peace of mind. Users can also map documents, auto-populate each contact, and send documents via email or text for faster turnaround times.
Track and analyze every stage of your pipeline in real time.
Excel with detailed analytics provided by Onsite CRM’s powerful reporting suite. Measure goals and milestones while tracking everything from call reports to marketing campaigns and more.
Private servers make Onsite CRM a secure cloud based solution.
Access the features you know and love with the peace of mind only a dedicated server can provide. In addition to our unsurpassed data security, user-friendly designs and flexible customization make Onsite CRM a well-rounded software for every industry.
Solutions for Every Industry
Our all inclusive CRM platform has a wide variety of customizable solutions to fit your unique needs.
Onsite CRM provides the best of both intuitive design and high functionality. Its flexible software is easy to combine with your other favorite systems so you can continue outshining competitors. Extend your outreach, increase employee efficiency, and close deals faster than ever before.
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