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Onsite CRM Solutions for Every Industry

This powerful CRM platform offers exclusive and unique solutions that can be tailored to suit the exact needs of any company, including yours. Onsite CRM is extremely flexible and powerful, yet is still highly intuitive and easy to use. It fits smoothly and painlessly into your current system for customer acquisition, increasing your sales team’s reach and efficiency boosting your bottom line.



Onsite CRM specializes in providing unique solutions for any business needs. Our highly trained staff will be happy to work with you to determine what you need and to provide a solution that’s perfect for your business. 



SOLAR industry

Solar companies will be able respond quickly to incoming leads with Onsite CRM Intelligent Sales Automation solutions in place. Manage leads quickly and efficiently and close more deals than ever before. 



INSURANCE industry

Onsite CRM saves your insurance company time and money by providing you with an integrated application that has everything you need in one place. Move beyond simple customer relationship management and into a package that combines customer contact with insurance forms to allow you to see and manage everything each customer needs without ever having to jump to a different application




Onsite CRM tracks and helps you manage clients in a single office or across multiple locations. Clerks can enter contact information as it comes in and it’s immediately available to anyone in the firm who needs to see it. Maintain focus and share information, maximize your time and never overlook a potential client due to a high volume of calls. Make your office time count with this powerful platform.



Unique Solutions For Your Business

Onsite CRM’s integration experience and powerful platform are the perfect combination to provide you with industry-specific solutions for your current sales system. The platform is flexible enough to provide unique configurations that can readily accommodate the requirements for any industry, including yours.



Take advantage of the same technology the “big guys” use by implementing Onsite CRM in your small business. Experience what the efficient tracking of customers and leads can do for you. Provide your staff with consistent information & customer tracking so that you never miss a closing just because someone forgot to follow up on a lead or was out sick for the day. Find out how powerful and affordable Onsite CRM can be. You might just end up wondering how you ever managed without it.



TAX industry

Dealing with the IRS is stressful enough – don’t let an inefficient lead and client handling system make things worse. Onsite CRM manages all of your leads, contacts, and clients cleanly and efficiently, making sure that you get to the people who need you when they need you. Never miss an important date or fail to follow-up with a lead to turn them into a client. Let Onsite CRM handle it all and give your bottom line a big boost




Count on Onsite CRM to keep your logistics company moving ahead of the competition. This platform is the ideal solution for handling all levels of contacts, from inquiries to completed jobs. Track what’s been done and what is left to do, and make sure that no potential customer is left behind. The built-in efficiency of this platform ensures that you’ll be getting jobs at a far greater rate than ever before




Work smarter, not harder with Onsite CRM, the tool that adds real power to handling contacts and inquiries. Educational institutions can quickly optimize the administration process with this platform in place. Quickly and smoothly capture, prioritize, analyze distribute, and enroll inquiries to optimize the admissions process. No more wasting time or losing contacts when a deluge of pre-term questions come rolling in!


Move Ahead Into Smarter Selling

Configure Onsite CRM Lead Controller and Onsite CRM Turbo Dial to fully optimize all of your sales processes and jump your sales performance to the next level. Enjoy enhanced team productivity, selling discipline, and experience the success that comes with these necessary changes.



Move ahead of the competition with Onsite CRMS Lead Controller. Providing automated, guided selling, lenders and brokers will be able to attract and retain those looking to buy a new home or to refinance an existing mortgage. 




Get automated with Onsite CRM for Finance Companies. Automatically disperse ACH and credit card transactions from escrow once services are rendered. Offer financing to your customers through our lender platform.



Onsite CRM covers the world of sales with configurations that target the industry-specific needs that arise in every industry.