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Scheduling & Billing
Stay laser-focused on your clients while you delegate the rest to your to-do list to your CRM and watch your efficiency skyrocket overnight.
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Automatically schedule court dates, send email reminders, process invoices, add expenses, track hours, and get paid all on one platform.
Settlement Calculator
Easily track and update vital data points for each individual case. Get up-to-date, elegantly designed reports in real time when you need them.
Additional features include Google Maps integration for seamless directions, automated calculations for more accurate estimates, and user-friendly designs that promote faster employee adoption rates than most other platforms.
Case Value Monitor
Get a bird’s eye view of automatically captured leads, ongoing case progress, and more all on one easy to navigate platform.
Onsite CRM offers simple form builders that make qualifying and compiling leads a snap. You can also log bills, expenses, and hours for easier invoicing. Popular one-click integrations include Clio & Needles.
eSignature Solution & Document Mapping
Save yourself time and hassle for every transaction with our simplified tools.
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Email or text out contracts and documents for eSignature with a click of a button. In the form of a coded message, the digital signature securely associates a signer with a document in a recorded transaction. Drag & drop document mapping.
Work Smarter with Onsite CRM
Using trusted sales methods combined with irrefutably excellent features, Onsite CRM is proud to have developed a cloud-based platform that efficiently adapts to the most minute and specific needs of any industry.
Our dynamic platform is fully customizable, easy to use, and allows for one-click seamless integration with your other favorite sales tools. Set up is fast and easy so you can get started today.
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