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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.
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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