OnSite CRM

OnSite CRM is a comprehensive lead management solution designed to automate the sales process, provide valuable insights into businesses, and drive success with AI tools. According to the vendor, this cloud-based software caters to businesses of all sizes, from small startups to large enterprises. OnSite CRM is widely used by professionals and industries such as real estate, mortgage, construction, solar, and legal services.

Key Features

Lead Management: OnSite CRM aims to automate the sales process and provide businesses with greater insight through the use of AI tools.

Automate Sales: According to the vendor, OnSite CRM seamlessly integrates with trusted lead providers, streamlining workflow and engaging customers at every step of the sales process.

Nurture Relationships: OnSite CRM offers specialized contact tools to attract new leads and enhance existing connections. The software provides a robust suite of intelligent communication tools.

Convert More Leads: OnSite CRM enables businesses to target, customize, and reach clients in real-time using automated marketing tools for tailored content. The software allows businesses to track progress and analyze customer behavior.

Make Informed Decisions: OnSite CRM provides an in-depth reporting suite for sales history and analytics on call, email, and SMS messaging reports. The software helps improve workflow and future campaigns with detailed graphics.

Track Commissions: According to the vendor, OnSite CRM offers automated tools to accurately record and assess commissions. The software simplifies everyday tasks for hassle-free paychecks and helps build relationships with referral partners.

eSignature Solution & Document Mapping: OnSite CRM provides simplified tools for email or text contracts and documents for eSignature. The software securely associates digital signatures with recorded transactions.

Email Marketing: OnSite CRM allows businesses to create personalized marketing materials using customizable templates. The software offers automated tools for email campaigns and reports, maximizing exposure.

Integrations: OnSite CRM seamlessly integrates with popular programs such as Google Maps and Zillow. Businesses can instantly access estimated home values, property details, and map driving directions for enhanced efficiency.

Project Management: OnSite CRM saves time and streamlines project management by keeping track of projects, client information, timelines, vendor and subcontractor details, estimates, contracts, and invoicing.