# OnSite CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about OnSite CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/155368/OnSite-CRM --- # OnSite CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) OnSite CRM ## What is OnSite CRM? Onsite CRM is a dynamic responsive cloud based platform developed to increase sales and employee efficiency. We provide full transparency of your sales process with detailed analytics and cutting edge features your company can leverage to gain a competitive edge. Onsite powerful suite of intelligent communication tools allows you to connect with your clients using our Dialer, Text, and Email marketing platforms. Our goal is to arm your company with the most current smart technology available. ## What is OnSite CRM used for? [Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for OnSite CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.onsitecrm.com&name=OnSite CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OnSite CRM 5.0 (2) VS. [4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $99 Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.4 (4,371) Value For Money 5.0 (2) Value For Money 4.3 (3,503) Customer Service 5.0 (2) Customer Service 4.4 (3,512) ## OnSite CRM alternatives Highest Rated [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about OnSite CRM Features and Usability ### What are the key features of OnSite CRM? OnSite CRM offers CRM, CRM integration, and API access, along with contact management, lead management, and lead qualification. It also includes sales pipeline management, forecasting, task management, workflow management, calendar/reminder system, document storage, and email marketing, plus interaction tracking, segmentation, quotes/estimates, and referral tracking. Getting Started and Support ### What training and onboarding options does OnSite CRM offer? OnSite CRM provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars can cover product topics for groups, and documentation offers written reference material for self-paced review. Talk to an expert ### More questions? Ask our experts Getting Started and Support ### What customer support options does OnSite CRM offer? OnSite CRM provides 24/7 live rep support and chat. These channels let users get help at any time through direct contact or messaging. No reviewer feedback on support quality is available, so response times, helpfulness, and common frustrations cannot be described. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. API Application programming interface that allows for integration with other systems/databases Calendar/Reminder System Notifications/alerts for upcoming events or tasks Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system Email Marketing Create and send email blasts/campaigns OnSite CRM 19 features Application programming interface that allows for integration with other systems/databases Notifications/alerts for upcoming events or tasks Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Store and organize documents in a centralized system Create and send email blasts/campaigns Intended to be used by insurers Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Generate quotes or estimates for customers Log and store the source of contacts/leads Pipeline view and tracking lead status Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Basic $99.00 Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent ES Erin S. Property Manager Accounting ### "Easy to use! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 5, 2019 My overall experience with Onsite CRM has been very easy! Pros Easy to use software, friendly customer service agents, report tickets are resolved in less than a day if not the same day. Cons I do not have any cons about this software. I really like how easy it is to use and to navigate. I wouldn't say anything negative. Alternatives considered [Yardi Voyager](https://www.capterra.com/p/33832/Yardi-Voyager/) Reasons for choosing OnSite CRM Easy to use, pulling reports are simple Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Susanne S. Project Manager Construction ### "Very user friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 6, 2018 Pros I like that this software is cloud based and easy to learn. I also like that it has many options for me to reach my customers. Cons I can honestly say that as of yet, I have not found anything that I do not like about this software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.