# 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 March 13, 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)[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 (4,451)](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 (4,352)

Value For Money

5.0 (2)

Value For Money

4.3 (3,488)

Customer Service

5.0 (2)

Customer Service

4.4 (3,496)

## OnSite CRM alternatives

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Highest Rated

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

[4.4 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

[4.2 (1,291)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

## 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.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)