--- title: "OnSite CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OnSite CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/155368/OnSite-CRM/" page_type: "product" language: "en" --- # OnSite CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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 Free version not included 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://www.g2.com/products/onsite-crm/claim_requests/new?auto=true) ## 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. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $99 Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.0 (912) Value For Money 5.0 (2) Value For Money 4.0 (831) Customer Service 5.0 (2) Customer Service 4.1 (851) ## OnSite CRM alternatives [4.2 (1,331)](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 [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](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 [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about OnSite CRM Features and Usability ### What are the key features of OnSite CRM? OnSite CRM offers CRM core tools such as contact management, lead management, lead qualification, and sales pipeline management. It also includes calendar/reminder system, task management, workflow management, forecasting, interaction tracking, document storage, email marketing, quotes/estimates, referral tracking, segmentation, and API and CRM integration. 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 training supports direct instruction, live online sessions allow guided remote setup, webinars cover product topics for groups, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does OnSite CRM offer? OnSite CRM provides 24/7 live rep support and chat. These channels give users direct access to help at any time, with chat suited to quick questions and live reps available for more detailed assistance. No reviewer feedback on support quality is available in the catalog data. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) OnSite CRM includes other capabilities that Capterra reviewers also consider important, such as **Contact Management** (**44%**). This feature gives teams a central place to organize customer details, track interactions, and keep outreach efforts consistent, helping businesses maintain stronger relationships and manage day-to-day sales communication more effectively. 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 ### All Features - 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 - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Sales Pipeline Management: Pipeline view and tracking lead status - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Workflow Management: 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## 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.