Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CrucialCRM is a versatile cloud-based platform designed for customer relationship management, catering specifically to small and mid-sized enterprises, sales teams, agencies, and service providers. This comprehensive solution integrates contact and deal management with Kanban boards for multiple pipelines, shared inboxes, email marketing campaigns, social media publishing, appointment scheduling, workflow automation, and detailed reporting. Within a single workspace, teams can effectively monitor customer interactions and follow-ups on timelines, synchronize conversations, plan social media posts, generate booking pages, and oversee various marketing campaigns. Additionally, AVA, the platform's AI assistant, facilitates lead research and qualification, assists in drafting outreach messages, and streamlines CRM updates. CrucialCRM also allows seamless integration with calendar applications and social media platforms while offering customizable workflows to enhance routine sales and marketing processes. With its array of features, CrucialCRM empowers teams to improve collaboration and efficiency in managing customer relationships.
Description
Onsite CRM serves as a comprehensive lead management tool aimed at streamlining your sales workflow, enhancing business insights, and driving success through advanced AI functionalities. Our versatile CRM system offers a broad range of customizable options tailored to meet your specific requirements. With a perfect blend of user-friendly design and robust capabilities, Onsite CRM ensures that its adaptable software can easily work alongside your preferred platforms, helping you to outpace your rivals. Broaden your outreach efforts, boost team productivity, and accelerate deal closures more effectively than ever. Experience increased clarity at every step of your sales pipeline while enhancing employee output throughout the entire process. Effortlessly connect with your reliable lead sources, and enjoy a quick one-click setup that allows you to hit the ground running right away. This all-in-one solution not only simplifies lead management but also empowers your team to achieve remarkable sales performance.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Anthropic
Yes
Apollo
Yes
Facebook
Yes
Gemini
Yes
Gmail
Yes
Google Calendar
Yes
Google Drive
Yes
Hunter
Yes
Kixie PowerCall & SMS
No
LinkedIn
Yes
Integrations
Anthropic
No
Apollo
No
Facebook
No
Gemini
No
Gmail
No
Google Calendar
No
Google Drive
No
Hunter
No
Kixie PowerCall & SMS
Yes
LinkedIn
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$99 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Phenomena Technologies Inc
Founded
1999
Country
Canada
Website
phenomenatech.com
Vendor Details
Company Name
OnSite CRM
Country
United States
Website
www.onsitecrm.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No