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Average Ratings 0 Ratings
Description
Manage and oversee your aftersales and work tickets, ensuring complete transparency throughout the entire process for all customers. Keep track of customer aftersales inquiries while equipping your teams with essential information, enabling them to respond effectively. Minimize the time spent on coordinating your engineers, empowering them to manage their tasks independently on-site, regardless of whether they are connected to the internet. Achieve comprehensive visibility of the customer experience from initial lead to final invoice, maintaining oversight at every stage. Engage with your customers in real-time, utilizing their preferred communication methods whenever necessary. Additionally, collect actionable and reportable data throughout the process. Connect with customers during crucial moments by setting up customizable triggers, which also provide insights into optimal communication strategies and timings. Furthermore, enhance your ability to make prompt and effective business decisions through access to both detailed data analyses and high-level summaries. This holistic approach ensures that you remain responsive to customer needs while driving operational efficiency.
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
API Access
Has API
Integrations
Kixie PowerCall & SMS
Microsoft Dynamics 365
Microsoft Power Platform
Integrations
Kixie PowerCall & SMS
Microsoft Dynamics 365
Microsoft Power Platform
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Elite Dynamics
Founded
2015
Country
United Kingdom
Website
www.elitedynamics.co.uk/elitemanufacturers
Vendor Details
Company Name
OnSite CRM
Country
United States
Website
www.onsitecrm.com
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Job Shop
Billing & Invoicing
Capacity Management
Job Costing
Job Tracking
Order Management
Purchasing
Quality Control
Quotes / Estimates
Scheduling
Shipping Management
Traceability
Work Order Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Manufacturing
Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management
Transportation Dispatch
Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking