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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.

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

Screenshots View All

Integrations

Axis LMS Yes 
Kixie PowerCall & SMS No 

Integrations

Axis LMS No 
Kixie PowerCall & SMS Yes 

Pricing Details

$60/month
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 Yes 
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 Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

LeadCenter.AI

Founded

2016

Country

United States

Website

www.leadcenter.ai/

Vendor Details

Company Name

OnSite CRM

Country

United States

Website

www.onsitecrm.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments 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 

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