1-800-706-2904
On Demand Sales Management Software for the Sales and Marketing Professional
Features
OnSite Clarity provides a broad range of features customizable to the way you do business. We encourage you to sign up for the free membership of the application to learn more. Dashboard:
Interactive charts (Pie, bar, etc.)
Real-time information.
Drill down analysis.
Fully customizable by user-defined tabs and layout.
Export to PDF, CSV and/or JPEG. Great for
massaging data and creating great looking presentations.
Projects:
Project organization.
Hierarchical relationship.
Access control.
Accounts & Contacts:
Account management.
Hierarchical accounts for sub-accounts to easily manage corporate and divisional accounts.
Manage client, vendor, and competitors from the same screen.
Organize accounts by project.
User-defined status
User-defined types (e.g. Healthcare, home builder, etc.).
User-defined sources (e.g. newspaper, Internet, etc.).
User-defined priority (e.g. A, B, C, D, Hot, Warm, Cold, Frigid).
Time zones with automatic local time
Multiple telephone numbers, best time to call, and quick notes.
Products & Opportunities:
Product Categories.
Product information and descriptions.
Excel like spreadsheet and auto calculations
Unlimited opportunities per account.
Select standard products or on-the-fly products.
Sales tax.
Freight charges.
Document Management:
Document file management.
Share documents between multiple resources like accounts, contacts, events, and more.
User-define types (e.g. Marketing, Sales, Technical, etc.).
User-defined status (e.g. Pending, Approved, Obsolete, etc.).
Project organization.
Unlimited notes/comments per document.
Calendaring:
Calendar events.
Attendees (login users, accounts and/or contacts).
Document Association.
Notes.
Automated email notification and reminders.
Scheduling & Project Management:
Unlimited, hierarchical Tasks.
Tasks dependencies.
Attendees (login users, accounts and/or contacts).
Document association.
Notes.
Easy dragging to re-align start and/or end times.
Variable time scales.
Progress tracking.
Telephony:
Personalized inbound local and toll-free numbers.
Unlimited extensions mapped to your existing telephones (land, VoIP, cell).
Real-time notification of inbound calls.
Inbound call contact information, notes, Google map and local weather.
Unlimited voice mail messages.
Unlimited and customized call routing for inbound numbers (e.g. 'Dial 1 for sales, 2 for support...').
Unique call routing for any number of inbound phone numbers.
Call routing based on geography and time of day.
Unlimited call groups / queues.
Automated voice mail to customer notes conversion.
Simultaneous and sequential call search from inbound calls.
Call activity events and simultaneous calling to multiple customer phones.
Call history, activity logs and charts.
Plug-ins:
Plug-ins to extend features of the application.
Twitter.
RSS feeds with market intelligence alerts.
10 day weather forecast.
Google search and translate.
Google maps with market and account analysis.
More to come...
Other:
Adobe Flash interface for consistent interaction across browsers, fluid animation of data, desktop-like behavior in a browser.
State of the art technology utilizing Rich Internet Application (RIA) systems for the best "Web 2.0" CRM experience on the market.
Adobe PDF reporting.
Chat.
Easy importing and exporting of data.
Offsite archiving of documents and data.
Real-time update of information.
OnSite Clarity provides a broad range of features customizable to the way you do business. We encourage you to sign up for the free membership of the application to learn more. Dashboard:
Interactive charts (Pie, bar, etc.)
Real-time information.
Drill down analysis.
Fully customizable by user-defined tabs and layout.
Export to PDF, CSV and/or JPEG. Great for
massaging data and creating great looking presentations.
Projects:
Project organization.
Hierarchical relationship.
Access control.
Accounts & Contacts:
Account management.
Hierarchical accounts for sub-accounts to easily manage corporate and divisional accounts.
Manage client, vendor, and competitors from the same screen.
Organize accounts by project.
User-defined status
User-defined types (e.g. Healthcare, home builder, etc.).
User-defined sources (e.g. newspaper, Internet, etc.).
User-defined priority (e.g. A, B, C, D, Hot, Warm, Cold, Frigid).
Time zones with automatic local time
Multiple telephone numbers, best time to call, and quick notes.
Products & Opportunities:
Product Categories.
Product information and descriptions.
Excel like spreadsheet and auto calculations
Unlimited opportunities per account.
Select standard products or on-the-fly products.
Sales tax.
Freight charges.
Document Management:
Document file management.
Share documents between multiple resources like accounts, contacts, events, and more.
User-define types (e.g. Marketing, Sales, Technical, etc.).
User-defined status (e.g. Pending, Approved, Obsolete, etc.).
Project organization.
Unlimited notes/comments per document.
Calendaring:
Calendar events.
Attendees (login users, accounts and/or contacts).
Document Association.
Notes.
Automated email notification and reminders.
Scheduling & Project Management:
Unlimited, hierarchical Tasks.
Tasks dependencies.
Attendees (login users, accounts and/or contacts).
Document association.
Notes.
Easy dragging to re-align start and/or end times.
Variable time scales.
Progress tracking.
Telephony:
Personalized inbound local and toll-free numbers.
Unlimited extensions mapped to your existing telephones (land, VoIP, cell).
Real-time notification of inbound calls.
Inbound call contact information, notes, Google map and local weather.
Unlimited voice mail messages.
Unlimited and customized call routing for inbound numbers (e.g. 'Dial 1 for sales, 2 for support...').
Unique call routing for any number of inbound phone numbers.
Call routing based on geography and time of day.
Unlimited call groups / queues.
Automated voice mail to customer notes conversion.
Simultaneous and sequential call search from inbound calls.
Call activity events and simultaneous calling to multiple customer phones.
Call history, activity logs and charts.
Plug-ins:
Plug-ins to extend features of the application.
Twitter.
RSS feeds with market intelligence alerts.
10 day weather forecast.
Google search and translate.
Google maps with market and account analysis.
More to come...
Other:
Adobe Flash interface for consistent interaction across browsers, fluid animation of data, desktop-like behavior in a browser.
State of the art technology utilizing Rich Internet Application (RIA) systems for the best "Web 2.0" CRM experience on the market.
Adobe PDF reporting.
Chat.
Easy importing and exporting of data.
Offsite archiving of documents and data.
Real-time update of information.
The best way to evaluate the features is to
first watch some of the on-line video demos, and then signup for the
FREE edition of OnSite Clarity.
Designed for the Sales Profession
OnSite Clarity is the leading provider of an
award winning software, that enables relationship-based organizations to create Relationship Intelligence
and to uncover new business opportunities. OnSite Clarity
drives the sales process to closure.
OnLine Demo
FAQ
Customer Says
"Finally, a web-based CRM application that works like I work. I don't have time waiting for web pages to update. OnSite Clarity is fast and helps me be more productive. I love you guys!"
Editions
FREE1 user, 50 accounts, 2MB Standard: $19/user/mo.
3 users, 1000 accounts, 100MB Professional: $39/user/mo.
30 users, 5000 accounts, 250MB Enterprise: $79/user/mo.
Unlim. users & accounts, 500MB
