Sales Management

Win more work, win it faster.

Turn leads into signed jobs without the chaos. Track every prospect in a built-in CRM, move deals through a visual pipeline, and send proposals that win. Nothing falls through the cracks.

  • Built-in CRM
  • Visual pipeline
  • Online proposals
Onsite sales dashboard showing total clients, won deals, sales revenue and rep leaderboard
The leaky funnel

How much work slips away before you sign it?

When sales lives in your head, a notebook, and a dozen text threads, deals go cold and quotes never get sent. Onsite turns that scramble into a system.

Leads scribbled on sticky notes
Follow-ups that never happen
Quotes stuck in your inbox
No idea which deals are close
CRM

Every customer and conversation in one place.

Stop digging through texts, emails, and spreadsheets. Keep every customer, property, and conversation together — so you never lose a lead or forget a follow-up.

  • Customers, properties & contacts
  • Full history at a glance
  • Follow-up reminders that stick
Onsite CRM clients screen listing customers, properties and contact details
Sales Pipeline

See exactly where every deal stands.

A visual pipeline shows what's hot, what's stalled, and what to do next — so deals move forward instead of going quiet. Forecast your revenue instead of guessing it.

  • Drag deals through your stages
  • Spot stalled deals early
  • Forecast revenue with confidence
Onsite sales dashboard showing total clients, won deals, sales revenue and rep leaderboard
Proposals

Send proposals that win — and book the job.

Build clean, professional proposals in minutes and send them to clients to approve online. The moment they say yes, it turns into a scheduled job — no re-keying.

  • Polished, branded proposals
  • One-tap online approval
  • Approved → scheduled instantly
Onsite proposals screen with client names, totals and won, proposed and lost statuses
The toolkit

Everything you need to close the deal.

One source of truth

Every customer, property, and past job in a single record your whole team can see.

Capture every lead

New inquiries land in your pipeline automatically — nothing falls through the cracks.

Never miss a follow-up

Reminders and next-step nudges keep deals moving without living in your head.

Know what's closing

A clear view of pipeline stages and value so you can forecast the month ahead.

Proposals that convert

Professional, branded quotes clients can review and approve from any device.

Yes becomes a job

Approved proposals flow straight into scheduling — no double entry, no delay.

Connected end to end

A signed deal shouldn't mean starting over.

In Onsite, sales is the first step in one connected flow. The moment a proposal is approved, the job is ready to schedule, run, and invoice — no exports, no re-keying.

Why Onsite

Why contractors choose Onsite.

One platform, not five tools

Everything from first call to final invoice in a single system. Stop paying for and stitching together separate apps.

Modern & AI-native

A clean, fast platform built today — not dated software from a decade ago that your crew refuses to open.

Fair, transparent pricing

Honest pricing with no surprise implementation fees — the #1 complaint about the incumbents, fixed.

Up and running in days

Easy onboarding and a simple move off spreadsheets and QuickBooks. No season-killing rollout.

Built for both seasons

One system that handles landscape and snow & ice — so you're never relearning software in November.

See Onsite win you more work.

A quick, tailored walkthrough — from first lead to signed proposal and beyond.

  • No pressure
  • No long sales cycle
  • A real look at the platform