Onsite Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Power BI is a business intelligence platform that enables users to analyze data using AI-driven tools and intuitive report creation. It consolidates data from various sources into OneLake, creating a centralized data source. This platform aids in embedding actionable insights into applications like Microsoft 365, aiding decision-making. Power BI integrates with Microsoft Fabric, enhancing data management. It offers scalability to handle large data volumes and integrates seamlessly with Microsoft services. Its AI capabilities efficiently identify patterns and generate insights. Power BI ensures data security and compliance. Its Copilot feature allows rapid report generation. Additionally, Power BI Pro offers self-service analytics, and its free version includes data modeling and visualization tools. It's known for unified data management, empowering users with accessibility and training resources. Power BI has demonstrated a significant ROI and economic benefit, as evidenced in a Forres

Quickly and easily provide customer-facing reports, dashboards, and analytics in your own applications by using and branding Power BI as your own. Reduce developer resources by automating the monitoring, management, and deployment of analytics, while getting full control of Power BI features and intelligent analytics. Explore the Power BI embedded analytics playground and get hands-on experience with sample code or embed your own report. Browse interactive showcases to see how a Power BI Embedded environment can meet your organization and customer needs. Embed fully interactive reports and dashboards into your applications to stand out from the competition, without investing the time and expense of building and maintaining analytics yourself. With hundreds of visuals to choose from and features from basic reporting to advanced analytics, you dictate how to deliver analytics to your users.

ProofStuff makes online proofing easy. Automate the design proofing process: Create, send, and approve art proofs, invoices and virtually any other documents online. Email reminders, automated notifications and history tracking, makes the approval process easy for your customers and easy for you. Increase turnaround time on virtually any document that requires approval. Increase customer satisfaction by making the approval process easy. Avoid having art proofs and other documents needing approval from getting lost. Reduce time checking order status, customers can check the status themselves, online, anytime. You have finalized a new design and need the customer’s final approval before proceeding with production. You send an email notification to the customer so he can review the proof online and instantly approve it. To increase turnaround time on the approval process, we replace the traditional signed and faxed order approval.

PromoStores promotional products eCommerce solutions was designed for screen printing, embroidering, promotional products, and decorated apparel companies who want a web store to sell and fulfill finished (or pre-printed) products, such as embroidered t-shirts, custom decorative clothing, promotional products, and other print wear. The promotional products eCommerce solution is also often used to create branded web stores for large to mid-sized customers of companies using OnSite business management software. Companies using OnSite software love PromoStores because it’s a full-featured eCommerce website solution that integrates seamlessly with OnSite, making product setup and order management easy. WordPress makes it easy to brand you eCommerce promotional products website specifically for you and your customers. Match the look-and-feel of your company (or your customer’s) website using templates or modify with custom HTML. Use any domain name you desire.

Bill of lading digital generation and retention solution for the SAP Intelligent Warehouse.

Manage Orders self-service customer order management software complements your OnSite business management software by providing your customers with a self-service web portal to manage their orders. Your customers will love ManageOrders self-service order management because it makes it easy for them to check orders, track shipments and make payments. Anytime. On any device, including desktops, laptops, tablets and smartphones. You’ll love it because it saves you time and money by allowing customers to help themselves rather than call your sales or customer service team to manage an order. ManageOrders is branded specifically for your business. Match the look-and-feel of your company website, your logo, and your custom URL. You determine what the customer sees, orders, payments, designs & proofs, and shipping details. ManageOrders is mobile-friendly and works well on smartphones, tablets or desktops within standard web browsers.

SalesForceSpeed is a real-time sales software that helps businesses to monetize their website visits from day one. The solution is based on algorithms and sophisticated web analytics, which enables in-depth monitoring of website visitors, behavioral analyses, and interaction in real-time. It provides real-time statistics of the organic and paid traffic and the lead sources. The software performs website visitors’ scoring, tracking visited web pages, and enables immediate communication with them, making it possible for sales staff to engage in fruitful conversations via chat, video chat, phone, send an individual offer, and other marketing activities. SalesForceSpeed tracks both unregistered and registered visitors, allowing merchants to instantly connect with those that are very likely to convert into sales. Ensure focus on customer conversion rather than simply driving traffic. Enable interaction with unregistered and registered visitors.