Migrate your Onsite CRM data
Small-team sales CRM hosted on Weebly with built-in calling, SMS, and email marketing. Data visibility is limited and public API documentation is sparse, making outbound migrations the primary use case.
In its favor
Why people choose Onsite CRM
The signal that keeps Onsite CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Built-in calling, SMS, and email marketing eliminate the need for third-party telephony or outreach add-ons for small sales teams.
All-in-one positioning covers the basics of contact management, deal tracking, and activity logging without requiring multiple subscriptions.
Lower price point relative to enterprise CRMs makes it accessible for teams under 20 users with straightforward sales processes.
Hosted on a Weebly infrastructure, which some small businesses find familiar for setup and administration.
Includes lead conversion tools and real-time marketing automation for small teams prioritizing outbound activity.
Extremely limited market presence with minimal third-party reviews and community discussion, making it difficult to assess long-term viability.
No publicly documented API, SDK, or webhook infrastructure limits integration options and blocks automated data extraction.
Appears to have weaker reporting and analytics depth compared to established CRM competitors like HubSpot or Pipedrive.
Very small user base on review platforms like G2 and Capterra suggests limited adoption and support ecosystem.
Lacks enterprise-grade features needed as teams scale, driving migration to platforms with better customization and API access.
Reasons to switch
Why people leave Onsite CRM
The recurring reasons buyers give for replacing Onsite CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Onsite CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Onsite CRM pricing overview
Onsite CRM does not publish pricing publicly. Software Advice and Capterra both list it as quote-based, requiring direct contact with the vendor for a personalized estimate. There is no published free tier, freemium plan, or self-serve subscription path.
Custom (sales-led)
Tier 1 of 1
Quote-based — no public price list
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Onsite CRM's schedule — see our quote-based pricing →
What gets migrated
Onsite CRM object support
Object-by-object support for Onsite CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedStandard contact records with name, email, phone, and company association. We extract contact lists via in-app CSV export and map them 1:1 into the target CRM's contact schema.
Companies
Fully supportedCompany or account records serve as the parent entity for contacts. We preserve the company-contact relationship during migration by mapping the association explicitly.
Deals
Mapping requiredDeal records track pipeline opportunities. Stage names, deal values, and close dates require field-level mapping against the destination CRM's opportunity or deal object naming conventions.
Pipeline Stages
Mapping requiredCustom pipeline stages vary by customer configuration. We extract stage definitions and map them to the target CRM's pipeline stage schema, preserving order and probability where supported.
Activities
Mapping requiredCall logs, SMS threads, and email records are tracked as activities. We map these to the destination CRM's activity or engagement timeline, noting that some platforms structure activities differently.
Tasks
Fully supportedTask records for follow-ups and reminders migrate as standard task objects with assignee, due date, and status fields preserved.
Custom Fields
Mapping requiredCustom fields on any object require manual mapping during scoping. We flag each custom field for review and map it to a corresponding custom property in the target CRM or flag it as unmapped.
Documents
Not in this platformOnsite CRM does not appear to have a structured document management or file attachment object in its data model. Attachments referenced in activity records may require separate file extraction.
Users
Mapping requiredUser records map to owner or assignee fields in the destination CRM. We preserve email, name, and role metadata, though internal permission structures may not transfer 1:1.
Tags
Mapping requiredTags applied to contacts or deals migrate as label or tag fields in the target CRM, though the tagging taxonomy may need normalization.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Standard contact records with name, email, phone, and company association. We extract contact lists via in-app CSV export and map them 1:1 into the target CRM's contact schema. |
| Companies | Fully supported | Company or account records serve as the parent entity for contacts. We preserve the company-contact relationship during migration by mapping the association explicitly. |
| Deals | Mapping required | Deal records track pipeline opportunities. Stage names, deal values, and close dates require field-level mapping against the destination CRM's opportunity or deal object naming conventions. |
| Pipeline Stages | Mapping required | Custom pipeline stages vary by customer configuration. We extract stage definitions and map them to the target CRM's pipeline stage schema, preserving order and probability where supported. |
| Activities | Mapping required | Call logs, SMS threads, and email records are tracked as activities. We map these to the destination CRM's activity or engagement timeline, noting that some platforms structure activities differently. |
| Tasks | Fully supported | Task records for follow-ups and reminders migrate as standard task objects with assignee, due date, and status fields preserved. |
| Custom Fields | Mapping required | Custom fields on any object require manual mapping during scoping. We flag each custom field for review and map it to a corresponding custom property in the target CRM or flag it as unmapped. |
| Documents | Not in this platform | Onsite CRM does not appear to have a structured document management or file attachment object in its data model. Attachments referenced in activity records may require separate file extraction. |
| Users | Mapping required | User records map to owner or assignee fields in the destination CRM. We preserve email, name, and role metadata, though internal permission structures may not transfer 1:1. |
| Tags | Mapping required | Tags applied to contacts or deals migrate as label or tag fields in the target CRM, though the tagging taxonomy may need normalization. |
Gotchas
What to watch for in Onsite CRM migrations
Issues we've hit on past Onsite CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API documentation found
Weebly-hosted infrastructure limits data access
Limited historical activity export
| Severity | Issue |
|---|---|
| High | No public API documentation found |
| Medium | Weebly-hosted infrastructure limits data access |
| Medium | Limited historical activity export |
Leaving Onsite CRM?
Where Onsite CRM customers move next
12 destinations Onsite CRM can migrate to.
How a Onsite CRM migration works
Four steps, Onsite CRM-specific
Connect
Not publicly documented — apitracker.io lists no API reference or authentication method into Onsite CRM. Scopes limited to read-only on the data we move.
Map
We translate Onsite CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Onsite CRM quirks before production.
Migrate
Full migration with Onsite CRM rate-limit handling. Rollback available throughout.
FAQ
Onsite CRM migration FAQ
Answers to the questions buyers ask most during Onsite CRM migration scoping. Not seeing yours? Book a call.
Can't find your answer?
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Migrate Onsite CRM.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Onsite CRM setup and destination — written quote back within a business day.