Field sales is hard enough without clunky tools
Most sales reps lose valuable selling time switching between spreadsheets, CRMs, paper order forms and PDF catalogues.
Onsight gives your reps one dedicated sales rep app to manage customer visits, present products, create quotes and submit orders while they are on the road.
No more paper orders
Capture clean, complete orders digitally while reps are with customers.
Sell even when offline
Keep reps productive in warehouses, remote areas, trade shows and customer sites.
Real-time manager visibility
Track sales activity, quotes, orders and field visits as they happen.
Everything your sales reps need in one mobile app
Give your reps a faster way to manage accounts, present your product catalogue and capture orders from any mobile device.
Create quotes and orders
Reps can create quotes and sales orders while onsite with customers, then send PDF copies for approval or processing.
Manage accounts and contacts
Keep customer records, contact details and account assignments updated in one shared database.
Present your product catalogue
Help reps showcase products professionally on a phone or tablet during customer meetings and trade shows.
Automatic syncing
Offline activity syncs automatically when reps reconnect, keeping the office and field team aligned.
Full customer history
Reps can access previous quotes, orders and customer information before every visit.
Works on any device
Use Onsight on mobile phones, tablets and desktop devices across your sales team.
Create quotes and orders on the spot
Help reps close deals faster by generating professional quotes and sales orders while they are meeting with customers.
- Create quotes and sales orders directly from the app
- Work offline with automatic sync when reconnected
- Email PDF quotes instantly for customer approval
- Send PDF orders to the office or warehouse
- Access full quote and order history for every account
Customer records
Keep account details current across your team.
Rep assignments
Allocate accounts to the right sales reps and territories.
Shared updates
Sync contact and account changes automatically.
Manage customer accounts anywhere
Keep all customer information centralized and accessible so your reps always have the latest data before every visit.
With Onsight, your sales team can manage customer accounts, update contact details and maintain complete records from any mobile device.
Complete visibility for sales managers
Track rep performance and field activity in real time, from customer visits to quote and order creation.
GPS tracking and route logging
Track rep routes, customer visits and field activity so managers know where reps are and how their time is being spent.
Live order and quote tracking
Monitor quotes and orders as they are created in the field, giving managers real-time sales pipeline visibility.
Rep and team performance
Track activity by individual rep, team or territory to understand performance and identify opportunities.
Better territory management
Use visit and route data to improve coverage, accountability and sales planning across your outside sales team.
Built specifically for B2B sales reps
Unlike generic CRM apps, Onsight is purpose-built for outside sales teams that need to manage customers, present product catalogues and capture orders in the field.
Customer visits
Give reps the tools they need during onsite customer meetings.
Trade shows
Showcase products and capture sales interest even in busy event environments.
On the road
Keep reps productive wherever they sell, including offline locations.
Explore more B2B sales tools
Onsight gives wholesale and distribution businesses a complete suite of tools for field sales, customer ordering and digital product catalogues.
B2B Sales Portal
Offer a secure web-based ordering portal where trade customers can view pricing and place orders.
Explore the B2B Sales Portal →B2B Ecommerce App
Create your own-branded ordering app for the Apple App Store and Google Play, giving customers an easy way to order.
Explore the B2B Ecommerce App →Mobile Product Catalogue App
Ditch paper catalogues for a visually rich product showcase that works beautifully on mobile devices.
Explore the Catalogue App →Frequently Asked Questions About Sales Rep Apps
What is a sales rep app?
A sales rep app is mobile software that helps field sales reps manage customer accounts, present products, create quotes and capture orders while working outside the office.
Does Onsight work offline?
Yes. Onsight works offline, allowing reps to create quotes, capture orders and update customer data without an internet connection. Changes sync automatically when the device reconnects.
Can managers track sales rep activity?
Yes. Onsight includes GPS tracking, route logging and real-time quote and order monitoring so sales managers can see field activity as it happens.
What devices does Onsight support?
Onsight works on mobile phones, tablets and desktop devices, making it easy for reps and managers to access the platform wherever they work.
Who is the Onsight sales rep app designed for?
Onsight is designed for B2B sales teams, wholesalers, distributors, manufacturers and suppliers with reps who sell in the field, at trade shows or during onsite customer visits.
Find Out More About the Onsight Sales Rep App
Tell us about your sales team and we'll show you how the Onsight Sales Rep App can help your reps manage accounts and capture orders more efficiently.