One database for support, sales and invoicing

Onsites AI · 2026

The average support stack is help desk + CRM + invoicing tool + a spreadsheet bridge between them. Every bridge is a place where context dies. A customer asks about their invoice; the agent can't see it in the ticket. Sales updates the deal; support learns from the complaint thread.

Context is the feature

When the inbox, CRM and documents share one database, ordinary interactions stop being "searches":

• The chat opens showing the account, open deals and last invoice — automatically.
• "Can you update my billing contact?" is answered inside the same conversation, in the same record.
• A quote becomes an order becomes an invoice without export/import rituals.

The hidden bill of stitching

Integrations are subscriptions too. Zapier tiers, per-app connectors, the lost hours re-keying data, and the occasional "sorry, we don't support that field." For a five-to-two-hundred person team, the simplest architecture is often the cheapest one: one product, one database, one bill that's $0 to start.

That's the bet behind Onsites Chat, CRM, Mail and AI sharing a single workspace.

See the four products →