Your data belongs to you! We don’t access your data and we don’t engage in surveillance capitalism like Big Tech companies, maximizing their profits at your expense.
More and more businesses choose Onpipeline™ CRM software to manage their leads and sales, from first contact to billing.
Onpipeline is not just a CRM and pipeline management tool.
You can easily manage contacts, opportunities, activities, offers and even billing.
Also available in Spanish, Portuguese, French and Italian.
Intuitive CRM software that empowers users from day one. Get started in 2 minutes: Just set your pipeline, fill it up with deals and start selling.
Build a complete view of your Pipeline. Simply schedule calls, meetings or emails, and let Onpipeline CRM show you what you have to do.
You can easily see deals and activities across time or any data point you want. When you understand past trends you can forecast sales.
Manage every stage of the Sales Process, activities and customers interactions with your business. Highlight the information needed to have better conversations with your customers, thanks to a complete record of individuals and companies.
CRM software improves relationships with clients by providing businesses with tools to develop a successful strategy. CRM is a tool that doesn’t just solve problems like qualifying and following leads or prioritizing activities. In fact, it can handle a lot more.
The short answer is “any company that wants to effectively maintain a relationship with customers”. Do you need to maintain information on your leads and customers? Are customers interacting with different people in your company? Do you need a better understanding of your sales team productivity?
If you answered yes to at least one of the above questions you could benefit from a CRM platform. Upgrade from spreadsheets!
We help sellers securely and centrally store their leads, sales opportunities, current deals and sales pipeline, in a single database! You own your data, and we never use it beyond the service we provide to you. You can always export it, delete it or transfer it. We store and protect your data using a world-class infrastructure.
Optimize your daily activities and prioritize to make sure customers aren’t forgotten and prospects are contacted on time. You can plan tasks, calls, emails meetings and deadlines, and link them to deals, contact persons and organizations. In addition to the basic set, you can create custom activities to make the CRM more specific to your business.
Simplify the sales process, which means closing more deals in the sales pipeline and achieving goals. With the offer management module included in standard plans. Professional sales quotes can be easily created from deals in 2 minutes. Sales reps can track their results and managers can see their team’s performance. You can see deals and activities across time or any data point you want.
Modern businesses can no longer survive with generic contents. Sending personalized offers is essential to gain customers trust.
You can customize your offer templates and create PDFs with the style and colors of your company. Also, you can create a different template for each team, use different headers and addresses, and even translate the templates into any language. In Onpipeline offers may be subject to team leaders or administrators approval. Whether you want your offers auto-approved or not is up to you. Offers will remain in draft form until approved by the manager.
You can easily send invoices and payment reminders in one click. With just one click, a message addressed to the customer’s email will be generated, with the pdf invoice attached.
The template of all emails can be customized (for each language) and can also be changed on the fly before sending the message.
If your business is international you can take full advantage of the features we offer.
You can invoice in the currency of your choice with our built-in currency converter. You can also send invoices in different languages according to the customer, choosing among the supported languages but also adding additional languages if necessary.
The importance of sharing customer information is vital in any business where there are multiple people working on the same accounts and having contact with customers. Onpipeline is one of the best CRM for Sales Teams. It helps people and departments work together and close more deals. Both small and large Sales Teams will find that sharing information improve the quality of their work and improve results.
Our plans make Onpipeline CRM suitable for every company. You can use Onpipeline starting from a few cents a day. Try it free for the first 30 days.
Are you tired of trying every marketing strategy out there and not seeing the results you would hope for? Are you feeling lost when it comes to deciding on what sales tools to use to build your customer base and automate all of your sales processes?
In CRM sales and marketing automation have two different functions. Understanding each and integrating them can boost sales and improve customer loyalty.
With digital transformation the focus of many businesses, you may be wondering if your company needs a CRM. Or maybe you’re trying to decide between an enterprise resource planning (ERP) or a CRM solution.
Onpipeline™ is a cloud-based CRM software that helps companies improve customer relationships. Our CRM systems help sales teams manage contacts, deals, activities, automations, and the entire sales process from anywhere. Should you have any questions about features, pricing or anything else, please contact us.
The security of your data is core to our processes and everything we do.
We support the latest protocols to encrypt data in transit and at rest. This is one reason that we drop support for older browsers. In this context TLS is the new industry standard based on Secure Sockets Layer (SSL) and we use TLS 1.2. We obtained a A+ Overall Rating (which is the maximum).
All data is stored into your own account so that you have full control of it and we don’t share your data with anybody else.
Our team do not have access to login to your account. On rare occasions, it may be that we can better assist in investigating a problem you are having if we can access some part of your data. We would always ask your permission before taking this action and the process requires authorization internally.
Focus strives to maintain an uptime of 99.9%, and we use several services to monitor uptime and site availability. In case of downtime or emergency, our team receives real-time notifications. Our systems automatically replicate your data across multiple locations in real-time to maximize availability. Data is also constantly backed up to ensure we can restore access to your data. Our monitoring alerts us to any trouble and we have staff to quickly resolve unexpected incidents.
We have an active data retention policy in accordance with applicable laws. If clients decide to leave us, all their CRM data will be permanently deleted after 30 days.
To protect your account from people trying to log in, users that enter a wrong password too many times will be locked. This is something we manage on our systems and there is nothing you have to do.
2FA can keep bad guys out, even if they have your password. With 2FA we add and extra level of protection. Each time you login with your id and password we will generate a unique (one-time) verification code that you will receive in your email inbox. You may disable this feature from your account settings (not recommended).
Onpipeline data is hosted on Amazon Web Services (AWS), a global leader in Infrastructure as a Service. Amazon take physical and network security seriously. Physical access is strictly controlled both at the perimeter and at building ingress points by professional security staff, video surveillance, intrusion detection systems, and other electronic means – https://aws.amazon.com/security/
