CRM for optimizing your processes, from customer acquisition to retention. Fast and intuitive tools to centralize your information, customize the database to your needs, manage leads, and never miss an opportunity.
Pipeline management tools allow sales teams to monitor and track sales opportunities.
By tracking the progress of deals through a fully customizable sales process, you can identify areas for improvement. See how many deals are in each stage, sort, filter and make decisions to move deals.
You can schedule tasks, calls, emails, meetings, and deadlines, linking them to deals and contacts, and customize activities to align with your business needs!
Automated reminders can be sent to your contacts via email or SMS, tailored to include specific details like time, date, and location.
Optionally, sync with your Gmail or Outlook calendars in a two-way replication.
Manage customer and prospect data, and capture interactions.
Keep a comprehensive record of emails, phone calls, meetings, and notes, providing you with a detailed overview of your customer relationships and sales activities.
Easily start phone calls or send SMS with a single click. Additionally, you can schedule and send bulk emails or text messages to multiple contacts at once.
Our online appointment booking pages eliminate the need to spend time on the phone or sending emails when making appointments.
This tool streamlines your CRM systems and appointment-making process, enabling customers to book, view, and modify their appointments with just a few clicks.
Onpipeline will automatically store all your appointments in your personal calendar.
Quote Management is an invaluable CRM solution for any business, as it allows sales team members to create detailed business proposals and respond to bid requests quickly and efficiently.
You can design and produce PDFs with your company’s style and colors, as well as create a new template for each team, and even translate the templates into any language.
A CRM can help any business that wants to stay closely connected with their customers. It’s not just about fixing common problems, like keeping track of potential customers or managing tasks.
In simpler terms, if you want to keep details about your customers and potential customers, keep an eye on how your team communicates, or understand how well your sales team is doing, then it’s a good idea to switch from spreadsheets to a CRM tool.
Enhance the way you handle your business tasks and take care of your customers, making sure that customers get the attention they need and possible new customers are reached out to promptly.
You can organize tasks, phone calls, emails, and meetings connected to people you’re in contact with, and the groups or businesses you’re dealing with. Furthermore, you can design custom tasks that match your business well to make the CRM work better for you.
Making your sales process smoother can lead to more deals being finalized and your targets being reached. In our Standard plan, the Quote Management tool helps you create sales proposals from deals quickly and effectively.
85% of our customers reported improvements in efficiency and a 35% average increase in sales
Customer Relationship Management systems have evolved into indispensable tools that empower businesses to streamline operations, foster customer relationships, and drive growth. From managing sales pipelines to optimizing marketing strategies, CRM software plays a pivotal role in modern business success.
At the core of CRM lies sales pipeline tools and sales pipeline management software. These tools offer a comprehensive view of the sales journey, known as the “sales cycle,” allowing businesses to track leads, opportunities, and deals as they progress through various pipeline stages. This visual representation, often resembling a sales funnel, offers valuable insights into the overall health of the sales process.
One of the key benefits of CRM is its analytics tools, which provide a deeper understanding of sales and marketing performance. Through data-driven insights, businesses can refine their strategies, identify trends, and make informed decisions. Sales forecasts generated by CRM systems allow organizations to anticipate revenue and set achievable goals.
Sales reps greatly benefit from CRM as well. The software centralizes customer information, enabling sales teams to personalize interactions and build stronger relationships. They can track customer preferences, purchase history, and communication history, allowing for more tailored engagement.
Marketing efforts are also elevated through CRM’s integration with marketing automation. Landing pages, email campaigns, and lead nurturing sequences can be executed seamlessly, enhancing customer engagement and optimizing conversion rates. CRM’s sales automation functionalities further improve efficiency, automating repetitive tasks and enabling sales reps to focus on building relationships and closing deals.
The synergy between sales and marketing is enhanced by CRM, fostering collaboration and alignment. Shared insights and data ensure that both teams are working toward common goals, resulting in a unified approach to customer engagement.
Incorporating CRM into business operations extends beyond lead and customer management. It becomes a driving force for strategic decision-making. By leveraging CRM analytics, businesses gain valuable insights into customer behavior, enabling them to refine their approach and allocate resources effectively.
CRM has become an integral part of modern business operations. From managing sales pipelines and enabling sales reps to optimizing marketing efforts and fostering collaboration, CRM empowers businesses to thrive in competitive markets. As technology continues to advance, CRM’s role will only become more essential in guiding businesses toward success.
A correct vision of sales will almost certainly bring benefits to your company, such as increased revenues, real-time access to all customer data, and deeper customer relationships and loyalty.
Having a comprehensive understanding of the sales process will help you to identify areas where improvements can be made, optimize sales strategies, and develop more effective initiatives.
Additionally, it will enable you to make better decisions about which products to promote, when to adjust pricing and promotions, and how to allocate resources to maximize sales and profits.
The option to customize the database for each customer, makes Onpipeline virtually suitable for any industry.
CRM programs have proliferated in recent years due to the increased focus on managing customer relationships. Onpipeline offers different options for different types of businesses.
CRM software can vary greatly, so it’s important to research and test out a few options before choosing. To help with this process, we offer a 30-day free trial.
Keep the following in mind.
When looking for CRM software, it is important to keep in mind the features you need. Once you have identified the key features you need, make sure to find a tool that has everything you need.
CRM doesn’t have to be expensive. You should think of it as an investment that can pay back what you spend many times over.
The customer support team for a CRM should be responsive and able to answer customer queries in a timely manner. Even if you are familiar with the CRM, technical issues can occur that interrupt your workflow. The customer support team should be able to quickly resolve any problems.
Can your CRM grow with you as your company expands? How difficult is it to add new employees?
Any business needs efficient customer relations to grow and thrive in today’s competitive market. As your business expands and matures, managing customer data by hand becomes increasingly difficult and time-consuming. In order to effectively and efficiently handle customer data, a customer relationship management (CRM) software is essential.
CRM can be especially helpful for sales teams, as it can streamline and automate the process of contact management.
However, in order to make the most of CRM software, it is important to take the time to properly implement it and ensure that it is properly managed and maintained.
This will make it much easier to use and will ensure that it delivers the desired results.
Absolutely! Pipelines, which are commonly associated with sales processes, can also be a fantastic tool for managing projects. Just like they help organize sales activities, pipelines can efficiently guide the different stages of a project, ensuring a structured and organized workflow.
You can define the stages in your project management pipeline based on your specific workflow. For instance, if your project involves planning, design, implementation, and review, you can set up stages that mirror these steps.
The adaptability of pipelines makes them suitable for a wide range of projects – from small to large, simple to complex. Whether you’re planning an event, developing software, or constructing a building, a well-structured project management pipeline can bring immense value.
You can cancel your monthly subscription at any time. If you don’t sign up during the trial period, your account will be automatically deleted at the end of the trial. Also, you are free to upgrade or downgrade your CRM Plan at any time.
If you’d like a live demo with one of our representatives, please fill out the form. We will contact you to schedule a date and time for a 30-minute meeting.
Si desea una demostración en vivo con uno de nuestros representantes, por favor complete el formulario. Nos pondremos en contacto para programar una fecha y hora para una reunión de 30 minutos.
The security of your data is core to our processes and everything we do! Onpipeline is only a data processor on behalf of its Clients. Only the Client is entitled to access, retrieve and direct the use of its data.
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).
Define specific IP addresses which will be able to access your account. This is useful if want to restrict account access to users from a specific location (e.g. your office, a VPN, etc.).
Any user attempting to log in with an IP address that does not match an address on your list will receive an error message and will not have the ability to proceed.
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/