CRM software to stand out in Sales

Onpipeline is a customizable CRM platform tailored to customer acquisition and sales process management. Improve your sales and marketing with advanced database customization and customer segmentation.

More and more companies choose Onpipeline every day!

  • Any industry or business size
  • No-code platform
  • Scale to your way of working
Onpipeline - Sales Pipeline CRM

Business Impact

The data below reflects the average performance across various industries and business sizes. Thanks to proper monitoring of the sales process and activities, numerous Onpipeline users have experienced sales increases of around 300%.

10

HOURS/WEEK SAVED

35%

SALES GROWTH

15%

FASTER DEAL CYCLE

12%

INCREASED RETENTION

25%

TIME SAVED IN TRAINING

How it works - in 3 steps

1. Create a Sales Pipeline

Set up the sales pipeline and create the steps for your sales process. Fill it with deals and start!

2. Track Sales Progress

Take control of your sales funnel. Plan activities, track interactions, and create quotes and invoices.

3. Contact Management

See a timeline of all the things that happened, like phone calls, emails, meetings.

Hey!

Your virtual assistant

Hey! is a virtual CRM assistant integrated into Onpipeline, providing real-time updates and guidance. It tracks your sales pipeline, so you don’t miss important sales tasks and can work efficiently. 

It is powered by advanced algorithms made by our skilled engineers. The result? A Sales CRM tool designed to supercharge your performance and productivity. With Hey!, your most precious resource, time, will be saved, allowing you to focus on what truly matters.

Feature highlights

Pipeline Management

Use sales pipeline management tools to track and manage deals as they progress through the stages of the sales process. You can find areas to improve sales by tracking deals with a customizable process! 

See how many sales deals are in each pipeline stage, filter and make decisions to move deals to the next sales stage.

Feature highlights

Activities

You can schedule sales activities like tasks, calls, emails, and meetings, and link them to deals and contacts. In addition, you can add custom activities to match your business requirements.

Also, you can send reminders to your CRM contacts through email or SMS. The reminders can include details like time, date, and location.

Feature highlights

Contacts & Touchpoints

Manage customer and prospect data, and capture interactions. The CRM records emails, calls, meetings, and notes to track customer interactions and activities.

Easily start phone calls or send SMS with a single click. You can schedule and send lots of emails or text messages to many people at once. 

Feature highlights

Appointment Booking

You don’t have to call or email to make appointments. 

Customers can use this tool to easily schedule, change, and view their appointments. Onpipeline will store the appointments in your personal calendar.

Feature highlights

Quote Management

Quote Management is a valuable CRM tool in sales. It helps sales reps create price quotes and respond to bid requests. 

Make PDFs with your company’s style and colors. You can create new templates for each team and even translate into any language.

What is a CRM?

A Sales CRM platform can help any business that wants to stay closely connected with their customers. CRM is not just about fixing common problems, like keeping track of potential customers or managing sales and leads. 

If you want to keep customer details and track sales  information, switch from spreadsheets to a CRM!

CRM Benefits

A CRM improves how sales and customer relationships are managed. It helps give customers attention and respond to prospects quickly.

You can organize sales activities like tasks, calls, emails, and meetings with people and groups you interact with. Furthermore, you can design custom events or sales activities that match your business and make the CRM work better for you.

Sales Pipeline software makes your sales process smoother. You can close more deals and reach your targets. In our Standard CRM Plan, the Quote Management tool helps you create sales quotes from deals quickly and effectively.

85% of our customers reported improvements in efficiency and a 35% average increase in sales

Frequently Asked Questions

Does Sales CRM save your time?

A CRM system can save time for sales teams and businesses in many ways. Here are some of the key ways a Sales CRM contributes to time efficiency:

  1. It brings together customer information, sales data, and interactions, making it easier to find client details.
  2. Sales CRMs often have automation features like data entry, lead scoring, and follow-up emails. This helps sales reps focus on selling instead of administrative tasks.
  3. CRMs make it easier to manage emails and calls, keeping track of conversations and follow-ups.
  4. A CRM helps sales teams stay organized. It has features like task management, appointment scheduling, and reminders. This ensures that nothing falls through the cracks.
  5. CRMs can quickly generate reports. These reports provide insights into sales performance, customer trends, and other key metrics. They help make informed decisions without spending much time on data analysis.
  6. CRMs can work together with other tools, like email, calendars, and accounting software. This makes work easier and saves time switching between applications.
  7. A CRM helps divide customers so marketing and sales can focus better and work faster.
  8. CRMs help teams work together by giving everyone access to customer data and communication history.
  9. A CRM system can save time for sales teams, but the benefits depend on different factors.

The factors that affect the team’s use of CRM include the specific CRM used, its implementation, and consistency.

Will Onpipeline work for my me?

Having a well-planned sales strategy can benefit your company in many ways. Onpipeline CRM helps you make more sales and money, understand customers, and improve relationships.

To elevate your sales performance, it’s crucial to comprehend the entire sales process. This involves identifying areas for enhancement, optimizing sales strategies, and innovating for improved outcomes.

Furthermore, our CRM approach equips you to make more informed decisions about product marketing. You can adjust prices and promotions to boost sales and make more money.

Take a look at the features

Is Onpipeline the best CRM?

Businesses have started using Sales CRM programs more. They know that strong customer relationships are important. Onpipeline Sales CRM enters this field, providing many options that meet different business needs.

But why should you consider Onpipeline as your CRM partner? 

Great Tool

To choose the right CRM for your business, start by figuring out the important features. After identifying your priorities, you will see that our tool has everything you need.

Affordable Price

At Onpipeline, we understand the importance of delivering outstanding value. Every business, regardless of size, should be able to use top-notch CRM.

Efficient Customer Service

We provide fast and helpful customer service. Our skilled support team is ready to help with technical issues. They ensure that your operations run without any slowdowns.

Scalability

As your business grows, your CRM needs to be able to grow with you. You need a system that can adjust as your company grows and welcomes new employees.

So, is Onpipeline the CRM solution for you? The answer lies in experiencing our CRM in action, and the first step is to claim your 30-day free trial. Come join us to improve customer relationships and take your business to new heights.

Do I need a CRM in my business?

To determine if your small business needs a CRM system, think about your business type, customers, sales process, and growth plans. Here are some points to consider:

  1. If you have too many customers to remember details about, a CRM can help. It organizes and tracks customer interactions, preferences, and history.
  2. To track sales progress, use a CRM if you have a multi-step process or sales team. It shows each customer’s stage and next steps.
  3. If you or your team spend too much time on scheduling, managing contacts, or entering data, a CRM can help. It automates and streamlines these tasks.
  4. If you want to expand your business, a CRM can grow with you. It helps manage more customer data and sales complexity.
  5. If you want to understand your sales, customers, and business better, a CRM can help with analytics and reports.
  6. A CRM can help businesses by bringing all team members together to communicate and manage customers. This ensures everyone is on the same page.
  7. To enhance customer experience, use a CRM to personalize interactions and maintain consistent engagement.
  8. Consider if the investment in a CRM aligns with your budget. When considering options, it’s crucial to compare the cost with the potential benefits.

For many small businesses, a CRM can be a game-changer in terms of organization, efficiency, and growth. Before making a decision, it’s important to consider your needs and resources. If your current systems and processes work well, you may not need a CRM right now.

How much should spend on a CRM?

The cost of a CRM system for your company depends on different factors. These include the size of your business, the complexity of your sales processes, and the features you need. Here are some considerations to guide your decision:

  1. Larger teams will need more user licenses, which can increase costs. Consider how many members of your team will be using the CRM.

  2. Cheaper CRMs may lack automation, detailed analytics, or integration abilities. Assess the features you need against what’s offered.

  3. If you need a CRM that works with your current tools or needs changes, it may cost more.

  4. Consider whether the CRM can scale with your business growth. A simple system may save money at first but may not meet your needs later.

  5. Some CRM providers charge extra for training and support. Ensure you understand what’s included in the basic subscription.

  6. Look for CRMs that offer trial periods to test their system before committing. Also, be aware of the contract terms; some might offer discounts for annual payments.

  7. Besides to the fee, think about the costs for set-up, changes, and extra equipment or programs.

For instance, Onpipeline is affordable at just $12 per user/month, making it ideal for startups and small businesses. Companies can implement a CRM without a big upfront investment, and it is scalable as you grow.

It’s essential to find a balance between cost, functionality, and scalability. Small and medium businesses can use affordable options like Onpipeline for CRM benefits. It won’t strain their budgets.

What CRM features do I need?

When deciding on CRM features, make sure they match your business goals, sales processes, customer management, and team collaboration. Here’s a breakdown of key features that might be essential for your business.

  1. Onpipeline provides robust tools for managing contacts and leads. To stay organized, you need to keep track of customer interactions, store contact info, and see your sales pipeline clearly.
  2. You can use a visual sales pipeline to see the progress of each deal. This feature helps track and close deals more efficiently.
  3. You can use Onpipeline to set up reminders for tasks, meetings, or other sales activities. This ensures that important actions are not missed and helps in staying organized.
  4. You can send and receive emails within the CRM by integrating with email services. This keeps all communication centralized and easily accessible.
  5. You can customize Onpipeline to fit your business needs. This includes adding custom fields and stages to the sales pipeline.
  6. You can access sales reports and analytics to understand sales performance and forecast future sales. This helps you make data-driven decisions.
  7. You can use mobile access to manage your CRM on the go. This is important for teams that aren’t always at their desks.
  8. The platform can have features that help team members collaborate, like shared calendars or communication tools.
  9. Keeping your customer data secure is important. Onpipeline offers features to protect this information.
  10. A simple interface is important for easy learning and fast adoption.

When choosing a CRM, like Onpipeline, think about how each feature meets your business needs.

What is Onpipeline?

Onpipeline is to a cloud-based Customer Relationship Management (CRM) software designed to help businesses manage their sales processes more effectively.

Onpipeline helps with managing contacts and organizing sales tasks, quotes, and activities. It also includes sales pipeline management and lead tracking features, as well as reporting capabilities.

It helps sales teams stay focused on their goals, understand where each potential customer is in the sales cycle, and efficiently manage their interactions with clients and prospects.

The platform include integration capabilities with other business tools, which can further enhance productivity and data centralization.

Is CRM like ERP?

CRM and ERP have different roles in business operations.

CRM is focused on managing customer relationships, sales, and marketing. The system helps manage customer info, sales progress, and interactions to increase sales and satisfaction.

ERP handles and combines key business tasks, such as accounting, supply chain, HR, and inventory. It helps streamline operations and improve overall business efficiency.

CRM is about customer relationships, while ERP is about optimizing internal business processes.

What can CRM do?

CRM software helps businesses interact with customers and simplify sales and marketing processes. Here’s a concise overview of its capabilities:

  1. Customer and Sales Management: CRM stores and organizes customer information, such as contact details, interaction history, and preferences. This centralized database aids in managing customer relationships more effectively. It also helps sales teams efficiently manage and close sales by tracking sales opportunities.
  2. The software can automate tasks like data entry, lead scoring, and follow-up reminders. This helps increase efficiency. It integrates with email and other communication tools, allowing seamless communication tracking. Marketing automation features help in executing and monitoring marketing campaigns.
  3. CRM tools provide valuable insights through analytics and reporting features. To make informed decisions and develop strategies, it’s important to analyze sales performance, customer engagement, sales forecasting and trends.
  4. It also enhances customer service by managing support tickets and queries. Users can access CRM functionalities on mobile devices, enabling continuous connection with customers and sales.

In short, CRM software is important for businesses to improve customer relationships, streamline sales and marketing, and understand customer behavior and business performance.

How do I choose a CRM solution?

When choosing a CRM solution, Onpipeline stands out as a strong contender for several reasons:

  1. Onpipeline is reasonably priced, making it accessible for small to medium-sized businesses.
  2. The platform is easy to use. It has a user-friendly interface that makes navigation simple. This reduces the time it takes for users to become proficient.
  3. Onpipeline can be customized to fit your business needs and processes.
  4. Sales Pipeline Management is effective. It has tools for managing and visualizing sales pipelines, making sales processes more efficient.
  5. Onpipeline can connect with different business tools to make work flow smoothly and data sync correctly.
  6. Teams can access CRM data and functions on the go with mobile support.
  7. The system can grow with your business, which is good for businesses planning to expand.
  8. Onpipeline provides great customer support and resources to assist users for a smooth experience.

These features make Onpipeline a compelling option for businesses seeking a CRM that is both effective and easy to adopt. It’s great for people who want a good mix of features, affordability, and ease of use.

Is CRM implementation difficult?

Implementing CRM systems can be challenging, and it depends on organization size and chosen solution. Here are some considerations about the implementation of CRM systems:

  1. Big businesses with complex sales and customer interactions may struggle to implement the system. This is because they need to customize it and integrate it with their existing systems.
  2. Transferring customer data to a new CRM system can be a big job, especially if it’s scattered or disorganized.
  3. Training and adoption of the new system pose a challenge: ensuring all users are confident and comfortable. Resistance to change can be a significant barrier to successful implementation.
  4. To fit your business processes and workflows, customizing the CRM may take more time and resources.
  5. Integrating the CRM with tools like email, calendar, or marketing platforms can make implementation more complex.
  6. To keep the CRM meeting business needs, it needs ongoing support and maintenance after it’s implemented.

But, it’s important to note that not all CRM implementations are complex. Onpipeline is known for being easy to use and learn, with a simple interface.

This makes it easier to use than other CRM systems. Onpipeline is easy to use and can help small to medium-sized businesses with CRM implementation. It is also great for companies new to CRM software.

What are the benefits of using a CRM?

Using a CRM system like Onpipeline can transform a business, affecting both daily operations and growth. Here are some key long-term and wider benefits:

  1. When a CRM offers detailed customer insights, customer relationships can become stronger and last longer. This can lead to more customers staying, spending more, and better loyalty programs.
  2. A CRM collects lots of data and gives strategic insights, which are very valuable. It helps identify market trends, customer preferences, and potential new markets. This guides long-term business strategies and innovation.
  3. A CRM system can help create a customer-focused culture in the organization. Different departments, like sales, marketing, and customer service, work together to satisfy customers.
  4. Using efficient CRM helps create positive customer experiences, leading to a stronger brand reputation. This can lead to organic growth through word-of-mouth referrals and enhanced brand loyalty.
  5. Effective use of CRM can give a big advantage in the long run. Businesses that use customer data well can do better at engaging, targeting, and keeping customers.
  6. As the business gets bigger, a CRM system can handle more complicated tasks and more customers. It can also accommodate a growing team. This scalability ensures that the CRM continues to support the business effectively, regardless of its size.
  7. A CRM can save money and increase revenue by making improvements and increasing efficiency. Businesses can get a higher return on investment by improving marketing, sales, and customer retention.
  8. The integration of a CRM fosters a data-driven decision-making culture. Businesses can use analytics to make better decisions, predict market changes, and adapt faster.

Using a CRM system like Onpipeline has many benefits that last a long time. These benefits go beyond just improving things on a daily basis.

To succeed in business, you need to do several things. First, grow the business strategically. Second, maintain customer relationships. Third, improve brand reputation. Fourth, have a competitive advantage. And fifth, foster a customer-focused, data-driven culture.

Onpipeline™ is a cloud-based Sales CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.

Should you have any questions about features, pricing or anything else, please contact us

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Privacy & Security

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. 

Data Encryption

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).

CRM Data Access

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.

Backup and Availability

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.

Data Retention

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.

Account Lockdown

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.

2-Factor Authentication (2FA)

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).

IP Restriction

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.

Data Center

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/