The Sales CRM to hit your
goals faster!

Your next CRM – Intuitive tools to boost your sales!

Choose Onpipeline™ to manage your sales process, from first contact to billing. Get a Sales CRM that is tailored to your needs, without needing any technical skills. 

Give your Sales Team members a platform that they will want to use, and get a full overview of their performance to make better decisions.

No credit card required. Full access. 

Why Onpipeline?

Easy to setup and use

Intuitive CRM software that empowers users from day one. Get started in minutes: Just set your sales pipeline, fill it up with deals and start selling.

Never miss opportunites

Track your progress and manage your sales more effectively by scheduling calls, meetings, tasks, and emails, according to your stage of sales.

Improve your business

Sales managers can see deals, sales activities and interactions across time. When you understand conversion rates you can forecast sales.

Onpipeline is not just a
sales pipeline management software ...

Collect the right data

Add contact information from emails, phone calls, APIs, your own forms, social media, and our Web Forms that can be hosted on both your website or landing pages. Our web forms collect quality leads into your CRM system and track Lead Sources.

Everything in one place

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. Improve customer experiences and customer satisfaction.

Quotes and Invoices

Simplify your business process. You can easily create professional Quotes pulling prices from your price book, with the option to send to customer from your email address. Also, you can turn quotes (and subscriptions) into Invoices

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.

Who should use a CRM solution?

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!

 

1. Secure storage

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.

2. Plan your time

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.

3. Rationalize your sales actions

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, 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.

Read more about Quotes

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.

Read more about Invoices

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.

  • Collaboration throughout the sales cycle
  • Unlimited Teams and Team Leaders
  • Effective team and cross-team collaboration
  • Keep your team informed, instantly
  • Team leader supervision and training

Read more about Teams

Our pricing is pennies compared
to the results our customers see

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. View Plans

CRM Software FAQs (Frequently Asked Questions)

With a CRM, companies can develop customer relationships, optimize processes, increase sales, and enhance customer service. Sales teams can help develop effective sales processes, manage sales pipelines, automate tasks, and analyze sales data for insights that can increase closed deals.

A correct vision of sales will almost certainly increase your company's revenues and there are other benefits such as real-time access to all customer data to increase customer relationships and loyalty to your company.

The option to customize the database for each customer, makes Onpipeline virtually suitable for any industry.

Look at the features of our plans and choose the one that fits you best. You can change the plan anytime.

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.

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:

Features: 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. 

Pricing: 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.

Support: 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.

Scalability: 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. As your business gets bigger, managing customer data by hand becomes more difficult. CRM software is especially helpful for sales teams and can save time and effort in contact management, but only if you take the time to implement it properly.

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HIPAA and CRM – What is HIPAA compliant CRM?

If you work in healthcare, you may have heard of “HIPAA compliance”. You may be wondering what it is and whether you need it. You may also be wondering how to find a customer relationship management (CRM) software that’s HIPAA compliant.

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.

30-day Free Trial

NO CONTRACT, NO CREDIT CARD, IMMEDIATE ACCESS!

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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).

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/