The sales CRM
to hit your goals faster!
Onpipeline™ helps you manage customers and sales, focusing on important points and organizing tasks in one place for efficient collaboration and better decisions.
Simplicity Meets Power
Customer Database
Sales Process Tracking
Activity Scheduling
Lead Management
Quote Management
Invoicing
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.
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.
- 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
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
We have configured everything in no time. Onpipeline is really easy, we have 2 teams in different locations and finally have a complete view. With the API interface our developer put both the call center and the billing system in touch in a short time.
I used Sales Force and the technical team wasn't able to adapt it to our sales team and we had to give up. When I discovered Onpipeline I first thought that the price was convenient, and then I figured that I didn't need technical support.
We tried several CRMs but didn’t really use them. They had so many customisations that we ended up not using them. When we explored Onpipeline the first thing I remember saying is: ok the interface is intuitive, just what we really need to sell.
Interface is really intuitive and features are easy to use. User experience is good. Onpipeline is a great solution if you don't want a too complex CRM. The software has also strengthen the overall team work by creating a clear communication.
CRM Software FAQs (Frequently Asked Questions)
What is a CRM used for?
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.
Will this CRM work for my me?
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.
Can I cancel my subscription 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.
Is Onpipeline the best CRM?
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?
Does CRM save your time?
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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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.