Onpipeline™ is an easy to use CRM platform with a range of helpful tools and many advantages. These include centralized storage of customer information, customizable database fields applicable to your business, streamlined sales processes, and activity management.
Manage your customers, coordinate and track your business process, send quotes and invoices – all in one place!
* Also available in Spanish, French, Portuguese and Italian
Get started in 2 minutes! Just set your pipeline and create the stages of your sales cycle. Fill it up with deals and start selling.
Manage every stage of the Sales Process, activities and interactions with your business. Highlight the information needed.
View a comprehensive timeline of all interactions, including phone calls, emails, meetings, and notes, for each contact.
Pipeline management tools allow you to monitor and track your sales by providing you with information and insight into each stage.
By tracking the progress of deals through the sales process, you can identify areas for improvement. See how many deals are in each stage of the sales, sort, filter and make decisions to move deals.
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.
Our online appointment booking pages eliminates the need to spend time on the phone or sending emails when making appointments.
This tool streamlines your CRM systems and appointment-making process, allowing customers to easily book their appointments with just a few clicks.
It also reduces the time spent by staff on managing and scheduling appointments, allowing them to focus on other important tasks. Additionally, it provides customers with an easy way to view their appointments and make changes if needed.
CRM can be beneficial for any business that desires to keep strong connections with their customers. It offers more than just solutions to typical issues, like following leads or organizing tasks.
In other words, if you want to store information on customers and leads, track interactions between people in your company, or get a better grasp on your sales team’s performance, then it’s time to upgrade from spreadsheets and use a CRM tool.
Improve how you manage business operations and customer experience, ensuring that customers are given the necessary attention and prospects are contacted in a timely manner.
Plan tasks, calls, emails, and meetings linked to deals, contacts, and organizations. Additionally, you can create personalized activities to make the CRM more tailored to your business.
Streamlining your sales can result in more deals being closed and goals being achieved. The Quote Management module in standard plans helps you to create sales offers from deals quickly and efficiently.
85% of our customers reported improvements in efficiency and a 34% average increase in sales.
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 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.
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.
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.
Onpipeline™ is a cloud-based customer relationship management (CRM) platform designed for sales teams, small businesses, and freelancers. It allows businesses to manage their sales processes, track leads, and improve customer relationships. 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! 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/