Best Quote Management Software for Small Business

Trying to decide on the most suitable quote management software can be challenging, as the current market offers a variety of choices. This guide can help you become acquainted with the different options available.

Quote Editor

You can now reorder items with drag and drop. We also made the interface responsive.

IP Restriction: Additional security!

Users will only be able to log in from the IP addresses listed. ​Users will not be able to access from any IP that is not listed.

Salesforce or Oracle NetSuite CRM: The ultimate comparison!

Choosing the right Customer Relationship Management software is crucial. Two popular CRM solutions in the market are NetSuite CRM and Salesforce. We will compare these two platforms to help you decide which one is the best choice for your business.

Bcc Email

We’ve introduced the Bcc Email feature, which is essentially the ability to forward the messages you want to see in the CRM to a dedicated email address. This is typically a basic feature that we’ve omitted until now, but it’s convenient for those who, for any reason, don’t want or can’t sync an IMAP account.… Continue reading Bcc Email

Team collaboration in the workplace, benefits & examples

Team collaboration is essential for any project to be successful. It involves working together to achieve a common goal. Effective collaboration can lead to better outcomes, increased productivity, and improved morale.

Best sales tools to boost your revenues

Are you tired of trying every marketing strategy out there and not seeing the results you would hope for? Are you feeling lost when it comes to deciding on what sales tools to use to build your customer base and automate all of your sales processes?

Inbox

Communicate with team members effectively and without leaving Onpipeline

How to improve Customer Retention with CRM Software

Customer retention is equally important to the initial acquisition process, and without a solid retention strategy, you might lose significant sales that could cause significant damage to your business.

What is HIPAA compliant CRM and why you need it

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.

Powerful Invoicing Software

You can now use Onpipeline with an integrated invoicing software that will allow you to create and send professional invoices.

What is Sales automation in CRM? Improve Marketing with Integration

In CRM sales and marketing automation have two different functions. Understanding each and integrating them can boost sales and improve customer loyalty.

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