Private Contacts

Sales representatives or agents can keep their contacts confidential. This way other users cannot see them.

What is ERP Software? ERP and CRM differences

With digital transformation you may be wondering if your company needs an ERP (Enterprise Resource Planning). Or maybe you’re trying to decide between ERP software and CRM solutions. 

12 Tips for Creating a Sales Process (Close Deals Faster!)

Sales reps must be adaptable but an established sales process is essential for improving efficiency and boosting overall performance.

Write Cold Emails that convert into Sales – BASHO Email

Cold emailing success depends on how you write and structure your cold emails. Every detail in a cold email affects its performance, from open rates to conversions.

What is a CRM and how much does it cost? A real investment!

When we talk about CRM we think of software that allows you to manage relationships but when the department is the sales department.

Best CRM Strategies for Acquiring and Retaining Patients

To acquire patients, you need to deliver timely and personalized experiences across a multitude of channels.

Sales Management: Tools and Strategies to sell more

Sales management means managing the sales processes and the sales force to maximize results and revenues. It includes the planning and control of sales activities to achieve business objectives.

How Frank manages his team

Team of 5 people in the main office and 3 in a branch in Spain, as well as 4 people who carry out complementary activities. 12 in total.

Launch of our New Website

We have created a clean, modern design and improved site navigation to help our users find exactly what they’re looking for and better represent who we are.

Widgets and Menu: Connect to external apps!

We focused on how to view information from different sources on one page, so you don’t have to leave the Onpipeline pages

Web Form Builder with new dynamic fields

With our new Dynamic Web Forms you can design unlimited professional forms in any language.

Microsoft SSO & Google Map on your Pipeline

Take advantage of google maps to plan your logistics. In a few seconds your team will be able to understand how to organize a tour based on the areas in which the customers are located.

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