CRM for Small Business

Why Onpipeline is the best CRM for Small & Medium Businesses (SME)

What is CRM for SME?

In a Small and Medium-sized Enterprise (SME), a Sales CRM, or Customer Relationship Management Software, plays a crucial role in managing customer interactions and driving business success. 

For SMEs, CRM systems help streamline sales processes, track leads, and automate routine tasks, all of which contribute to improved productivity and competitiveness. By leveraging CRM technology, SMEs can optimize their operations, nurture customer loyalty, and ultimately achieve sustainable growth in today’s dynamic business environment.

Contacts in one place

Maintain information about your customers and prospects, including customer interactions with your business. 

Also, you can start emails or phone calls with a single click, save notes, upload files, access emails and phone call logs. All from one page!

The entire team – including your marketing team – gets access to detailed profiles that help you better work with customers. 

Custom fields: You will let you organize your contacts to best fit your needs.

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Team Collaboration

Both small and medium businesses will find that sharing information improve the quality of their work and improve results.

Supervise and motivate – Managers need to provide team members with clear direction and the necessary motivation to help them succeed.

  • 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
  • Team Emails

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Make leads ready to buy

A sales pipeline will help small businesses visualize your sales process and will show you where your opportunities are. Each stage brings qualified leads to the next phase, keeping in the previous stage those who have not passed the process.

As a result of having a single sales and service solution that integrates with your internal systems, your teams will be able to have a comprehensive, holistic view of your customers. 

This solution will provide SME with a comprehensive understanding of your customers’ wants, needs, and preferences.

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Try Onpipeline completely Free and without limits for 30 days

No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.

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Schedule & track Activities

Planning is a must, especially in a small business! You can plan tasks, calls, emails meetings and deadlines, and link them to deals and contacts. In addition, you can create custom activities to make the CRM more specific to your business.

Your contact can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc. 

Also, you may optionally sync – in a 2-way replication – with your existing Gmail or Outlook calendars.

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Lead Management

Lead management is essential for any SME that wants to be successful. Every lead needs to be treated carefully in order to convert prospects into customers.

In this phase an evaluation is performed by a team member to decide whether to import the contact, create the deal, and which sales rep to assign the new deal to. 

You can also use automations to create a deal when a person is created and assign it to a sales rep based on certain conditions.

With our Lead Management tool you will easily capture leads using almost any form, our integrated web forms or APIs. Also, you can track lead sources.

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Online Appointment Booking

Save time spent on making appointments over phone and emails with our online appointment booking software.

Salespeople can establish their availability and allow Customers to make appointments at any time of day or night by utilizing their online booking system.

Customers can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc. 

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Manage Invoices

Fully integrated invoicing software for SMEs. You can create multilingual and multicurrency Invoices and send them in just a click. You can send custom reminders or overdue notices, register payments and automatically turn Quotes or Subscriptions into Invoices.

Use the status overview to keep track of drafts, paid and unpaid invoices. You can also create different businesses with different templates.

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Try Onpipeline completely Free and without limits for 30 days

No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.

Get started

Onpipeline™ is a cloud-based Sales CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.

Should you have any questions about features, pricing or anything else, please contact us

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