Why Onpipeline is the best CRM for Startups
For startups, CRM (Customer Relationship Management) is all about growing. It lets you check how well things are going in one place and find ways to make your business bigger. In simple terms, it helps you stay focused on your goals.
Onpipeline’s sales CRM is full of useful features, but it’s also really easy to use. It helps you stay on top of your sales activities, keeps track of important customer info, and makes your business better. It also keeps your team on the same page by sharing details like contacts, deal sizes, and what customers like.
A sales pipeline will help you 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 your teams with a comprehensive understanding of your customers’ wants, needs, and preferences.
Planning is a must, especially is sales CRM. 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.
Maintain information about your customers and prospects, including customer interactions with your business. 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.
Save time spent on making appointments over phone and emails with our online appointment booking software.
Doctors can establish their availability and allow patients to make appointments at any time of day or night by utilizing their online booking system.
Patients 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.
Fully integrated invoicing software. 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.