CRM Blog

PLATFORM
Sales Process
Sales Pipeline management tools to effectively track and manage deals.
Teams
Teams share valuable information while managers supervise and motivate.
Activities
Schedule and track custom activities like tasks, calls, emails, and meetings.
Lead Management
Capture and manage your leads from several sources and partners.
Automation
Save time on sending emails, creating follow-up activities and creating events.
Quotes
Create and send custom quotes. Pricebook, stock control and client e-signature.
Inventory
Automate stock management by integrating it with your sales processes.
Appointment Booking
Online appointment scheduling lets customers book meetings and calls.
Recurring Revenue
Set up recurring purchases on a monthly, weekly, quarterly, or yearly basis.
Web Forms
Create lead generation forms with our online form builder in just a few clicks.
Invoicing
Invoicing features are already integrated into the CRM for billing management.
API & Integrations
We integrate with external databases and software to meet your business needs.
View all features
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RESOURCES
Blog
Read articles about sales, marketing, and teamwork on Onpipeline’s blog.
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Maximize your Onpipeline experience with our knowledge base and support.
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Developers
Connect Onpipeline through APIs to enhance the experience for your team or customers.
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CRM & Sales Blog

Read articles about sales, marketing, and teamwork.

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

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 10 Sales Tools to Boost Your Revenues

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

Improve Your Customer Retention Strategy

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.

Private Contacts

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

Difference between ERP and CRM? What is CRM in Sales?

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.