CRMs handle everything from personal details to purchase histories and they pose privacy risks if not managed properly. Ensuring the privacy and security of customer information is essential.
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Workflows and Pipeline usage
What many do not know is that pipelines can be adopted to manage other workflows within the company such as the stages of a “project” or the status of documents
Boost your email Open Rates
No matter if you send cold emails within or without your Sales CRM.
The first thing your prospects see in the inbox is the subject line.
Reasons why you (don’t) need a CRM in your business
If you are not using a CRM, your business is growing and you reach your goals, you may feel there’s no need for a change. Let’s have look at what
Integrate your site with the CRM
No matter how small your organisation is, it needs a CRM to keep track of interactions with prospects. The whole process of converting leads to deals and following up
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
How to sell on Facebook Marketplace
Facebook Marketplace is an option but there are rules as to what you can sell, and it can take some experience to get noticed.
More Security with 2-Factor Authentication
Two Factor Authentication, or 2FA, is an extra layer of protection used to ensure the security of online accounts.