Sales Blog - Onpipeline

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.
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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.

Interesting readings:

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.

5 Ways to Prevent a Data Breach

In a digitalized world where the flow of information is constant, effective online data management is crucial to protect sensitive information from falling into the wrong hands.

Benefits of the digital transformation

Implementing a digital transformation is now a must for all companies. But how can this be done?

Moving a deal across departments

One of the features that is often sought in CRM is the possibility to move the deal through the departments, so that it can be taken over by a different person according to the stage in which it was moved. This operation is possible with Onpipeline.

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 such as invoices.

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 you are currently using to track your customer information.

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 on them can be automated and this will save a lot of time of your team.

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.