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.

Read More

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.

Read More

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.

Read More

Improve results at every stage!

A sales pipeline is a snapshot of the future business. Your sales pipeline can be used as a strategic growth tool to define the priority, identify opportunities or create new opportunities based on metrics from historical data.

Read More
Build a Relationship with a Prospect

How to build a Relationship with a Prospect

The first contact with a sales prospect is like a first date. You have a limited amount of time to make a personal connection and if it doesn’t work, the other person will move on to another possibility. But if it does, if the two of you really “click” you can end up with a relationship that will benefit both of you for years to come.

Read More

You may unsubscribe from these communications at any time. For more information, check out our privacy policy.

Browse Category

Categories

Close more deals with the best CRM for startups and SMBs. Get sales pipeline view, activity planning, lead and contact management, email automation, and much more.

Free Trial

30-day Free Trial

NO CONTRACT, NO CREDIT CARD, IMMEDIATE ACCESS!
Your Full Name
Company Name
Business Email
Choose a password

By clicking on Start Trial, you accept our Terms and Privacy

Should you have any questions or comments, please contact us