Advanced Edition

We are glad to announce that a new Plan has been added to Onpipeline: Advanced Edition

More tools to boost your sales like sales goals, audit logs, more automations and the VIP data center. Please find below an overview of the features available with this plan.

Sales Goals

Assign sales goals to reps or teams for a time period. You can set unlimited goals on the same period and filter your goals by pipeline or deal category. As a sales rep you will see your goals in the report section of your account.

Audit Logs

Admins may need to review what is happening within the company account and know what sales reps are doing day by day. Audit logs will provide details by user and activity.

Extended template fields

Add more personalisation to your emails. This feature will allow you to merge contacts "custom fields" into your emails automatically. For example you will be able to send relevant information like account IDs, billing information, etc.

Automations

With our automations you can save time on recurring tasks like manually sending emails or creating follow-up activities when a new contact is added, create an event when the deal is moved into a specific stage, etc. With Advanced Plans you can create up to 100 automations.