Customer Communications
CRM with Email, Phone Calls & SMS
Onpipeline lets you manage phone calls, emails, SMS messages, bulk campaigns, and appointment reminders from a single CRM, ensuring every interaction stays connected to the right contacts and deals.
- Start phone calls directly from a contact or deal.
- Send individual or bulk emails and SMS campaigns.
- Keep every conversation linked automatically to the right contact.
- Give your team full visibility into customer communications.
- Maintain a complete communication history for every opportunity.
Email built into Onpipeline
Connect your existing email accounts via IMAP and SMTP to read, send, and manage conversations directly from Onpipeline. Emails are automatically linked to the right contacts and deals, providing your team with a complete communication history.
Email Features
- IMAP and SMTP email integration.
- One-click email sending from contacts and deals.
- Full-featured editor with attachments and signatures.
- Reply, forward, CC, and BCC support.
- Automatic email tracking and conversation logging.
- Personal and shared team inboxes.
If you prefer not to sync your mailbox, you can use a dedicated BCC address to automatically capture and associate emails with the appropriate contacts and opportunities.
Bulk Email Campaigns
Reach hundreds of contacts in just a few clicks with personalized bulk emails. Use filters to build targeted recipient lists, apply email templates, and schedule campaigns for the best delivery time.
- Send personalized emails to multiple contacts at once
- Build recipient lists using filters and views
- Use email templates to save time and ensure consistency
- Schedule campaigns for optimal delivery
Email Appointment Reminders
Reduce missed meetings and keep customers informed with automated email reminders.
Onpipeline can automatically send personalized notifications before scheduled appointments, helping your team improve attendance and stay on top of important events. Reminders are linked to calendar activities and can be customized to fit different meeting types and workflows.
Phone Calls Management
Make and track business calls directly from your CRM. Start calls with a single click and automatically link every conversation to the right contact or deal.
Onpipeline supports SIP telephony and integrates with external VoIP providers, allowing you to use your preferred phone system. Call recordings can also be stored in the CRM via API, giving your team instant access to past conversations whenever needed.
Phone Call Features
- One-click calling from contacts and deals
- Automatic call logging and history
- SIP and third-party VoIP integrations
- Call recordings stored in the CRM
- Calls linked to contacts and opportunities
- Complete visibility into customer interactions
SMS Messaging
Reach customers instantly with text messages. Send one-to-one SMS or create bulk campaigns to multiple contacts simultaneously. SMS interactions are stored inside the CRM, making communication easier to manage.
SMS Capabilities
- Individual and bulk SMS messaging.
- Message history linked to contacts.
- Faster engagement with leads and customers.
- Multi-channel communication from a single platform.
- Improved response rates and customer engagement.
Twilio, Cloudtalk or Justcall account required.
Bulk SMS Messaging
Reach customers instantly with personalized bulk SMS campaigns. Target specific contact lists, send messages in just a few clicks, and keep every conversation automatically linked to the right contacts and deals for complete visibility across your CRM.
SMS Appointment Reminders
Reduce no-shows and keep customers informed with automated SMS reminders. Send timely text notifications before meetings and appointments to improve attendance, enhance customer experience, and ensure important events never get missed.
Why Centralize Customer Communications?
Eliminate scattered conversations and give your team complete visibility across every interaction. From emails and phone calls to SMS campaigns and appointment reminders, Onpipeline keeps all communications connected to the right contacts and deals, helping your team respond faster and build stronger customer relationships.
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Start today