Database Customizer
Build a CRM database that matches your business. Create custom fields, organize information your way, and segment customers to improve sales, marketing, and reporting.
Build a CRM Around Your Business
Onpipeline gives you the flexibility to customize fields and data organization so your CRM evolves with your goals and processes.
Better customer segmentation leads to more personalized communications, improved reporting, and smarter decisions across sales and marketing.
Benefits
- Create customer segments
- Improve lead qualification and targeting
- Personalize marketing campaigns
- Analyze customer behavior and trends
- Generate more relevant reports
- Support different sales processes
Customer Segmentation
Whether you’re managing B2B accounts, distributors, healthcare providers, or service businesses, a customizable CRM database helps you organize customer information and create segments tailored to your sales process.
Segment customers by industry, territory, product category, buying preferences, or any criteria important to your business
Use Cases
- Segment customers by industry
- Track products, brands, or territories
- Categorize customers by lifecycle stage
- Identify decision makers and buying roles
- Create lists for email and SMS campaigns
- Support multiple sales pipelines and teams
Scalable Data Structure
Customer data is only valuable when it’s organized consistently. With Onpipeline, you can standardize the information your team captures, maintain clean records, and create a scalable framework.
Whether you’re managing multiple products, territories, or sales teams, a structured CRM database improves collaboration, reporting, and decision-making.
Benefits
- Standardize customer and deal information
- Improve data quality and consistency
- Support multiple sales pipelines and workflows
- Increase visibility across teams and territories
- Adapt your CRM to changing business needs
- Build a scalable foundation for growth
Organize Data Across Your CRM
Whether you need to track communication preferences, industry-specific details, or deal qualification criteria, Onpipeline gives you the flexibility to organize information in a way that supports your sales process.
Customize Contacts
Track customer preferences, buying roles, communication details, and any information required by your sales team.
Customize Organizations
Capture industry-specific information, company attributes, territories, and account-related details.
Customize Deals
Store qualification criteria, competitors, products, next steps, and any information needed to move opportunities through your sales pipeline.
Flexible Field Types
Choose the right type of field for every kind of information you need to collect.
1. Text: This is a regular input field for general information.
2. Textarea: A larger text field for longer descriptions or notes.
3. Dropdown: It presents a menu with selectable options.
4. Checkbox: List of checkboxes for selecting multiple values.
5. Number: An input field designed for numbers.
6. Email: A field specifically for email addresses.
7. Phone: Use this field for entering phone numbers.
8. Date: Allows you to pick a date from a calendar.
9. Time: Lets you choose a specific time or hour.
10. Organization: Dropdown or search bar for your Organizations.
11. Person: Dropdown or search option for your Contact Persons.
12. User: Presents a dropdown or search tool for your Users.
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