CRM for Sales Teams
Eliminate information silos and gain complete visibility into customer interactions, team activities, and sales opportunities.
Onpipeline provides a shared workspace where sales teams can manage opportunities, customer communications, and activities while giving managers complete visibility into pipeline performance.
Main Features:
- Collaboration throughout the sales cycle
- Unlimited Teams and Team Leaders
- Effective team and cross-team collaboration
- Keep your team informed, instantly
- Team leader supervision and training
Supervise and motivate
Managers need to provide their sales reps with clear direction, coaching, and the support they need to achieve their targets and contribute to team success.
A centralized CRM helps managers maintain visibility into activities, opportunities, and customer interactions, making it easier to monitor performance, identify coaching opportunities, and ensure that important follow-ups are completed on time.
Team Leaders in Onpipeline gain full visibility into their team’s activities, opportunities, and schedules. They can supervise performance, onboard and train new sales representatives, view and manage team calendars, and assign activities that are automatically added to each rep’s schedule.
Information is vital
The importance of sharing customer information is vital in any business where there are multiple people working on the same accounts and having contact with customers.
Onpipeline CRM can help to record activities, notes, comments, emails, calls, and documents related to customer interactions, which can help to streamline the process of customer management.
Additionally, having access to this information in one place can make it easier to identify any potential issues or opportunities that may arise during the sales process.
Share Deals and Pipelines
Sales Pipelines can be reserved for a specific team or shared within the company. This allows you to assign the deal to a different owner according to the stage in which it is located.
Having access to the same pipeline allows admins, team leaders, or users with whom the deal has been shared to make predictions about future events, understand the workloads of individuals or teams, and analyze other key factors that may affect the outcome of the deal.
This enables decision-makers to make more informed decisions, leading to better results for the organization.
Activity planning
Each team member has a dedicated calendar linked to customers and deals. This helps sales representatives stay organized while giving managers complete visibility into upcoming tasks, meetings, and follow-ups.
Team Leaders can easily assign activities, reallocate workloads, and monitor progress across the team without relying on manual updates or status reports. All activities are automatically tracked and updated within the CRM, providing a real-time view of team performance and sales execution.
With a centralized activity calendar, managers spend less time collecting information and more time coaching their teams, supporting opportunities, and driving results.
Why Sales Managers need a CRM
Sales Managers drive Sales Teams while working concurrently to achieve their sales goals. Therefore, they must prepare sales forecasts, attend meetings and train new salespeople.
That said, managers need to have enough time to focus on important activities like motivating and training salespeople.
CRM software helps team leaders be more productive by automating tasks such as performance tracking, sales forecasting and sales goal management.
Why Onpipeline?
Sales Managers can monitor each sales rep’s pipeline, easily team up with new team members, and analyze sales data. They can prioritize, understand which deals require the most attention and which sales reps need the most coaching.
Why Onpipeline
Discover what makes Onpipeline different
CRM Comparison
Compare Onpipeline with other CRM platforms
Team Inbox
The Inbox module allows to quickly message team members without having to move to email. Internal messaging will surely bring more efficiency to your daily work. With Inbox you can send messages to one or more colleagues at the same time and also securely send files.
Team Email
A Team Email is a shared IMAP mailbox, such as salesteam@yourcompany.com, that can be synced with Onpipeline. This allows the whole team to access the same emails, rather than each person logging into the account individually, making it easier to coordinate actions.
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.
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