PLATFORM
Sales Process
Sales Pipeline management tools to effectively track and manage deals.
Lead Management
Capture and manage leads from multiple sources and partners.
Quote Management
Create and send custom quotes. Pricebook, stock control and client e-signature.
Workflow Automation
Save time on sending emails, creating follow-up activities and creating events.
Tasks & Activities
Schedule and track custom activities like tasks, calls, emails, and meetings.
Team Collaboration
Teams share valuable information while managers supervise and motivate.
Appointment Booking
Online appointment scheduling lets customers book meetings and calls.
Web Forms
Create lead generation forms with our online form builder in just a few clicks.
Invoicing
Invoicing features are already integrated into the CRM for billing management.
Customer Portal
Request, collect and share customer documents securely.
Inventory
Automate stock management by integrating it with your sales processes.
API & Integrations
We integrate with external databases and software to meet your needs.
View all features
RESOURCES
Blog
Read articles about sales, marketing, and teamwork on Onpipeline’s blog.
Help Center
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Partner Program
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Developers
Connect Onpipeline through APIs to enhance the experience for your team or customers.
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Sales pipeline visual guide, usage and management

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About Onpipeline

CRM & Sales

1 minute read

Having a reliable pipeline of sales is essential for increasing sales and establishing solid connections with customers. Continue reading to discover all the necessary information regarding sales pipelines.

Maintain your potential leads, observe potential opportunities, and foster your current customer relationships through a sales pipeline.

Sales representatives are able to follow and manage the progress of their prospects through the pipeline stages in order to predict and plan when a potential sale might close.

For anyone who is new to sales or needs help with structuring their process, this infographic could be a helpful resource. A prearranged plan will always be more effective than going into a sale blindly.

Your sales process doesn’t stop at the pipeline.

Go beyond.

Onpipeline is a sales CRM built for teams that need more than pipeline tracking. Bring leads, deals, quotes, documents, e-signatures, subscriptions, invoicing, and customer operations together in one connected CRM.

No contract and no credit card required.

Try Onpipeline Free

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Sales pipeline visual guide, usage and management

Your sales process doesn’t stop at the pipeline.

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