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How Frank manages his team

Team of 5 people in the main office and 3 in a branch in Spain, as well as 4 people who carry out complementary activities. 12 in total.

Moving a deal across departments

One of the features that is often sought in CRM is the possibility to move the deal through the departments, so that it can be taken over by a different person according to the stage in which it was moved. This operation is possible with Onpipeline.

Workflows and Pipeline usage

What many do not know is that pipelines can be adopted to manage other workflows within the company such as the stages of a “project” or the status of documents such as invoices.

Boost your email Open Rates

No matter if you send cold emails within or without your Sales CRM.
The first thing your prospects see in the inbox is the subject line.

Do I Need a CRM?

If you are not using a CRM, your business is growing and you reach your goals, you may feel there’s no need for a change. Let’s have look at what you are currently using to track your customer information.

Managing Remote Sales Team

Many companies today are implementing remote work policies. But even when remote work is possible managing a remote sales team is a daily challenge!

What is a Sales Funnel?

The sales funnel is the process that makes cold prospects ready to buy leads (deals). Improving the efficiency of the funnel is a priority for any team.

Integrate your site with the CRM

No matter how small your organisation is, it needs a CRM to keep track of interactions with prospects. The whole process of converting leads to deals and following up on them can be automated and this will save a lot of time of your team.

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