Focused on helping you track Deals without spending hours filling out forms: Take control of your sales process, set Events for your next actions that sync with your calendar, and much more. Onpipeline eliminates the need for training sessions as is required by traditional CRM systems. Why choose us




Your Pipeline


You have complete visibility across all stages. You can see how many deals are in each stage, sort, filter and make decisions to move deals. You can reorder your deals and move them with a simple drag and drop to the next stage.

No Restrictions! You can decide how many stages your pipeline will have and name stages as you prefer. Also, you may create as many Pipelines as you wish, for example to manage different workflows or simply assign / reserve a Pipeline for a specific Team.


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Calendar & Events


Planning is a must, especially is sales. Onpipeline provides you with a built-in calendar to store all your next actions, that you may optionally sync - in a 2-way replication - with your existing Gmail or Outlook calendars.

You can plan tasks, calls, emails meetings and deadlines , and link them to deals, contact persons and organizations. Starting from a deal or a contact you can save an event linked to them in just a few seconds.


Email Integration


You can read and write your emails with Onpipeline. You will track your email conversations and have them linked to a Contact or a Deal. A full overview of what's happening with a prospect. You will launch a new email from everywhere within Onpipeline, just by clicking on the email address.

You can integrate any email account as long as it provides IMAP (real inbox). Also, a SMTP account is required to send emails from Onpipeline. Your integrated email can be your usual personal email address (you@yourcompany.com) or a team email (sales@yourcompany.com), or even both.

You can choose which folders you want to sync. If you sync the main folders (i.e. INBOX and Sent Mail) you will likely be able to use Onpipeline as your main email client (suggested but not mandatory). In any case your emails will be synced: You are free to keep on using your usual email client - you will always find a copy on your Onpipeline account - or just send emails from Onpipeline and find a copy in your usual email client.


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Lead Generation (Leads IN)


Route your new Leads from Web Forms or API to a dedicated Layer where you or any user with specific permissions will be able to review and import the contact OR import the contact and create a Deal. A great advantage as you don't want all forms submitted to create a new contacts before your review.

Lead Sources

Within Onpipeline you will be able to create as many Leads Sources as you need. You will then be able to provide them with dedicated web form and/or a dedicated access to your API. This tool can be particularly useful in online marketing when you receive leads from external sources. Onpipeline will provide you with:

- Access control for each source
- Lead validation capability
- Duplicates automatic rejection
- Easy creation of new contacts and deals from Leads
- Reports on valid and invalid leads



Web Forms


Our web forms allow you to generate quality leads. You can generate web forms in just a few clicks, have them hosted at Onpipeline or copy them into your website. Web forms are fully customizable and will automatically create a new Lead. Also, each web form can be linked to a Lead Source and that will help you determine where the lead is coming from.


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Marketing Automation

You can save time on recurring tasks like manually sending emails or creating follow-up activities. You will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.

API

Clients who would like to connect their account to external applications will have access to our RESTful API. You will be able to connect Onpipeline to other software or develop custom features. Requests are validated with unique API tokens that can be generated within the Onpipeline application.


Custom Fields

You can add unlimited (searchable) custom fields to deals, persons and organizations to best fit your needs. You can use custom fields for example to classify or just link information from external sources like your billing system.

Mobile

Our application is accessible from mobile devices, anytime from anywhere. Everything you need to know about your contacts and deals is available in your mobile browser. Stay up-to-date on your deals before you step into a call.


Call Tracking and Recording

You can find all your calls connected to contacts and deals automatically. Thanks to our API your Call Center can be easily connected to Onpipeline. You can upload call logs and call recordings, our API will match if the phone numbers are in your database, and will do the rest for you.

Teams

Onpipeline is organized into Teams. A Salesperson can be part of one or more teams. Within any team you can appoint one or more Team Leaders. A team leader will automatically have access to any information related to the users within the Team and supervise all activities.


Email Tracking

Onpipeline allows you to track your emails. You can see when the email sent from the application was opened and clicked by the recipient. Morever, you can track if your attachments (i.e. offers) were opened.

Account Permissions

Onpipeline has admin users with full access and standard users. Users can be allowed to access specific functions with dedicated permissions. Your business data is as protected as you need it to be.


Multilingual, Multi-currency

Our interface is currently available in English and Spanish and new languages will be added soon. Also, in Onpipeline's settings you can choose the currency to be shown within your account.

Reporting

You will have access to reports about Teams, Team Members, Sales Reports, Deals opened and closed, events, etc. This will help you understand the reasons behind your data and make corrections to your sales process.



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