CRM Software Features

Even if you are a beginner you can easily increase your sales. Monitoring your opportunities within a visual sales pipeline and knowing what activities have been taken  – or have to be done – will make a difference in your bottom line.

Visual Sales Pipeline

Sales Pipelines help you keep track your progress by providing you with information based on the pipeline stage. 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. Also, you can manage complex sales processes  

Unlimited custom fields you will let you organize your deals and/or store additional information for your teams, products, or industry

Contacts and Profiles in one place

All your contacts in one place! Maintain information about your customers and prospects (persons and organizations), including their interactions with your business. The entire team gets access to detailed profiles that help you better work with customers. You will easily contact your customer with click-to-email or click-to-call. Custom fields you will let you organize your contacts to best fit your needs.

Contacts can be easily added to Onpipeline. Also, you can quickly add contacts when linking a contact to a deal, from an email message, by receiving data from a web form on your site, uploading a file, or through an API.

If you receive Leads from external companies and need to track and organize them, with a Standard or Advanced Plan you will be able to create as many Leads Sources as you need, in other words your Partner IDs. Your Partners may send you leads with dedicated web form and/or a dedicated access to your API.

Schedule and track your Activities

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. In addition to the basic set, you can create custom activities to make the CRM more specific to your business.

Starting from a deal or a contact you can save an event in just a few seconds. Team Leaders can see how busy team members are, and even assign activities.

Professional Quotes

Onpipeline simplifies the sales process with the quote management module included in the standard plans. Professional sales quotes can be easily created from deals in 2 minutes, with the option to export as a PDF or send the offer from your own email address.

  • Quote template for each Team
  • Easy translation into any language
  • Subject to team leader/admin approval
  • Quote revisions & history
  • Automatic currency conversion on mid-market rates

Reports – understand and improve!

Sales reps can track their results and managers can see their team’s performance. You can see deals and activities across time or any data point you want. Create charts to view the team members that bring more revenue, understand the reasons behind your data and make corrections to your sales process.
When you understand past trends, you’ll be able to forecast your sales team. Also, you can easily get which sales reps you need to work more closely with.

  • Report & Forecast
  • Sales Goals
  • Report & Forecast by Product
  • Deals Opened or Lost
  • Events by type and user

Powerful features to give you complete control

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.

API Integrations

You can connect your account to external applications with our RESTful API. You will be able to connect Onpipeline to other software or develop custom features. Requests are validated with unique API tokens.

Web Form Builder

You can create unlimited Web Forms to collect new Leads. You may use your logo, colors and styling options to match your branding. Iinformation will be stored within your CRM Contacts Database. More Info

Integrated Emails

You can read and write your personal or team emails within Onpipeline. You will track your email conversations and have them linked to a Contact or a Deal. You will launch a new email from everywhere within Onpipeline, just by clicking on the email address.

Phone Calls

Start phone calls with a single click and view the calls you made or received – including any call recording – automatically linked to the right person and deal. We integrate with some of the leading cloud-based call centers.

Unlimited 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, that will  access any information related to users belonging to their Team.

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/Multicurrency

UI available in English, Spanish, French, Portuguese and Italian and new languages will be added soon. Also, in Onpipeline’s settings you can choose the default currency to be shown within your account.

Mobile Access

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.

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 were opened.

Marketing Automation

You can save time on recurring tasks like manually sending emails or creating follow-up activities and/or creating an event when the deal is moved into a specific stage.

Pipeline on Google Map

For each pipeline you will be able to view the locations of your customers on google maps with just one click. A useful tool if you want to quickly plan visits.

Bulk Emails

You can send or schedule emails to a group of contacts in just a few clicks. Simply filter your contacts add them to a list and schedule a message based on a template.

Leads IN

New Leads from Web Forms or API will be routed to a dedicated Layer where a user with specific permissions will be able to review and import the contact and/or create a Deal.

Lead Sources

Provide your partners with a dedicated access to your API or web forms and receive new leads from external sources! You can manage unlimited partner IDs.

Custom Activities

Create custom activities to make the CRM more specific to your business. You can add custom types to the default set, adding any activity name you prefer.

Calendars Sync

With different calendars there is the risk of missing an appointment.  You can connect Onpipeline to your Gmail or Microsoft Calendar in a 2-way replication. 

Section Names

Rename Labels with names you like best or terms that are most significant in your business. For example you could rename Deals to Opportunities, Organizations to Accounts, etc.

Onpipeline™ is a cloud-based CRM that helps companies improve customer relationships and never miss business opportunities. Sales teams can easily setup and manage contacts, deals, activities, automations, and the entire sales process from anywhere.

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