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.

Once a lead is generated on your website there are different approaches your can consider to send it to your CRM.

Web Forms

The easiest way that does not require a developer is to use web forms that will automatically generate a lead in your CRM Leads IN area. Then you will be able to convert the lead into a contact and/or a a new deal and assign it to specific pipeline and sales rep.

API integration

If you have technical skills and you need something more complex, the best way is to connect your site application with our API.

  • Contact + Deal
    You can create the new Contact and then create a Deal simply by connecting with the API. These resources allow you to specify the deal owner, the pipeline and even a specific stage of the pipeline.
  • Leads IN
    You can use our API to create a Lead like it happens with a web form. You or a member of your team can review the lead manually and create contacts and deals.

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Differences between Sales and Marketing

The main difference between sales and marketing is that sales focus on working directly with potential customers to get them to buy, while marketing focuses on generating interest in your company and products.

Tips for Selling to Anyone

Practical guide for salespeople to improve their sales technique. These tips can help you improve your performance.

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.

Launch Of Our New Website

After 3 months of hard work and dedication, we are pleased to announce the launch of our updated website!

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.

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