With Onpipeline Real Estate CRM a Deal can be created manually, for example from a phone call, and assigned to an agent, or you can receive requests directly from your website forms or an external system via API.
You can create the new contact and then create a Deal. We allow you to specify the deal owner, the pipeline and even a specific stage of the pipeline.
Also, you may provide your partners with a dedicated ID to send you new leads. You can manage unlimited partner IDs.
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.
With our Real Estate CRM you can plan visits, calls, emails, meetings and deadlines, and link them to deals and contacts.
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.
Each account in your CRM software comes with an integrated file storage system. It is possible to save any type of document such as pdf, word, excel, etc. inside the platform.
The files can be easily used and connected to contacts and / or deals. The files can be personal or shared with other members of the organization as needed.
Unlike other CRM systems, Onpipeline does not set storage limits!
A sales pipeline will help you visualize the sales process within the CRM. It will show where your deals are. A visual pipeline makes goals easier to achieve by breaking any process down into trackable tasks. It can make the difference in your bottom line.
Your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.
Automate and simplify processes across front and back-office. 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.
Through our API (included in all plans) it is possible to sync your CRM data with external applications and databases in real time and have all the information you need within Onpipeline. For example, any ERP information, billing details or any relevant data during the sales process may be available within the contact information.
Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.