CRM features
Onpipeline makes it easy to improve efficiency and increase sales, even for beginners!
We offer many tools, some of which may not be relevant to you at the moment. You are free to use all of the features or just some of them, whichever works best for you.
Below, we provide an overview of the platform’s features, which you can always try for free for 30 days before making a decision.
Pipeline Management
Sales Pipelines help you track your deals by providing you with information based on the pipeline stage. See how many deals are in each stage of the sales, sort, filter and make decisions to move deals.
Fully Customizable – Decide how many stages your pipeline will have and name stages as you prefer. Also, you may create as many Pipelines as you wish and assign a Pipeline for a specific Team.
You can manage complex sales processes
Contacts in one place
Maintain information about your customers and prospects, including customer interactions with your business. You can start emails or phone calls with a single click, save notes, upload files, access emails and phone call logs. All from one page!
The entire team – including your marketing team – gets access to detailed profiles that help you better work with customers.
Custom fields you will let you organize your contacts to best fit your needs.
Schedule & track Activities
Planning is a must, especially is sales CRM. You can plan tasks, calls, emails meetings and deadlines, and link them to deals and contacts. In addition, you can create custom activities to make the CRM more specific to your business.
Your contact can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc.
Also, you may optionally sync – in a 2-way replication – with your existing Gmail or Outlook calendars.
Centralize communication
With a single click, you can start a phone call or send a SMS. View, manage, and organize calls, which are connected automatically to the proper person or deal.
Also, you can read and write your personal or team emails. Your email conversations are tracked and linked to the appropriate contact.
Additionally, you can easily schedule and send bulk emails or text messages to multiple contacts at once.
Appointment booking
Save time spent on making appointments over phone and emails with our online appointment booking software. Simply define your availability and have clients making bookings 24/7 on your online page.
This software streamlines the appointment-making process, allowing customers to easily book their appointments with just a few clicks. It also reduces the time spent by staff on managing and scheduling appointments, allowing them to focus on other important tasks.
Additionally, it provides customers with an easy way to view their appointment and make changes if needed.
Reports help you 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.
Lead Management
Lead management is essential for any sales organization that wants to be successful. Every lead needs to be treated carefully in order to convert prospects into customers.
In this phase an evaluation is performed by a team member to decide whether to import the contact, create the deal, and which sales rep to assign the new deal to.
You can also use automations to create a deal when a person is created and assign it to a sales rep based on certain conditions.
With our Lead Management tool you will easily capture leads using almost any form, our integrated web forms or APIs. Also, you can track lead sources.
Create Professional Quotes
Onpipeline simplifies the sales process with a quote management software. 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
Manage your Invoices
Fully integrated invoicing software. You can create multilingual and multicurrency Invoices and send them in just a click. You can send custom reminders or overdue notices, register payments and automatically turn Quotes or Subscriptions into Invoices.
Use the status overview to keep track of drafts, paid and unpaid invoices. You can also create different businesses with different templates.
... and more 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
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
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
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 & SMS
Start a phone call with a single click or send a SMS. You can 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 Team Leaders, that will access any information related to users belonging to their Team. More info
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.
Languages / Currencies
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.
Sales 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. Read more
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 & SMS
You can send or schedule emails or SMS 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.
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.
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.
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. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.
Should you have any questions about features, pricing or anything else, please contact us
© Onpipeline Ltd