CRM Platform
Onpipeline makes it easy to improve efficiency and increase sales, even for beginners!
Sales Process
Sales Pipelines help you keep track of your deals. They provide information based on the stage of the pipeline. See how many deals are in each stage of the sales, sort, filter and make decisions to move deals.
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.
Contacts in one place
Maintain information about your customers and prospects, including customer interactions with your business.
Custom fields will let you organize your contacts to best fit your needs. Your whole company, even the marketing team, can view detailed profiles to enhance customer interactions. All from one page!
Schedule & track Activities
Planning is a must, especially is sales. You can plan tasks, calls, emails meetings and deadlines, and link them to deals and contacts. Also, 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 personalize the reminders by adding details like time, date, and location.
Customer Communications
With a single click, you can start an email, phone call or SMS. You can view, manage, and organize all your calls. The calls are automatically connected to the right person or deal.
Also, you can read and write your personal or team emails. We track and link your email conversations 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 by using our online appointment booking software. It’s faster than phone or email. Define your availability and have clients making bookings 24/7 on your online page.
This tool makes it easy for customers to book appointments with a few clicks. It also helps staff save time by managing appointments, so they can focus on other tasks.
Additionally, it provides customers with an easy way to view their appointment and make changes if needed.
Reports & Insights
Sales reps can track results and managers can see their team’s performance. You can view deals and activities over time or focus on any specific data point. By analyzing sales KPIs, businesses can forecast sales, identify trends and uncover areas for enhancement.
– Sales Revenue
– Sales Growth
– Sales Pipeline Value
– Sales Velocity
– Average Deal Size
– Win Rate
– Pipeline Stage Duration
Lead Management
A Lead is a potential customer who has shown interest, typically by engaging with your marketing materials.
Onpipeline enables lead capture through various methods, including web forms and APIs, and allows tracking of lead sources. Tracking lead sources helps you determine whether contacts are coming from specific campaigns or business partners.
In Onpipeline, team members review new leads to decide whether to import a contact, initiate a deal, and assign it to a sales representative.
Onpipeline can automate deal creation, allowing these to be assigned to sales reps based on predefined conditions.
Quote Management
Create sales quotes in minutes, export them as PDFs, send them from your own email, and collect digital signatures to speed up approvals.
– Quote template for each Team
– Subject to team leader/admin approval
– Quote revisions & history
– Automatic currency conversion on mid-market rates
Quote Management →
Inventory Management →
Digital signatures →
Recurring Revenue
You can easily create a recurring revenue (subscription) starting from the deal. This will allow you to automatically track the value of won deals for the duration of the contract. In addition to the recurring amount, you can also set up payments on specific dates, such as a setup fee.
This feature removes the need to duplicate deals every time, which is a common issue in other CRMs.
Invoicing
Onpipeline also offers native invoicing, eliminating the need for external modules. You can create multilingual and multicurrency invoices (or proformas), send them with a click, record payments, send reminders, and track the status of drafts, paid, and unpaid invoices.
Sales Goals
Assign targets to sales reps or teams, helping them stay focused on achieving specific outcomes within a defined time frame. Track them by deal category or pipeline, and monitor progress with a visual progress bar.
This feature motivates sales teams by providing clear, measurable objectives, ensuring that each rep knows exactly what they need to achieve.
... and more powerful features to give you complete control
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
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.
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
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.
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.
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.
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 that are most significant in your business. For example you can rename Deals to Opportunities, Organizations to Accounts, etc.
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Start today