Onboarding

We will help you set up your Onpipeline CRM, optimize your team, workflows and get your business fully on board. 

Self-Onboarding

FREE

You feel confident about setting up the CRM by yourself using our tools and support documents.

  • Get technical advice 
  • Access to our Help Center
  • Access to Onpipeline’s API library
  • 24/7 email support

 

Migrate

US$1,200

You feel confident but you want us to import data from your CRM.

This package includes:

  • Auditing your data
  • Custom fields setup
  • Test migration
  • Importing data from your CRM files (Contacts, Products, Deals)

Expected go-live 2 weeks.

 

Config

US$1,800

You don’t feel confident or simply do not have time. You have a team of up to 20 people.

This package includes:

  • Business process analysis
  • Pipeline setup
  • Assistance with configuring and onboarding your team
  • Custom fields setup
  • Connect 1 website form
  • Assistance with templates
  • Assistance with integrations
  • Assistance with automations
  • Training session (on your setup) 
  • Quotes setup (for 1 team)
  • Invoices setup (1 company)

Expected go-live 3-4 weeks.

 

Enterprise

CONTACT US

We will tailor the package to your unique needs and business processes. We offer custom integrations, tailored onboarding documents, custom development.

 

Onpipeline™ is a cloud-based CRM software that helps companies improve customer relationships. Our CRM systems help sales teams manage contacts, deals, activities, automations, and the entire sales process from anywhere. Should you have any questions about features, pricing or anything else, please contact us.

30-day Free Trial

NO CONTRACT, NO CREDIT CARD, IMMEDIATE ACCESS!
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Should you have any questions or comments, please contact us