PLATFORM
Sales Process
Sales Pipeline management tools to effectively track and manage deals.
Teams
Teams share valuable information while managers supervise and motivate.
Activities
Schedule and track custom activities like tasks, calls, emails, and meetings.
Lead Management
Capture and manage your leads from several sources and partners.
Automation
Save time on sending emails, creating follow-up activities and creating events.
Quotes
Create and send custom quotes. Pricebook, stock control and client e-signature.
Inventory
Automate stock management by integrating it with your sales processes.
Appointment Booking
Online appointment scheduling lets customers book meetings and calls.
Recurring Revenue
Set up recurring purchases on a monthly, weekly, quarterly, or yearly basis.
Web Forms
Create lead generation forms with our online form builder in just a few clicks.
Invoicing
Invoicing features are already integrated into the CRM for billing management.
API & Integrations
We integrate with external databases and software to meet your business needs.
View all features
PRICING
RESOURCES
Blog
Read articles about sales, marketing, and teamwork on Onpipeline’s blog.
Help Center
Maximize your Onpipeline experience with our knowledge base and support.
Partner Program
Join and unlock new opportunities for growth and success together!
Developers
Connect Onpipeline through APIs to enhance the experience for your team or customers.
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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$2,500

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 Sales CRM Platform designed to manage customers and sales from anywhere.

Should you have any questions about features, pricing or anything else, please contact us

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Product

Onpipeline

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