Our basic tools are designed to provide the greatest benefit without requiring a lot of setup time or expertise.
As you become more familiar with the CRM (Customer Relationship Management) platform, you can explore different features and tools that can help further enhance your business processes and operations.
Onpipeline offers a variety of tools and features that can be used to help streamline daily business activities. Depending on the type of business you are running, you can customize your Onpipeline experience to provide the most benefit.
Onpipeline is a powerful CRM to help organize customer data, quality lead generation and important contact information in one place.
It helps to keep everyone in the company on the same page and up-to-date on the customer’s information. Contact management facilitates communication between sales prospects / customers and company by allowing all individuals who have contact with the customer to access the same information.
Additionally, Onpipeline integrates with third-party applications such as Google or Outlook calendars, allowing users to sync their calendars with their Onpipeline account.
Your marketing team can use our forms and/or save leads using almost any popular form, such as wpforms, jotform, gravity forms, facebook leads, google leads, etc.
The next step in a Sales CRM is managing deals and sales pipelines to ensure that sales processes are tracked in a timely manner and that no important activities are missed.
The ability to track and monitor the progress of deals in the sales cycle makes it easier for sales managers to make sure that all the necessary steps are taken and that no important tasks are overlooked.
A Sales Pipeline is a way of tracking the progress of potential customers as they move through the sales process (sales pipeline stages). Tracking sales opportunities is invaluable in helping sales teams identify areas where efficiency can be improved, allowing them to find more effective ways of engaging with prospects and increase conversion rates.
Onpipeline also enables the integration of calendars, which can be linked to individual deals, and the management of recurring revenues (subscriptions).
Modern businesses can no longer survive with generic content that has not been tailored to their customers. It is essential to send personalized offers to customers in order to build trust with them.
No matter if you sell a product or a service, you can design and produce PDFs with your company’s unique style and colors, create new templates for each team, use different headers and addresses, and even translate documents into any language needed for customers in different countries.
Email – Integrating emails into the CRM system will allow you to receive and send messages without the need to switch between multiple applications. This will save you time and provide you with a better understanding of the customer’s needs.
Phone – Additionally, integrating telephone calls into the CRM system will give you a more complete picture of the customer and their needs, as you will be able to see their interaction with your team as well as other departments.
With Onpipeline’s Application Programming Interface (API), webhooks, widgets, and the ability to add links to the contact or deal page menu, you will be able to quickly access and store all of the required details in one central location.
Additionally, with Zapier, you can connect thousands of applications and services to Onpipeline without having to invest in custom software development. This will save you time, money, and hassle.
To save time or make the user experience more complete, you can program automations to streamline your workflow and make it more efficient.
For instance, you can program an automation to send an email to a new contact or an email when a deal reaches a certain stage in the process. This can help you save time and increase the level of customer service you provide.
Additionally, automations can be used to create tasks after other actions such as updating data fields. By using automations, you can simplify your workflow and make it more efficient.
Onpipeline is also a comprehensive and user-friendly invoicing software that allows you to create aesthetically pleasing invoices and payments reminders.
It eliminates the need to connect to external applications as you can easily send invoices, payment reminders and other messages to your customers with just one click.
The generated message will contain the invoice and all the necessary information for the customer to make the payment. Onpipeline also enables you to track all payments, follow-up with customers, and access analytics to improve your invoicing processes.