Choose your CRM plan
Start with a free 30-day trial. Change or cancel anytime.
Every plan includes unlimited teams, contacts, storage, deals and pipelines.
Pipeline
Build a clear, repeatable sales process to manage contacts, deals, activities and follow-ups with confidence.- Unlimited teams, contacts and deals
- Visual pipelines with custom stages
- Custom fields for contacts and deals
- Calendar and appointment booking
- One-click email and calling
- VoIP integration with logs and recordings
- Complete deal and contact history
- Reports and sales insights
- Up to 200 invoices per year
Standard
Add lead management and close deals faster with professional quotes, signatures, email, SMS and automation.- Quotes, pricebook and e-signatures
- Lead management and referral tracking
- Web forms on your website
- Personal and team email integration
- SMS integration
- Email and SMS appointment reminders
- Subscriptions and recurring revenue
- Up to 50 workflow automations
- Up to 1,000 invoices per year
Advanced
Scale your operations with bulk campaigns, sales goals, inventory control, and a DMS customer portal.- Bulk email and SMS campaigns
- Customer Portal
- Sales goals for teams and sales reps
- Inventory management
- Up to 100 workflow automations
- Automatic subscription invoicing
- Unlimited invoices
- Centralized admin audit log
- VIP data center and priority support
Enterprise
Tailored scalability with custom automations, expanded portal, custom integrations, and dedicated support.- Custom automations
- Expandable customer portal
- Custom API integrations
- Dedicated SLA and support
- Personalized onboarding
- Custom sales operations
Not sure which plan to choose?
Reach out to our team or ask our AI Agent
Pipeline | Standard | Advanced | |
|---|---|---|---|
| Sales & Pipeline | |||
| Visual Pipeline | |||
| Multiple Pipelines | |||
| Customizable Stages | |||
| Deal Management | |||
| Deal Categories (Products) | |||
| Sales Goals | |||
| Complex Sales Process | |||
| Subscriptions - Recurring Revenue | |||
| Custom Fields | |||
| Contacts & Leads | |||
| Contacts | |||
| Quick contact creation | |||
| Import Contacts | |||
| API Contact Management | |||
| Custom Fields | |||
| Custom Web Forms | |||
| Leads IN Management | |||
| Lead Sources (Partners) | |||
| Communication & Customer Engagement | |||
| Calendar & Events | |||
| Appointment Booking | |||
| Email & SMS Reminders | |||
| One click email or call | |||
| Call Tracking & Recording | |||
| SMS | |||
| Personal Email | |||
| Team Email | |||
| Email Tracking | |||
| Templates & Signatures | |||
| Bulk Emails | |||
| Bulk SMS | |||
| Customer Portal | |||
| Automation & Productivity | |||
| Workflow Automations | 50 | 100 | |
| Extended Template Fields | |||
| Unlimited Teams | |||
| File Storage | |||
| Quotes & Invoicing | |||
| Quote Management & eSignature | |||
| Invoices & Credit notes | |||
| Multiple Currency | |||
| One click creation from Quotes | |||
| Multiple Businesses (templates) | |||
| Automatic subscription invoice | |||
| Yearly invoices | 200 | 1000 | Unlimited |
| Inventory Module | |||
| Security & Administration | |||
| IP Restrictions | |||
| Audit Logs | |||
| HIPAA Compliance | |||
| Data Encryption | |||
| VIP Data Center | |||
| Custom Reports | |||
| API and Widgets | |||
| Unlimited Storage | |||
| Support | |||
| Online Help Center | |||
| 24/7 Customer Support | |||
| Priority Support | |||
Frequently Asked Questions
A user is any individual who has access to the platform with their own login credentials (email and password).
There are no limits to the number of users on any plan. We can support hundreds of users from your organization, depending on your needs. You can add or remove users at any time.
Onpipeline protects your data through encrypted HTTPS connections. Our application received an A+ rating from Qualys SSL Labs, the highest available grade.
Additional security measures include two-factor authentication, secure backups, and controlled access to customer databases. Onpipeline employees are not permitted to view the specific contents of your database without your authorization – Security
Yes. You are free to change the Plan. From the billing section of your account you can do it at no cost.
You may cancel your subscription at any time in your Account under ‘Billing’. If you don’t sign up during the trial period, you don’t have to cancel. At the end of the trial, your account will be deleted automatically.
All users must be on the same plan.
We accept a wide range of payment methods:
