CRM com Faturamento
Our solution is comprehensive, not just a basic invoicing integration.
- Enviar invoices (or proformas) and reminders
- Turn orçamentos e assinaturas into invoices
- Multilingual e multi-currency
- Personalizável templates
- Only predefined users can access invoices
- Easily export your data
All-in-one Invoicing Solution
Onpipeline provides all the features of an invoicing system and is accessible online. Your data is securely stored in the cloud, giving you complete control.
We’ve designed our invocing software to offer maximum flexibility, considering its potential use in different countries. You can create your own payment terms, accurately apply sales tax (VAT) and discounts for each product, and even handle withholdings.
If you’re an international company, Onpipeline provides the capability to work with customers in various languages and currencies.
We provide a 30-day free trial so you can take your time trying out all the features.
Send Invoices and Reminders
You can easily send invoices and payment reminders in one click. With just one click, a message addressed to the customer’s email will be generated, with the pdf invoice attached.
The email template can be customized (for each language/business) and include important information, like the due date. It can also be changed on the fly before sending the message.
Quotes and Subscriptions
Do Plano Standard
Turn quotes and subscriptions into invoices in seconds.
If you use the Onpipeline Quote Manager, you can generate an invoice automatically in 5 seconds, by extracting the contents from the Quote created by your sales team. This time-saving measure also reduces the chances of human error.
If you use subscriptions, you can optionally configure Onpipeline to automatically generate your recurring invoices or drafts on the renewal date and, if you wish, send it to the customer via email.
Múltiplas empresas
Plano Avançado
If you need to invoice from different companies you can do it within the same account by creating a template / business for each company that has to issue invoices.
Each business has a customizable template that can be associated with both customers and invoices, and has dedicated numbering. Furthermore, every business can send emails from a different sender and email address.
Multilingual & multi-currency
Do Plano Standard
If your business is international you can take full advantage of the features we offer.
You can invoice in the currency of your choice with our built-in currency converter. You can also send invoices in different languages according to the customer, choosing among the supported languages but also adding additional languages if necessary.
Keep Track of Invoices
Tracking payments and creating invoices manually can be time-consuming and, if done incorrectly, can cause cash flow problems for small businesses.
Having an organized system where all invoices and receipts are in one place can save time for business owners.
Online Payments
Plano Avançado
Connect your Stripe account in just a few minutes.
Once connected, invoices are automatically linked to online payments, whether it’s a one-time payment or a recurring charge from a subscription created in Onpipeline.
3 reasons to consider a CRM with Invoicing
1. Data in One Place
Once you win a deal, immediately send an invoice directly from the CRM without other communication methods.
2. Analytics
When you send invoices through your CRM, you can immediately know how many of your sales in the pipeline pay.
3. Save Time
Prospects don’t get invoices, they get quotes. Consider a CRM that turns a quote into an invoice with one click.
Grátis por 30 dias!
Sem contrato e sem necessidade de cartão de crédito. Conta totalmente operacional. Você pode testar e confirmar as mesmas configurações fazendo um pedido, ou simplesmente deixar o período de teste expirar.
Comece hojeQuanto custa?
O software está incluído em todos os planos, sem custo adicional! É necessária uma conta Advanced para usar várias empresas.
Posso personalizar o modelo de fatura
Oferecemos modelos totalmente personalizáveis para adicionar seu logotipo, mensagens pessoais, layout e um esquema de cores específico para o seu negócio. Também é possível, caso você seja um usuário avançado, personalizar diretamente o código HTML do modelo usado para faturas em PDF.
Preciso instalar o software?
No software to install on your computer. Onpipeline runs on the cloud so you can use any operating system (Windows, MAC, Linux etc.) and the hardware of your choice. It’s 100% web-based, meaning you can access it from anywhere.
Posso usá-lo sem o CRM?
Sim, com certeza. O sistema funciona de forma autônoma com uma base de clientes separada para faturas e não há necessidade de usar os outros recursos do CRM.
Como os clientes me pagam?
Você pode oferecer aos seus clientes o método de pagamento que preferir. Na fatura ou no modelo de e-mail, você pode inserir instruções sobre como pagar as faturas.
Com nosso plano Avançado, você pode conectar sua conta do Stripe em apenas alguns minutos. Depois de conectada, as faturas são automaticamente vinculadas aos pagamentos online, seja um pagamento único ou uma cobrança recorrente de uma assinatura criada no Onpipeline.
Os lembretes são enviados automaticamente?
At the moment you can send reminders only manually, with just a click next to the “overdue” label.
Can I download the invoices?
Yes. You can download your invoices in a csv format at any time (and import to your accounting software). It is also possible to save to your had drive the pdf invoice.
Does the software integrate with national e-invoicing systems?
Some countries, such as Italy, Mexico, Brazil, and Saudi Arabia, require invoices to be issued in specific electronic formats or submitted through national tax platforms.
Our software allows you to create, manage, and download invoices, but it does not provide direct integration with country-specific e-invoicing or tax reporting systems.
Where local regulations require a specific electronic format or submission through a national platform, the customer is responsible for downloading the invoices and converting or importing them into the format required by the relevant system.
Our team is available to assist with any specific requirements or questions.