Agency CRM
*****
Manage client acquisition, follow-ups and long-term client relationships.
Capture and Organize Opportunities
With Onpipeline, agencies can create opportunities manually or receive leads directly from your website forms or an external system, via API.
You can create new contacts and deals, and specify the deal owner (agent), sales pipeline, and stage. You can also provide partners with a dedicated ID to send you new leads, and manage unlimited partner IDs.
Track Client Acquisition
A sales pipeline gives your agency a clear view of the entire sales process and shows exactly where every deal stands. Each stage brings an opportunity to the next phase, keeping in the previous stage those who have not passed the process.
The visual pipeline makes goals easier to achieve by breaking any process down into trackable tasks. It can make the difference in your bottom line. As a result, your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.
Schedule & track Activities
Keep ongoing services organized by tracking meetings, follow-ups, reminders and client activities throughout the entire customer lifecycle. Give your team full visibility into every interaction, from the first contact to long-term client relationships.
You can plan tasks, calls, emails meetings and deadlines, and link them to deals and contacts. Also, you can create custom activities to make the CRM more specific to your business.
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Start todayQuote Management
Professional sales quotes can be easily created from deals in 2 minutes, and you have the option to export as a PDF or send the offer from your email address.
In addition, you can customize your quote template for each team and translate it into any language. Also, you will use your own predefined pricebook.
New quotes can be subject to team leader/admin approval before the team members can send them to the customer. Also, you can generate an unlimited number of quote revisions for each deal and access them from one central screen (quote history).
Our e-signature system does not require external applications.
Document Management
Each account in your CRM software comes with an integrated file storage system. It is possible to save any type of document such as pdf, word, excel, etc. inside the platform.
The files can be easily used and connected to contacts and / or deals. The files can be personal or shared with other members of the organization as needed.
Unlike other CRM systems, Onpipeline does not set storage limits!
External data sync
We provide API and Widgets to organizations that want to connect their account to external data. Also, the ability to add custom fields to the CRM database allows integrations with external systems.
It’s easy to sync your CRM data with external applications and databases in real time and have all the details you need within Onpipeline, thanks to our API (included in all plans). For example, any ERP information, billing details or any relevant data during the sales process may be available within the contact information.
Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Start today