CRM for Account Managers
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Organize customer interaction in one place.
A single workspace
Customer information is often scattered across emails, spreadsheets, notes, and calendars. Onpipeline centralizes everything into one CRM.
With every account you can:
- View the complete communication history
- Track meetings, calls and emails
- Store documents and notes
- Manage contacts within each company
- Monitor active opportunities
- Schedule follow-up activities
Never miss an important follow-up
The best Account Managers know that consistent follow-up builds long-term relationships. Onpipeline helps you stay on top of every commitment by allowing you to:
- Schedule calls and meetings
- Create recurring activities
- Receive reminders before deadlines
- Track overdue tasks
- Synchronize with Google and Microsoft calendars
Generate professional quotes
When customers request new products or services, speed matters.
Onpipeline allows Account Managers to:
- Create professional quotes
- Reuse templates
- Generate PDF proposals
- Collect digital signatures
- Track quote revisions
- Manage approvals
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!
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