PLATFORM
Sales Process
Sales Pipeline management tools to effectively track and manage deals.
Lead Management
Capture and manage leads from multiple sources and partners.
Quote Management
Create and send custom quotes. Pricebook, stock control and client e-signature.
Workflow Automation
Save time on sending emails, creating follow-up activities and creating events.
Tasks & Activities
Schedule and track custom activities like tasks, calls, emails, and meetings.
Team Collaboration
Teams share valuable information while managers supervise and motivate.
Appointment Booking
Online appointment scheduling lets customers book meetings and calls.
Web Forms
Create lead generation forms with our online form builder in just a few clicks.
Invoicing
Invoicing features are already integrated into the CRM for billing management.
Subscriptions
Set up recurring purchases on a monthly, weekly, quarterly, or yearly basis.
Inventory
Automate stock management by integrating it with your sales processes.
API & Integrations
We integrate with external databases and software to meet your business needs.
View all features
PRICING
RESOURCES
Blog
Read articles about sales, marketing, and teamwork on Onpipeline’s blog.
Help Center
Maximize your Onpipeline experience with our knowledge base and support.
Partner Program
Join and unlock new opportunities for growth and success together!
Developers
Connect Onpipeline through APIs to enhance the experience for your team or customers.
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CRM for Business Development Managers

*****

Find and qualify new business opportunities.

Build a stronger sales pipeline

Business development is about creating opportunities. Onpipeline gives you a clear overview of every deal so you can prioritize prospects and keep your pipeline growing.

With Sales Pipelines you can:

Track every opportunity
Organize deals by stage
Create multiple pipelines
Prioritize high-value prospects
Monitor pipeline growth
Keep opportunities moving

Deals & Pipeline Management

Capture leads from every source

Whether leads come from your website, events, referrals or marketing campaigns, Onpipeline helps you collect, organize and qualify them in one place.

With Lead Management you can:

Capture leads from web forms and APIs
Import contacts
Track lead sources
Review and qualify leads
Convert leads into deals
Assign opportunities to sales reps

Capture and Manage Leads

Build better profiles

The more you know about a prospect, the easier it is to identify the right opportunities. Onpipeline lets you centralize customer information, organize contacts and build complete profiles before engaging your sales team.

You can:

Customize prospect information
Add notes and activities
Store documents
Track every interaction
Segment contacts
Filter prospects using custom criteria

Customizable CRM

Stay connected with prospects

Building relationships requires consistent communication. Keep every email, call, meeting and note connected to the right contact.

With Communication Management you can:

Send and receive emails
Track customer conversations
Log calls and meetings
Store notes and documents
Keep a complete communication history

Communication Management

Never miss a follow-up

Business opportunities are often won through consistent follow-up. Plan every activity and always know your next action.

With Activity Management you can:

Schedule calls
Create follow-up tasks
Organize meetings
Receive reminders
Sync with your calendar
Track completed activities

Activity Management

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