CRM for Sales Reps
*****
Close more deals in less time.
Whether you’re a Sales Representative, Sales Executive, Inside Sales Representative or Field Sales Representative, Onpipeline helps you manage your sales pipeline and follow up with prospects.
Manage your sales process
Sales reps need to know exactly where every deal stands and what action is needed next. Onpipeline helps you manage your sales process with clear, customizable Sales Pipelines.
With every deal you can:
- Track the stage of the sales process
- Sort and filter active deals
- View key deal information in one place
- Move deals through the pipeline
- Assign deals to other sales reps
- Make decisions to move deals forward
Schedule & track Activities
Planning is a must, especially in sales. Onpipeline helps sales reps organize daily work by planning tasks, calls, emails, meetings and deadlines.
You can:
- Schedule calls and meetings
- Create follow-up activities
- Link activities to deals and contacts
- 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
- Generate PDF proposals
- Collect digital signatures
- Track quote revisions
- Manage approvals
Manage customer communications
Sales reps can contact prospects and customers directly from the CRM. With a single click, you can start an email, phone call or SMS.
Onpipeline allows you to:
- Read and write emails
- Track email conversations
- Connect calls and emails to the right contact or deal
- Organize communication history
- Send emails or text messages to multiple contacts
Track your results
Sales reps can track results and understand how their deals and activities are progressing over time.
You can monitor:
- Sales Revenue
- Sales Growth
- Sales Pipeline Value
- Sales Velocity
- Average Deal Size
- Win Rate
- Pipeline Stage Duration
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