Sales CRM for Software & IT Companies
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Manage demos, subscriptions, customer relationships and recurring revenue.
Schedule Demos and Meetings
Save time scheduling demos, discovery calls and customer meetings with our online appointment booking software.
Software companies and IT teams can define availability and allow prospects, customers and partners to book demos, onboarding sessions and meetings online at any time.
Customers can receive automated reminders via email or SMS before appointments. Reminders can be customized with meeting details such as date, time, location or conference links.
Manage Deals
Software companies rely on structured sales processes to manage demos, proposals and customer relationships. Use a customizable pipeline to track every opportunity from first contact to active customers and long-term relationships.
Organize discovery meetings, demos, follow-ups and sales opportunities while maintaining visibility throughout the customer journey.
Workflow:
→ Lead
→ Discovery
→ Demo Scheduled
→ Proposal Sent
→ Active Customer
Customer Success & Renewals
Software companies rely on onboarding, customer success and long-term customer relationships. Keep customer interactions, onboarding activities and follow-ups organized while maintaining visibility into every account.
Track customer meetings, onboarding sessions and renewal opportunities from one place. Keep customer activities, meetings and next actions connected throughout the customer lifecycle.
Subscriptions & Recurring Revenue
Software companies rely on subscriptions and recurring revenue. Track subscription renewals and future revenue streams directly inside the CRM.
Monitor expected income, recurring business and customer growth while improving visibility into long-term revenue.
Track subscriptions, renewals and recurring customer relationships from one place.
Quote Management
Create software proposals and quotes directly from opportunities while keeping customer information and sales activities connected.
Customize quote templates for software subscriptions, implementation services and IT projects.
Track revisions, approvals and proposal history from one place.
External data sync
Software companies often rely on external systems for customer data, subscriptions and operations. Connect Onpipeline with external applications, databases and internal systems.
Custom fields allow teams to extend the CRM database and synchronize subscription data, product information and customer records.
Through our API (included in all plans), CRM data can be synchronized with external applications in real time.
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