Onboarding

We will help you set up your Onpipeline CRM, optimize your team, workflows and get your business fully on board. 

Self-Onboarding

FREE

You feel confident about setting up the CRM by yourself using our tools and support documents.

  • Get technical advice 
  • Access to our Help Center
  • Access to Onpipeline’s API library
  • 24/7 email support

 

Migrate

US$1,200

You feel confident but you want us to import data from your CRM.

This package includes:

  • Auditing your data
  • Custom fields setup
  • Test migration
  • Importing data from your CRM files (Contacts, Products, Deals)

Expected go-live 2 weeks.

 

Config

US$2,500

You don’t feel confident or simply do not have time. You have a team of up to 20 people.

This package includes:

  • Business process analysis
  • Pipeline setup
  • Assistance with configuring and onboarding your team
  • Custom fields setup
  • Connect 1 website form
  • Assistance with templates
  • Assistance with integrations
  • Assistance with automations
  • Training session (on your setup) 
  • Quotes setup (for 1 team)
  • Invoices setup (1 company)

Expected go-live 3-4 weeks.

 

Enterprise

CONTACT US

We will tailor the package to your unique needs and business processes. We offer custom integrations, tailored onboarding documents, custom development.

 

Onpipeline™ is a cloud-based CRM software designed to manage customers and sales from anywhere. 

Should you have any questions about features, pricing or anything else, please contact us

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