CRM for Startups
Why Onpipeline is the best CRM for Startups
What is a CRM for startups?
For startups, CRM (Customer Relationship Management) is all about growing. It lets you check how well things are going in one place and find ways to make your business bigger. In simple terms, it helps you stay focused on your goals.
Onpipeline is full of useful features, but it’s also really easy to use. It helps you stay on top of your sales activities, keeps track of important customer info, and makes your business better. It also keeps your team on the same page by sharing details like contacts, deal sizes, and what customers like.
Make leads ready to buy
A sales pipeline will help your startup visualize your sales process and will show you where your opportunities are. Each stage brings qualified leads to the next phase, keeping in the previous stage those who have not passed the process.
As a result of having a single sales and service solution that integrates with your internal systems, your teams will be able to have a comprehensive, holistic view of your customers. This solution will provide your teams with a comprehensive understanding of your customers’ wants, needs, and preferences.
Schedule & track Activities
Planning is a must, especially is startup sales. You can plan tasks, calls, emails meetings and deadlines, and link them to deals and contacts. In addition, you can create custom activities to make the CRM more specific to your business.
Your contact can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc.
Also, you may optionally sync – in a 2-way replication – with your existing Gmail or Outlook calendars.
Try Onpipeline - 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.
Get startedContacts in one place
Maintain information about your customers and prospects, including customer interactions with your business. You can start emails or phone calls with a single click, save notes, upload files, access emails and phone call logs. All from one page!
The entire team – including your marketing team – gets access to detailed profiles that help you better work with customers.
Custom fields you will let you organize your contacts to best fit your needs.
Appointment Booking
Save time spent on making appointments over phone and emails with our online appointment booking software.
You can establish your availability and allow customers to make appointments at any time of day or night by utilizing their online booking system.
Also, customers can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc.
Manage Invoices
Fully integrated invoicing software. Your startup can create multilingual and multicurrency Invoices and send them in just a click. You can send custom reminders or overdue notices, register payments and automatically turn Quotes or Subscriptions into Invoices.
Use the status overview to keep track of drafts, paid and unpaid invoices. You can also create different businesses with different templates.
Try Onpipeline - 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.
Get startedOnpipeline™ 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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