What is Onpipeline?
An Easy CRM to manage your Sales process, from first contact to billing
Zero learning curve, inexpensive and scalable.
Our customers increased sales by up to 47% in the first 12 months.
Easily manage your sales pipeline, contacts, leads and activities anytime and anywhere!
Also available in Spanish, Portuguese, French and Italian.
Collect the right data
Create unlimited Web Forms that can be hosted on your website to collect new Leads. You may use your logo, colors and styling options to match your branding. Information will be automatically stored in your CRM Contacts.
Everything in one place
Manage deals, activities and customers interactions with your business. Highlight the information needed to have better conversations with your customers, thanks to a complete record of individuals and companies.
Quotes and Invoices
Simplify the sales process. You can easily create professional Sales Quotes pulling prices from your price book, with the option to send to customer from your email address. Also, you can turn quotes (and subscriptions) into Invoices.
Main Features
Contacts in one place
All your contacts in one place! Maintain information about your customers and prospects, including customer interactions with your business. The entire team gets access to detailed profiles that help you better work with customers. You can quickly add contacts when linking a contact to a deal, from an email message, by receiving data from a web form on your site, uploading a file, or through an API.
Custom fields you will let you organize your contacts to best fit your needs.
Professional Quotes
Onpipeline simplifies the sales process with a quote management software, included in standard plans. Professional sales quotes can be easily created from deals in 2 minutes, with the option to export as a PDF or send the offer from your own email address.
- Quote template for each Team
- Easy translation into any language
- Subject to team leader/admin approval
- Quote revisions & history
- Automatic currency conversion on mid-market rates
Schedule and track your Activities
Planning is a must, especially is sales. Onpipeline provides you with a built-in calendar to store all your next actions, that you may optionally sync – in a 2-way replication – with your existing Gmail or Outlook calendars.
You can plan tasks, calls, emails meetings and deadlines, and link them to deals, contact persons and organizations. In addition to the basic set, you can create custom sales activities to make the CRM more specific to your business.
Starting from a deal or a contact you can save an event in just a few seconds. Sales Managers can see how busy team members are, and even assign activities.
Our pricing is pennies compared
to the results our customers see
Pipeline
Ideal for beginners! Perfect fit for teams to manage contacts, multiple sales pipelines, unlimited deals, and activities.Standard
Boost with lead management, emails, SMS, automations, web forms, quotes and recurring revenues.Advanced
VIP Data Center, sales goals, bulk emails & SMS, automatic invoices, audit logs, and inventory module.Pipeline
Ideal for beginners! Perfect fit for teams to manage contacts, multiple sales pipelines, unlimited deals, and activities.Standard
Boost with lead management, emails, SMS, automations, web forms, quotes and recurring revenues.Advanced
VIP Data Center, sales goals, bulk emails & SMS, automatic invoices, audit logs, and inventory module.Our plans make Onpipeline Sales CRM suitable for every company. You can use Onpipeline starting from a few cents a day. Try it free for the first 30 days.
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
© Onpipeline Ltd