Onpipeline Review

Onpipeline is a unique CRM software designed to organize data, oversee leads, manage deals and the entire sales process, monitor activities, create reports, and generate quotes and invoices. One of its immediate advantages is that all customer data and history are conveniently stored in a single location, accessible to both you and your team. The database can be customized to fit specific industries or business needs, keeping the sales process fully under control.
Onpipeline has introduced enhanced automation into its workflow, allowing users to set up more complex actions and triggers based on specific customer data or behaviors. This includes sending follow-up emails, scheduling activities, and automatically moving deals through different stages. As a result, sales teams save time and can focus on higher-value tasks.

ONPIPELINE – TUTORIAL

ONPIPELINE – FEATURES

• Sales process: sales pipeline management tools to effectively track and manage deals.
• Team: teams share valuable information while managers supervise and motivate.
• Activities: plan and track customized activities such as tasks, calls, emails, and meetings.
• Lead management: capture and manage leads from multiple sources and partners.
• Automation: save time sending emails, creating follow-up tasks, and generating events.
• Quotes: create and send customized quotes, including price lists, stock control, and customer e-signatures.
• Inventory: automate inventory management by integrating it with sales processes.
• Appointment booking: online scheduling allows customers to book meetings and calls.
• Recurring revenue: set up recurring purchases on a monthly, weekly, quarterly, or yearly basis.
• Web forms: create lead generation forms in just a few clicks using the online form builder.
• Invoicing: invoicing features are already integrated into the CRM for billing management.