Home > Softwares > CRM Offerings > Online CRM Software > Onpipeline

Onpipeline

Name: Onpipeline
Rating: 4.5 (2 reviews)

By Onpipeline

951 Interested

Highlights : About Onpipeline

Visual dashboard for sales pipelines

Drag-and-drop deals management

Lead validation capabilities

Unlimited, searchable custom fields for contacts

Gmail and Outlook Calendar synchronization

About Onpipeline

Onpipeline is a simple, streamlined CRM platform designed to improve the productivity of sales teams through visual management of the sales pipeline and improved capturing and organization of leads. The software allows users to set up a customized sales pipeline then provides a visual, interactive dashboard. By providing real-time updates to each stage of the pipeline, the platform helps managers take better control of the sales flow and improves communication within sales teams. Onpipeline simplifies the sales process from start to finish, with built-in features for assessing the quality of leads, planning deals and events, and automating repetitive tasks like follow-up emails. Reports and analytics on metrics such as closed deals and open rates for email and attachments help you finetune your sales process to make it more productive. Migrating existing data to Onpipeline is easy, too. The platform is completely web-based to reduce issues with compatibility. The software’s intuitive interface also minimizes the need for extensive training sessions for users.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English,Spanish,Italian

Platforms

Product Details

Features

Visual dashboard for sales pipelines

Drag-and-drop deals management

One-click emails and calls

Lead validation capabilities

Unlimited, searchable custom fields for contacts

Mobile-accessible platform

Access control for user accounts and external lead sources

Customized, multiple pipeline creation

Gmail and Outlook Calendar synchronization

Email tracking (open, clickthrough, download rates)

Lead capture from web forms and emails

Automated contact creation

Customized web forms

Detailed reports on sales performance and lead validity

Multi-currency settings

Benefits

Visual pipeline management with real-time updates

The pipeline visualization provided by Onpipeline eases collaboration and communication for sales team and managers. Each stage of the pipeline is represented in the Onpipeline dashboard, and sales agents can easily add deals or sales opportunities and drag and drop these deals into the appropriate stage in the process. This ensures that everyone on the team is always updated on active deals in the pipeline, without their inboxes getting flooded with emails.

Centralized communications with contacts

Communicating with contacts is also easier, as the platform allows one-click calls and emails. You can connect your call software and email address to Onpipeline to create a centralized hub for tracking incoming and outgoing communications with leads. Automation features help you save time on repetitive tasks like sending out follow-up emails. Onpipeline’s strong reporting capabilities give you access to data-driven sales reports and analytics on important metrics such as open rates for emails and deals closed, so you can pinpoint any weak points in your sales funnel.

Quality lead generation and lead validation capabilities

Sales teams will also appreciate Onpipeline’s features for lead generation and management. The platform makes it easier for you to identify valid leads and reject invalid ones. You can take better control of the lead generation process and ensure quality leads by creating customized web forms. Organize these leads into as many categories or fields as you want for easier searching.

More organized workflows with user permission controls

For better efficiency and productivity, the platform allows you to organize users into Teams with a dedicated Team Leader. Permissions can be set for individual users as well, so you don’t have to worry about the security of business data.

Recommended Product

Social Media Premium Package

Features: 30 High Quality Postings 3 Social Media Platform

Website Design Standard Package

Features: Linking 30 to 50 static pages. Call to Action feature.

Diginyze Standard Cloud

Features: Upto 500 products Listing 24/7 Chat BOT support.

ECommerce SEO Gold Package

Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results

SEO Advance Package

Features: Upto 200 Keyword Optimization ROI-Driven SEO