Onpipeline
Onpipeline is a comprehensive CRM suite that streamlines sales processes and enhances customer relationship management for businesses.
Need help?
We can help you find specialists for Onpipeline. Let us connect you with the right experts to assist you.
*User registration required
Description
Onpipeline is a cloud-based CRM platform that offers an array of functionalities designed to improve sales efficiency and customer relationship management. With its customizable sales pipeline, users can track deals through various stages, schedule activities, and manage contacts effectively. The platform supports integration with email, phone calls, and SMS for seamless communication.
Key Features Include:
- Sales Pipeline Management: Track and visualize deals through customizable sales stages.
- Lead Management: Capture and qualify leads through various forms, integrating them into the sales process.
- Workflow Automation: Automate reminders and streamline repetitive tasks, saving time and resources.
- Appointment Booking: Allow clients to schedule appointments online, reducing scheduling conflicts and enhancing customer service.
- Quote Management: Generate and send quotes to clients directly from the platform.
- Activity Tracking: Keep detailed records of interactions with customers and leads, ensuring all activity is logged.
Onpipeline also features analytics tools that allow users to monitor sales performance and optimize their sales strategies. The platform is designed to be user-friendly, making it suitable for teams of all sizes and levels of experience. With a free 30-day trial available, users can explore its capabilities without commitment.
Features
Sales Pipeline Management
Customize and manage your sales pipeline to track deals effectively through different stages.
Lead Management
Capture, qualify, and manage leads from various sources in an organized manner.
Workflow Automation
Automate repetitive tasks and reminders to enhance productivity and efficiency.
Appointment Booking
Enable clients to book appointments online with calendar sync to avoid conflicts.
Quote Management
Easily create and manage quotes to streamline your sales process.
Activity Tracking
Log all interactions with leads and customers to maintain detailed records.
Tags
Documentation & Support
- Documentation
- Online Support
- Updates