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Onpipeline Review

Onpipeline
Our score: 8.2 User satisfaction: 93%

What is 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.

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Overview of Onpipeline 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.

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Overview of Onpipeline Features

  • Visual dashboard for sales pipelines
  • Customized, multiple pipeline creation
  • Drag-and-drop deals management
  • Gmail and Outlook Calendar synchronization
  • API access
  • Email tracking (open, clickthrough, download rates)
  • One-click emails and calls
  • Lead capture from web forms and emails
  • Lead validation capabilities
  • Automated contact creation
  • Unlimited, searchable custom fields for contacts
  • Customized web forms
  • Mobile-accessible platform
  • Detailed reports on sales performance and lead validity
  • Access control for user accounts and external lead sources
  • Multi-currency settings

What Problems Will Onpipeline Solve?

Problem: Poor communication within the sales team

Solution: Onpipeline eases collaboration and improves overall teamwork within sales teams by providing a visual dashboard of the sales pipeline. Team members can create deals and use drag-and-drop functions to move these deals into the appropriate stage of the pipeline. This way, reps always have real-time information on new leads and sales opportunities, even without checking their inbox. The dashboard also gives managers an accurate, up-to-date overview of the entire sales flow whenever needed.

Onpipeline Position In Our Categories

Knowing that businesses have particular business-related requirements, it is only prudent they avoid purchasing a one-size-fits-all, ”best” system. However, it would be almost impossible to stumble on such an app even among popular software solutions. The clever step to do would be to tabulate the various vital factors which necessitate consideration like essential features, budget, skill ability of staff, company size, etc. Next, you must conduct your research systematically. Have a look at some Onpipeline reviews and explore each of the solutions in your shortlist in detail. Such detailed product research guarantee you take out ill-fitting apps and subscribe to the system that meets all the tools your company requires in growing the business.

Position of Onpipeline in our main categories:

TOP 200

Onpipeline is one of the top 200 CRM Software products

Companies have diverse wants and requirements and no software solution can be just right in such a situation. It is pointless to try to find an ideal off-the-shelf software product that meets all your business requirements. The smart thing to do would be to adapt the application for your specific requirements, employee skill levels, finances, and other elements. For these reasons, do not rush and subscribe to well-publicized popular solutions. Though these may be widely used, they may not be the perfect fit for your specific needs. Do your homework, investigate each short-listed platform in detail, read a few Onpipeline CRM Software reviews, contact the seller for explanations, and finally choose the product that provides what you require.

How Much Does Onpipeline Cost?

Onpipeline Pricing Plans:

Free Trial

Pipeline

$35/user/month

Standard

$55/user/month

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What are Onpipeline pricing details?

Onpipeline Pricing Plans:

Free Trial

Pipeline

$35/user/month

Standard

$55/user/month

Pipeline – $35/user/month

  • Pipeline Visual Management
  • Customizable Pipelines
  • Deals
  • Contacts
  • Calendar & Events
  • Calendar Synchronization (Google, Microsoft)
  • Custom fields
  • Teams
  • Files
  • Products
  • API Access
  • One-click email or call
  • Call Tracking & Recording (API)
  • Mobile version access (Msite)

Standard – $55/user/month

  • All Pipeline Plan Features
  • Personal Email
  • Team Email
  • Email tracking (open, click, attachment)
  • Email templates (canned replies)
  • Email Signature
  • Leads IN Management
  • Lead Sources / 3rd parties
  • Custom Web Forms (non-branded)
  • Workflow Automation
  • Leads IN API

User Satisfaction

Positive Social Media Mentions 37
Negative Social Media Mentions 1

We are aware that when you make a decision to buy a CRM Software it’s crucial not only to find out how professionals rank it in their reviews, but also to check if the real clients and businesses that purchased this software are actually happy with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Onpipeline reviews across a wide range of social media sites. The information is then presented in an easy to digest form revealing how many people had positive and negative experience with Onpipeline. With that information available you will be prepared to make an informed buying choice that you won’t regret.

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Spanish
  • Italian

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Onpipeline?

Onpipeline offers RESTful API, which allows you to use the platform with third-party applications. Built-in integrations with Google Drive and Mailchimp are also in the works.

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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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