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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

Because companies have special business needs, it is only prudent that they steer clear of getting a one-size-fits-all, ”best” software system. At any rate, it is difficult to try to pinpoint such application even among branded software solutions. The efficient step to do would be to note down the different chief aspects which need analysis like critical features, packages, technical skill capability of staff members, business size, etc. After which, you should do your research through and through. Browse over some of these Onpipeline review articles and scrutinize each of the software products in your shortlist more closely. Such comprehensive product investigation can make sure you avoid unsuitable applications and select the system that has all the benefits your company requires for optimal results.

Position of Onpipeline in our main categories:

TOP 200

Onpipeline is one of the top 200 CRM Software products

Every company is different, and can call for a special CRM Software solution that will be fit for their business size, type of customers and staff and even particular niche they cater to. We advise you don't count on getting a perfect software that will work for each company no matter what their background is. It may be a good idea to read a few Onpipeline CRM Software reviews first and even then you should remember what the solution is intended to do for your business and your staff. Do you need an easy and straightforward app with just basic features? Will you really use the advanced functionalities needed by pros and large enterprises? Are there any particular features that are especially useful for the industry you work in? If you ask yourself these questions it will be much easier to get a solid service that will match your budget.

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 decide to get a CRM Software it’s crucial not only to see how professionals evaluate it in their reviews, but also to discover if the actual people and enterprises that purchased it are actually happy with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Onpipeline reviews across a broad array of social media sites. The data is then featured in a simple to digest form revealing how many people had positive and negative experience with Onpipeline. With that information at your disposal you should be ready to make an informed purchasing decision 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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