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Adding Contacts

Contacts are the People or Organizations you’re selling to. You can access your contacts through the Persons or Organisations Tabs. Contacts can be added: by clicking the button “New Person” or “New Organization” on the fly when adding a new deal directly when linking contacts to a deal from an email message Once you have added a new contact you […]

Search Filters

We help you obtain a personalized view of your contents. Onpipeline allows you to create your own search filters and save them at user level. Filters are accessible from contacts and deals by clicking on this icon: Once you open the filter page you will be required to save a filter name. By clicking on […]

Integrate Your Website Leads

Once a lead is generated on your website there are different approaches your can consider to send it to your CRM if you don’t want to add it manually. Web Forms The easiest way that does not require a developer is to use web forms that will automatically generate a lead in your CRM Leads […]

Lead / Contact Scoring

Lead scoring is used to rank prospects against a scale that represents the perceived potential. Lead scoring ensures that sales preps go first for leads that are qualified by their scores. With Onpipeline you can choose the scale you prefer and even have more than one score. This is achieved by setting custom fields. You […]

Mailchimp Automatic Export

MailChimp is an email marketing provider you may use to design and distribute email campaigns. Mailchimp can be integrated into Onpipeline, allowing you to export filtered list of contacts into Mailchimp Audiences. Connecting MailChimp with Onpipeline requires a MailChimp account. If you wish to create a MailChimp account, click here. Connect your account to Mailchimp […]

Web Forms

In your account settings we allow you to set up web forms for your website to help you easily feed your Leads database. You have full control over the data the prospect provides. You can asks for specific information that will automatically be stored within your “Leads In” where a user with permissions can review […]

Leads IN (Lead Generation)

You can route your new Leads from Web Forms or API to a dedicated Layer where you or any user with specific permissions will be able to review and import the contact OR import the contact and create a Deal. A great advantage as you don’t want all forms submitted to create a new contacts before […]

Lead Sources

With Onpipilene you will be able to create as many Leads Sources as you need. You will then be able to provide them with dedicated web form and/or a dedicated access to your API. This tool particularly useful in online marketing when you receive leads from external companies. Source ID: It can be used in […]

Import (Upload) Contacts

* Available to Admins or Authorized Users * You can upload contacts to your Onpipeline  account directly from a file on your hard drive. The file must be CSV UTF-8 with a .csv name extension (delimited with comma or semicolon). In order to upload just go to Settings / Import contacts Your CSV file must […]

Contacts Overview

Contact database in Onpipeline is organized into Persons and Organizations. Persons and Organizations can be easily linked within the application. Contacts within Onpipeline have no owners and are shared among all users. We decided for this approach as we believe that “private contacts” in a business CRM is a nonsense in most of the cases. […]

Onpipeline is a great sales CRM to build and visually manage your sales pipeline, get and organize Leads from 3rd parties through web forms and API, and much more.
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