Chat with us, powered by LiveChat

Archive by Author

Move a deal across departments

One of the features that is often sought in CRM is the possibility to move the deal through the departments, so that it can be taken over by a different person according to the stage in which it was m...

New features 2021

After listening to suggestions from our customers we released new features in Onpipeline. Below is a description of what we added to the CRM. Microsoft Single Sign On A few days ago we have included t...

We care about your data

In a digitalized world we know the importance of online data management. Every day we look for the best technologies, and we do our best to apply the most suitable solutions for the security of our cu...

What is a Cloud based CRM?

A Cloud CRM is a service (SaaS) that offers access to the application via Web browser. Employees can log in to the CRM App simultaneously from the Internet. Imagine that you need to make some urgent s...

Autumn – New features

New training videos The videos will help you understand which is the best tool. It’s  an overview of Onpipeline, that will explain how use the platform. At the moment we explain Settings, P...

Pipelines and other workflows

The use of a Pipeline is well known in customer management and it usually covers the sales process with stages from the first contact to the customer order. What many do not know is that pipelines can...

CRM Automation

CRM automation is the ability to automate repetitive and manual CRM tasks. Automation in a CRM can include many functions across sales, marketing, or services. You’re probably familiar with the bene...

Small Business: Do I Need a CRM?

In business you can’t waste time and money on wrong tools. What is a CRM? Do you need a Sales CRM? How can a CRM fit into your existing sales process? If you are not using a CRM, your business is gr...

Summer 2020. Other features!

We have just added a few interesting features that you might want to use. Actions Menu You can easily add links to the Action Menu of Persons, Organizations or Deals. You can launch a LinkedIn search,...

Connect to 2,000+ Apps

Connect Onpipeline to 2,000+ Apps with Zapier Zapier is an online automation tool for non-developers that connects Onpipeline to your favorite apps, such as Gmail, Slack, Facebook, Mailchimp, and more...

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.
TRY IT FREE