Here you can reach our quick setup page: https://support.onpipeline.com/getting-started/

Onpipeline is a cloud-based scalable Sales CRM that includes a full suite of tools that boost sales productivity and make the sales process more human. Onpipeline helps sales teams manage contacts, de...

Yes, the Onpipeline CRM can be customized to meet any industry needs. You can setup your pipelines and stages to fit in your sales processes. Also, our database is customizable, you can add any inform...

Onpipeline includes a calendar where you will store all your activities (Events). Each user (seat) has its own calendar (1 user = 1 calendar). Calendars are also accessible by Team Leaders of the team...

Moving a deal from a sales pipeline to another is very simple. On the deal page, just click on the Pipeline name to open a window. Then just select the pipeline and the stage to send the deal to. Obvi...

Yes! Pipelines, which are commonly associated with sales processes, can also be a fantastic tool for managing projects. There are different approaches you can take. One approach is to leave a new deal...

Custom fields enable you to establish lead scoring, allowing you to categorize opportunities as either “high” or “low” priority. More info

The simplest answer is that we support Unicode, and this covers all of the languages that can be written in the following widely-used scripts: Latin, Greek, Cyrillic, Armenian, Hebrew, Arabic, Syriac,...

Our application employs secure HTTPS connections, where all information is encrypted. We store backups and we can restore your information. All backups are through Amazon Web Services. This means your...

Yes. To obtain a privacy acceptance checkbox, follow these simple steps. 1. First create a custom field to accomplish this task 2. Then you will need to add this field at the bottom of your form and...

From Onpipeline you can delete any email message. This action, unless your provider has some special blocks, will also delete the message on your email server. If you delete the message from your serv...

As you probably already know, there are two tables for contacts: Persons and Organizations Given that Organizations is also intended as “Accounts” and the label can be renamed, There are t...

You can also use our invoicing system If you prefer to use your own billing system, likely connected to your accounting department, on our side we can help you make billing information available withi...

If you can’t login with Chrome and don’t see any error message on the login page, it means you are blocking cookies. Are you using “incognito” or have simply configured your br...

All Contacts are accessible by every user with a CRM account (default), as this is how the majority of businesses need to work in order to avoid bottlenecks or useless contact records (duplicates). Ad...

Onpipeline is not going to offer iOS or Android Apps. Onpipeline is a mobile website (msite) and can be accessed from any mobile device with a mobile browser, regardless of the operating system, as lo...

Yes. Onpipeline (in the Advanced plan) meets the administrative, physical and technical safeguards as required by HIPAA. Onpipeline encrypts data stored on servers. Data transmission is done via HTTPS...

Yes. We do comply with the EU-US Privacy Shield Framework. We collect, store, and use personal information in accordance with  the EU General Data Protection Regulation (GDPR).

Yes. Our RESTful API – included with any account – allows you to connect Onpipeline to any external platform.