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What is Onpipeline?

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...

Is it suitable for my Industry?

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...

How many calendars will I have?

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...

How secure is my CRM data?

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...

What happens when I delete an email message?

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...

Is Onpipeline CRM suitable for B2C?

Yes! In a B2C business you will not use organizations and will likely add one or more custom fields for the mailing address to the persons database.

Can I use Onpipeline to invoice my customers?

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...

I can’t login with Chrome. Why?

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...

Are CRM contacts private?

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

Is there a Mobile App for iOS or Android?

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...

Is your CRM HIPAA complaint?

Yes. We meet the administrative, physical and technical safeguards as required by HIPAA in any Plan. We encrypt data stored on our servers. Data transmission is done via HTTPS (Secure Sockets Layer). ...

Are you EU-US Privacy Shield compliant?

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).

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