Chat with us, powered by LiveChat

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 the possibility to login through a Microsoft account. As with Google accounts, the registered email must be the same as the one in your Onpipeline account.

View your Pipeline on the Map

You can see your open deals on google’s map just by clicking on a button. Deals will be shown with colored pins according to the stage in which they are located.To launch the map you just need to click on the pin icon from the┬ápipeline view.

Take advantage of this feature to plan your logistics. In a few seconds your team will be able to understand how to organize a tour based on the areas in which the customers are located.

Pricebook batch upload

You can import a CSV file delimited by commas (,) overwriting the entire database or just adding some new products. With the “Update” function the articles with the same ID will be updated (i.e. new prices) with the data contained in the file, while not found IDs will be added as new products.

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.