Onpipeline is a cloud-based CRM designed for small and growing businesses that need a reliable way to manage customers, sales opportunities, and everyday commercial activities. It brings contacts, deals, tasks, quotes, and invoices together in one platform, giving you a clear overview of your sales process. Its visual sales pipeline makes it easy to follow opportunities through different stages, identify deals that need attention, and keep track of upcoming activities.
Lead generation forms allow you to capture new enquiries directly into the CRM, while workflow automation handles routine tasks such as follow-up emails, reminders, and activity creation. Communication is another important part of the platform. You can manage emails, calls, SMS, and WhatsApp conversations from within Onpipeline, keeping customer interactions connected to the relevant records.
The software also includes quotation tools, a product pricebook, electronic signatures, invoicing, inventory management, and subscription features. An AI assistant is available across all plans, helping you identify priority deals, receive suggestions for your next actions, and manage your sales activities. API access is also included, giving you the option to connect Onpipeline with your own systems and develop custom integrations.
The interface is straightforward, making the platform accessible to teams without extensive CRM experience. It also supports several languages, including English, Spanish, Portuguese, French, and Italian. If you’re looking to organize your sales activities and customer records, check out Onpipeline and great discounts available on our marketplace today.
25% off all plans for 12 months
Worth up to $174
Features
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Visual sales pipeline
Onpipeline provides a visual sales pipeline where you can track deals through different stages. You can move opportunities forward, identify stalled prospects, and monitor sales progress.
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Lead capture and web forms
The built-in form builder allows you to create lead generation forms. New enquiries are added directly to the CRM, making it easier to organize, qualify, and assign prospects.
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Quotes with e-signatures
You can prepare professional quotes using the built-in pricebook, adjust products and discounts, and send documents for electronic signatures, speeding up the approval process.
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Integrated invoicing and subscriptions
Onpipeline allows you to create invoices from closed deals and manage recurring subscriptions. Keeping billing information connected to customer records makes payments and renewals easier to follow.
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Workflow automation
The automation tools handle repetitive activities such as sending follow-up emails, creating tasks, and scheduling events. These features help sales teams stay on top of their daily responsibilities.
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Multichannel communication
You can manage emails, phone calls, SMS, and WhatsApp conversations directly within the CRM. Customer interactions remain linked to the relevant records, giving your teams useful communication history.
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Built-in AI assistant
The integrated AI assistant helps you identify important deals, suggests possible next actions, and highlight opportunities that require attention. It is included with every subscription plan.
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API access and integrations
Onpipeline includes API access across all plans, allowing you to connect external databases and develop custom integrations. Developer resources are available to support these technical connections.
Pros and cons
Pros
- Easy to learn and use: Onpipeline has a clean interface that makes everyday CRM activities relatively straightforward
- A wide range of built-in sales tools: The platform covers more than basic contact and deal management
- AI and API access included: Having an AI assistant and API access across all plans is a welcome advantage
Cons
- No dedicated mobile application: Onpipeline works through a responsive web interface
- A smaller integration ecosystem: The platform has fewer ready-made integrations than established CRM providers
- Not designed for every enterprise requirement: Onpipeline focuses on keeping CRM management accessible and straightforward