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Brand: Onpipeline
Onpipeline helps businesses manage sales, customer data, and team activities in one platform....Read more
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Features
Customer Data Management (CDM) Lead Management Sales Pipeline Management Collaboration and Communication Integrations See all 
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Customer Data Management (CDM)
Contact Management Store and manage all contact details in one place. Account Management Organize customer accounts with related data. Customer Profiles Create detailed profiles with history and preferences. Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement. Activity History Record and review all past customer interactions, including calls, emails, and meetings. Lead Management
Lead Generation Capture new leads via forms, APIs, and integrations. Lead Nurturing Engage leads with timely follow-ups. Lead Tracking Monitor lead status through the funnel. Lead Qualification Identify high-potential leads. Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules. Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising. Sales Pipeline Management
Order Management Handle and track customer orders. Opportunity Management Monitor and move sales opportunities through stages. Task Management Assign and monitor sales tasks. Deal Management Oversee deal progress and status. Quote & Proposal Management Create and send quotes and proposals. Territory Management Organize and assign sales territories to optimize coverage and performance. Deal Rotting Flag and manage deals that are stalling or not progressing as expected. Collaboration and Communication
Internal Communication Facilitate team chats and notes. Document Sharing & File Storage Store and share files with your team. Activity Logging Automatically record all key interactions. Bulk Email and SMS Send mass communications easily. Call Tracking and Recording Track and record sales calls for better analysis and performance review. Built-in Dialer Call prospects directly from CRM in just one click to ensure high compliance and productivity. Integrations
API Access Connect On Pipeline to external apps. Calendar Integration Sync with Google or Outlook calendars. Third Party Integrations Seamlessly integrate with other tools. Email Marketing Tools Connect with popular email platforms. Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support. Workflow Automation and Management
Workflow Automation Automate repetitive processes. Task Automation  Auto-generate and assign tasks. Lead Capture Automation Capture and assign leads automatically. Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM. Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria. Security & Compliance
Data Encryption Protect sensitive information. Audit Logs Maintain a log of all user actions for accountability and security auditing. IP Whitelisting Prevents unauthorized access from unknown or unsecure locations. Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data. Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability. Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans. GDPR and CCPA Compliance Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy. AI Capabilities
Lead and Deal Scoring Use AI to rank opportunities. Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making. Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently. Analytics and Reporting
Sales Forecasting Predict revenue and performance. Custom Dashboards Personalize data views. Sales Funnel Analysis Analyze where leads drop off. Conversion Reports See what’s working in your sales process. Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement. Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs. Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning. Customisable Pipeline Views Create customized views of sales pipeline stages for better oversight. Alerts & Notifications
Customer Interaction Alerts Get notified of key customer actions. Event-Triggered Notifications Set alerts for specific events. Custom Workflow Alerts Define your own alert rules. Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met. Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase). System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution. SLA Violations Receive notifications when service level agreements are breached or approaching deadlines. Others
Customization Options Adapt features to your business needs. Data Import/Export Easily migrate or back up data. Campaign Management Plan and track marketing campaigns. Custom Fields HIPAA Compliance This sales CRM software complies with HIPPA regulations (Advance Plan only) | Brand Name | Onpipeline |
| Information | Cloud-based CRM software |
| Founded Year | 2020 |
| Director/Founders | Roberto Siano |
| Company Size | 1-100 Employees |
India
USA
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