LevelMagazine – AU – Onpipeline Review

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Onpipeline can be an ideal first-time CRM for companies that are moving their customer management from spreadsheets to a more dynamic system that is more closely synchronized with other sales tools.

Onpipeline was founded in 2018 and is a relatively new kid on the block. It offers a new view of customer relationship management (CRM) for small and medium-sized businesses (SMB). . The platform starts at $ 12 per user per month and is intended to stand out from the package, which is business-oriented and available at a reasonable price. With this price, you get not only pipeline-centric CRM, but also workflow automation, a logical user interface, comprehensive reporting, and email, phone calling and recording capabilities. Onpipeline offers transparency across all phases of the CRM life cycle. It has a logical and balanced user interface design that we found refreshing compared to more standard views from Salesforce or Zoho CRM, the two Editors’ Choice winners in our general CRM roundup.

One aspect of onpipeline that makes revenue-hungry small businesses happy is that it provides a simple view of the number of deals at each stage of your sales pipeline, as well as the nested sales process. The benefit of this approach is that sales managers are guided through the established workflow and anyone with access can review the progress of a deal. The process of Onpipeline is similar to that of Pipedrive CRM, a deal-oriented solution for smaller companies. Onpipeline also compares nicely with Freshsales, which also has a nimble user interface that focuses on business. However, Freshsales is more proactive and its users will benefit from its artificial intelligence (AI) assistant. Onpipeline represents the new wave of CRM solutions for small businesses, including Bigin from Zoho CRM, that are specifically tailored to meet the functional needs of SMBs while avoiding the potential dangers of large CRM deployments.

Onpipeline’s relative novelty shows some rough edges that can make it feel incomplete, especially if you’re from a more established CRM player. These red flags include « Coming Soon », notes on support videos, the lack of a mobile app for Apple iOS or Google Android, and no artificial intelligence (AI) component to help with advanced analysis. For those just starting out on their CRM journey, the availability of a robust developer API, fairly extensive knowledge base, and ease of use that comes with it should make up for those initial shortcomings.

Pricing is probably one of the most important considerations for SMBs choosing a standalone CRM tool. Onpipeline shines in this regard and delivers a pricing structure that is both friendly and flexible.

Onpipeline starts at $ 12 per user per month for the pipeline plan. This is suitable for businesses that need an organized place to manage their sales pipeline, contacts, and activities. This is the ideal first step for SMBs who are just getting their feet wet in CRM activities but may be too limited for companies in the growth phase in their expansion phase. The pipeline plan offers multiple pipelines, business management, contacts, unlimited teams, customer fields, business categories and file storage. Subscribers to this plan will have access to the online help center but will not have 24 hour support which could be daunting for new SMBs.

The standard plan costs $ 25 per user per month and is aimed at companies looking to increase their productivity. It includes email marketing support, 50 workflow automations, lead generation, and custom offers. This level also extends the email functionality to include personal and team emails, email tracking, and email templates and signatures. 24/7 customer service is also included.

The expanded plan costs $ 49 per user per month and adds sales goals, audit logs, nested sales processes, and 100 automations. The e-mail functions are also expanded on this level with mass e-mails and extended template fields. Onpipeline offers a 30-day free trial of their service.

Onpipeline doesn’t offer a free plan, but the starting price of $ 12 is the same as Freshsales and is very good compared to Pipedrive CRM, which starts at $ 12. 50 per user per month.

Onpipeline’s user interface is certainly one of the clearest and best-designed SaaS (software-as-a-service) user interfaces we’ve seen from small business CRM providers. We liked the no-frills layout and easy-to-read fonts, as well as the directional arrows that create a sense of movement and activity. Because of this, you want to fill in the missing gaps or complete the pipeline process and convert those leads into suggestions and eventually close the sale.

The top horizontal menu divides certain sections into Offers, Calendar, Contacts, Email, Report and a search icon. These main sections are more like muted gray icons and text on a black background. Clicking on any of these sections will reveal new options below. For example, Quotes gives you access to Pipeline, your quotes, open quotes, and custom orders. Onpipeline creates a sense of urgency and prompts sales managers to be more active.

If you signed up for the trial, you will receive daily morning emails with an overview of CRM and sales activity. If nothing is planned on the file, you will receive a frowning emoji informing you that Onpipeline is disappointed and needs to be fed with activity. The same goes for the Pipeline view in the Deals section, which has a frowning emoji next to each deal with inactivity. When you’ve got an event or meeting planned, a smiling green emoji shows you everything is going well. This Tamagotchi-like approach is oddly effective and should start a fire among salespeople working to turn those virtual frowns on their heads.

A full-page calendar is displayed in the calendar view, showing all planned calls and engagements. Click on a date and you can set up a new event by selecting a task, a call, an email, a meeting or an appointment. Calendar options include the day and time, adding the location, and the ability to link to specific offers, people, or organizations. You also have the option to add descriptions and invite guests via email. The Contacts section also has many options and is divided into People, Organizations, and Leads IN. These options redefine the information under the contact settings. So if you focus on organizations versus individuals, this tab will help you find and sort faster.

The Email section contains relevant email from your Google G Suite or Microsoft Outlook accounts. The integration with these two email standards is surprisingly seamless and easy to set up, but it also likely means that SMBs that have invested in other email systems or providers may have trouble getting this up and running as well.

The reporting dashboard provides simple visualizations of a company’s performance. You can see all open deals, all won deals and lost deals. You can view events, completed events, and the sales forecast for the month. If you are looking for more succinct reports, you can view data by sales report, sales forecast, sales by product, forecast by product, lost deals, opened deals, events, closed events.

Navigating from section to section in Onpipeline is relatively quick and after a day of using the solution we became familiar with various features and how to find them. Whenever we encountered confusing problems, we could fix them either through the knowledge base or by watching the help videos. Email support is also available. This is ideal if you can’t find a solution in the knowledge base.

Signing up for an on-pipeline test account is relatively quick. You enter your e-mail address and a password and must qualify this data as well as a 2FA token (Two-Factor Authentication) by e-mail. Once you have access to Onpipeline, you will receive a welcome email with links to a setup page as well as some training videos. There is no personalized onboarding service that is common for smaller CRM providers. However, it is expected that Onpipeline can be set up easily and without assistance for anyone. Onpipeline is currently available in English, Spanish, French, Portuguese, and Italian and has support for multiple currencies.

The setup videos are the closest thing to a white-gloved onboarding service and will decently walk you through most of the setup processes. The videos themselves are straightforward, though the narrator’s robotic monotony is more booming and sounds more like text-to-speech software than actual language talent. We also saw some video placeholders for « Coming Soon » on the support page. This gives the impression that the support service is still under construction and not yet complete. This could be a blocker for cautious SMBs just trying the service.

Everything in onpipeline is dependent on deals, so it is not surprising that everything starts with deals in the pipeline. Creating a new store allows you to add important details and contact information, and control who can see the store. Once saved, you can manage the store by adding even more information such as description, categories and products, details and related notes, calendar events, emails, files, phone calls or logs.

If many competitors control CRM processes from the customer record, Onpipeline tries to do so from a sales perspective. Once contacts have been imported, you can quickly and easily attach offers to specific contacts. The Quotes section provides quick access to Pipeline, your quotes, open quotes, and new. The subsections include New Opportunity, Contacting Us, Needs Analysis, Submitted Proposal, and Negotiating. Viewing these columns gives you an overview of your company’s pipeline at a particular stage.

When you add a deal, you can link it to the person and organization, and optionally set information such as value and expected close. It is important that you link a deal with a contact person. Conversely, a deal can be added from the contact page.

This is where you fill in the required information including the business name, company name, stage of the deal (qualification, needs analysis, offer / quote, negotiation review, closed profit or closed loss). . You can also view or add the amount, close date, and description. The ability to quickly access the sales pipeline, be it via the desktop app or via mobile devices (via a browser, since Onpipeline, as already mentioned, does not have standalone iOS or Android apps) is convenient for managers who do the same Need to quickly refer to their CRM tools on calls or visits. What we noticed is that you can see offers and activities across all time slices or other data points on one page. It’s possible to create a series of charts to show the team members who are driving more sales, understand the reasons behind your data, and make quick fixes to your sales process or sales projections.

Many Onpipeline customers will likely work with a limited number of pipelines. This isn’t a very big problem with startups or small businesses that probably just need to consider one pipeline. Solutions such as Onpipeline, Bigin from Zoho CRM, Freshsales and Pipedrive CRM stand out because they are more nimble and not as cumbersome as more comprehensive CRM solutions for companies.

Onpipeline offers a pretty versatile automation component. You can save time on repetitive tasks like sending emails manually or creating follow-up activities. Sellers can send an email when a new contact is added, create an event when the deal is moved to a certain stage, and automatically reassign a deal to a different owner under certain conditions. These automations are great for smaller teams, but can expand as the teams grow. For the small business user, however, the availability of automation can create a number of time-saving shortcuts that can focus on contacts and sales.

The main advantage of Onpipeline is that email and calendar are seamlessly integrated into its functionality. This is particularly useful for SMBs investing in Microsoft Outlook or Google G Suite. Small companies that set up their CRM and only have to integrate calendars and e-mails as well as maintain customer history are well served by the offers from Onpipeline.

As your needs grow, Onpipeline also offers a surprising number of integrations. For those who want to roll their own, Onpipeline offers a RESTful API in a JSON format for input and output. There’s an option for widgets that allows external apps to be accessed without leaving onpipeline, and there’s support for Zapier and OAuth authentication.

Overall, we’ve found this to be a versatile small business CRM solution that has just gotten started with sales and marketing automation tools. It may not be a complete soup-to-nut solution, especially when compared to some of the bigger CRM giants, but that’s not what it was built for. This is meant to be a standalone solution for small businesses looking for an initial CRM and it works very well in this mission.

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Customer Relationship Management, Vtiger CRM, Salesforce, Pipedrive

LevelMagazine – AU – Onpipeline Review
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Onpipeline Review

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