# Onpipeline Reviews **Vendor:** Onpipeline **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 5 ## About Onpipeline Onpipeline is a CRM that takes you from lead to invoice, bringing every step into one platform with no feature limits, no steep learning curve, and AI-ready support built in. \> It is GDPR and HIPAA compliant. This solution provides an intuitive interface that empowers sales teams to efficiently manage contacts, track deals, and automate various tasks, ultimately improving productivity and customer engagement. The platform is tailored for businesses that require a robust yet user-friendly CRM system to manage their sales operations. Onpipeline is particularly beneficial for sales teams looking to enhance their workflow, as it offers a range of features that cater to diverse sales processes. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance. ## Onpipeline Pros & Cons **What users like:** - Users value the **customer interaction tracking** feature in Onpipeline, enabling effective follow-ups by sales representatives. (1 reviews) - Users value the **interaction tracking capabilities** of Onpipeline, enhancing follow-up efficiency for sales reps with leads. (1 reviews) - Users find Onpipeline to be exceptionally **simple and user-friendly** , enhancing their CRM experience significantly. (1 reviews) - Users find Onpipeline to be very **simple and user-friendly** , making it a joy to navigate and use. (1 reviews) **What users dislike:** - Users express disappointment over the **missing features** , particularly the lack of quote to invoice conversion and mobile app support. (1 reviews) - Users find Onpipeline **not user-friendly** , struggling with tasks like converting quotes to invoices and lacking mobile app support. (1 reviews) ## Onpipeline Reviews ### 1. It is quite an intuitive software. **Rating:** 4.5/5.0 stars **Reviewed by:** Jaime M. | Gerente Técnico, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Onpipeline?** Even my boss understands it and that's already a gain You have quick access to know the status of your opportunities **What do you dislike about Onpipeline?** The part where sometimes it is not possible to log in for mobile users **What problems is Onpipeline solving and how is that benefiting you?** The security access would be the only drawback ### 2. Intuitive and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Onpipeline?** I have used many other CRMs and this one is very simple, clean cut, and user friendly. **What do you dislike about Onpipeline?** I do not like how there's not an easy way to convert a quote to an invoice. I also wish there was an app for mobile use. **What problems is Onpipeline solving and how is that benefiting you?** Keeping track of tasks related to specific accounts so nothing falls through the cracks. ### 3. Onpipeline helps track customers **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Onpipeline?** We can track interactions with customers and allow sales reps to followup with leads **What do you dislike about Onpipeline?** we have not had any negative issues with using the product **What problems is Onpipeline solving and how is that benefiting you?** we had never tracked customer interaction (contacts, follow-up, leads). The program allows us to expand our customer base and useful followup ### 4. Streamlining Sales Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph M. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Onpipeline?** Intuitive and User-Friendly Interface: Onpipeline's interface is clean, modern, and incredibly intuitive. Navigating through the platform is a breeze, and it requires minimal training to get started. The layout is well-organized, allowing me to easily access and manage my contacts, deals, and tasks without any confusion. The simplicity of the interface ensures that even non-technical users can quickly adapt to the system. **What do you dislike about Onpipeline?** Onpipeline provides basic reporting and analytics features, but they can be somewhat limited in terms of depth and customization. While I can track deal progress and generate simple reports on key metrics, I find that the platform lacks advanced analytics capabilities that could provide more comprehensive insights into sales performance. Enhanced reporting options, including customizable dashboards and more advanced data analysis features, would greatly enhance the platform's value. **What problems is Onpipeline solving and how is that benefiting you?** Centralized Sales Management: Managing sales processes manually or through scattered tools can be chaotic and time-consuming. Onpipeline provides a centralized hub for all sales-related activities, allowing me to keep track of contacts, deals, and tasks in one place. This centralized approach streamlines my workflow, eliminates information silos, and enhances collaboration within my sales team. Having a single, organized platform has greatly improved my ability to monitor and manage sales activities efficiently. ### 5. "Best Tool for sales and CRM" **Rating:** 5.0/5.0 stars **Reviewed by:** Ajay S. | Full Stack Web Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2023 **What do you like best about Onpipeline?** -It is the best and cheapest sales tool on the Internet. -The statistics of this tool are too accurate and help us to find the drawback part of our business. -It is affordable for small businesses and also for independent freelancers. -One of the best feature is that we can customize the template with our brand color, it seems very professional. - Due to different zone of time in different countries it is very difficult to manage a appointment, but with the help of this tool i can shedule more than one appointments. -Not for our brand we can use this app for managing other brands to make an extra income. **What do you dislike about Onpipeline?** - Sometimes, I face trouble in the login process. - Although all the features are great, sometimes it suddenly stops while I am working, So I hope they fix this issue ASAP. **What problems is Onpipeline solving and how is that benefiting you?** - It saves me a lot of time, which I use in extra work. - With this tool's help, I manage other brands' work and make extra income. - [View Onpipeline pricing details and edition comparison](https://www.g2.com/products/onpipeline/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+09%3A48%3A21+-0500&secure%5Bsession_id%5D=dcfe0925-9682-4d96-b319-60265338dd82&secure%5Btoken%5D=13e16f75c7bd5efd0a497dbbfaa8639256cf429199656a0a5c336266152529b4&format=llm_user) ## Onpipeline Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Onpipeline Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,576 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,137 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,151 reviews)