--- title: Onpipeline Reviews meta_title: 'Onpipeline Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 18 reviews by the users' company size, role or industry to find out how Onpipeline works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 18 scale: '5' date_modified: '2026-08-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Onpipeline Reviews **Vendor:** Onpipeline **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 18 ## About Onpipeline Manage sales from lead to revenue. Onpipeline is an adaptable sales CRM that helps teams manage the entire sales process from lead to revenue. It brings contacts, deals, activities, quotes, approvals, e-signatures, invoices and recurring revenue into one connected platform. Onpipeline combines ease of use with flexible workflows, multiple pipelines, unlimited contacts and deals, built-in automation, reporting, integrations and an API included in every plan. It gives sales teams clear visibility, reduces reliance on disconnected tools and supports lasting customer relationships from first contact to retention and growth. 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 **effective tracking of customer interactions** that enhances follow-up capabilities for sales representatives. (1 reviews) - Users value the **lead tracking capabilities** of Onpipeline, facilitating effective follow-ups by sales representatives. (1 reviews) - Users appreciate the **simplicity and user-friendliness** of Onpipeline, enjoying a clean and efficient CRM experience. (1 reviews) - Users appreciate the **user-friendly design** of Onpipeline, finding it simple and easy to navigate compared to other CRMs. (1 reviews) **What users dislike:** - Users find the **absence of easy quote-to-invoice conversion** and mobile app to be major drawbacks of Onpipeline. (1 reviews) - Users find the **interface not user-friendly** , lacking quick ways to convert quotes into invoices and mobile access. (1 reviews) ## Onpipeline Reviews ### 1. 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 - [View Onpipeline pricing details and edition comparison](https://www.g2.com/products/onpipeline/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+22%3A14%3A10+-0500&secure%5Bsession_id%5D=88ba890b-b65a-42e9-a1ea-107a4060c9b5&secure%5Btoken%5D=882f1629d53e6afafeff9a14db9784c5cba7d12ab248af84678393ab644ebf7e&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,690 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews)