--- title: Onpipeline Reviews meta\_title: 'Onpipeline Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 13 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: 13 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- ### Onpipeline Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **effective tracking of customer interactions** that enhances follow-up capabilities for sales representatives. [(1 mentions)](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=1975484&qs=pros-and-cons#reviews) Users value the **lead tracking capabilities** of Onpipeline, facilitating effective follow-ups by sales representatives. [(1 mentions)](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=1975480&qs=pros-and-cons#reviews) Users appreciate the **simplicity and user-friendliness** of Onpipeline, enjoying a clean and efficient CRM experience. [(1 mentions)](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=1401233&qs=pros-and-cons#reviews) Users appreciate the **user-friendly design** of Onpipeline, finding it simple and easy to navigate compared to other CRMs. [(1 mentions)](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=1401197&qs=pros-and-cons#reviews) Users find the **absence of easy quote-to-invoice conversion** and mobile app to be major drawbacks of Onpipeline. [(1 mentions)](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=2021363&qs=pros-and-cons#reviews) Users find the **interface not user-friendly** , lacking quick ways to convert quotes into invoices and mobile access. [(1 mentions)](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=2021362&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Onpipeline ##### 1. Customer Management Users value the **effective tracking of customer interactions** that enhances follow-up capabilities for sales representatives. [ See 1 mentions ](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=1975484&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 3.0/5 "Onpipeline helps track customers" What do you like about Onpipeline? We can track interactions with customers and allow sales reps to followup with leads ##### 2. Lead Management Users value the **lead tracking capabilities** of Onpipeline, facilitating effective follow-ups by sales representatives. [ See 1 mentions ](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=1975480&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 3.0/5 "Onpipeline helps track customers" What do you like about Onpipeline? We can track interactions with customers and allow sales reps to followup with leads ##### 3. Simplicity Users appreciate the **simplicity and user-friendliness** of Onpipeline, enjoying a clean and efficient CRM experience. [ See 1 mentions ](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=1401233&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Intuitive and easy to use" What do you like about Onpipeline? I have used many other CRMs and this one is very simple, clean cut, and user friendly. ##### 4. User-Friendly Users appreciate the **user-friendly design** of Onpipeline, finding it simple and easy to navigate compared to other CRMs. [ See 1 mentions ](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=1401197&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Intuitive and easy to use" What do you like about Onpipeline? I have used many other CRMs and this one is very simple, clean cut, and user friendly. ### Top Cons or Disadvantages of Onpipeline ##### 1. Missing Features Users find the **absence of easy quote-to-invoice conversion** and mobile app to be major drawbacks of Onpipeline. [ See 1 mentions ](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=2021363&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Intuitive and easy to use" 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. ##### 2. Not User-Friendly Users find the **interface not user-friendly** , lacking quick ways to convert quotes into invoices and mobile access. [ See 1 mentions ](https://www.g2.com/products/onpipeline/reviews?filters%5Bsentiment_snippet%5D=2021362&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Intuitive and easy to use" 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. ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,872) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") ActiveCampaign 4.4/5(14,779) ](https://www.g2.com/products/activecampaign/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,906) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/onpipeline/competitors/alternatives) ![Jakub Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jakub Z.") JZ Jakub Z. Chief Marketing Officer Information Technology and Services Small-Business (50 or fewer emp.) 8/7/2026 "Onpipeline Made Deal Tracking Effortless with an Intuitive Pipeline View" 5/5 What do you like best about Onpipeline? Before switching, our team was juggling spreadsheets, email threads, and sticky notes to keep track of deals, and things regularly slipped through the cracks. Onpipeline changed that almost immediately. Within the first week, people were using it every day, and it took barely any training to get everyone comfortable. The pipeline view makes it clear at a glance which deals are stalling and which ones need attention. We’ve also started relying on the automation for recurring tasks, and it quietly saves us time each week without us even having to think about it. Review collected by and hosted on G2.com. What do you dislike about Onpipeline? Getting the pipeline stages and templates configured exactly the way we wanted took a bit of upfront effort. It felt like a one-time setup cost, but it’s worth being aware of before you get started. Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? It’s given us a single shared source of truth instead of scattered notes and overflowing inboxes. Follow-ups now happen on time, and the whole team can clearly see where deals stand without having to ask around or chase updates. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Austin C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Austin C.") AC Austin C. Agency Owner Insurance Enterprise (\> 1000 emp.) 7/27/2026 "From sales quote to invoice " 5/5 What do you like best about Onpipeline? The sales process is simple and well connected. We can manage an opportunity, prepare a sales quote and turn it into an invoice in just one click, without entering the same information again. The CRM was also easy to introduce to the team. Unlike other systems we tried, it does not feel overloaded with menus and settings, so people actually use it consistently. Review collected by and hosted on G2.com. What do you dislike about Onpipeline? The standard reports cover most of what we need, although I would like more options for creating detailed, long-term team performance dashboards. Recommendations to others considering Onpipeline Set up your pipeline stages, quote templates and invoicing process before rolling it out to the whole team. We spent some time adapting the workflow to our business, and this made adoption much easier. Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? Customer information used to be scattered across spreadsheets, email, and a couple of other tools. It was easy to miss a follow-up or lose track of who was handling a lead. Now we have a single place to check the status of each opportunity, and the team is much more consistent about staying on top of follow-ups. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Constantina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Constantina M.") CM Constantina M. Financial Solutions Advisor Financial Services Enterprise (\> 1000 emp.) 8/3/2026 "Good value and covers our day-to-day needs" 4.5/5 What do you like best about Onpipeline? It handles the things we rely on every day without making the system feel unnecessarily complicated. Pipelines are straightforward to adjust, the interface stays responsive, and the automation tools take care of several repetitive administrative tasks for us. For the features we actually use, the pricing feels reasonable and fair. Review collected by and hosted on G2.com. What do you dislike about Onpipeline? I’d like more detailed analytics to be available out of the box, without requiring additional configuration. The current reports are helpful and do the job, but they’d be stronger with more visual summaries and a wider range of dashboard options. Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? We used to manage leads, quotes, and follow-ups in different places, so keeping customer records up to date was harder than it needed to be. Onpipeline brought all of those activities together in one place. Now sales and management are working from the same information, which has made communication between the two teams much smoother. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Vladimir P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vladimir P.") VP Vladimir P. Programmer Information Technology and Services Mid-Market (51-1000 emp.) 7/28/2026 "Simple to learn, but not too basic" 4.5/5 What do you like best about Onpipeline? The interface is clean and easy to understand. I can find a customer, update a deal or prepare a quote without having to search through several screens. We also use the recurring task automation more than I expected. It saves a bit of time every day, which adds up over the week. Review collected by and hosted on G2.com. What do you dislike about Onpipeline? I would like to see more functionality on mobile. It works for checking information while travelling, but for some tasks I still find myself opening the desktop version. Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? We were reaching the point where tracking everything manually was taking too much time. We needed a CRM, but we did not want a complicated implementation or several weeks of training. Onpipeline gave us a more organised way to manage leads. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Mark B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark B.") MB Mark B. Software Release Architect & Database Engineer Computer Software Small-Business (50 or fewer emp.) 8/7/2026 "Great for follow-ups and daily tasks" 5/5 What do you like best about Onpipeline? The automation features are probably the most useful part for us. When a deal moves to a new stage, we can automatically create a task, assign it to the right person or schedule a follow-up email. It saves us a lot of time during the week and helps us avoid forgetting important follow-ups. I also like that activities, notes and communications are connected to each contact and deal. Review collected by and hosted on G2.com. What do you dislike about Onpipeline? The initial setup of automation rules requires some testing. Once you understand the logic, they are easy to manage. Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? It helps us follow a more organized sales process. Tasks are assigned automatically, and fewer customer follow-ups are missed or delayed. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Oswaldo O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Oswaldo O.") OO Oswaldo O. Supervisor Information Technology and Services Mid-Market (51-1000 emp.) 8/10/2026 "Quotations are much easier to manage" 5/5 What do you like best about Onpipeline? One of the best features for us is the quotation management. We can create a quotation directly from the opportunity, add products and services, apply discounts and send a professional PDF to the customer without using another tool. The digital signature feature makes the process even faster. Review collected by and hosted on G2.com. What do you dislike about Onpipeline? Creating the first quotation template takes some time, especially if you want to customize the layout. After that, generating new quotations is quick and simple. Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? Before Onpipeline, quotations were created manually and stored in different folders. Now they are connected to the customer and the deal, so the whole process is easier to track and much less repetitive. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Brian B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian B.") BB Brian B. Project Manager Construction Mid-Market (51-1000 emp.) 7/29/2026 "Much easier to see what the sales team is working on" 5/5 What do you like best about Onpipeline? The pipeline view is the part we use the most. Moving deals between stages is simple, and I can quickly see where things are getting stuck. It is also helpful to have quotes and customer details linked to the same record instead of checking separate systems. Review collected by and hosted on G2.com. What do you dislike about Onpipeline? A wider selection of native integrations would still be useful, as it would reduce our reliance on external connectors and API. Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? Each sales rep had a slightly different way of managing deals. That made it difficult to see which opportunities needed attention and made forecasting less reliable. With Onpipeline, everyone works from the same stages and the pipeline is much easier to review. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Carlos A B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carlos A B.") CB Carlos A B. Manager of Office Operations and Human Resources Hospital & Health Care Mid-Market (51-1000 emp.) 7/30/2026 "A good step up from spreadsheets" 5/5 What do you like best about Onpipeline? New employees tend to understand it quickly, which has been a big advantage for us. The layout is logical, and common tasks such as scheduling an activity or checking previous conversations do not require much explanation. Review collected by and hosted on G2.com. What do you dislike about Onpipeline? Reporting could be a little more flexible. In particular, I would like an easier way to compare performance between different time periods. Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? We needed a better way to keep customer communication and sales opportunities visible across the team. Before using Onpipeline, a lot depended on individual reminders and manual follow-ups. The process is now more consistent, and it is easier to understand what has already happened with each customer. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JM Jaime M. Gerente Técnico Small-Business (50 or fewer emp.) 2/19/2025 "It is quite an intuitive software." 4.5/5 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 Review collected by and hosted on G2.com. What do you dislike about Onpipeline? The part where sometimes it is not possible to log in for mobile users Review collected by and hosted on G2.com. What problems is Onpipeline solving and how is that benefiting you? The security access would be the only drawback Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 2/19/2025 "Intuitive and easy to use" 4.5/5 What do you like best about Onpipeline? I have used many other CRMs and this one is very simple, clean cut, and user friendly. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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