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.

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.