Onpipeline is a pipeline-centric CRM that makes sales management easier with fully customizable visual pipelines, task and meeting scheduling, automations, and insights. It enhances team collaboration, ensures data accuracy, and streamlines the entire sales process, making your workflow more productive.
It is nice to have just one system for running my business. I like that I can access all of the info from my smart phone. My customers are able to login and check their invoices too. We also use the task management system so we remember to get everything done on time.
The system is very easy to use and the user customization is great. I can take away access to users that do not need to access certain areas of the console and that is a very handy feature! I really like that you can sort the dashboard, so if I just need to see recent tasks or invoices they are right there where I can see them, no hunting them down. You can also sort by employee so if I knew who said it but can't find it that is another way to filter.
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