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.
I can manage my time well with all the activities I have to do in the order that allows me to have InStream other than the emails that enter my inbox, I can see them in the InStream platform without opening the mail
I can manage with social platforms to get more information from clients and learn them to know more and in InStream I have the history of each one with the most relevant information and it helps me to keep informed remembering the tasks that I have to do with clients and business partners for sales
I have a control over the system to know when it was the last time that I contacted a client and to be able to classify contacts by lists to differentiate each client to what type of sale or project belongs
It has a very advanced filter system which allows me to do searches much faster and keeps me informed about the commercial tasks that I have to perform
I supervise the progress and performance of each employee of the sales stages that each one has, thus getting to know the income that they have daily and if the sales increased or decreased
You can have clear objectives to motivate the sales team to reach the goal and improve sales results
InStream is an online CRM, which helps build strong relationships with customers. InStream is great for Investment Advisors, Client and Risk Management, and Modeling & Simulation.
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