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.
How customisable the system is. OpenCRM have a LOT of features, which is fantastic. Naturally though, we don't use everything... so it's great that we can customise the dashboard, data, reporting etc. to easily access exactly what information that we need.
It's also worth mentioning here that the knowledgebase & support are both excellent. OpenCRM does a LOT of things, and when tinkering with a new feature, there is always documentation there for guidance. And in the rare occasion that isn't enough, the phone / ticket support are great too.
The ability to create a lead through to an opportunity then a quote and then an order that can be e-signed and a PO is great, we don't use the invoicing element We like the support desk and campaign element.
I have used other CRM tools, but with OPEN CRM, they listened to our needs and demands and worked with me to deliver the tool that the Account Management team can use.
The understand they took to fully understand our business and what we need was second to none. Training was effeicent and effective and support has been there too
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