Onpipeline can be an ideal first CRM for businesses moving their customer management from spreadsheets and into a more dynamic system that’s more tightly synched with other sales tools.
Summary
One aspect of Onpipeline that will make revenue-hungry small businesses happy is that it provides easy views of how many deals are at each stage of your sales pipeline, as well as the nested sales process. The advantage of this approach is that it walks sales managers through the established workflow, while enabling anyone with access to check the progress of a deal.
Onpipeline’s relative newness reveals a few rough edges that may make it feel incomplete, especially if you’re coming from a more established CRM player. These red flags include ‘coming soon,’ notices on support videos, the lack of an Apple iOS or Google Android mobile app, and no artificial intelligence (AI) component to help with advanced analytics. Still, for those just starting on their CRM journey, the availability of a robust developer API, a fairly comprehensive knowledge base, and its intrinsic ease of use should make up for these initial shortcomings.
Pros
- Affordable starting price
- Well-organized and easy to use design
- Useful Integration of email and calendar functionality
- Pipeline-driven approach works best for SMBs
Cons
- Lacks mobile app component
- No 24/7 support for basic plan