Onpipeline Features

Customer Data Management (CDM)

Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
Account Management Track and manage business relationships with key accounts and clients.
Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Lead Management

Lead Generation Capture and create leads through multiple channels for sales growth.
Lead Nurturing Engage with leads over time through automated follow-ups and relevant content.
Lead Tracking Track lead activity and behavior across multiple channels and touchpoints.
Lead Qualification Assess lead quality based on criteria to focus on high-potential prospects.
Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules.
Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising.

Sales Pipeline Management

Order Management Handle order processing and ensure smooth transaction flow post-sale.
Opportunity Management Manage and track sales opportunities from prospect to closed deal.
Task Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
Deal Management Manage the entire deal lifecycle, from negotiation to final agreement.
Quote & Proposal Management Create and send tailored quotes and proposals for potential clients.
Territory Management Organize and assign sales territories to optimize coverage and performance.
Deal Rotting Flag and manage deals that are stalling or not progressing as expected.

Collaboration and Communication

Internal Communication Enable real-time internal communication between teams with built-in messaging or chat features.
Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
Activity Logging Recording all customer interactions like calls, emails, meetings, and text messages within the CRM system
Bulk Email and SMS Send emails & SMS in bulk to leads or clients for promotions or updates.
Call Tracking and Recording Track and record sales calls for better analysis and performance review.
Built-in Dialer Call prospects directly from CRM in just one click to ensure high compliance and productivity.

Integrations

API Access Customizable API for integrating with other business applications or extending CRM capabilities.
Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
Email Marketing Tools Connect CRM with email tracking tools like Mailsuite or LeadSquared for measuring open rates.
Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Workflow Automation and Management

Workflow Automation Automate repetitive tasks and workflows to improve sales team efficiency.
Task Automation  Automate tasks like follow-up emails, lead assignment, and reminder notifications.
Lead Capture Automation Automatically capture leads from forms, websites, and social media.
Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM.
Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria.

Security & Compliance

Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
Audit Logs Maintain a log of all user actions for accountability and security auditing.
IP Whitelisting Prevents unauthorized access from unknown or unsecure locations.
Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability.
Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
GDPR and CCPA Compliance Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI Capabilities

Lead and Deal Scoring Score leads and deals to prioritize efforts based on engagement or value.
Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Analytics and Reporting

Sales Forecasting Predict future sales revenue based on trends, historical data, and leads.
Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
Sales Funnel Analysis Monitor and analyze real-time data to make timely, informed decisions.
Conversion Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement.
Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs.
Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
Customisable Pipeline Views Create customized views of sales pipeline stages for better oversight.

Alerts & Notifications

Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).
System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Others

Customization Options
Data Import/Export
Campaign Management
Custom Fields
HIPAA Compliance This sales CRM software complies with HIPPA regulations (Advance Plan only)