Onpipeline

Onpipeline is a cloud-based sales CRM for small and medium businesses that brings leads, deals, activities, pipelines, quotes, e-signatures, invoicing, inventory and a customer document portal into one connected sales process. It is designed to reduce the need for separate tools and manual follow-up work across the lead-to-invoice workflow.

Core capabilities include customizable sales pipelines, contact and activity management, calendar sync with Google and Microsoft, email and SMS communication, web forms, appointment booking, quote management with e-signature, native invoicing, recurring revenue tracking, inventory management, reports and insights, and a secure customer portal for document requests and approvals. Built-in AI can create or update records, manage deals, schedule activities, draft emails, prepare quotes and generate PDFs. A RESTful API is available on every plan, and the interface supports English, Spanish, Portuguese, French and Italian.

Onpipeline is aimed at sales teams that need pipeline visibility, structured processes and collaboration across locations. Features are distributed across plans, with lead management, quote management and recurring revenue available from the Standard plan, and sales goals plus the customer portal and document management system on the Advanced plan. The platform is accessed through a responsive web interface rather than a native mobile app. A free trial is available without a credit card, and pricing is based on the selected plan and the number of active users.