Onpipeline CRM Review 2023: Perfect Startup CRM

Managing customer relationships is one of the linchpins of a successful business, and Onpipeline CRM excels in this area.

Onpipeline's contact management feature provides a centralized database (with unlimited storage) where you can easily view the following:

• Contact information
• Related activities
• Attached files
• Notes about the customer

You can also create custom fields to view more detailed customer data at a glance.

We started by adding some of our B2B affiliate marketing contacts at Small Business Bonfire.

Here's how it looked (to give you a better idea).

We simply filled out the following fields (and we were in business):

• Full name
• Email
• Phone number
• Organization

Throughout our testing, we were constantly blown away by how easy Onpipeline was to use.

Just look at our contact dashboard, where everything is clearly laid out and easy to understand at a glance.

Put simply, Onpipeline makes it effortless to stay on top of all your customer relationships and identify opportunities for improvement.

We give it a 10/10 in terms of contact management.

Automation is the (not so) secret weapon to scaling your business.

Onpipeline CRM truly shines when it comes to automating your entire sales workflow.

This robust platform allows you to set up custom triggers and actions based on specific customer behaviors or data points.

This allows you to automate the following:

• Follow-up email
• Task creation
• Deal stage progression
• User assignment
• Notifications

For instance, we created an automation that sent a follow-up email two days after a prospect was moved to our pipeline's "Proposal Sent" stage.

Once we set up this automation, Onpipeline took care of the rest! It automatically sent follow-up emails, allowing our sales team to focus on more high-value tasks (like closing deals and building relationships).

Here's how the setup went.

We navigated to the automation section (in account settings).

To our surprise, we were offered some helpful templates (shown below) to help us get started.

We love when a CRM system provides automation templates, as it can be a complex process (especially for beginners).

We chose the "send email" template (screenshot below).

Then, we completed the following simple steps:

• Named the rule
• Selected the action
• Chose a pipeline
• Set the conditions
• Created the follow-up email

The whole process took less than 5 minutes and saved us countless hours of typing out emails.

Using Onpipeline's automations was like going from a manual typewriter to a high-end laptop—it made everything so much easier.

Are you looking to empower your sales team while simultaneously revamping your sales process across the board?

Well, look no further than Onpipeline!

Onpipeline CRM's lead management capabilities are top-notch, offering a set of features designed to help you nurture, score, and track leads effectively.

We tested Onpipeline's lead management tools for three months, and here's what we found:

• Lead nurturing: Onpipeline takes a personalized approach to lead nurturing. It allowed us to create targeted email campaigns and follow-ups that resonated with our prospects. We could tailor our communications based on a lead's behavior or interaction with us, fostering a relationship more likely to result in a successful conversion.
• Lead scoring: Say goodbye to guesswork with Onpipeline's lead scoring feature. This tool enabled us to assign a numerical value to each lead based on specific criteria such as their engagement level, demographic information, and purchase history. By doing so, we could swiftly identify which leads were most likely to convert (and deserved our team's immediate attention).
• Lead tracking: Onpipeline kept us in the loop with comprehensive lead tracking features. It enabled us to monitor each lead interaction (through web forms), from initial contact through conversion. This included tracking emails, calls, website visits, and more. The data provided some great insights into each lead's interests and behaviors, helping us tailor our approach for maximum effect.

Onpipeline CRM is a surprisingly great email marketing platform, allowing you to manage both personal and team emails from one central place.

We tested this feature (over three months), and spoiler alert—it was a game-changer.

The Email Sync feature allows you to seamlessly integrate your business email, making it a breeze to reach out to your clients from the comfort of your CRM platform.

It keeps all team members on the same page, ensuring everyone is updated and on track.

We took advantage of Onpipeline's email template creation feature to make the email process even more efficient.

This enabled us to create and send out standardized yet personalized emails to our clients with just a few clicks, saving us tons of time and effort.

We created a template called "Bonfire Field Guide Intro" to spread the word about our newsletter, a valuable resource designed to help SMBs scale their business from the ground up.

Here's a sneak peek of the template during the creation process.

At the end of the day, the ability to sync your email accounts and create helpful templates not only helps streamline your communication with clients but also ensures that your team stays well-coordinated, efficient, and productive.

Talk about a win-win!

Data is the key to unlocking insights and driving decision-making, and Onpipeline CRM doesn't fall short in this department.

The platform's reporting and analytics feature is like a crystal ball, offering an at-a-glance view of your sales activities, performance, and trends.

The CRM system provides the ability to create custom reports, allowing you to track and measure a wide spectrum of metrics.

These include the following:

• Dashboard
• Sales Report
• Sales Forecast
• Forecast By Product
• Lost Deals
• Deals Opened
• Active Subscriptions
• New Subscriptions
• Ended Subscriptions
• Events
• Events Completed

Whew! Talk about comprehensive.

Let's look at our sales forecast for this month to give you an idea of what we're talking about.

We especially liked how we could clearly see which sales team members were responsible for closing which deals.

This kind of comprehensive data collection and analysis is nothing short of a dream (only you don't have to wake up from it).