Review of Onpipeline CRM — Simple CRM offered at an affordable price

Onpipeline is a customer relationship management (CRM) platform built specifically for small and medium-sized businesses that is hosted in the cloud (SMBs). Onpipeline is a good step up from using a spreadsheet to keep track of your contacts if your business is small enough that you need to use one. It was not designed to compete with either of our Editors’ Choice winners, Salesforce Sales Cloud Lightning or Zoho CRM, so it does not have nearly as many features as either of those products. It is straightforward, uncomplicated, and user-friendly, and it is priced reasonably. Having said that, it’s possible that Onpipeline isn’t the CRM software that rapidly expanding businesses require.
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Beginning With Onpipeline

After you have imported your CSV spreadsheet, which is the only data importing option, it is simple to get the program up and running and begin using it. Onpipeline, just like every other CRM application that we’ve looked at, requires you to match its fields against the data columns that are in your sheet. Having said that, Onpipeline requires you to be precise when defining the fields you’re working with. Act! CRM did the same thing as well. Because Salesflare had such specific requirements, it almost certainly won’t work at all unless the support staff makes some adjustments.

The process of matching is all that is required to define your fields. Unfortunately, Onpipeline requires you to define fields that are displayed by default in other CRMs, such as the website of the contact, the phone extension, and even who owns the contact on your staff. Onpipeline also does not display the contact’s title by default. These fields are available in Onpipeline; however, you must activate them in the Settings menu. Despite this, there were still some fields that were missing from our selection list when we were importing the data. Building a custom field that was a copy of the one that was already provided appeared to work, but doing so is an unnecessary step.

You have to give a field a name, tell the system whether you want it to be included in Deals, Organizations, or Persons, and specify the kind of information that can be entered into it before you can add a custom field (usually text). When you have finished saving the field, you will be able to bring up a new screen that provides you with the ability to move the column associated with that field to the location of your choosing within the list view.

You are able to import people and organizations from CSV files; however, you are unable to import deals unless the associated contacts are already present in the system. The name of the organization is what initiates the creation of an organization record when you import a contact; however, this cannot occur unless a contact is also imported at the same time. Depending on how you have your contacts, organizations, and deals organized, this is something to think about as a potential concern.

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Deals and Scheduling

Onpipeline, much like Salesflare, does not restrict users to a single landing page by default. Instead, the system will take you back to the page that you were on before you left it. On the other hand, Salesflare’s left-hand navigation included a pop-up for notifications, which was a positive feature. Even further, Onpipeline does not have that. You will need to select either the Calendar or the Reports tab in order to find out what is going on on a specific day (more on Reports in a bit). The Calendar view is exactly what you would expect it to be, and you can add new tasks or appointments via the Contacts or Deals tabs, respectively.

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The situation will improve once you have synchronized your email with Onpipeline; however, you may require assistance in setting this up. Onpipeline does not offer a one-button email sync with Google Gmail and Microsoft 365, in contrast to almost all of the other customer relationship management software that we have evaluated. When you click Email within Settings, you will instead be taken to a page that requests the IMAP and SMTP information for the email service that you are currently utilizing.

After we had determined the purposes of those settings by using our test Gmail account (which required consulting Google’s support documentation), we entered the information into Onpipeline, only to receive an email from Google stating that access had been blocked. Because Gmail has tightened the security requirements for third-party applications that wish to sync with it, Onpipeline does not meet these requirements and therefore cannot sync with Gmail. The Google Calendar integration worked, but only in the direction from Onpipeline to Google; it did not work in the opposite direction.

After that, we attempted to use an email address hosted by Microsoft Live; however, Onpipeline also rejected those settings. Even after uncovering the hidden IMAP settings, our last attempt using an older email address that was preconfigured to use POP settings was unsuccessful as well. In a nutshell, in order to get the email sync feature of Onpipeline working, you are going to need their support, which is a pretty significant drawback for a product that is intended to be as user-friendly as is practically possible.

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Deals are where the vast majority of salespeople will find the most value in Onpipeline. It is well-designed, with the different stages of the pipeline and deals displayed in a tabular format that is aesthetically pleasing. You have the option of using a list view, but the graphical one is more straightforward and easier to understand. It’s not quite up to the level of aesthetic appeal that you’ll find in Insightly, but it comes pretty close. You can move the deal cards up and down the pipeline as necessary by dragging and dropping them.

As was stated previously, a contact and an organization are required for every transaction, and an individual must have a contact in order for an organization to exist. Therefore, it is true that everything revolves around contacts. In spite of this, you can make a new contact at the same time that you create a new organization or a new business transaction, so the situation is not crippling. It will only be a problem for you if you have previously organized a large number of deals before moving to Onpipeline, to the point where you do not have contact names for a large number of those deals.

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You can view the deals that other members of your team have made in addition to your own, and you can create a new deal by clicking the “New” button and filling out the form that appears. After that, you’ll have access to a drill-down view of the deal that enables you to make changes to it. This view gives you the ability to add tasks, attach files or notes, and schedule events such as recurring emails or other due dates.

Pinning is a fun feature, but unless you travel quite frequently, you probably won’t find it to be very useful. When you open the Deals view in Onpipeline and click the pin icon, Google Maps will open up and show you the location of the contact you selected.

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Onpipeline markets this feature as a way to plan your most effective sales route; however, if the company offered a dedicated mobile app, it would be a great deal more helpful to users. This is a significant blow to Onpipeline’s reputation. The business promotes the responsiveness of the web interface, but in this day and age, it really ought to be required to have a dedicated app. If Pinning is intended to take the place of a mobile client, then it falls significantly short when compared to the mobile apps offered by Salesforce and Zoho CRM.

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On the other hand, Onpipeline offers helpful automation. It is quite straightforward, but the fact that it is not restricted to email makes it superior to what you will get from Insightly. You can build flows for things like email, events, deals, and even a probability calculator.

Building an automation is as easy as testing your creation after completing a brief pop-up form with a few fields to fill in. We built one that would automatically set up a meeting to welcome new business, and the whole thing would take about 15 minutes.

Reports and Quotes

The functionality of Quotes is intricately connected to that of Deals. You don’t actually create quotes in the Quotes tab; you do that in the Deals tab as part of the details of your deal. The Quotes tab is for viewing quotes that have already been created. After clicking on a quote and filling out a few fields with the necessary information (products, unit price, quantity, and the expected grand total), the process is finished. You also have the option to add notes that are particular to a quote. When that is complete, you will notice that the quote has been added to the Quotes tab.

A tabular list view is presented for the quotations associated with your team. You have the ability to perform a variety of actions for each quote, such as automatically generate an invoice in PDF format or drill down into the details of the deal so that you can modify it as required. We found the Subscription button, which is located right next to the Quote button, to be particularly helpful because it provides a default set of quote details that is centered on subscription-based services.

Surprisingly, the Settings tab does not contain a PDF editor that will enable you to create a personalized invoice template. Although Onpipeline is able to import invoice data from Quickbooks, which means that you can design your invoice within Quickbooks, it would be simpler if the app itself included a template designer.

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There is no difference between Pricebook and Deals. The table view is the most fundamental one, and it displays the ID numbers of the products you are selling along with their descriptions, prices, and any applicable discounts. When you create a quote, these will appear as options, and they will also automatically fill in the relevant information fields.

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The reporting features of Onpipeline aren’t exactly top-notch. Onpipeline, much like Salesflare, eliminates the distinction between reporting and dashboarding in an effort to make business operations more straightforward. There is an option known as Dashboard that can display any data that you require; however, the data is first compiled into a report and then displayed as a graphic in the dashboard.

In addition to this, the list of pre-built reports that are included with Onpipeline are not nearly as robust as the canned reports that are included with Insightly or Zoho CRM. Even worse, you can’t make any changes to them. If you want custom reports, you will need to get in touch with Onpipeline’s support and developer teams, which is something you can only do if you subscribe to one of the more expensive plans. Despite the fact that this seems to be in line with the SMB audience that Onpipeline targets, it is limited enough that it might even be a problem for users who fall into that category.

How to Purchase Onpipeline

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Onpipeline, much like the other CRMs we looked at, has three different pricing tiers to choose from.

  • Pipeline, the most basic tier, costs $12 per user per month. It only has a few basic features, such as managing contacts, your schedule, and deals.
  • According to Onpipeline, the most popular plan is the Standard tier, which costs $25 per user per month. It includes built-in email capabilities, a stripped-down version of the previously mentioned automations, and a brand-new webforms feature for collecting leads from your website. It’s also the tier where you can create custom quotes.
  • The Advanced tier costs $55 per user per month, but is currently discounted to $44 per user per month. It improves reporting, allows you to customize your pipeline, supports bulk email sending, and includes the entire list of available automations.

If you need more than that, especially in terms of customization, you’ll need to upgrade to the Enterprise Services tier, which has its own set of unique pricing options.

Does the Job with Limits

At those prices, Onpipeline is a CRM software that has a competitive market price. Insightly and Salesflare compete for the same small and medium-sized business customers as Zoho CRM by offering a simplified user interface and feature set. However, Insightly and Salesflare charge a premium for their services, nearly twice as much as our SMB Editors’ Choice winner, Zoho CRM. Onpipeline defies expectations by coming in at prices that are marginally lower than those of Zoho CRM across all of its pricing tiers.

Onpipeline is a good entry-level choice to make if you are transitioning from tracking your leads and deals on a spreadsheet, as this will be your previous method. It won’t take you long to get the hang of it, and it has a sufficient number of features that you’ll think the purchase was money well spent. However, given the likelihood that your company will outgrow Onpipeline at some point in the future, you will want to keep a close eye on the amount of work that will be required to migrate your data out of the platform.

The Bottom Line

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Onpipeline is ideal for you if the only CRM software you currently use is a spreadsheet. This tool is not expensive, and it serves as a good introduction to the wider world of sales technology. Simply prepare yourself to shift away from it as your company expands.

Techexplains Team

Techexplains Team

We are a team of digital marketing experts with years of experience in website builders. CRM tools, project management software helping businesses of all sizes achieve their marketing goals. We are writing about benefits of using SaaS for businesses, and sharing our top picks for the best tools currently available on the market. Whether you are a small business owner looking to streamline your marketing efforts or a larger enterprise seeking to improve your marketing efficiency, we hope that you will find this useful and informative.