Onpipeline CRM Review 2023: Perfect Startup CRM
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Bonfire Rating: 4.6/5 Onpipeline is perfect for startups and SMBs looking to ramp up their sales game!
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/*! elementor - v3.15.0 - 09-08-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Having a CRM for a small business isn’t just a luxury; it’s a necessity. Imagine this: leads are slipping through the cracks as tracking all your client interactions in your inbox becomes a nightmare. Now you’re missing out on potential sales due to delayed follow-ups . I’m AJ, and I used to think I could handle everything on my own (until I realized the need for a CRM). Since then, I’ve grown and sold my business for a seven-figure exit (using almost every CRM along the way). Now, I’m here to help you avoid the same mistakes. My mission with Small Business Bonfire (SBB) is simple: to help your business succeed (without repeating the same pitfalls). So let’s talk about one of my favorite CRMs to recommend to small businesses—Onpipeline CRM. We took a deep dive into everything the platform offers (so you don’t have to). Let’s dive in! Check out our comprehensive list of the best CRM for Small Business when you’re finished!
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You Can Trust Small Business Bonfire The Small Business Bonfire team and I have been rating and reviewing business software for over a decade to help you (our Bonfire Nation) start & scale your ideas. For more info on how we conduct our testing, please read this article here.
/*! elementor - v3.15.0 - 09-08-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Onpipeline CRM (Customer Relationship Management)?
Onpipeline is a cloud-based sales CRM designed for small businesses and startups looking to streamline their sales process . Unlike other CRM systems, Onpipeline doesn’t aim to be everything to everyone. Instead, it focuses on doing one thing exceptionally well— helping you manage your customer relationships (from the first point of contact to post-sales). With its intuitive user interface (UI), robust sales data analytics, and affordable pricing, Onpipeline is a powerful tool that any startup will find invaluable. Some features Onpipeline offers are the following: Customizable pipeline management Workflow automation Contact management Lead management Email sync & templates Onpipeline is great for small and midsize businesses (SMBs) looking to get up and running fast without breaking the bank . Don’t just take our word for it—check out what we discovered from our three months of testing.
Pros and Cons of the Onpipeline CRM
To provide full transparency, let’s take a look at the pros and cons of Onpipeline.
Onpipeline CRM Pros
Affordable pricing plans
Customizable pipeline management
Great lead management tools
30-day free trial
Lots of automation capabilities
Onpipeline CRM Cons
No free plan
No mobile app
Lacks advanced marketing features
No live chat/chatbots
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Try Onpipeline CRM
Who is Onpipeline CRM Best Suited For?
Onpipeline CRM has many useful applications, but let’s narrow it down a little. Here’s who we think Onpipeline is best suited for: Small businesses – Onpipeline is perfect for small businesses due to its affordable price point, simple UI, and pipeline customization. Medium-sized businesses – We recommend Onpipeline for medium-sized businesses looking to automate recurring tasks, manage sales contacts and activities, and onboard team members with ease. Startups – Onpipeline is tailor-made for startups that don’t need all the frills of a more advanced CRM. The price is better than most of the competition, plus the 30-day free trial means you can test the platform before committing with your wallet. Sales Teams – For sales teams, Onpipeline is fantastic. It offers comprehensive contact and lead management capabilities and features like activity tracking and scheduling. These facilitate coordination among team members and ensure no important tasks fall by the wayside.
Who is Onpipeline CRM Not Suited For?
Nobody’s perfect, and that goes for CRM systems too. Here are some situations where we think Onpipeline is not particularly well suited: Large enterprises – Onpipeline might not be the best fit for larger companies with complex needs and workflows. While it does offer a solid range of features, it lacks some of the more advanced options that a larger enterprise might need. Marketing agencies – Marketing agencies might find Onpipeline a bit lacking. Yes, it does a fantastic job with sales and CRM, but when it comes to advanced marketing features like A/B testing, landing page creation, or powerful marketing automation, Onpipeline doesn’t quite hit the mark.
Onpipeline CRM Software Pricing
Onpipeline CRM offers four pricing plans. They are as follows: Pipeline – $12/month Standard – $25/month Advanced – $49/month Enterprise – Custom pricing
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How Does Onpipeline CRM Pricing Compare?
Now, with the pricing plans of Onpipeline CRM laid out, let’s see how it stacks up against its competition . We’ll compare it with some of the top contenders on the market (in terms of pricing and features). Onpipeline – $12/month per user No free plan Multiple pipelines Pipeline customization Custom fields Great contact management HubSpot – $50/month, 2 users Free plan 1 sales pipeline with the basic plan Limited pipeline customization Custom fields Great contact management Pipedrive – $14.90/month per user No free plan Multiple pipelines Pipeline customization Custom fields Great contact management Pipeline – $25/month per user No free plan 1 sales pipeline with the basic plan Pipeline customization Custom fields Great contact management Each platform has its own strengths and weaknesses, and it’s important to understand how Onpipeline measures against them. In terms of cost, the clear winner here is Onpipeline at just $12/month . Now let’s move on to features. The only one that comes close is Pipedrive, as Pipeline and HubSpot offer only one pipeline with the basic plan. However, we found Onpipeline easier to use (and more customizable) than Pipedrive. As a result, Onpipeline wins when it comes to features as well .
Onpipeline CRM Pricing Tips
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Free Trial One of the major advantages of Onpipeline CRM is its generous 30-day free trial. This allows you to fully explore the platform and get a feel for how it works before making any financial commitments. With this trial, you can test out all the features and functionalities that Onpipeline CRM offers, making it easier to determine if it's the right fit for your business.
Onpipeline CRM Core Features
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Customizable Pipelines
Onpipeline allows you to create multiple pipelines and tailor them to your unique workflow. This makes it easier for your team to do the following: Stay organized Prioritize tasks Increase sales Close deals more efficiently We started testing the customization capabilities of Onpipeline by creating a pipeline called "Affiliate Marketing Partnerships." We'll walk you through the process. We simply clicked "new pipeline" and then named it to get started. From there, we were able to create and name as many stages as we liked (shown below). We created the following pipeline stages in just a few seconds: Prospect Contact made Proposal sent Negotiation Deal won Deal lost And that was it! We think Onpipeline is fantastic for SMBs that need to customize and manage multiple pipelines simultaneously . Check out our pipeline once we had some affiliate marketing deals put in. As you can see, Onpipeline keeps it sleek, customizable, and lets you track deals like a boss— what's not to love ?
Contact Management
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.
Workflow Automation
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 .
Lead Management
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.
Email Sync & Templates
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 e
