OnPipeline is a sales CRM delivered as a cloud-based service. It covers lead management, deal pipeline tracking, quotes with a pricebook, e-signature, workflow automation, task and activity scheduling, appointment booking, web forms, invoicing, a customer document portal and inventory management, with API integrations and AI that suggests next steps. The vendor targets small and medium-sized businesses and teams new to CRM, and lists agencies, healthcare, distributors, real estate, manufacturing, financial services and law firms among its use cases. The interface is browser-based and available in English, Spanish, Portuguese, French and Italian; there is no native mobile app.
The vendor's website does not state where the company is headquartered or in which region customer data is hosted. A European organisation should therefore request these details from the vendor, together with a data processing agreement, before storing personal data in the service.