--- title: "Onpipeline Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Onpipeline Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/194459/Onpipeline/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Onpipeline Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Onpipeline ## What is Onpipeline? Onpipeline is a sales CRM designed to keep the entire customer journey connected, from the first lead to the final invoice. Teams can manage contacts, deals, pipelines, activities and follow-ups, create quotes, collect e-signatures, automate workflows, track recurring revenue and issue invoices without moving between multiple systems. The platform combines a clear, customizable sales process with reporting, appointment booking, team collaboration, web forms and API access. Unlimited contacts, deals, pipelines and teams are included in every plan, helping growing businesses scale without artificial CRM limits. Onpipeline is built for sales teams that want powerful functionality without unnecessary complexity, giving reps a practical workspace to sell and managers the visibility they need to stay in control. ## What is Onpipeline used for? [Online CRM](https://www.capterra.com/online-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $25 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Onpipeline?[Manage this product listing](https://www.g2.com/products/onpipeline/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Onpipeline 4.7 (7) VS. [4.4 (18,815)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $25 Per Feature, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (7) Ease Of Use 4.0 (4,392) Value For Money 4.4 (7) Value For Money 4.0 (3,521) Customer Service 4.6 (7) Customer Service 4.1 (3,531) ## Onpipeline alternatives [4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,335)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [View all alternatives](https://www.capterra.com/p/194459/Onpipeline/alternatives/) ## FAQs about Onpipeline Overview ### What company size and specific industries is Onpipeline built for? Onpipeline is designed for small to mid-sized teams that need a simple, flexible CRM to manage sales activity in one place. It suits businesses across industries that handle leads, deals, follow-ups, quotes, and invoicing without using multiple disconnected tools. Features and Usability ### What are the key features of Onpipeline? Onpipeline offers CRM and sales pipeline management with lead management, opportunity management, and contact database tools. It also includes calendar management, task scheduling, email management, and workflow management, plus reporting and analytics, forecasting, access controls/permissions, and third-party integrations for sales and customer tracking. Integrations ### Which third-party tools and platforms does Onpipeline integrate with? Onpipeline connects natively to Aircall, CloudTalk, Google Calendar, Mailchimp, Microsoft 365, and Microsoft Outlook. These integrations cover calling, scheduling, email marketing, and productivity tools, giving teams a focused set of connections for daily sales and communication workflows. Getting Started and Support ### What training and onboarding options does Onpipeline offer? Onpipeline provides live online sessions, webinars, documentation, and videos to support team training. Live online sessions and webinars offer guided instruction, while documentation and videos give users written and visual materials for self-paced reference and feature review. Getting Started and Support ### What customer support options does Onpipeline offer? Onpipeline provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback about support quality is available here, so support experience details such as response speed or helpfulness cannot be assessed from the catalog data alone. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight these as the features buyers look for most when choosing CRM software: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Onpipeline includes **Customer Database**, which gives teams a central place to store and organize customer records. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides other important CRM capabilities, including **Contact Database** (**47%**) and **Contact Management** (**44%**). These features help businesses keep contact information current, track relationships more clearly, and manage day-to-day sales activity more efficiently. Contact Database 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Reporting/Analytics 4.5 (4) 50.00% of 4 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Campaign Management 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Customizable Fields 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Interaction Tracking 3.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Onpipeline 77 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Buyer Management: Track all information required to develop and sell lots in housing projects - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call List Management: Manage and track all past and future calls. - Call Recording: Record the audio of phone conversations for quality assurance purposes - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Client Tracking: Track all company interactions with current clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Estimating: Estimate expected cost based on various factors before a project begins - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Field Sales Management: Manage or track sales completed by field teams/employees - File Management: Create, save, and store files - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Interaction Tracking: Track interaction history by documenting conversations for contacts - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Medical History Records: Records of patients' medical history - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Product Catalog: Present a catalog of inventory that customers can view - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Approval: Ensure that quotes/invoices are correct before sending to customers - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (7) 4.7 Based on 7 reviews ## Pricing Value for money 4.4 (7) Free Trial Basic $25.00 Per Feature,Per Month Value for money 4.4 (7) 4.4 Based on 7 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Aircall](https://www.capterra.com/p/184709/Aircall/)[ CloudTalk](https://www.capterra.com/p/182004/CloudTalk/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (7) 4.6 Based on 7 reviews ## User reviews Overall rating 4.7 Based on 7 reviews Filter by rating 5(5) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent WJ Witt J. Product Area Leader Medical Devices ### "A smoother process from deal to quote" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 5, 2026 Preparing quotes and making revisions used to involve several separate steps. Onpipeline makes this much smoother by linking the deal data directly into the quoting process. AI assistance helps pull the right information and update quotes quickly, which saves time and reduces friction. Overall it creates a more continuous flow from opportunity to quote, while still leaving room for a human review when needed. Pros It connects the steps of the sales process so deals keep moving forward. The AI uses existing deal information in the CRM to help prepare quotes and handle revisions without starting from scratch each time. Cons I still prefer to do a final check of the quote before sending it, especially when the terms are unusual or non-standard. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GB George B. Head of Technical Operations Computer Software ### "Keeping deals up to date takes less time" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 28, 2026 We’ve been using Onpipeline for a while and it’s been a solid fit. The AI feature (onAI) has been the biggest improvement for day-to-day work — it cuts down the time spent on admin after calls. The rest of the CRM is straightforward, the pipeline is easy to manage, and the team actually keeps it up to date now. Support has been responsive when needed. Not perfect for every advanced use case, but for keeping deals moving and reducing the usual CRM friction, it’s working really well for us. Pros It works with the stages and fields we already use. We didn’t have to set up an AI agent for everyday tasks. The whole system just feels practical. Updating deals and scheduling the next step is quick, and the pipeline stays clean without extra effort from the team. Cons For more complex updates, I take a moment to review the proposed changes before confirming them. It’s not a big issue, just something I’ve gotten used to doing so everything stays accurate. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AC Alex C. Vice President of Marketing Marketing and Advertising ### "A No-Fuss Sales CRM That Finally Stuck With Our Team" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2026 We switched because our previous CRM was either too complicated or not used properly. Onpipeline struck the right balance — structured enough to keep deals moving, simple enough that the team didn’t resist it. Day-to-day work feels smoother: fewer dropped follow-ups, clearer visibility for managers, and a cleaner path from opportunity to closed-won to invoice. It’s not trying to be everything to everyone, but for a focused sales team it does the job well and keeps getting better with small, useful updates. Pros How quickly everyone actually started using it. The visual pipelines are clear, creating and sending quotes with e-signatures is straightforward, and having invoicing built in means we no longer jump between tools. The interface stays out of the way, support responds like real people, and the pricing feels fair for what you get — unlimited contacts and deals included. Cons The analytics are solid for everyday tracking but lack some of the deeper customisation bigger systems offer. There’s also no dedicated mobile app, so we rely on the browser version when we’re out of the office. Neither issue has been a deal-breaker, but they’re the only things we notice. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AP Alex P. Product Director Information Services ### "Solid all-in-one CRM that actually gets used by the team" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 18, 2026 We’ve been using Onpipeline for a while now and overall I’m happy with it. It’s straightforward enough that the team actually uses it instead of falling back to spreadsheets. Setup was relatively quick, support has been responsive when we’ve had questions, and the price feels fair for what you get. It’s not the most powerful CRM on the market if you need heavy customization or advanced analytics, but for a sales team that just wants a clear pipeline and the ability to quote and invoice without jumping around, it does the job well. Would recommend it to other small or mid-sized teams looking for something practical rather than overcomplicated. Pros Honestly the biggest thing for me is that it actually covers the whole process without forcing me to open five different tools. I can manage leads, move deals through the pipeline, create a quote, get it signed, and then invoice the customer — all inside the same system. The visual pipeline is clean and easy to update, and setting up custom stages didn’t take long. Custom fields and the web forms are useful too. It’s also one of the more affordable CRMs I’ve tried that still feels complete, especially compared to the big names. Cons The reporting is pretty basic. I can get the main numbers, but when I want deeper insights or more flexible reports I feel limited. There’s also no real mobile app — the browser version works okay on the phone, but it’s not the same as a proper app. A couple of times the email sync was a bit finicky, and some of the more advanced features (like bulk campaigns or the customer portal) are locked behind the higher plans. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Alvaro M. Freelance Marketing and Advertising ### "Software interesante para la gestión de contactos destinado a ventas, con ciertas opciones mejorable" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 April 26, 2023 Una buena experiencia en general, si bien sigo prefiriendo otras herramientas similares para el uso de las funciones de Onpipeline. Mejorable en muchos aspectos, aunque no mala opción a fin de cuentas Pros La muy buena facilidad de uso de la herramienta, así como las muchas opciones de personalización para que todo esté a tu gusto. Una buena opción, sin duda, aunque no la mejor de su sector. Muy buenos reportes analíticos. Cons A pesar de la buena opción de personalización, la interfaz de usuario quizás no sea la más moderna de su sector de actividad Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Biokineticst Mental Health Care ### "Survey" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 March 7, 2021 Good Pros Only played around with it for a short while. Did not share with any of the other staff yet. Cons Not any issues experienced. Good overall trail. Did not share with any of the other staff yet. Reasons for choosing Onpipeline Goode search Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. FC Felice C. General Manager Marketing and Advertising ### "Easy to use and fully customisable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 1, 2019 Onpipeline has helped my company to keep our sales' flow updated without any excel files or research on the email inbox. The software has also strengthen the overall team work, by creating a clear and unfailing communication between sales people. Pros I used Sales Force in the past and I found it very complex to customise and to use, the technical team wasn't able to adapt it to our sales 'team and eventually we had to give up on it. When I discovered Onpipeline I first thought that the price was very convenient, and then I figured that I didn't need any technical team to customise it and adapt it to my business needs. At the moment on our account there are 3 different teams, each with their own features. The sync with the email and calendar provider is perfectly functional, it's mobile responsive and thus I highly recommend it to enhance your business if you have more than 3 or 4 salespersons. Cons I honestly don't see any negative things about this software so far. Reasons for choosing Onpipeline Free trial for the 1st month, the friendly layout and easiness of personalisation, great value for money. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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