Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed. Plus, our 100% customizable platform means you can get the perfect CRM for your unique business needs.
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed....

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • FAQs
  • Forum
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials
Onpipeline is a cloud-based customer relationship management (CRM) solution for sales teams that offers visual pipeline management, as well as email and calendar integration. The solution can be used to manage contacts, sales, tasks, deadlines, leads, and more, from one central location.
Onpipeline is a cloud-based customer relationship management (CRM) solution for sales teams that offers visual pipeline management, as well as email...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • FAQs
  • Forum
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials

Starting from

US$25,00/month

  • Subscription

Starting from

US$12,00/month

  • Subscription

Overall rating

4,1 /5
(74)
Ease of Use
3,7/5
Features & Functionality
4/5
Customer Service
4,1/5
Value for Money
3,8/5

Overall rating

5 /5
(1)
Ease of Use
5/5
Features & Functionality
5/5
Customer Service
5/5
Value for Money
5/5

Total features 130

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Automated Sales
  • Automatic Notifications
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Call Tracking
  • Categorization
  • Client Management
  • Commission Calculations
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Custom Charts
  • Custom Fields
  • Custom Forms
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Management
  • Event Scheduling
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Alerts
  • Mobile Integration
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Quote Management
  • Real Time Data
  • Real Time Reporting
  • Receiving
  • Records Management
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Team Calendars
  • Template Management
  • Territory Management
  • Third Party Integration
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Workflow Management

Total features 48

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Automated Sales
  • Automatic Notifications
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Call Tracking
  • Categorization
  • Client Management
  • Commission Calculations
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Custom Charts
  • Custom Fields
  • Custom Forms
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Management
  • Event Scheduling
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Alerts
  • Mobile Integration
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Quote Management
  • Real Time Data
  • Real Time Reporting
  • Receiving
  • Records Management
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Team Calendars
  • Template Management
  • Territory Management
  • Third Party Integration
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • Aircall
  • CloudTalk
  • Google Calendar
  • Google Workspace
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Aircall
  • CloudTalk
  • Google Calendar
  • Google Workspace
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced