Onpipeline

Spec sheet

What it does

Onpipeline is a cloud sales CRM that connects lead capture, deal management, follow-ups, quoting, signatures and invoicing.Read 15 Oct 2026 · onpipeline.com

Free plan

NoRead 24 Sep 2026 · onpipeline.com

Paid from

25Read 24 Sep 2026 · onpipeline.com

Integrations

Native connections include Google and Microsoft calendars, Mailchimp, Zapier, Aircall, JustCall, CloudTalk, QuickBooks, Calendly, email, advertising leads and form tools.Read 15 Oct 2026 · onpipeline.com

Privacy

The privacy notice references GDPR, UK GDPR and CCPA frameworks and says customer data is not sold or used for unrelated advertising.Read 15 Oct 2026 · onpipeline.com

Founded

2019Read 28 Sep 2026 · onpipeline.com

AI

Built-in AI can update records, manage deals, schedule activities, draft emails, prepare quote PDFs and send signature requests.Read 15 Oct 2026 · onpipeline.com

AI features

YesRead 24 Sep 2026 · onpipeline.com

API documentation depth

The API reference documents HTTPS GET/POST requests, token permissions, endpoints, JSON examples and webhooks, but says there is no developer sandbox and requires a trial account for testing.Read 15 Oct 2026 · support.onpipeline.com

Appointment booking

All plans include online appointment scheduling and calendar management.Read 15 Oct 2026 · onpipeline.com

Company facts

Inc.'s verified profile lists Onpipeline as founded in 2019 with 11–50 employees.Read 15 Oct 2026 · inc.com

Customer portal

Advanced includes a branded portal for document requests, file sharing, approvals and customer access to invoices.Read 15 Oct 2026 · onpipeline.com

Documentation and support

The help center lists extensive articles for settings, contacts, pipelines, quotes, calendars, email, integrations, reporting, security, invoicing and billing.Read 15 Oct 2026 · support.onpipeline.com

Email sync

YesRead 24 Sep 2026 · onpipeline.com

Extensibility

Developers can publish OAuth-installed apps and use Action Menu links, iframe widgets, log panels and real-time webhooks.Read 15 Oct 2026 · onpipeline.com

Free trial

YesRead 24 Sep 2026 · onpipeline.com

HIPAA

HIPAA processing with a Business Associate Agreement is offered only on the Advanced plan.Read 15 Oct 2026 · onpipeline.com

Inventory

Advanced includes inventory controls that connect stock management with sales processes.Read 15 Oct 2026 · onpipeline.com

Invoicing

Onpipeline provides multilingual and multicurrency invoicing, credit notes, exports and plan-specific invoice limits.Read 15 Oct 2026 · onpipeline.com

Lead management

The CRM captures leads from forms, advertising and partner sources and tracks referrals.Read 15 Oct 2026 · onpipeline.com

Legal entity and headquarters

The legal entity is Onpipeline Limited, registered at The Black Church, St Mary's Place, Dublin 7, Ireland, registration 679560.Read 15 Oct 2026 · onpipeline.com

Licence

Terms protect the service materials through copyright, trade-secret and trademark rights; no open-source licence is granted.Read 15 Oct 2026 · onpipeline.com

Limit: mobile app

Reviewers note that there is no dedicated mobile app and that mobile login can sometimes fail, leaving browser access as the option.Read 15 Oct 2026 · g2.com

Limit: quote-to-invoice workflow

A G2 reviewer reports that converting a quote into an invoice is not straightforward.Read 15 Oct 2026 · g2.com

Limit: reporting depth

Reviewers say standard reports work for everyday tracking but lack the deeper customization and dashboards available in larger systems.Read 15 Oct 2026 · capterra.com

Limit: technical interruptions

A G2 reviewer reports occasional login trouble and the application stopping unexpectedly while in use.Read 15 Oct 2026 · g2.com

Mobile access

Onpipeline provides a responsive mobile-browser experience and says it has no native iOS or Android application.Read 15 Oct 2026 · onpipeline.com

Mobile app

NoRead 24 Sep 2026 · onpipeline.com

Notable news: agentic AI

A September 25, 2026 release announced an agentic AI workflow that can find a deal, create a quote PDF and prepare it for e-signature from one request.Read 15 Oct 2026 · einpresswire.com

Praise: ease of use

Reviewers repeatedly describe the interface and pipelines as intuitive, simple to learn and easy for teams to adopt.Read 15 Oct 2026 · g2.com

Praise: flexibility and support

Independent reviewers repeatedly praise configurable workflows, responsive support, integrations and practical sales visibility.Read 15 Oct 2026 · uk.trustpilot.com

Public API

The service exposes REST APIs using JSON, access tokens and OAuth, with API access included in every plan.Read 15 Oct 2026 · onpipeline.com

Quotes and e-signatures

Standard and higher plans provide quote templates, pricebooks, approvals and customer e-signatures.Read 15 Oct 2026 · onpipeline.com

Rating on Capterra

4.7 out of 5 from 6 reviewsRead 15 Oct 2026 · capterra.com

Rating on Chrome Web Store

5 out of 5 from 1 ratingRead 15 Oct 2026 · chromewebstore.google.com

Rating on G2

4.4 out of 5 from 5 reviewsRead 15 Oct 2026 · g2.com

Rating on GetApp

4.7 out of 5 from 7 reviewsRead 15 Oct 2026 · getapp.com

Rating on Software Advice

4.3 out of 5 from 3 reviewsRead 15 Oct 2026 · softwareadvice.com

Rating on Trustpilot

4.4 out of 5 from 27 reviewsRead 15 Oct 2026 · uk.trustpilot.com

Sales pipelines

Users can create visual pipelines with customizable stages and track deal value and progress.Read 15 Oct 2026 · onpipeline.com

Security and availability

Onpipeline states TLS 1.2 encryption, Qualys SSL Labs A+ status, AWS hosting, multi-location replication, backups and a 99.9% uptime target.Read 15 Oct 2026 · onpipeline.com

Visual sales pipeline

YesRead 24 Sep 2026 · onpipeline.com

Workflow automation

Automations can send emails, create activities and schedule events when conditions are met.Read 15 Oct 2026 · onpipeline.com

Plans and prices

Every Onpipeline plan and price →

Where Specifiction places it

• CRM Software#64 of 2448.5
• Legal CRM Software#11 of 348.4