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What is STARS?

You can manage an unlimited number of accounts, contacts, locations, and notes. The enhanced unit tab now supports the maintenance of customer installations. The cycle accounts feature simplifies the organization of accounts based on various criteria, including age, account code, territory, industry, or zip code. Additionally, the system incorporates table-driven categories for products, sales stages, reasons for loss, and more. Opportunities may be updated on an individual account basis or in bulk for efficiency. Campaigns are designed to adhere to both corporate standards and the preferences of individual sales representatives. Each campaign can include a range of activity steps that are activated by specific dates or occurrences, allowing for dynamic engagement. Furthermore, all contacts and accounts can be associated with multiple campaign lists, which can be used to improve account visibility, facilitate mail merges, and develop task checklists to optimize workflow. This holistic strategy not only boosts operational efficiency but also significantly fosters collaboration within the organization. By leveraging these tools, teams can work more effectively together, driving better results and enhancing customer satisfaction.

What is Onpipeline?

Enhancing your sales team's efficiency requires a superior CRM! Onpipeline™ stands out as an exceptional choice, enabling sales representatives to effectively oversee sales processes, manage contacts, and track various activities. Its features include seamless integration with email and calendars, automation of tedious tasks, and the ability to capture leads through web forms or API connections. The user-friendly interface simplifies lead and deal management, making it adaptable to the specific requirements of your business. Utilizing marketing automation can significantly reduce the time spent on repetitive activities. Each account is equipped with unlimited storage, contacts, and users, ensuring instant access for everyone. You can get started in under two minutes, easily adding contacts and deals through email, web forms, or our API. Additionally, there’s the capability to activate and monitor third-party sources while managing their access as needed. The drag-and-drop functionality allows you to move deals to the next stage effortlessly. Onpipeline is designed to accommodate one or multiple customizable pipelines, with the option to assign them to specific teams, thereby enhancing collaboration and workflow. Overall, this CRM not only streamlines operations but also empowers your sales team to achieve better results.

Media

Media

Integrations Supported

Google Calendar
Mailchimp
Microsoft 365
Microsoft Outlook
Quickwork

Integrations Supported

Google Calendar
Mailchimp
Microsoft 365
Microsoft Outlook
Quickwork

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AdvanTec Information Systems

Date Founded

1998

Company Location

United States

Company Website

www.advantecis.com

Company Facts

Organization Name

Onpipeline Technology

Company Location

Spain

Company Website

www.onpipeline.com/en/

Categories and Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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