OnePipeline.com
Provider of automated loan origination compliance technology for the real estate and mortgage finance industry.
| Date | Investors | Amount | Round |
|---|---|---|---|
$17.0m | Series B | ||
| Total Funding | 000k | ||
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Onpipeline operates as a cloud-based Customer Relationship Management (CRM) platform provider, designed to support sales and revenue operations for its clients. The company's business model is subscription-based, offering various plans without long-term contracts, with costs determined by the selected plan and the number of active users. This structure provides flexibility, allowing clients to scale their usage according to their needs.
The platform offers a comprehensive suite of tools for managing the entire sales cycle, from lead generation to closing and upselling. Key features include sales pipeline management, deal tracking, activity scheduling, quote generation, and stock control. For businesses with recurring revenue models, Onpipeline provides subscription management functionalities, enabling the customization of billing cycles and automated invoice generation on renewal dates. The platform also facilitates online payments by integrating with services like Stripe, allowing customers to pay invoices directly online for both one-time and recurring charges.
To enhance user efficiency, the platform incorporates a virtual assistant named "Hey!", which provides real-time updates and guidance to help sales teams manage tasks and focus on important activities. Another distinct feature is "Representative24", an autonomous, multilingual AI chatbot that learns from a company's website and documents to handle tasks such as lead capture, appointment booking, and initial customer inquiries around the clock. The system is designed for ease of use, enabling quick setup and integration into existing business operations without requiring coding knowledge. For more technical requirements, all plans include API access to allow for custom solutions and workflow automation. The company emphasizes data security, adhering to SOC II standards and maintaining GDPR compliance.
Keywords: CRM platform, sales management, revenue operations, lead management, subscription billing, automated invoicing, online payments, AI chatbot, sales pipeline, deal management, quote management, inventory control, recurring revenue, business software, customer relationship management, RevOps, sales automation, cloud CRM, API integration, SOC II compliance