Q4 pipeline
NONova Dental420 tr
ANAn Phát Logistics1,2 tỷ
SƯSương Mai Tea180 tr
A clear pipeline
Stage, value, probability and next step for every opportunity.
Turn pipeline into revenue
Pipeline, activities, proposals and forecast on the same client record — so when you win, the contract and project start from that same data.
- Leads
- Companies
- Contacts
- Opportunity pipeline
- Qualification
- Sales activities
- Proposals
- Follow-up
- Forecast
- Account history
Sales & CRM
Selling with context
Proposal · Sương Mai rebrand
AI drafting slide 4/12…
8% discount · pendingOn-brand proposals
AI drafts decks from your templates and Brand Vault; discounts approved before sending.
Today
Pipeline
4.2B
Signed
1.8B
Collected
86%
A forecast you trust
Forecast reads the same records as finance, so the numbers agree.
Great alone, better together
Every area shares one data spine with the rest of onfirm.
Learn more
Frequently asked questions
Does onfirm replace our CRM?
It can run CRM workflows directly or alongside your existing CRM through API and webhooks. We pick the right setup with you in the demo.
How does AI draft proposals?
AI builds decks from your templates, Brand Vault and opportunity data. The owner edits and routes discounts for approval before sending.
Where does the forecast come from?
From pipeline, signed contracts and billing schedules — the same records finance uses, so the numbers always agree.
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.