OnPoint
The New Standard in Digital
Sales Workflow
From the moment your lead books a meeting, OnPoint takes over. Reminders, proposals,
e-signatures, and invoices are fully automated. Modular. On Point.
Seamless integration with all major CRM platforms.
Why OnPoint?
Everyone does cold outreach.
But what happens after the meeting is booked?
That’s where OnPoint kicks in:
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Meeting reminders via WhatsApp, SMS, or email
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One-click proposals, NDAs, and invoices
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Integrated e-signatures right after the call
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CRM sync (e.g., HubSpot, Pipedrive, Salesforce)
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Centralized communication & documentation

Built to work with the tools you already use.
Seamless integration with your existing tech stack.
How It Works

Customer books a meeting

OnPoint sends automatic reminders

Meeting happens (via Zoom/Teams/Google Meet)

Proposal & NDA are generated and sent

Customer signs instantly

Invoice is sent automatically

Everything is logged in your CRM

Fully automated. No tool-hopping.

Modular by Design Use Only What You Need
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Just e-signature? Done. (PandaDoc alternative)
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Just booking? Easy. (Calendly alternative)
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Or go all-in with the full OnPoint suite