Manage and track your sales campaigns with ease

Managing your sales campaigns is an essential part of any company selling products or services. The Webmecanik Pipeline CRM offers advanced features to help your sales teams manage prospecting, sales follow-ups, and customer loyalty 🚀.

All actions related to your customers, prospects and opportunities are centralized, customizable and allow you to track your performance in real time. With Webmecanik Pipeline, you save time and improve your teams’ productivity while simplifying the management of your sales campaigns.

Customize and track your sales actions

Since every company has a unique sales process, Webmecanik Pipeline allows you to customize your sales activity types. Create the actions that fit your business and make life easier for your sales teams. Write meeting notes directly, organize your next appointments and schedule your sales follow-ups from your CRM… The history of your activities is visible to all members of your sales teams, quickly from the contact, company and opportunity records in your CRM.

Manage your sales prospecting from your CRM

Managing prospecting is easy with Webmecanik Pipeline. Create your prospecting lists with the filters available on your contact and company lists. Save and share your filtered views with your sales teams, and set up your sales follow-ups and customer loyalty actions.

Centralize your sales actions

View the activities related to your customers, prospects and opportunities on a single page in your CRM. Display your deadlines in a calendar or list format to track all the actions of the different members of your sales teams. Choose the information you want to display with the available filters (sales reps, dates, statuses, activity types) and create a customized view of your actions.

Manage your sales campaigns and plan your days

Stay on top of your to-do list by planning and organizing the next actions of your sales campaigns for the day, week, month or a given period. Create and modify your activities quickly in your CRM to nurture your customer relationships and track the success of your sales opportunities: prospecting, sales follow-ups, customer loyalty. Webmecanik Pipeline helps you improve your sales management and sales processes by allowing you to create new activities for every action completed.

Sync your activities with your Google and Microsoft Outlook calendars

Webmecanik Pipeline syncs with your Google or Microsoft Outlook work calendars. Plan your activities from your CRM and find your appointments directly in your calendar. Synchronization lets you display the details of your actions in the description of your event and invite contacts from Webmecanik Pipeline. A real time-saver and efficiency booster so you never miss any of your appointments and simplify your sales management!

Improve collaboration among your sales teams

Your CRM is your best ally for helping you track the actions of the entire sales team. With Webmecanik Pipeline, you have a clear view of each sales rep’s overdue, ongoing or upcoming actions. The centralization of information in your software allows you to gain efficiency and improve collaboration within your team. Plan together the activities that will help you win your next opportunities and improve your sales management!

Manage your documents easily in your CRM

Attach files to your sales opportunities or contacts in the blink of an eye. No more hassle: quickly find your documents linked to an ongoing deal and simplify your document management. With simple drag-and-drop or in one click, link a document by going to the relevant record. This is useful for attaching key information related to an ongoing opportunity, specific activities, or even a contact.

Download the Webmecanik Pipeline feature sheet

With Webmecanik’s CRM, we gained around 10% in performance. That corresponds to saving half a day per week!

Laurence Calvet
Founder and CEO – DIX DE PLUS

We have significantly increased the total value of each of our clients by more than 30% thanks to additional products and services offered at the right time to the right person.

Dominique Coquatrix
President – GESCLÉS

See other features

Adopt the CRM that boosts your sales efficiency

With Webmecanik Pipeline, centralize your data, track all your sales actions and never let another sale slip away. While giving your sales team greater performance and peace of mind!

Start now