Gestion des opportunités commerciales
Gestion des contacts et sociétés
Intelligence artificielle (IA CRM)
Archivage des emails
Reporting et statistiques
Application CRM Mobile
Suivi des activités commerciales
Modèles d’emails
Objectifs commerciaux
Géolocalisation des contacts et sociétés
Centraliser ses données
Prédir ses ventes
Gagner du temps
Développer ses performances commerciales
Intégrations
Migration vers Webmecanik
PartenairesAll features
Get an at-a-glance view of everything our CRM can do to accelerate your sales and maximize your ROI.
A clear view of the sales pipeline
All your opportunities are centralized and organized by stage of the sales cycle. At a glance, you can see the status of each prospect, the actions already taken and those to come, for precise and structured tracking.
Personalized and tailored follow-up
High-potential prospects are easily identified and their progress is tracked throughout the cycle. Your teams know exactly where they stand and which sales actions have been carried out, enabling relevant and effective follow-ups.
Simplified management
Plan, track, and adjust your sales actions with ease. Centralized management of the pipeline and activities streamlines the process and helps your teams maximize their performance.
A centralized contact database
All information about your contacts and companies is grouped in one place: contact details, interaction history, custom data… Everything is quickly accessible for smooth and structured tracking.
Personalized and relevant interactions
In-depth knowledge of each contact enables you to deliver communications tailored to their profile and behavior. All interactions are centralized and tracked directly in the CRM and the contact record, making your sales exchanges more relevant and strengthening customer relationships.
Increased efficiency for your teams
With all data at your fingertips, you can filter your contacts, create dynamic views and save them for in-depth searches. Your teams save time on information gathering and can focus on high-value actions, while ensuring consistent and effective communication.
All your communications at your fingertips
Every email exchange with your prospects or customers is automatically archived in the CRM. No more searching through multiple inboxes—everything is centralized and accessible.
Simple and reliable tracking
Teams can view the complete interaction history to prepare follow-ups or meetings, with a clear view of the context and priorities.
A global and concise view
All your opportunities, activities, and sales performance are gathered in clear and intuitive tables and charts. You get a complete view of the pipeline and your teams’ actions, to quickly track the progress of each opportunity and completed tasks.
Detailed, actionable insights
Each metric can be explored to identify strengths and areas for improvement. You gain deep understanding of what works, what needs adjustment, and how to optimize your sales strategies, with reliable data to guide your decisions.
Efficient, collaborative management
CRM reporting facilitates coordination between teams and provides transparency on performance. Managers and sales reps have clear information to adapt their actions, prioritize prospects, and improve overall productivity, while maximizing your sales results.
Your data everywhere, all the time
Contacts, opportunities, and activities accessible from your smartphone. Information is always up to date and available even on the go.
Boosted responsiveness in the field
Sales reps can take notes, track prospects, and update the CRM in real time, without waiting to return to the office. Responsiveness becomes an asset for every interaction.
Maximized opportunities
Your teams stay connected and efficient, even remotely. Client follow-up takes place in real time, and every exchange becomes a concrete opportunity to move the sales process forward.
Clear and transparent organization
All tasks, appointments, and follow-ups are grouped into a calendar and activity lists accessible to everyone. Teams see exactly what is planned and what has been completed, ensuring smooth coordination.
Smooth, collaborative planning
Activity creation is customizable to your needs: calls, emails, follow-ups, meetings, etc. Each member can plan, track, and update their actions in real time, reducing duplicates and avoiding oversights.
Enhanced sales performance
Thanks to centralized information, each team has an overview of past and upcoming actions. Automatic reminders and synchronization with Google or Outlook calendars make tracking easier, even on the move, ensuring optimal responsiveness.
Professional emails in one click
Access a library of templates suited to all your sales communications. Save time without sacrificing quality or style.
Messages tailored to each prospect
Each template can be adapted to the recipient’s profile and needs with built-in variables, to create impactful and engaging messages.
Everyday time savings
No need to draft every email after a meeting or to follow up with a prospect: your message is already ready to send, effective and professional.
Clear goals for everyone
Set monthly and annual goals for each team member with a concise view in the CRM. Everyone knows exactly what they need to achieve and can track their progress in real time.
Long-lasting motivation for your teams
Visibility on goals strengthens sales reps’ engagement and helps them focus on key actions to reach their targets.
Simplified management for managers
Managers have a complete view of team performance, enabling them to quickly adjust sales actions and manage goals effectively without extra effort.
Accurate mapping of your contacts
View your contacts and companies directly on a map to better understand their distribution and plan your sales actions.
Optimized sales routes
Plan your appointments and interventions based on the proximity of prospects. This geographic approach lets you maximize the efficiency of your trips and reduce downtime.
Precise geographic targeting
Segment and target your sales actions by area and profile. This geographic segmentation helps you target your prospects more precisely, increasing the impact of your interactions.
A clear, instant view of every opportunity
AI automatically analyzes the information in your opportunity records (notes, activities, exchanges, history) and turns it into a clear, directly actionable summary. At a glance, your teams understand the context, the stakes, and the next actions to take.
Better-prepared sales interactions
Thanks to intelligent CRM data summarization, your sales reps arrive at meetings with the right information at the right time. They are better prepared, more relevant in their speaking points, and more comfortable moving the discussion forward.
Time savings in opportunity follow-up
CRM AI reduces the time spent searching for information and reconstructing a prospect’s history. Your teams can focus on what truly creates value: understanding needs, engaging with prospects, and advancing sales.
Choose the CRM that saves you time… and wins you clients
With Webmecanik Pipeline, centralize your data, track all your sales actions, and never let a sale slip away again. All while giving your sales team more performance and peace of mind!