Pipeline Features
Customizable CRM

Customizable CRM

Customize your CRM to reflect your company Customize your CRM to reflect your company
Customize your contact, company, and opportunity fields Customize your contact, company, and opportunity fields
Customize your sales actions Customize your sales actions
Gestion des contacts et sociétés - Pipeline

A customizable CRM for your business

With Webmecanik Pipeline, you can customize your CRM so that it perfectly meets your needs.

Field customization

You can customize your fields in your company, contact, or opportunity records. This is very useful when you need to enter additional qualification information.

Adding tags

You can easily add tags to each record to quickly mark a contact and find the information later. Tags are a simple tool to organize your contacts.

Filter by your customizations

All the customizations mentioned above are available for advanced filter-based search, allowing you to segment based on newly created fields or added tags. This lets you go further with personalization

customizable fields

A customizable CRM for your actions

In addition to creating new fields or tags, you can also customize the statuses of opportunities and new activities.

Customizable pipeline

Adding opportunity statuses

Opportunity statuses help you sort your sales opportunities according to your conversion funnel. For example, you can use states such as New, To contact, Contacted, Proposal sent, Negotiation in progress, Project signed, or customize them according to your own stages.

Adding new activities

You can create new types of activities based on your needs. This feature is particularly useful for customizing templates to match your business activities.

Adopt the CRM that boosts your sales efficiency

With Webmecanik Pipeline, centralize your data, track all your sales actions, and never let a deal slip away. All while giving your sales team more performance and peace of mind!