Webmecanik Pipeline CRM Mobile Application

Take your CRM with you, everywhere

Available on Android and iOS platforms, the Webmecanik Pipeline mobile CRM application is available to all our PRO users. Access your CRM information anytime, anywhere. Find details about your contacts, companies, activities, and ongoing opportunities. Designed specifically for the needs of traveling salespeople, our application includes all the essential features to make your business trips as pleasant as they are efficient.

Personnalisez et suivez vos actions commerciales

Puisque chaque entreprise a un parcours de vente unique, Webmecanik Pipeline vous permet de personnaliser vos types d’activités commerciales. Créez les actions qui collent à votre business et simplifiez la vie de vos équipes commerciales. Rédigez directement les comptes rendus de vos réunions, organisez vos prochains rendez-vous et programmer vos relances commerciales depuis votre CRM… L’historique de vos activités est visible par tous les membres de vos équipes commerciales, rapidement depuis les fiches contacts, entreprises et opportunités de votre CRM.

Instantly access your key information

Access your company and contact data in moments. The Webmecanik Pipeline Mobile CRM application is designed to facilitate access to your database of clients and prospects. Easily navigate from one tab to another to find the information available in your CRM.

Follow your sales opportunities

Your sales opportunities at your fingertips! View and manage your opportunities in real time, directly from your contact or company file with the Mobile CRM application. It’s the perfect tool to help salespeople follow the evolution of their business at any time.

Gérez votre prospection commerciale depuis votre CRM

La gestion de la prospection est facile avec Webmecanik Pipeline. Créez vos listes de prospection avec les filtres disponibles sur vos listes de contacts et entreprises. Sauvegardez, partagez vos vues filtrées avec vos équipes commerciales et mettez en place vos relances commerciales et vos actions de fidélisation client. 

Centralisez vos actions commerciales

Visualisez les activités liées à vos clients, prospects et opportunités sur une même page dans votre CRM. Affichez vos échéances dans un calendrier ou sous un format liste pour suivre l’ensemble des actions des différents membres de vos équipes commerciales. Choisissez les informations que vous souhaitez voir apparaître avec les filtres disponibles (commerciaux, dates, statuts, types d’activités) et créez une vue personnalisée de vos actions. 

Create and follow your activities directly on your Mobile CRM

Stay up to date with your ongoing activities through precise tracking of their status, and adjust your actions based on their progress. The mobile CRM application also allows you to create activities wherever you are, ensuring perfect continuity with your office work.

The Mobile CRM: comfort of use and productivity

Instant action commands make daily task execution straightforward.

The Mobile CRM: comfort of use and productivity

Instant action commands make daily task execution straightforward.

Access, click, call!

Do you want to manage your professional directory directly on your mobile? With your Mobile CRM application, access your phone numbers and call your contacts directly!

Save time on your emails

Sending emails is simplified:  with a single click, you can launch your email directly from a contact’s profile. The application automatically launches your default email client.

Améliorez la collaboration de vos équipes commerciales

Access, click, call!

Do you want to manage your professional directory directly on your mobile? With your Mobile CRM application, access your phone numbers and call your contacts directly!

Save time on your emails

Sending emails is simplified:  with a single click, you can launch your email directly from a contact’s profile. The application automatically launches your default email client.

Ease your travels

Can’t remember your meeting address? Launch Google Maps right from your phone to get to your appointment without any hassle. »