Track to understand better

Behavior history is valuable in many ways. It lets you see past interactions and understand your relationship level with a contact. This can help you better anticipate closing a deal or understand recent interactions for follow-up, because logging activities in your CRM helps you get well prepared.

CRM database

Contacts, companies, activities, opportunities and histories—centralize your sales data in one place

Activity history in your CRM

Your CRM activities, such as follow-ups, meetings, signed quotes, documents, etc., are automatically pulled in. Check your activity feed to access past actions with your contact. This will be especially useful to prepare your future sales activities.

Email history in your CRM

Thanks to our email archiving option, you can automatically keep all email exchanges with a contact. Simply add an address in blind copy (BCC) and you’re all set!

Change history in your CRM

All changes related to your contacts or companies are recorded. Field value changes, deletions, or any other interaction are logged to make it easier to understand events when needed.

Voir les autres fonctionnalités

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!

Start now

Interaction history