Webmecanik Pipeline presents 🥁 one of the new key features of your favorite CRM: the centralization of your sales activities management!
No more browsing between your contacts and opportunities pages to find your upcoming actions... The management of your sales activities in Webmecanik Pipeline evolves and makes your life easier 🙌 ! From now on, you can plan, organize your commercial management in one place in your CRM and, manage your to-do list more efficiently. Discover THE new feature of this beginning of the year 😍.
Your business activities now in a single page!
In Webmecanik Pipeline you can now view all activities related to your customers and opportunities at a glance 👁️👄👁️. With this new feature, create and organize your prospecting and sales management tasks in one place.
Personalize the display of your action list to suit your needs. Sort and filter your activities to show only what you are interested in: type of activity, contact owner, status or date of the activity.
Plan your next sales actions and organize your weeks
View your upcoming, completed, overdue activities and keep up with your to-do list ✅! The new activity view in Webmecanik Pipeline helps you plan and organize your next actions of the day, week, month. Accelerate your sales prospecting or nurture your customer relationship by defining activities for each of your contacts. We are your best ally to reach your goals 😎.
Improve the collaboration of your sales team
Gain efficiency by having a clear vision of your sales team's activity pipe. With the activity list in Webmecanik Pipeline, you can see the tasks of each member of your team.
Save time collaborating on your opportunities and scheduling your team's activities directly in your CRM. Say goodbye to information lost in emails or chat tool (special mention to the free version of Slack 👋).
The Activities feature on Webmecanik Pipeline has not finished to surprise you 😎 our developers are already working on functional improvements to be even more efficient in your business management. You will soon be able to modify or delete activities and create actions automatically after the completion of an activity... No more spoilers 🤫 see you early March to discover these new features!
