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Webmecanik Pipeline update may 2023
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Webmecanik Pipeline update may 2023

Discover the latest updates in your Webmecanik Pipeline CRM! Our teams work is devoted to streamline your sales process and help you increase efficiency with minimal effort ? Today, we present a new feature regarding your contact and company lists ?

New Feature

Bulk Editing of Your Lists

Need to quickly select contacts or companies to modify or delete them? Now it’s possible in your Webmecanik Pipeline CRM ? Your lists previews are evolving, allowing better data management.

Select a large amount of data and change the contact owner. You can also bulk delete contacts and companies, perfect for a thorough spring cleaning of your database ?

Teaser for Upcoming Features ?

The view of your activities in your Webmecanik Pipeline calendar is currently revamping for improved ergonomics and easier use.

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An intelligent summary of your sales opportunities 🪄

Discover our new intelligent opportunity summary feature to get a clear recap of the actions to take in just a few seconds.

Feature

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How to get the most out of a sales tour?

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Geolocate your contacts and companies in Webmecanik Pipeline

Are you spending too much time organizing your sales routes or identifying opportunities around your meetings? Good news! The new contact and company geolocation feature in Webmecanik Pipeline lets you visualize the geographic distribution of your prospects on a map, optimize your travel, and improve your sales efficiency. A new view to uncover your field […]

Release – Automatic Address Filling: More Reliable Data in Just One Click!

We have good news for all Webmecanik Pipeline users: manual address entry is now a thing of the past. With our new smart address autofill feature, entering postal addresses for your contacts and companies is faster, cleaner, and free of errors. 4 Concrete Benefits for Your Daily Work A Feature That Benefits Everyone! 4 Concrete […]

Advanced Filters: get a clear and precise view of your data

Advanced filters, already available for your contacts and companies, now extend to your CRM opportunities. With advanced filters, you can refine all your data by the fields and criteria most relevant to your business. But that’s not all! With just a few clicks, you can set up your search filters and save them for easy […]