Sales management is an essential part of any business selling products or services. Webmecanik Pipeline CRM offers advanced features to help you manage the activities of your sales team and gain efficiency 🚀.
All actions related to your customers, prospects and opportunities are centralised, customizable and allow you to follow your performance in real time. With Webmecanik Pipeline you save time and improve the productivity of your team while simplifying your sales management.
Personnalise and tracks your sales actions
Since every company has a unique sales journey, Webmecanik Pipeline allows you to customise your sales activity types. Create actions that fit your business and simplify the life of your sales team. Write reports of your meetings, organise your next appointments and schedule your follow-ups from your CRM… The history of your sales activities is visible to all members of your team quickly from the contacts, companies and opportunities pages of your CRM.
Centralise your sales activities in one place
View activities related to your customers, prospects and opportunities on a single page in your CRM. Display your deadlines in a calendar or list format to keep track of all the sales actions of your team members. Choose the information you want to see with the available filters (owner, dates, status, activity types) and create a custom view of your actions.
Manage your sales actions and plan your days
Be up-to-date with your to-do list by planning and organising your next sales actions for the day, week, month. Quickly create and modify your activities in your CRM to feed your customer relationships and track the success of your business opportunities. Webmecanik Pipeline helps you improve your sales management and sales processes by creating new activities for every action you take.
Synchronise your activities in your Google and Microsoft calendars
Webmecanik Pipeline synchronises with your Google or Microsoft Outlook, Exchange and 365 business calendars. Plan your activities from your CRM and find your meetings directly in your calendar. Synchronisation allows you to display the details of your actions in the description of your event and to invite contacts from Webmecanik Pipeline. A real time and efficiency saver to avoid missing any of your appointments and simplify your commercial management!
Improve your sales team's collaboration
Your CRM is your best ally to help you monitor the actions of your entire sales team. With Webmecanik Pipeline, you have a clear vision of the overdue, ongoing or upcoming actions of each of your sales collaborators. The centralization of information in your software allows you to gain efficiency and improve collaboration within your team. Plan together the activities that will help you to win your next opportunities and improve your sales management!
