Conduct your sales tracking in your CRM
Effective sales monitoring is vital for success. It gives a clear overview of past and future actions for each prospect or client, ensuring you maintain control of your sales process.
Create your activities
Do you need to schedule meetings, share files, send quotes, or plan follow-ups? Organize events for each contact to keep a record of all interactions, meetings, and relevant details.
Track your activities
All your actions are recorded in an activity log, providing a complete overview of everything that has occurred with a contact. This feature helps you quickly grasp prior activities before planning your next sales step.
Customize your activities
You control the activity types. Customize them to fit your business needs or preferred contact tracking. Create new types for calls, emails, follow-ups, appointments, or site visits. Your team can reuse them consistently.
Your sales tracking, anywhere, anytime
Webmecanik Pipeline simplifies sales tracking by providing tools to stay organized and ensure nothing is overlooked.
Automatic reminders and mobile tracking
For every activity you create, you can set a reminder to receive email notifications and ensure you never miss a task. Additionally, our CRM mobile app gives you access to your CRM on the go, keeping your sales process seamless and up-to-date wherever you are.
