CRM database

Manage your contacts and companies efficiently

Build your CRM database

Centralize your data in one place

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Gestion des contacts et sociétés - Pipeline

Your business contacts at your fingertips

Simply log in to your CRM tool to manage your contacts, whether prospects or customers. Webmecanik gives you two entries: contacts and companies to build your CRM database.

Interaction history

Emails, calls, meetings, shared documents—view interactions with your contacts at a glance.

Relationship network

Establish links between companies. The relationship network aims to map precisely the links between organizations. It enables clear and reciprocal relationships between companies, for example company A “has as a client” company B, which automatically records company B as “being a client of” company A. This intuitive approach ensures data integrity and makes your CRM easier to use.

Qualify well to segment well

Create custom fields on your contact records easily! All qualification information is essential for processing data later. For example, you can add a field “Interests” and complete it for each contact based on a specific product. This way, you can perform a specific search of all contacts with a particular attribute!

Advanced filters and searches

Whether you’re preparing a prospecting action or simply want to segment part of your contacts, you can do it with an advanced filtering system. You can filter addresses, tags, custom fields, or any information in your contact and company records. You can perform cross-searches, for example by finding all companies with an open opportunity and with contacts showing a specific interest by creating a custom field.

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Adopt the CRM that boosts your sales efficiency

With Webmecanik Pipeline, centralize your data, track all your sales actions, and never let a sale slip away again. While giving your sales team more performance and peace of mind!

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