Sales opportunity management
Contact and company management
CRM AI
Email archiving
Reporting and statistics
Mobile CRM Application
Sales activity tracking
Email templates
Sales targets
Geolocation of contacts and companies
Centralize your data
Sales Forecasting
Save time
Improve my sales performance
Integrations
Migration to Webmecanik
PartnersEmail archiving
Automatically archive your email conversations
Centralize all your exchanges in one place
Have a complete history for each contact
Automatic email archiving
Imagine a world where all your email exchanges with your contacts appear as if by magic in your CRM, in the right place. Can you picture it? No, you’re not dreaming, Webmecanik Pipeline did it for you.
My contact is already in my CRM
Do you have meetings to schedule? Documents to share? Quotes to send? Or follow-ups to plan? Organize your events for each contact so you can keep track of all your interactions, meetings, and relevant information you want to keep.
My contact has not been created yet
Does your contact not exist in your CRM? Don’t panic! You can choose to create a new contact based on the email address automatically. This way, you save time when creating your contact.
The benefits of email archiving in your CRM
Email archiving allows you to save time and centralize as much information as possible about your contact. This helps you focus on what matters most by bringing together the information needed to prepare your sales actions.
Is a team member absent? You benefit from the full history of exchanges to keep the project moving smoothly. Thus, depending on the activities and opportunities related to your contact, the communication history will be very useful for understanding the sales approach to adopt.
See other features
Adopt the CRM that boosts your sales efficiency
With Webmecanik Pipeline, centralize your data, track all your sales actions, and never let another sale slip through your fingers. All while giving your sales team greater performance and peace of mind!