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
PartnersContact and company management
Bring together prospect and customer data in a single tool
Manage your prospects and contacts efficiently
Carry out your sales actions more easily
Contact management and sales tracking tool
To succeed in sales tracking, it is important to manage your contacts well. Our CRM tool allows you to manage, sort and customize your contacts easily, so you have a clean database to prepare your sales operations.
Prospect contact management
Bring together all the data about your prospect contacts in a centralized CRM software solution to streamline your follow-up and improve your results. This is where you manage your prospects to create new business opportunities and bring them to fruition.
To manage your customer follow-up or new customer prospecting operations, you have precise selection filters and message templates to prepare your emails. All the tools a salesperson needs are available in Webmecanik Pipeline.
Contact history
Whether they are prospects or customers, you can see at a glance the entire relationship history with your contacts.
If you use Webmecanik Automation as your marketing automation software, you even get visibility into the behavioral history of your leads (web pages visited, emails opened and clicked, forms submitted, brochures downloaded, etc.).
Activity management
Customize your sales team’s standard activities according to your sales process and your business. In one place, store reports from your video or phone meetings. You can also automatically attach a copy of the emails you have sent to your contacts. Anyone on your team has access to the full history of your exchanges!
Dynamic filters and views
The right prospects and contacts in just a few clicks and at a glance. You need to be able to display your leads according to many criteria: status, profile, assigned sales rep, etc. To help you do that, numerous labels and filters are available to help you qualify the status of your prospects as accurately as possible.
Create your dynamic views and save them to switch from one to another with ease.
Contact geolocation
Instantly view and identify the geographic distribution of your high-potential prospects and customers. Whether to optimize your sales travel or quickly activate local opportunities, you can refine your searches with the filters of your choice: address, status, profile, assigned sales rep, etc.
With Webmecanik’s CRM software, we have doubled the number of leads handled per salesperson. This improvement is possible thanks to features that allow customization to our industry, integration with our application environment, all while maintaining great simplicity.
Jean-Charles Desmons
Director of Admissions and Corporate Relations – Emineo Education Group
A very practical CRM that we like to use in our agency. I can’t wait to test the next features!
Baptiste Garnot
Development & consulting director – Objectif Papillon
I finally found THE CRM that fits my needs! I was looking for a simple, ergonomic, efficient CRM and our agency chose Webmecanik Pipeline. We appreciate its cost, its ease of use and the evolution possibilities. With the introduction of Webmecanik Pipeline in Canefora, our commercial service is becoming more and more structured!
Chloé Bertolini
Sales – Canefora
Customized contact management
Create a database structure that matches the information required for your business to bring your business opportunities to fruition. Use unlimited custom fields to collect and organize information about your contacts and companies.
Make certain fields mandatory when they are essential to a successful qualification process and sales cycle.
Why choose Webmecanik for contact management?
Choosing Webmecanik for contact management means making your organization simpler and accessible to everyone. Thanks to an intuitive and centralized interface, you keep a clear view of each contact: key information, activities, interactions, history… everything is grouped together in one place.
This gives you better organization, ensures no important information is overlooked, and makes your day-to-day customer relationship management smoother.
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 away. All while giving your sales team greater performance and peace of mind!