Managing sales opportunities
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
Migration to Webmecanik
Integrations
PartnersContact and company management
Bring all prospect and customer data into a single tool
Manage your prospects and contacts efficiently
Run your sales actions more easily
Contact management tool and sales tracking
To succeed in sales tracking, it’s essential to manage your contacts properly. Our CRM tool lets you manage, sort and personalize your contacts easily, so you have a healthy database to prepare your sales operations.
Prospect contact management
Bring all the data about your prospect contacts into a centralized CRM software to harmonize your follow-up and improve your results. This is where you manage your prospects to create new sales opportunities and turn them into reality.
To manage your customer follow-up operations or prospecting for new clients, you have precise selection filters and message templates to prepare your emails. All the tools a salesperson needs are available in Webmecanik Pipeline.
Automatically enrich your company data
Complete your company profiles without multiplying searches or manual data entry. Based on the company name, its SIREN or SIRET, Webmecanik Pipeline automatically finds the available information and enriches your profile with key data : SIREN, SIRET, address, NAF code, headcount, or even revenue.
Your sales teams thus get more reliable and more complete data, directly in their CRM, to better qualify their accounts and focus on their sales actions.
Contact history
Whether they are prospects or customers, you can see at a glance the full relationship history with your contacts.
If you use Webmecanik Automation as marketing automation software, you also get visibility into the behavioral history of your leads (web pages visited, emails opened and clicked, submitted forms, downloaded brochures, etc.).
Activity management
Customize the standard activities of your sales team according to your sales process and your business. In one place, store your notes from video or phone meetings. You can also automatically drop in a copy of the emails you sent to your contacts. Everyone on your team has access to the full history of your conversations!
Dynamic filters and visualization
The right prospects and contacts in a few clicks and a glance. You need to be able to display your leads based on many criteria: status, profile, assigned salesperson, etc. That’s why there are many tags and filters to help you best qualify the status of your prospects.
Create your dynamic views and save them so you can switch from one to another with ease.
Contact geolocation
Instantly visualize 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 using the filters of your choice: address, status, profile, assigned salesperson, etc.
An intelligent summary of your contacts and companies 🪄
From your contact and company profiles, AI analyzes the history of interactions and the information to highlight the key elements and generate a clear, actionable summary. In a glance, you’re ready to engage your prospect, equipped with the right information.
With Webmecanik’s CRM software, we doubled the number of leads handled by each sales representative thanks to features that enable personalization for our profession and integration into our application ecosystem, while keeping things very simple.
Jean-Charles Desmons
Admissions and Enterprise Relations Director – Groupe Emineo Education
A very practical turnkey CRM that we enjoy using at Objectif Papillon. Eager to be able to test the next features
Baptiste Garnot
Director of Development & Consulting – Objectif Papillon
I’ve finally found THE CRM that suits me! Canefora chose Webmecanik Pipeline. I was looking for a CRM: simple, ergonomic, effective. We appreciate its cost, its ease of use, and the possibilities for growth. Thanks to the addition of a CRM within Canefora, the sales team is becoming more and more structured.
Chloé Bertolini
Saleswoman – Canefora
Personalization of contact management
Create a database structure that meets the information needs of your business to drive your sales 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 for a qualification process and a successful sales cycle.
Why choose Webmecanik for contact management?
Choosing Webmecanik for contact management means making your organization simpler and accessible to everyone. With an intuitive, centralized interface, you keep a clear view of every contact: key information, activities, interactions, history… everything is grouped in the same place.
This gives you better organization, no important information is overlooked, and customer relationship management is smoother day to day.
See other features
Adopt the CRM that boosts your sales efficiency
With Webmecanik Pipeline, centralize your data, track all your sales actions, and don’t let any opportunities slip away. While giving your sales team more performance and peace of mind!