A tool for tracking sales opportunities

Webmecanik Pipeline allows you to easily manage your leads and to track your sales opportunities as well as your customers at a glance. Manage and customize the information in your CRM so that it adapts to your business. Set up your conversion funnel and effectively convert your sales opportunities with targeted actions.

Sales opportunity management

With Webmecanik Pipeline, you collect information about your sales opportunities (or leads). You customize the information fields you want to appear in your opportunity record to include the essential questions in your qualification process and add all stakeholders involved in each of your opportunities. In one click, you can access all the information on the contacts and companies linked to your lead.

In addition to the usual information about your opportunities, you can add documents and track sales actions in your activity feed. This will give you a quick view of the tasks planned to convert your lead.

Customizing your sales pipeline

Your CRM sales pipeline is fully customizable. Define the stages of your conversion funnel and modify statuses in Webmecanik Pipeline. This gives you a clear view of your sales opportunities distributed across your sales cycle. Also view your sales opportunities in a monthly view, track your sales forecasts, and structure your next sales actions.

You can organize your sales opportunities according to their status or simply by tracking the evolution of your opportunities month by month.

Converting sales opportunities

Create sales actions directly in Webmecanik Pipeline for each of your leads. This way, you convert them into sales opportunities more quickly. Integrate your CRM into your daily routine and manage your opportunities in one place. This lets you track the progress of your deals, their values, their probabilities of success, as well as their expected closing dates.

Good organization is essential to keep a sales tool up to date. That is why our CRM software was designed to simplify your tasks and easily visualize what you still have left to do.

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

Tracking leads and sales opportunities

Every sales representative must actively track their leads. That is why, in addition to structuring your business opportunities, you can easily monitor your prospects and customers using the activities and information available to you: record your email exchanges, schedule actions to report what has taken place, and attach documents so you do not lose any of your exchanges.

Customer follow-up

The information on your contacts, along with their deals, available in Webmecanik Pipeline, allows you to set up customer follow-up. This customer relationship management helps you strengthen the engagement of your accounts and drive future sales. Set up regular reminders to stay in touch and ensure your customers’ satisfaction and loyalty.

With an advanced segmentation system, you can target contacts matching your criteria to prepare your sales actions!

Download the Webmecanik Pipeline feature sheet

Why choose Webmecanik for sales opportunity management?

Optimize the sales conversion of your contacts by managing and tracking your sales opportunities and your leads with the Webmecanik Pipeline CRM. Start for free today to improve your customer follow-up and drive your company’s growth.

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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 another sale slip away. While giving your sales team greater performance and peace of mind!

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