Track your sales activities in your CRM

To be effective, sales follow-up is essential. It allows you, among other things, to have a clear view of completed and upcoming actions regarding a prospect or a customer.

Create your activities

Do you have meetings to schedule? Documents to share? Quotes to send? Or follow-ups to plan? Organize your events for each contact to keep track of all your interactions, meetings, and relevant information you want to keep.

Track your activities

Your activities are listed in your action feed, providing a clear view of everything that has happened for a contact. This is particularly useful for quickly understanding all the actions taken before preparing a sales action.

Customize your activities

You’re in control! Customize activity types to adapt them to your business or your method for tracking contacts. Call, email sending, follow-up, meeting, trip… Each new activity type can then be reused by your teams!

Your sales activity tracking everywhere, all the time

Webmecanik Pipeline makes sales follow-up easier by providing the tools to stay organized and not miss anything.

Automatic reminder and mobile tracking

For each new activity you create, you can set a reminder. Receive an email notification for each new activity created so you don’t miss anything. In addition, our CRM mobile app allows you to keep your CRM close at hand so you don’t forget anything!

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. While giving your sales team greater performance and peace of mind!

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