Webmecanik Pipeline’s Contact, Company, and Opportunity records are evolving!
Based on your feedback and your day-to-day usage, we have completely redesigned their interface to give you a clearer, more intuitive, and smoother experience.
What’s the goal? To help you find the information you need more quickly and carry out your sales actions without wasting time.
A new structure designed for your everyday work
More than just a visual update, this redesign rethinks how information is organized within your records.
Essential information is now better prioritized and grouped by use case, so you can understand the situation of a contact, a company, or an opportunity at a glance.
The moment you open a record, you’ll find a structured view organized around three main areas:
- In the header, immediately visualize the key information for your contact, company, or opportunity to understand the context at a glance.
- On the left, find the record details and all associated information.
- In the center, follow the thread of your activities and interactions, and quickly create new actions.
- On the right, access the information linked to each record: a contact’s opportunities, contacts and opportunities, relationship network, a company’s quotes and invoices, or even the stakeholders of an opportunity.
Contacts, Companies, and Opportunities: a harmonized experience
To make daily life easier for your sales teams, this harmonized redesign enhances the experience of Contacts, Companies, and Opportunities records. A shared layout and familiar cues let you move naturally from one record to another and find the right information in the right place.
So you can navigate your CRM more easily and focus fully on your sales activities.
👤 A clear view of each of your contacts
Find their contact details right away, along with their information, their company, their opportunities, and all of your interactions.
🏢 All your company information in one place
Centralize company information and find the associated contacts, opportunities, and activities more easily.
💼 Your opportunities—easier to manage
Quickly access the key information for each deal and its history so you know where things stand and can identify the next actions to take.
A new interface, without changing your habits
This redesign evolves the experience and organization of your records—not your data.
You keep your existing contacts, companies, opportunities, and histories. We’ve simply redesigned how they’re presented to make them more readable and easier to access day to day.
Less time spent searching for information, more time for your sales.
👉 Log in to discover your new records in Webmecanik Pipeline right now.
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