Case study

The Finn Group

Australia’s leading business brokerage group with more than 100 brokers and staff throughout the country

CRM

Pipedrive CRM

B2B selling has unique needs. Choose a CRM that's tailored to you, optimised by Motii & powered by Pipedrive

A CRM solution that allows you to focus on what's important. Get more listings and close more deals with Motii's custom Pipedrive business broking CRM that gets results.

Why Pipedrive?

DEALS

Manage leads and deals

Full visibility of your prospective listings and current Buyers. Pipedrive's visual CRM is a salesperson's dream.

Comms

Track communications

See all your communications history in one place. Easily track calls, emails and contact history automatically.

Efficiency

Automate and grow

Use Pipedrive's artificial intelligence automations to eliminate repetitive tasks and scale your business better.

Reporting

Insights and reports

Custom reports that deliver you the live metrics you need to make crucial business decisions.  

apps

Mobile apps and integration

PIpedrive's mobile app is no.1 ranked amongst CRM apps in Google Play and the App Store.

Security

Privacy and security

Security comes first with Pipedrive. This means your customers' sensitive documents are always safe and secure.

Customisation

Pipedrive Customisation

We tailor Pipedrive for B2B business

Motii and Pipedrive are changing the way B2B businesses use technology. Our bespoke Pipedrive API client, the Motii Wizard, means we have more tolls at our disposal to build your the system you need. Motii can customise Pipedrive to your exact requirements. Whether it is a custom Xero integration or reporting that brings together numbers from all of your software into one easy to read platform, Motii is able to customise your system for you.

Tailored CRM 

Benefit

Sell more, more easily

Take a systemised approach to selling that is scaleable. Too many B2B businesses struggle to grow beyond key staff. Motii gives you the freedom to grow while maintaining quality and service levels.

Benefit

Powerful reports

Track calls, emails and contact history exactly where you need to, and have full visibility and control of your salespeople. Analyse what is working and what is not.

Benefit

Custom integrations

Motii's experienced development team provide custom integration services. From Xero to Autopilot to JustCall and Service M8, Motii have provded custom solutions to hundreds of clients across a full range of software.

Automation

Workflow Automations

Scale your business by putting success on autopilot

Put frequent tasks on autopilot while ensuring your brand and levels of service are consistent. Growing need not be a pain. Adopt the Motii system and see the results.

Common automation

Deals

Automate deal flow

Once you've got that contract signed signed, sit back and relax while Pipedrive updates the customer status, wins the deal, moves the deal to the correct pipeline and stage and lets you concentrate on closing the next deal.

Comms

Automate email & SMS

Using Motii's telephony partners, you can send bulk SMS to interested parties. Or email the 'high value' clients the moment a new feature or product hits the market.

Followups

Automate and grow

Ensure your salespeople send the right email or document at the right time and never miss a date. Don't let opportunities slip through the cracks.

Integration

Integrated

Our partner integrations are hand-picked to optimise your selling experience

We can talk you through the best options to make your business even better. From telephony to marketing automation and digital signing tools, Motii knows what works well with Pipedrive.

Popular integrations

Calls & SMS

Just Call

A flexible cloud-based phone system for your sales and support teams that is integrated so that you can see your entire communication history with a client in one spot.

MArketing

Autopilot

A master of visual marketing with a native Pipedrive integration and an additional API boost that gives sales super power to this already amazing product.

Document signing

PandaDoc

The easiest way to send, receive and manage legally binding electronic signatures. Get mobility, reliability, and ease of use you need to digitally transform your business.

pipedrive api client

Motii Wizard

The Moti Wizard is an API client built by Motii. It allows you to customise Pipedrive to your exact requirements without lengthy and costly development work. With the Wizard the hard work is done.

Password Management

Lastpass

The top password manager & safe vault because we believe in your security. Logins are needed quickly + safely. And for you your passwords will always be remembered - Bonus!

API

Zapier

A 'no-code' integration tool that allows two or more apps to talk to each other, automating repetitive tasks or pushing data from one place to another. It is like the internet's glue!

Why Motii?

Motii exists to help your organisation scale-up and thrive. Our team of Pipedrive expert consultants are passionate about diving deeply into your business and developing customised solutions. We then provide expert Pipedrive training and support to ensure company-wide adoption and project success.

Testimonials

"All I can say is WOW. We hired the Motii team for an intense 6-month project involving a ton of in-depth sales and marketing automations. They were all the utmost professionals in how they approached everything. Their execution, their communication, their follow up. Everything."

Matt Doyal, Intrnz, New York City, USA

Speak to us and begin your growth journey today