Case study
Australia’s leading business brokerage group with more than 100 brokers and staff throughout the country
CRM
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.
Full visibility of your prospective listings and current Buyers. Pipedrive's visual CRM is a broker's dream.
Track calls, emails and contact history automatically. See your full communications history in one place.
Use Pipedrive's artificial intelligence automations to eliminate repetitive tasks and scale your business better.
Custom vendor reports that deliver live metrics to your vendors. Show them how hard you're working without lifting a finger.
Have full access to Pipedrive on the road with their market-leading mobile app.
Cutting-edge security means your clients' sensitive documents are safe and secure.
Customisation
Motii is changing the way business brokers work. Our bespoke Pipedrive API calls means the system works for your unique industry. We upgrade Pipedrive so that owners and prospects can be linked to multiple businesses. Something Pipedrive doesn't do natively. This is just one of several modifications Motii makes that redefines brokerage technology.
Take a systemised approach to selling that is scaleable. Too many brokerage firms struggle to grow beyond key staff. Motii gives you the freedom to grow while maintaining quality and service levels.
Track calls, emails and contact history exactly where you need to, and have full visibility and control of your schedule.
Automation
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.
Once you've got that listing agreement signed, sit back and relax while Motii adds it to your stocklist, updates the business status and gets you ready to sell.
Using Motii's telephony partners, you can send bulk SMS to interested parties. Or email the 'most likely' buyers the minute a listing hits the market.
Ensure your brokers send the right email or document at the right time and never miss a date. Don't let opportunities slip through the cracks.
Integration
From telephony to marketing automation and digital signing tools, we can talk you through the best options to make your business better.
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.
Create complex project management workflows for your teams, empowering you to plan, run, and track projects, processes, and everyday work.
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.
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.
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!
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!
We Exist to Make Selling Successful
Motii exists to help your business scale-up and thrive. Our team are passionate about diving deeply into your business and developing customised solutions. We then provide specialised training and support to ensure company-wide adoption and project success.
Testimonials
"Going into this project to we knew that we had a complex use case. And on top of that we were migrating data from Salesforce. The Motii team was able to take ownership of everything and guide us every step of the way. The attention to detail was fantastic. It was obvious that Motii were highly-experienced in not only in Pipedrive but also in analysing businesses and applying that analysis to building a great system. They were constantly one-step ahead when it comes to identifying potential issues. Their ability to get in and understand our systems and processes made all the difference. The Motii live training sessions and video-based training manuals ensured immediate and long-term success. This enabled our team to make the transition from Salesforce smoothly."
