Case study

The Finn Group

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

CRM

Pipedrive CRM

Business Broking is a unique industry. 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 broker's dream.

Comms

Track communications

Track calls, emails and contact history automatically. See your full communications history in one place.

Efficiency

Automate and grow

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

Reporting

Insights and reports

Custom vendor reports that deliver live metrics to your vendors. Show them how hard you're working without lifting a finger.

apps

Mobile apps and integration

Have full access to Pipedrive on the road with their market-leading mobile app.

Security

Privacy and security

Cutting-edge security means your clients' sensitive documents are safe and secure.

Customisation

Pipedrive Customisation

We tailor Pipedrive for business brokers

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.

Tailored CRM 

Benefit

Sell more, more easily

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.

Benefit

Powerful vendor reports

Track calls, emails and contact history exactly where you need to, and have full visibility and control of your schedule.

Benefit

Listings uploader

Motii's integration with listings portals saves time and money. Upload a single business listing to multiple portals using the data already in Pipedrive.

Automation

Workflow Automations

Scale your business

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 listing agreement signed, sit back and relax while Motii adds it to your stocklist, updates the business status and gets you ready to sell.

Comms

Automate email & SMS

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.

Followups

Automate and grow

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

Integrated

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

From telephony to marketing automation and digital signing tools, we can talk you through the best options to make your business better.

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.

Shared inbox

Helpwise

Handle every customer conversation from a single shared inbox. Make it easier for your team to make your customers happier. In a nutshell, it's feature loaded & made-for-business.

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

"The current system is specifically tailored to our needs, which in return creates more sales seamlessly. Having workflows, processes and a dashboard that tracks KPIs and performance in one system is absolute gold. The reporting information we can send to the vendors is vital in us getting results. Whether it's us educating the vendor on price or realising our enquiries are coming from a specific source that we can target.
Motii are truly the experts. They will listen to your goals and objectives and make them a reality. As technology is rapidly evolving so will your CRM with the Motii team."

Jamie Vibert
Town Group
Sunshine Coast, QLD 
Australia

Speak to us and begin your growth journey today