ūü•á We've been named Pipedrive's regional partner of the year! ūü•ā


  • Headquartered in New York
  • An exciting cutting edge start-up in real-estate/tech space
  • A fast start needed and immediate results expected¬†


  • Motii were brought in right from the start as the whole Intrnz team was learning and adapting to an ever-changing business plan and execution strategy¬†
  • Set-up of a ‚Äėno-touch‚Äô fully automated sales and enrollment process
  • Various lead sources all need to create Deals in Pipedrive and auto-alert salespeople
  • How to get existing lead lists into the system¬†
  • Create a fully-automated marketing process that carried the prospect through a journey over 4-weeks ending in a hot lead with a high chance of closure¬†


  • Create multiple marketing journeys integrating content from other agencies into Motii‚Äôs carefully crafted Autopilot journeys¬†
  • Create reports and dashboards for both salespeople and management for full visibility¬†
  • Import existing data from different lists into Pipedrive and then sync that data with Autopilot¬†
  • Refine and standardise custom field options so that they could be used to inform Autopilot of a prospect‚Äôs status
  • Connect external lead sources to Pipedrive for all campaigns¬†
  • Provide training on a teams basis including live sessions and video-based training manual¬†
Matt Doyle, Internz, New York. A Motii Pipedrive CRM customer.
All I can say is WOW. We hired Ben and his team for an intense 6-month project, involving a ton of in-depth sales and marketing automation. Ben and his team were the utmost professionals in how they approach everything. Their execution, their communication, their follow up. I cannot speak highly enough about the level of quality these guys deliver. Stop looking for another Pipedrive or Marketing Automation consultant...if you aren't working with Ben then you are making a mistake. Matt Doyle, Internz


  • A successful system launch with the client‚Äôs aim of handling a large (HUGE) volume of leads with minimal staffing achieved
  • Sales targets met¬†
  • Successful implementation and integration of CRM< marketing automation platform and telephony system so that email, SMS, salespeople and data all worked as one¬†
  • Sales teams across regions are able to seamlessly integrate and work together
  • Over time as more data settled in the system conversion tastes and cost per lead reduced allowing more targets marketing spend and a self-reinforcing loop that continued until COVID hit in 2020.¬†

Back to Case studies

Company profile


New York, USA
Real estate and Accommodation
Company size
5 to 10 employees
Key features
Workflow automations, Zapier, telephony, Autopilot automated marketing, multiple pipelines, data surfacing, dashboard reports ‚Äč

Latest updates

How not having a CRM can negatively impact your business

In this article, we discuss how a Customer Relationship Management (CRM) system is one of the top tools that your small business can implement and leverage to scale up your business and obtain incredible growth. Without this essential software, you run the risk of your business losing out big.

Ben Fuller

Co-founder at Motii

Why should I implement Pipedrive CRM in my business?

CRM software has proven to be a beneficial technology for businesses to increase their revenue, enhance customer retention and loyalty, improve sales teams' productivity, and empower them to provide better customer service. Your marketing team is not left out; CRM also helps to improve the effectiveness of your marketing campaigns. 

Ben Fuller

Co-founder at Motii

Contact us to start your growth journey today