🥇 We've been named Pipedrive's regional partner of the year! 🥂

Case studies

The Finn Group


  • Australia’s leading business brokerage group 
  • Established in 2004 
  • More than 100 brokers and staff with representation in all major cities and regional areas
  • Over 50,000 registered buyers
  • Over 1000 enquiries every month 
  • Multi-faceted business with business sales, exit planning, franchise services, insurance, finance and lending all covered 


  • Finn Group were existing Pipedrive clients with some of their team using Salesforce and some using Pipedrive 
  • They were looking to move away from Salesforce entirely to streamline their business, save costs and standardise processes
  • Finn wanted to provide the same experience for all their brokers and needed their systems to be infallible 
  • A large Salesforce migration was always on the cards and everything needed to be planned with that in mind 


  • Plan long-term with a specific goal in mind (Salesforce migration)
  • Use the Pipedrive to implement Motii’s custom business broking solution 
  • Motii changes the Hierarchical setup in Pipedrive so that the system is able to be properly used for the business broking industry 
  • Continually look for solutions to technical challenges 
  • Provide video-based training manuals to all team members
  • Motii’s developers worked to provide a deeper integration to Autopilot - Finn’s marketing automation platform 
  • Fortnightly meetings between Motii and Finn management about progress and improvements (which continue to this day) 


  • Hierarchical issues were overcome with the implementation of Motii business broking API layer 
  • A successful Pipedrive/Autopilot integration that deepened the native integration between the 2 platforms 
  • A successful Salesforce to Pipedrive migration with more than 100-million individual records moved 
  • Leverage the Pipedrive API to simplify processes and ensure that the documentation, contracts and forms that prospects complete always find the right person (from more than 500,000 records)

Back to Case studies

Company profile

The Finn Group

Business Broking
Company size
100+ brokers and staff
Key features
Custom API work using the Motii Wizard, Motii's Business Broking package, Zapier, PandaDocs, Autopilot + more

Latest updates

How to Choose the perfect CRM? A Comprehensive Guide

In conclusion, choosing the right CRM is a decision for your business. It's not just a software choice; it's a move that has the potential to revolutionise your operations. Stay focused on your goals, involve your team, and take the time to explore options. 

Ben Fuller

Co-founder at Motii

A game-changing tool for financial brokers to streamline their campaign management

Experience the power of Pipedrive Campaigns to simplify and enhance your campaign management, revolutionising your marketing efforts as a financial broker.

Ben Milligan

CRM Expert

Contact us to start your growth journey today