Case study

Novatti

Novatti is an ASX listed company with more than 100 staff. They operate in more than 50 countries around the world.

CRM

Pipedrive Payments CRM

Capture all your Products, Channels and Acquiring Models in a CRM that's tailored to you

ASEAN's largest finance and payments companies trust Motii to develop systems and provide training for their teams. Motii's revolutionary coaching programs have delivered results with multi-national implementations, taking in more than 10 countries and hundreds of staff.

Why Pipedrive?

DEALS

Manage leads and deals

As well as integrating your current sales channels, Motii sets you up to get your hot leads pushed straight into your sales pipelines. 24/7 from your custom AI-powered chatbot and live chat.

Comms

Track communications

Cross-selling and up-selling is crucial in payments and Pipedrive allows you to easily track calls, emails and contact history and have them exactly where you need to and have full visibility across teams.

Efficiency

Automate and grow

Finance is high-volume and high-pressure. Eliminate busy work by automating repetitive administrative tasks and learn from AI.

Reporting

Insights and reports

Deep dive into metrics customised for your business and measure company performance against set goals. Rely on Pipedrive's internal reports or Motii's custom external reports capability.

apps

Mobile apps and integration

No matter if your team is in the office or on the road, they'll always be connected with Pipedrive's world-class mobile app.

Security

Privacy and security

Security is paramount in the payments industry. Pipedrive provides for a myriad of security options that meet every need.

Customisation

Pipedrive Customisation

Leverage the Pipedrive API to build a superior payments CRM

Payments and finance aren't your run-of-the-mill industries. And an off-the-shelf CRM often doesn't cut it. This is where our team of developers comes in to build you what you need. No CRM does everything, but with the Motii Wizard (API layer), we can make Pipedrive do the impossible.

Tailored CRM 

Motii Wizard

Use the power of the API

Whether you need to determine annual transaction volumes, collate product types across different sales, or push data to a transaction calculator - the Motii Wizard makes it possible.

EXPERIENCED PIPEDRIVE DEVELOPERS

Custom Integrations

Bespoke development linking your existing platforms and gateways is possible. Just give Motii the details and we'll get researching.

Tailored reporting

Track targets across teams

If Pipedrive's brilliant internal reports and dashboards can't do everything you need, Motii can extract and compile Pipedrive data and combine it with your external numbers.

Automation

Workflow Automations

Put frequent tasks on autopilot to save time and work

Push 'Won Deals' to your delivery and onboarding pipelines, create-auto tasks for team members in the lead-up to Go Live. Ensure risk and legal get the right information at the right time.

Common automation

Deals

Move Won Deals into Delivery

The moment a contract is signed, your onboarding team is notified and can swing into action. The deal is moved to their pipeline and the delivery process starts.

Comms

Alert risk and legals

Ensure the right departments get alerted at the right time for new signings, Go Lives and project management.

Followups

Touch clients at the right time

Sales cycles can be elongated in payments. Stay in touch without effort using automations. Or set reminders to follow-up based on key dates or milestones.

Integration

Integrated

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

Payments and finance require a myriad of different NDAs, contracts, and agreements. Motii can guide you to the most suitable digital signing tool as well as other integrations suitable for your industry.

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

"Ben and his team took our complex systems and simplified them while driving adoption across our worldwide team. The Motii live training sessions and video-based training manuals ensured immediate and long-term success. They understand the payments industry and added value to every step of the process."

Adel Shanin, ‍Novatti Group Melbourne, Australia

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