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Pipedrive Customisation

Customised CRM implementation and setup for finance brokers

At Motii, we understand that no two financial businesses are the same. That's why we offer customised implementation and setup services. From automated SMS, telephony integration to fully integrated and digitised application, fact-finder and referral forms, Motii knows your industry and what it takes to drive growth. Our expert team will work with you to ensure a seamless integration of Pipedrive CRM with your aggregator, website, telephony and other existing systems and processes. Within a matter of weeks you'll be converting more leads with less effort

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Automation

Automated workflows and streamlined sales processes

Pipedrive CRM and Motii can help you automate routine tasks, allowing you to focus on more high-value activities. Whether you need to automate application submissions, lead capture, follow-up reminders, or deal tracking, our system has you covered. With Pipedrive CRM and Motii, you'll have a powerful tool that makes it easy to manage your sales pipeline and drive revenue growth. Say goodbye to manual processes and hello to a more efficient, effective sales process with Pipedrive CRM and Motii.

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Integrations

Integration with existing software and tools

At Motii, we know that financial businesses have a variety of systems they rely on to manage their operations. That's why we can  offer seamless integration with your existing software and tools. Motii with with Fintelligence (Ambition Cloud), Viking, Mercury Nexus and others to nesure your systems connect. Whether you need integration with your website, aggregator, application form, Outlook or Gmail, SMS and more. We've got you covered. With Pipedrive CRM and Motii, you'll have a fully integrated finance broker CRM  that meets all your business needs.

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Insights and reports

Real-time insights and analytics to help you make data-driven decisions

Pipedrive CRM offers real-time insights and analytics to help you make informed decisions about your sales pipeline. You'll have access to real-time data on your sales activities, deal progress, and overall performance. You can use this information to identify trends, pinpoint areas for improvement, and make data-driven decisions that drive revenue growth. Our Insights tools provide you with the visibility you need to stay on top of your sales pipeline and make informed decisions about your business. With Pipedrive CRM and Motii, you'll have a powerful tool that gives you the information you need to succeed as a finance broker

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Client data collection

Easily capture your clients data right into the CRM

We've made it easy to capture your clients' data directly into Pipedrive CRM. With our streamlined data capture process, you can quickly and easily import application submissions, contact information, financial data, and other critical details directly into the CRM, allowing you to better manage your client relationships and close more deals. Say goodbye to manual data entry and hello to a more efficient, effective sales process with Pipedrive CRM and Motii.

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Expert help

Expert guidance and support from experienced Pipedrive consultants

We know that implementing and managing a new CRM system can be challenging for any business. That's why we provide expert guidance and support from experienced Pipedrive consultants to help you every step of the way. Our team has years of experience working with financial businesses just like yours, and we're committed to helping you achieve your sales goals. Whether you need help with initial setup, ongoing support, or advanced features, our team is here to provide the expertise you need to succeed.

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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, ‚ÄćNovatti Group Melbourne, Australia

Let’s talk about your goals

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