As a thank you for registering, you’re entitled to a free 1:1 walkthrough with our team. We’ll show you exactly how to:
Map your tendering and project workflows
Connect the tools you already use (ServiceM8, Simpro, Procore, AroFlo, NetSuite)
Automate quoting, approvals & forecasting
By the end of this training, you’ll know how to:
Track every stakeholder (architects, contractors, suppliers, consultants) with full visibility across projects
Manage multiple tenders per project without blowing up your forecasts, using Motii’s project + tender pipeline setups
Automate the admin from quoting and document generation to cloud folder creation (OneDrive, SharePoint, Google Drive)
Use smart API-powered tools like stakeholder syncing and ancillary contact management to capture the reality of how projects run
Unlock advanced reporting that shows conversion rates by competitor, contractor, region, and project size — so you know where to focus your effort
"Motii have been incredible to work with. They helped us merge 40+ Pipedrive accounts into one seamless global CRM, refined our sales process, and provided fantastic training. Their ongoing support is amazing, no question is ever too small, they’re always lovely to deal with, and they somehow make even the most complicated requests look easy. I couldn’t recommend them more highly!"
"Motii helped us migrate from Excel into Pipedrive, unifying our Singapore and Malaysia teams while tailoring a separate solution for Australia. Their custom API work, filters, and reporting tools gave us the visibility we needed, while training and video resources made adoption seamless. Thanks to Motii, we now have a scalable system that delivers clarity, efficiency, and confidence across regions."
Skip the trial and error and see how the system works for your projects in a free 1:1 demo with our team.