YOUR FREE TRAINING IS READY
Discover The CRM Trusted By Builders, Subcontractors, Suppliers & Project Managers Across Australia
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
"Your licensee or aggregator may provide you with a CRM, but what they don't tell you is that a lot of these mortgage and finance CRMs are extremely limited. I had a lot of ideas in my head about how I wanted things to be systemised. What I needed was a team of experts that could help bring those ideas to life. Motii really changed the way our business operates. Now, nothing is being left to chance, and nothing is slipping through the cracks."
"We were using Excel spreadsheets to manage a high volume of referring brokers, but it wasn’t scalable. Motii’s knowledge of the finance industry and understanding of our complex processes stood out. We now have better visibility, improved collaboration, and a system that’s easy to use and saves us time. I’d definitely recommend Motii and Pipedrive to others in the financial sector."
Skip the trial and error and see how the system works for your projects in a free 1:1 demo with our team.