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Case study

Realista Real Estate

An already successful agency needed better systems to handle their growth phase

CRM

Pipedrive CRM

Choose a CRM that's tailored to you, optimised by Motii & powered by Pipedrive

Motii turns Pipedrive CRM from a generalist CRM into a Property Deveopment powerhouse. We modify Pipedrive so that it is truly a developers CRM. Covering property development, over 55's living and residential aged-care sales, Motii is the perfect industry solution.

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Why is Pipedrive the best property development CRM?

DEALS

Manage leads and deals

Connect all your leads sources and have prospects auto-add to your system. Effortlessly manage stock lists and buyers in easy-to-follow visual pipelines.

Comms

Track communications

Pipedrive makes it simple to track calls, emails and notes all in one easy-to-access deal. Full visibility puts you in control.

Efficiency

Automate and grow

Development sales are a high volume and high pressure industry. Ease the pain by automating and systemising your workflow and have your CRM take care of the difficult tasks.

Reporting

Insights and reports

Pipedrive's powerful BI platform allows you to effortlessly track your sales in beautiful dashboards and reports

apps

Mobile apps and integration

Pipedrive's mobile app is perfect for  agents on the move. Handle leads on the go with just a couple of clicks.

Security

Privacy and security

With a wide range of visibility and permissions settings you can control who sees what and when.

Customisation

Pipedrive Customisation

Pipedrive optimised for Property Developers

Motii has customised Pipedrive so that it works seamlessly for your industry. Our developers 'skin' allows you to harness the power of Pipedrive CRM without sacrificing any of the  specific features you're accustomed to.

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Tailored CRM 

reports

Keep your investors engaged

Reports updated in real-time and always accessible. Key metrics include views, leads, sales by lot type, project, and more.

listings uploader

Download leads from Real Estate portals

Sync Pipedrive to the Real Estate portals and push all your enquiries straight into Pipedrive

Development specific features

Made just for you

What is not normally possible in Pipedrive is standard in Motii's Property Developer's CRM. Automations, features and integrations that make Pipedrive a true industry CRM.

Automation

Workflow Automations

save time and work by putting frequent tasks on auto-pilot

Automated workflows powered by Pipedrive - plus Motii's unique developer specific calculations, automations and actions - mean that you can get more done in less time. Keep your team consistent and don't let deals fall through the cracks.

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Common automation

Deals

A visual pipeline

Pipedrive's beautiful visual sales and listings pipelines make using Pipedrive CRM a pleasure. Easily manage high volumes of leads and deals without feeling overwhelmed and under appreciated.

Comms

Automate email & SMS

Use telephony partners to send bulk SMS, record phone calls into Pipedrive CRM and SMS straight out of the system. Send bulk emails to curated lists with ease.

Followups

Automate and grow

Need your team to carry out a certain set of tasks upon selling a lot? Motii makes it easy with Activity automations and reminders.

Integration

Integrated

Our partner integrations improve your selling experience

Your business has unique requirements. And often the best way to manage them is via specialised software. Motii and Pipedrive combine to make it simple to integrate your processes to the CRM. Using Pipedrive's robust API, we can make just about any system work with Pipedrive. Plus there are hundreds of existing native integrations in the Pipedrive CRM marketplace.

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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.

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Document signing

HelloSign

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.

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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 business scale-up and thrive. Our team of expert consultants are passionate about diving deeply into your business and developing customised solutions. We then provide specialised training and support to ensure company-wide adoption and project success.

Testimonials

Motii have customised Pipedrive specifically for property developers and the results are first rate. The visual pipeline and easy tracking of leads make staying on top of sales, even with our long lead times, straightforward and foolproof. By combining the right setup, customising it to reflect our specific workflow, then adding custom reports, forms and features we save hours a week and no prospect ever falls through the cracks. We love seeing a snapshot of exactly what has been sold for the month and by which sales agent. Pipedrive is a first-rate CRM, and the Motii team’s changes to adapt it to the property development industry make it the best choice for developers who want an easy to use CRM that salespeople love to use. Motii’s background in the industry helps immensely. They know what we want and how to deliver it.

Daniel Ryan Cube Developments QLD Australia

Contact us to start your growth journey today