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Case study

CONQA

Check quality and document progress as you go. In an app so easy, anyone on the jobsite can start using it immediately. Less rework, smoother disputes and clearer visibility.

CRM

Pipedrive Payments CRM

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

Motii specialises in setting up systems for high-ticket SaaS products. Our extensive knowledge in this area spans companies from around the world with distributed sales teams across multiple global location. Companies trust Motii to develop systems and provide training for their teams. Our deep industry knowledge delivers results for large multi-national implementations, in more than 10 countries and across thousands 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

Up-selling and tracking renewals is crucial in the large-ticket SaaS industry. 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

Be reminded every time a contract is due for renewal. 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 SaaS industry. Pipedrive provides for a myriad of security options that meet every need.

Customisation

Pipedrive Customisation

Leverage the Pipedrive API to build a superior SaaS CRM

SaaS isn't your typical industry and an off-the-shelf CRM often doesn't cut it. This is where our team of automation specialists and developers comes in to build you what you need. No CRM does everything, but Motii can customise Pipedrive to your exact requirements.

Update from Pipedrive CRM by Motii

Tailored CRM 

Customisation

Use the power of the API

Motii can leverage the Pipedrive API to ensure that your outreach, sales, upsells and renewals programs are all running at their peak. Use Pipedrive's automations and Motii's smarts to never miss a renewal or upsell oportunity.

EXPERIENCED PIPEDRIVE DEVELOPERS

Deep Integrations

Pipedrive integrates with a wide-range of software. And Motii can take this further by plugging Pipedrive into your bespoke products.

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

Save time & money by putting frequent tasks on autopilot

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

Common automation

Deals

Move Won Deals into customer success

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 big-ticket SaaS. 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

SaaS companies 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 applicable to 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.

PandaDoc digital signing software logo
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.

Motii Wizard API Client logo
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

"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

Contact us to start your growth journey today