AI & AUTOMATION SERVICES
AU + NZ
Automation Expertise
4.9 / 5
Star Client Rating
1000+
Implementations Delivered
AUTOMATION BUILT AROUND YOUR BUSINESS
When your systems don’t talk, your team fills the gaps. Data gets copied, follow-ups rely on memory and information falls out of sync.
Motii connects your systems and automates the work between them. Less admin. Fewer missed steps. More time for your team.
AUTOMATION THAT FIXES THE GAPS
When your systems don't talk to each other, your team becomes the connection. They're copying customer details, checking whether something has been done, chasing the next step and fixing information that's out of date. Motii connects those systems and automates the work between them. So when something happens in one system, the right thing happens in the next.
Book a 15-Minute Scoping CallSOLVE THE GAPS SLOWING YOUR TEAM DOWN
Motii connects your systems and automates repetitive work, helping your team save time, follow up consistently and keep information moving.
.gif)
Automate repetitive CRM updates, data entry and everyday tasks.
.gif)
Use sales process automation to trigger tasks and follow-ups at the right time.
.gif)
Connect your systems so customer information moves automatically.
Build the next step into your workflow so nothing gets forgotten.
SOLVE THE GAPS SLOWING YOUR TEAM DOWN
Motii connects your systems and automates repetitive work, helping your team save time, follow up consistently and keep information moving.
When the next step is known.
Connect systems, move data and trigger actions automatically.
.png)
Use sales process automation to trigger tasks and follow-ups at the right time.
When the next step is known.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
CRM IMPLEMENTATION IN ACTION
Stroud Homes had more than 40 Pipedrive accounts operating independently, making reporting, forecasting and visibility across the group difficult.
We worked with their team to bring those accounts into one global Pipedrive CRM, connect it with their custom portal, automate manual processes and create a more consistent way of working.
.png)
WHY WORK WITH A PIPEDRIVE PARTNER?
Pipedrive is flexible. The key is setting it up around how your business actually works. As a Platnium Pipedrive Partner and four-time ANZ Partner of the Year, we bring the expertise to simplify your setup, automation and integrations.
You get Pipedrive expertise, backed by a technical partner who understands your wider stack.
Pipedrive
Platinum Partner
monday.com
Silver Partner
Mailchimp
Pro Partner
THE MOTII PLAYBOOK
What does CRM implementation actually involve?
Hear what to expect and what to get right before you start on the Motii Playbook podcast.
OUR CRM IMPLEMENTATION PROCESS
At Motii, we don't just set and forget your new CRM system, we're here ready to support your team with training and ongoing support.
01
Understand your sales process
Map how your team sells and what your CRM needs to support.
02
Build your Pipedrive setup
Configure Pipedrive around your pipelines, people and processes.
03
Connect and automate systems
Connect your systems and automate repetitive sales tasks.
04
Launch, train and keep improving
Train your team and get your new CRM ready for day-to-day use.
BEYOND IMPLEMENTATION
Your sales process, team and technology won't stand still. Neither should your CRM.After launch, Motii can continue as your technical partner, helping you optimise Pipedrive, connect new systems, improve automation and keep your CRM working as your business evolves.
Explore MotiiCare.png)
Case Study
“Time savings? There’s a lot. We’ve sent 511 automated emails and set hundreds of automated activities for home loan reviews - no stone unturned ”
Dylan Bertovic, Stryve Finance
FAQ
Sample answer. Replace this with the real answer.
Sample answer. Replace this with the real answer.
FAQ
CRM implementation is the process of setting up a CRM around how your business works. It can include mapping your sales process, configuring pipelines, migrating data, building automations, connecting other systems and training your team.
A Pipedrive Partner can help you go beyond the basic setup and build Pipedrive around your actual sales process. As an Elite Pipedrive Partner and four-time ANZ Partner of the Year, Motii can help with Pipedrive setup, integrations, automation, data and ongoing optimisation.
Start with your sales process, not the software. Understand how leads enter your business, how opportunities progress, what your team needs to know and where follow-up happens. From there, your CRM can be built around that process.
CRM implementation costs depend on your requirements, including the complexity of your sales process, data migration, users, integrations and automation. At Motii, we scope your CRM implementation upfront so you know what your business actually needs.
It depends on the complexity of your CRM setup. A straightforward Pipedrive setup may take less time than a project involving data migration, multiple integrations or complex automation. We scope the project with you before implementation begins.
Yes. You don't always need to start again. We can review your existing Pipedrive setup, identify what's creating unnecessary work or poor visibility, and improve your pipelines, reporting, automation and integrations.
Ready for a CRM that actually fits your business?
Book a free 15-minute scoping call with Motii. We’ll look at how your team sells today, what’s getting in the way and where better CRM setup, automation or integrations could help.
Prefer to talk? Call (03) 8595 5155
