Webmecanik Pipeline

Webmecanik Pipeline is a European CRM software designed to assist small and medium-sized enterprises in managing their business opportunities and enhancing sales efficiency. This solution is aimed at sales professionals, marketing professionals, and business development professionals across various industries, including B2B companies and e-commerce businesses.

Key Features

Capture: According to the vendor, users can add customizable web forms to their websites to collect qualified leads. These forms can be integrated anywhere on the site, such as pop-ins or landing pages, allowing users to request specific information to ensure valuable leads.

Organize: The vendor claims that this software allows for efficient organization of contacts into segments based on important information. This segmentation feature is said to save time for sales teams and enable targeted communication and personalized marketing efforts.

Transform: According to the vendor, Webmecanik Pipeline offers a user-friendly CRM that facilitates the seamless transformation of contacts into customers. Users can manage their team's planning and ensure successful business growth.

Opportunity Tracking: The vendor states that the software provides effective tracking and management of offers and business opportunities. Users can monitor the evolution, success probability, and expected closing date of each offer. Customizable fields are available for including qualification questions specific to the industry.

Synchronization: Users can leverage the public API to integrate and sync Webmecanik Pipeline with other software, as claimed by the vendor. It is possible to sync calendars from Google, Office 365, Microsoft Exchange, or Outlook, centralizing business activities and simplifying organization.

Contact and Company Management: The vendor claims that users can easily modify or add contact and company information. All sales activities, notes, appointments, phone calls, and emails can be tracked and managed in one place, streamlining sales processes.

GDPR: Hosted in France with OVH for data security and compliance, Webmecanik Pipeline is designed to comply with GDPR regulations and data governance practices, according to the vendor. It provides a European CRM solution with a strong focus on data protection.

Pipeline: The vendor states that users can customize the pipeline view to track opportunities and conversion stages. The software offers insights into turnover percentage, opportunity transformation rate, and average time for closing deals. Users can create unlimited filters to tailor pipeline views by team or product.

Resources: Users have access to a wide range of resources, including white papers, benchmarks, business cases, kits, and replays, as claimed by the vendor. They can stay up to date with the latest news about marketing automation from Webmecanik.