Case study
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.
Pipedrive CRM for Software Organisations
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.
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.
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.
Be reminded every time a contract is due for renewal. Eliminate busy work by automating repetitive administrative tasks and learn from AI.
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.
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 is paramount in the SaaS industry. Pipedrive provides for a myriad of security options that meet every need.
CRM Customisations
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.
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.
Pipedrive integrates with a wide-range of software. And Motii can take this further by plugging Pipedrive into your bespoke products.
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.
CRM Automation
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.
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.
Ensure the right departments get alerted at the right time for new signings, Go Lives and project management.
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
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.
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.
Create complex project management workflows for your teams, empowering you to plan, run, and track projects, processes, and everyday work.
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.
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.
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!
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!
We Exist to Make Selling Successful
Motii exists to help your business scale-up and thrive. Our team 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.
"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."
