Motii

"To invest in a service (Motii) we needed the confidence that we are doing the right thing for our clients, to make sure we reach out at the right time, with the right content and nothing slips through the cracks. This has been the biggest improvement we have seen in the business already." ~ Dylan Bertovic, Stryve Finance. Check out Stryve Finance's case study and learn more about how Motii helped improve their reporting, streamline workflows, and increase collaboration among sales teams with Pipedrive: https://loom.ly/E88Rk1E #pipedrivecrm #casestudy #motii #dreamteam #financebroker

🥱 Tired of Doing the Same Task Twice? Still manually updating your Trello, Asana, or Mailchimp lists alongside Pipedrive? There’s a simpler way! Join Motii's Ben Fuller on November 20 at 2 PM AEST and learn how to integrate your favourite tools with Pipedrive and get back the time you’re losing on unnecessary, repetitive tasks. 📅 Save your spot now: https://loom.ly/0IPOg10 #Integrations #Pipedrive #ProductivityTips #Automation

Managing multiple deals, clients, and stages? For finance brokers, staying organised can be a challenge—especially if you’re relying on spreadsheets or manual tracking. That’s where customisable pipelines in Pipedrive become a game-changer! 🙌 Setting up tailored pipelines that make tracking every deal seamless—from first contact to settlement—means you can say goodbye to missed follow-ups and hello to streamlined deal management! 👉 Read more about custom pipelines and how they can transform your workflow: https://loom.ly/56SvYz0 #FinanceBroker #DealManagement #CRM #Pipedrive #Motii #CustomPipelines #WorkflowEfficiency

Finance Broker friends, help us out 👇

Why Finance Brokers Love Pipedrive 💼✨ When it comes to managing deals, the customisable pipelines in Pipedrive are a game-changer—especially for finance brokers. Unlike other CRMs, Pipedrive lets you easily build pipelines that mirror your exact workflow, whether it’s mortgage applications, asset finance, or client referrals. 🏠📊 With real-time updates, automated reminders, and the ability to track every stage from initial contact to settlement, you’ll never miss a step. Plus, you can easily manage multiple deals at once—no more scrambling through spreadsheets or juggling tasks manually. 🔄 Ready to see how Pipedrive can simplify your process? 💼 Book a demo today and discover why finance brokers trust Pipedrive to streamline their business and close deals faster: https://loom.ly/XmqZRMY #FinanceBroker #CRM #Pipedrive #DealManagement #CustomPipelines #CloseMoreDeals

💼 Is your CRM helping you work smarter, or just adding to the workload? A well-optimised CRM can be a game-changer. But just like any tool, your CRM needs regular care to stay efficient. That’s where Motii’s Healthy CRM plans come in! 🚀 Our tailored support and optimisation services ensure your CRM stays in top shape, so you can: ✅ Automate tedious tasks ✅ Streamline client management ✅ Maximise reporting for smarter decisions Whether you're a finance broker juggling multiple clients or a business scaling fast, our ongoing support keeps your CRM fine-tuned and working for you—not the other way around. 🔧 Ready for a healthier CRM? Learn more here: https://lnkd.in/gmZF9YK9 #FinanceBrokers #CRMOptimization #ClientManagement #BusinessGrowth #FinanceIndustry #CRMExperts #PipedrivePartner #Automation #SalesEfficiency #Motii #HealthyCRM

👀 Can anyone spot our new Managing Director (Frederic Schnell) in Prague at Pipedrive's Partner Advisory council meeting? Fred provided direct feedback from an end-user perspective, networked with fellow Pipedrive peers, and gained valuable insights into Pipedrive's go-to-market strategy, product roadmap, and partner program. Watch this space for updates 🚀 #pipedrive #networking #represent

🚀 Discover How to Seamlessly Connect Your Tools with Pipedrive Are you manually updating Trello, Asana, or Intuit Mailchimp alongside Pipedrive? You don’t have to! Join our free webinar on November 20 at 2 PM AEST and learn how to integrate these tools with Pipedrive to save hours of manual work each week. We’ll show how to automate your workflows, streamline your processes, and get your favourite tools talking to each other—no technical experience required. 🙌 🔗 Register now and simplify your workflow: https://loom.ly/0IPOg10 #Pipedrive #CRM #IntegrationTips #Automation #BusinessEfficiency

🚀 Finance Brokers: Still not using a CRM? Here’s why you need one! Managing clients, keeping track of leads, and closing deals efficiently can be overwhelming without the right system. In our latest blog, we break down why a CRM is no longer optional for finance brokers and how to choose the perfect one for your business. Learn how the right CRM can: ✅ Streamline your workflow ✅ Improve client communication ✅ Boost your overall efficiency 🔗 Read more here: https://loom.ly/XRoi2hU Already using a CRM? Comment below and tell us which features are a game-changer for you! 👇

💡 When it comes to your CRM, which feature is most important to your business? We’d love to know what you value the most so we can tailor our services to your needs! Drop your vote below and share your thoughts in the comments! ⬇️