Retail Growth Powered by Pipedrive Automation
- Clean, structured CRM processes designed for scale
- Automation that eliminates manual follow-ups and data entry
- Confident decisions backed by clean CRM data
Certified CRM Automation Partners: Pipedrive, HubSpot & Make Experts
Let us sort you out. We implement Pipedrive, HubSpot, or hybrid setups based on your specific operational requirements.
Your problem
Our solution
- Siloed Data: Your webshop (Shopify/Magento) doesn't talk to your CRM.
- Manual Follow-ups: High-value customers are treated like one-off buyers.
- Inventory Blindness: Sales teams sell products that aren't in stock.
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We turn Pipedrive into a Retail Central Command.
- SKU-level tracking — full product visibility inside CRM
- CLV insights — know your most valuable customers
- Retail-ready Pipedrive — B2C power in a B2B interface
How We Turn Pipedrive into a Retail Automation System
The system behind onboarding, automation, and scalable growth
- Seamless Retail Onboarding
- Seamless Retail Onboarding
- Seamless Retail Onboarding
4 Steps to Retail Growth
- The Retail Audit: We analyze your tech stack (POS, E-comm, Accounting).
- Custom Architecture: We build custom fields for Sizes, Colors, SKUs, and VIP Status.
- Integration Sprint: We connect Pipedrive to your storefront via Zapier or Make.com.
- The "Retail Champion" Training: We train your store managers and HQ staff to use the mobile app for real-time updates.
Typical Results After CRM & Automation Implementation
Based on multiple retail and e-commerce projects, we typically see the following improvements after implementing CRM automation systems.
Results may vary depending on business size, sales process complexity, and existing systems.
CRM
A CRM for the construction industry, optimised by MWS & powered by Pipedrive
Retailers face disconnected data. We bridge the gap between your online store, physical POS, and your wholesale sales team.
Customisation
We optimise Pipedrive for the construction industry
We configure Pipedrive to handle product categories, sizes, and customer lifetime value (CLV) directly in the deal view.
- Wholesale & B2B Pipelines
- Abandoned Cart Recovery Workflows
- Customer Loyalty Tier Tracking
- Inventory Sync Alerts
Integration
Integrate Pipedrive to empower your key systems
From accounting to ERP to digital signing and telephony, every business has unique requirements. Motii can help you get your systems talking to each other and provide you with the best Construction Industry CRM
Where does your retail CRM stand today?
Retail brands typically face one of two situations:
You already use a CRM — but it feels messy
- Broken or fragile automations
- Manual follow-ups slowing your team down
- Duplicate workflows
- Poor pipeline visibility
- No clear CRM architecture
You already use a CRM — but it feels messy
- You don’t have a structured CRM yet
- Leads tracked in spreadsheets
- No structured sales pipeline
- No automation
- Manual inquiry handling
- No reliable revenue forecasting
Typical tools we integrate (change title)
Dental Practice Management Software
ivoris is a dental practice management software developed by Computer Konkret AG, supporting dental practices of all sizes with patient records, treatment documentation, billing, and scheduling. Due to its modular structure, it can be adapted to any practice setup including group practices and clinics with more than 300 workstations.
Key features:
- Patient records and treatment documentation
- Appointment scheduling and calendar
- Billing and cash accounting
- Periodontal charting (certified by DG Paro)
- Insurance and private billing
- Modular and scalable structure
- Telematics infrastructure (TI) compatibility
- ivoris ortho for orthodontic practices
- API and third-party integrations
Cloud-Based Invoicing Software
easybill is a cloud-based invoicing solution designed for small businesses, freelancers, and online retailers, enabling legally compliant invoice creation in just a few clicks. Data is stored exclusively on servers in Germany, fully GoBD and GDPR compliant.
It supports e-invoicing in ZUGFeRD and XRechnung formats, which became mandatory for German businesses in 2025, and connects directly to tax advisors via DATEV export.
Key features:
- Invoice, quote and delivery note creation
- E-invoicing (ZUGFeRD, XRechnung)
- Automated dunning and payment reminders
- Recurring invoices
- Customizable invoice templates and layouts
- DATEV export for tax advisors
- Import manager for 50+ online shops and marketplaces
- Time tracking and project management
- Inventory management
- API and integrations
Project and Work Management Platform
Asana is a cloud-based work management platform that helps teams organize tasks, track projects, and coordinate work across departments. It gives everyone a clear view of who is doing what and by when, reducing the need for status meetings and email threads.
Used by teams of all sizes, Asana supports everything from simple task lists to complex cross-functional project portfolios.
Key features:
- Task and project management
- Multiple views (list, board, timeline, calendar)
- Workflow automation
- Goals and portfolio tracking
- Team workload management
- Forms and intake requests
- Reporting and dashboards
- 200+ integrations
- Mobile app
CRM and Sales Pipeline Tool
Pipedrive is a cloud-based CRM platform designed to help sales teams manage leads, track deals, and automate follow-ups. Built around a visual pipeline, it gives teams a clear overview of where every deal stands and what actions are needed to move it forward.
It integrates with a wide range of tools and is used by small and mid-sized businesses to streamline their sales processes and improve conversion rates.
Key features:
- Visual sales pipeline management
- Lead and deal tracking
- Email integration and tracking
- Sales automation and workflows
- Reporting and forecasting
- Mobile app
- 400+ integrations
Our Clients
South Florida Doors & Closets
Derek Rose Ltd
Embark Law
Neuwagen Online GmbH
Tim von Loh
Frequently asked questions
Do you use ready-made CRM templates?
No. Templates create limitations. We design structured CRM and automation architectures built around how your business actually operates — not the other way around.
Do you use ready-made CRM templates?
No. Templates create limitations. We design structured CRM and automation architectures built around how your business actually operates — not the other way around.
