Motii is a Pipedrive and Monday.com Partner that implements and customises CRMs and Project Management software for finance brokers. They integrate Pipedrive or Monday with Fintelligence, Viking, Connective Mercury, AFG, LMG and Finsure. Setting up any associated SMS/email automation, referral tracking, and custom reporting.
They integrate via:
Ben Fuller
Associate Director | Motii
Ben Fuller is Associate Director at Motii, a CRM and workflow consultancy helping businesses build smarter, more connected ways of working. Specialising in PipeDrive and Monday Ben brings practical experience in CRM strategy, business systems and automation, with a focus on helping businesses turn messy processes into systems that scale.
Browse the directory and compare software or services made for the Mortgage, Asset or Commercial broker in Australia. Need help to uncover the ideal tech stack for your workflow and growth goals? Work with us.
