CRM

The CRM (Customer Relationship Management) module in NexWave helps you manage leads, opportunities, and customer relationships.

CRM module overview

Key Features

Leads

• Lead capture and tracking

• Lead source tracking

• Lead assignment

• Convert to Opportunity/Customer

Opportunities

• Sales pipeline management

• Opportunity stages

• Expected revenue tracking

• Probability forecasting

Contacts

• Contact management

• Multiple contacts per organization

• Communication history

Communication

• Email integration

• Call logs

• Meeting scheduling

• Activity timeline

Campaigns

• Marketing campaigns

• Campaign tracking

• Lead generation

• Campaign analytics

Sales Pipeline

• Visual pipeline view

• Stage-wise tracking

• Deal progression

• Win/loss analysis

CRM Reports

• Lead analytics

• Opportunity summary

• Sales funnel

• Territory-wise analysis

• Campaign effectiveness

Automation

• Lead routing rules

• Assignment rules

• Notification triggers

Navigation

Access the CRM module from the sidebar: CRM menu

Common tasks

Step-by-step task guides from the User Guide:

• Lead Record

• Add and Manage Prospects records

• Creating Customer Records

• Lead to Quote Process

• Sales & CRM Dashboards

• Sales Funnel Reporting

• Sales Pipeline Analytics