# CRM

# CRM

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

 ![CRM module overview](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8xOWYyOThhMy01YzAxLTQyN2ItYTU5Ny1kNzYxZDI5YmYxYjQvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTI2MjA5MDAsImV4cCI6MTc5MjcwNzMwMH0.zM9VGw0-NqPBf5NFiDE8MkVpTvttrJ8qtEDduj03fM4 " =1323x1282")

## 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](/doc/b39a2be1-2d48-481d-8ad4-b2b2b2fc0feb)
* [Add and Manage Prospects records](/doc/0b576e0c-30f8-48ab-96e6-372064d4cc44)
* [Creating Customer Records](/doc/3028c4ba-3b27-4bd7-9e4a-64569455e32b)
* [Lead to Quote Process](/doc/5c842243-9f02-4309-b896-0be8e28d4b32)
* [Sales & CRM Dashboards](/doc/30d9a372-edc6-442b-a528-7b57bba50926)
* [Sales Funnel Reporting](/doc/2e401bc7-0c63-43ac-98a6-048c1918a27b)
* [Sales Pipeline Analytics](/doc/2713eff6-bb37-4147-9fb5-ec3ee49d4c4e)