Introduction

The Sales Wave is an application that is intended to streamline and speed up the management of leads. It offers a unified platform for sales teams to handle their leads from when an initial contact is made until the deal is secured.

The software allows companies to standardize their sales process, schedule timely follow-up, and have a clear picture of their sales pipeline. A comprehensive platform, with configurable settings, automated workflows and real-time dashboards to enable field and back office teams work more efficiently and make data driven decisions.

Key Capabilities

  1. Multi-Channel Lead Capture
    • Capture leads via embedded forms, QR codes, mobile app, or manual uploads.
    • Supports real-time data sync between field and office systems.
  2. Automated Marketing Material Sharing
    1. Automatically send brochures, product links, or marketing materials once a lead is qualified.
  3. Fast Updates & Follow – Ups
    • Update lead status instantly through the mobile app.
    • Add notes, set reminders, and manage follow-ups on the go.
  4. Highly Customizable Configuration
    • Define your own lead sources, statuses, and sales processes based on business needs.
  5. Kanban View
    • View leads visually across stages and drag-and-drop them between statuses.
    • Filter by source, owner, or status, and view real-time metrics such as lead count and deal value.
  6. Target Management
    • Set individual and team targets.
    • Monitor performance and goal achievement using built-in analytics.
  7. Real-Time Notifications
    • Receive instant alerts when leads are created, assigned, or updated.
  8. Visual Dashboards
    • Access dashboards with pie charts and data breakdowns by lead source, status, or time period for clear performance insights.