CRM Overview Video
Getting Started with CRM
The CRM in Wave helps you manage your relationships and keep track of every deal, lead, and interaction in one place. It is built for startups and growing teams that want a simple, integrated way to stay organized and aligned on customer activity.
A great CRM should make it easy to see where every relationship stands. Inside Wave, your CRM connects directly to the rest of your operating system, giving you a full picture of your business. You can see how deals impact your KPIs, how client feedback shows up in Surveys, and how key contacts relate to your Rocks and Projects.
When your customer data lives in the same system as your company goals, every conversation and decision becomes more strategic.
How CRM Works
Wave’s CRM gives you all the essentials you need to manage your pipeline and relationships without unnecessary complexity. You can:
Add contacts and companies with key details such as name, role, and organization.
Track deals and opportunities through every stage of your pipeline.
Assign ownership to team members so accountability stays clear.
Log notes and interactions to maintain a full history of communication.
Link deals to relevant Projects, Scorecards, or Reports for a complete view of performance.
The CRM also includes filters, views, and custom fields so your team can organize information in the way that fits your process. Whether you are managing sales, partnerships, or client relationships, everything stays connected.
Best Practices for Using CRM
To get the most value from the CRM, follow these best practices:
Keep information current. Update contact details, deal stages, and notes regularly to keep your data accurate.
Define clear stages. Customize your pipeline to reflect your real process so your reporting stays meaningful.
Assign ownership. Make sure every contact or deal has one person responsible for next steps.
Review weekly. Use Meetings or Reports to review pipeline health and identify opportunities or risks.
Integrate your efforts. Connect the CRM to your other Wave tools like KPIs or Projects for a full view of performance.
Why CRM Matters
Relationships are the heart of every business. A good CRM helps you manage them with clarity, structure, and purpose.
By keeping customer data connected to your goals, metrics, and team workflows, you make smarter decisions and move faster. The CRM in Wave brings everything together, helping you stay organized, responsive, and aligned.
Start using the CRM today to strengthen relationships, streamline your process, and build predictable growth.