BluWave CRM

Boost Your Sales With BluWave

CRM

Accounting Integration
Dashboards, Reporting & Analytics
Mobile Accessibility
BluWave Home Page
Sales Pipeline Management (Kanban):
Activity and Diary Management
BluWave AI - Lead Load
Quotes Automation
Customer and Contact Management
Automation (Workflows):
Leads Management
Document Management
Customer Conversation Tracking
Geocoding-and-Mapping

Accounting Integration

Bluwave CRM integrates with Sage Business Cloud Accounting.

BluWave CRM with Sage allow you to:

When starting your BluWave CRM solution the customer sales history can be automatically uploaded into the CRM (Current financial year by default. Additional years can be requested)
Automatically update your product and pricing data from Sage Accounting. Products, and optionally pricing can be automatically uploaded to BluWave CRM with daily updates.
Streamline the management of your customer data. Your existing customers/debtors automatically populate your BluWave CRM system. In addition, when prospects in BluWave CRM become customers they can transfer automatically as a debtor to Sage Accounting.
On a daily basis, invoice history will upload to BluWave CRM to assist the sales team in managing your customer relationships.
Use the BluWave CRM quotes automation tool to generate quotations. Benefit from the professional look and feel of BluWave quotes while streamlining the opportunity tracking and quote follow-up process. Once a quote is ordered, BluWave CRM will push the quotation to a Sage Accounting invoice increasing your sales team productivity.

Dashboards, Reporting & Analytics

Make smarter decisions with BluWave's powerful dashboards and analytics. Track performance, uncover trends, and optimise your strategyall integrated into your CRM to keep your business ahead of the competition.Opportunities Pivot Table: Easily analyse sales stages, deal values, and more with the Opportunities Pivot Table. Gain actionable insights to drive smarter decisions and accelerate your sales performance.

Mobile Accessibility

Stay connected anywhere with BluWaves fully mobile-responsive CRM. Update opportunities, manage tasks, and keep your schedule organisedall from your phone or tablet for ultimate flexibility.

BluWave Mobile Key Features & Benefits

Access Your Homepage On the Go: View your personalised sales dashboard, hot leads, performance stats, and moreright from your mobile device.
Full Diary Access: Stay on top of your schedule with a real-time view of appointments, tasks, and follow-ups.
Add & Edit Activities Instantly: Log calls, meetings, and notes the moment they happenno need to wait until you're back at your desk.
Create & Edit Companies Add new companies or update existing records directly from your mobile deviceperfect for on-the-go networking or quick admin.
Manage Opportunities & Quotes: Update deal stages, edit quotes, and keep your sales pipeline moving no matter where you are.
No Learning Curve: BluWave Mobile is intuitive and easy to useif you can use the desktop version, you can use mobile with zero hassle.

BluWave Home Page

BluWave's home page gives your sales reps a focused, real-time overview of everything that matters most to their daily performance. They can get a quick glance at their appointments and tasks for today, helping them stay organised and on track.Theyll see their Month-To-Date (MTD) performance against targets, easily identify hot opportunities, and follow up on recent leads. The dashboard also highlights recently added companies and provides visibility into Actuals vs Budgets for better sales planning.Let sales reps enjoy a touch of healthy competition with gamified sales rankings, showing how reps stack up against each other in your team. Its a powerful way to stay motivated and celebrate top performers.Your BluWave home page isnt just a dashboardits a high-impact sales cockpit designed to drive focus, accountability, and results.

BluWave's Homepage

Hot Opportunities: Keep your finger on the pulse of deals that are heating up. These are high-potential opportunities that deserve immediate attention.
Gamified Sales Rankings: Motivate your team with a leaderboard showing how each sales rep is performing within their team. Friendly competition drives results!
MTD Performance: Track your Month-To-Date sales progress vs. your target. Instantly see how close you are to hitting your goals for the month.
Activities & Tasks for Today: See a list of your scheduled appointments and tasks for the day, so you can plan efficiently and stay on top of your priorities.
Actuals vs Budgets: Compare your actual sales figures against your budgeted targetsa visual and data-driven view of your performance.
Recent Companies: See a feed of companies recently added to the CRM. Useful for understanding whats new in your database and following up on fresh accounts.
Hot Opportunities: Keep your finger on the pulse of deals that are heating up. These are high-potential opportunities that deserve immediate attention.

Sales Pipeline Management (Kanban):

Drive sales with a clear and actionable view of your opportunities. BluWave's Kanban-style sales pipeline lets you instantly see progress, identify priorities, and make decisions that boost results. Update statuses effortlessly with drag-and-drop functionality.

Key Characteristics of BluWaves Kanban-Style Sales Pipeline

Customisable Stages: Tailor pipeline stages to match your unique sales process and terminology.
Team Transparency: See what each team member is working on, align efforts, and avoid duplicate work.
Boost Sales Velocity: Streamline your workflow and close deals quicker by eliminating clutter and confusion.
Visual Sales Pipeline: Get a clear, at-a-glance view of your entire sales process in a clean, Kanban board format.
Real-Time Opportunity Tracking: Instantly monitor deal progress across every stage from new leads to closed wins.
Prioritisation Made Easy: Identify high-value opportunities and bottlenecks quickly so your team knows where to focus.
Drag-and-Drop Simplicity: Effortlessly update opportunity statuses by dragging them between stages no clicks, no fuss.
Faster Decision-Making: Make informed, proactive sales decisions based on real-time pipeline insights.

Opportunities Pivot Table

Easily analyse sales stages, deal values, and more with the Opportunities Pivot Table. Gain actionable insights to drive smarter decisions and accelerate your sales performance.

Activity and Diary Management

BluWave CRM integrates with Outlook and most web-based email and calendaring software (e.g. Gmail). When an appointment is created in BluWave CRM, a corresponding appointment is created in your default emailing program and a meeting request is generated and sent to the invitee. All this is achieved in one simple, efficient process.

Here's how our Activity and Diary Management feature can help you:

You can also schedule your customer and prospect follow-ups using the Activity Management function.
When an appointment is created in BluWave CRM, a corresponding appointment is created in your default emailing program.
A meeting request is then generated and sent to the invitee, all in one streamlined process.
The system manages daily, weekly and monthly views of each sales person's diary, so you can see what they look like with one simple glance.

BluWave AI - Lead Load

Say goodbye to manual lead entry! With BluWave CRMs AI feature, you can now automatically load leads from email enquiries straight into your CRM. Our AI scans the email content and signature to extract full lead detailsfirst name, company, job title, contact info, and more.

Easy setup with your OpenAI API key
Automatically assigns leads to the right rep
Works with manual or auto-forwarded emails
Cuts admin time and boosts response speed

Quotes Automation

Impress clients and speed up your sales process with automated quoting. Generate error-free, professional quotes in seconds using customisable templates, giving your team more time to focus on closing deals.- Creates the quotation document this can be emailed or printed for the customer- Automatically posts an opportunity into your Opportunity Pipeline, as you prepare it- Generates a quote follow-up activity for the salesperson in the Activity Management Function

Our automated quotes software is the easiest and most efficient way to generate customer quotations. It also improves your productivity as a salesperson, as it initiates three processes with just one action required from you:

Creates the quotation document that can be emailed or printed for the customer in PDF format.
Automatically posts to your Opportunity Pipeline within the CRM system.
Generates a quote follow-up activity.

Other key features of our quotes automation module include:

Pricing features: Include cost and selling prices, product codes and descriptions, product narratives, pictures and more. You can also store customer contract pricing that defaults onto individual customer quotes.
Upload multiple products and pricing from an Excel file. Update your pricing automatically by uploading your latest Excel price lists.
A quote approval process: This can be activated where sales staff vary their selling prices.
Track quotes easily and simply: Each quote sent is automatically filed into the document management storage area of BluWave CRM, and in the activity history of the customer with a link to the quote document.
Multiple price lists can be stored and customers flagged for the appropriate price list this integrates to Pastel multiple price lists.

Customer and Contact Management

This efficient database stores and manages all your customers and prospects. Customer and Contact Management will enable you to:- Organise your companies by type, industry, area and group.- Customise the system for your business with User Defined Fields.- Store any number of contact people per customer. Allocate your customers to your branches, as well as specific sales staff within your branches.

Using our Customer and Contact Management module will help you to:

Organise your existing and potential customers by type, industry, area and group.
Tailormake the system for your business with our User Defined Fields.
Store any number of contact people per customer.
Allocate your customers to your branches, as well as specific sales staff within your branches.

Automation (Workflows):

Streamline your sales process with automated workflows. Handle repetitive tasks, manage leads effortlessly, and close deals fasterall while boosting your teams productivity.

Leads Management

This database stores all NEW enquiries. They can be imported from lists or directly from your website. Once actioned and qualified they can be transferred easily to the company's database for further processing.

Lead Load: Turn Email Enquiries into Leads Instantly

BluWave CRMs first AI-powered tool that automatically captures lead info from email enquiries and files them into your CRM no more manual entry! Our AI reads the email body and signature to extract details like name, company, job title, contact info, and more.

Document Management

Document Management stores all the marketing documentation that your sales team requires; brochures, specifications, pictures, etc. Upload your marketing material onto the BluWave CRM server for your sales team to forward to customers using the Email function of BluWave CRM, or by attaching them to quotations prepared in BluWave CRM.

Customer Conversation Tracking

With BluWaves customer conversation tracking software, you can keep accurate track of all email and telephone conversations you have with your prospects so you can pick up exactly where you left off each time you speak to them. Sync with Microsoft Outlook to keep a trail of conversations via email by customer and by contact in your CRM system.

Geocoding-and-Mapping

BluWave CRM automatically geocodes (adds latitude and longitude) to each customer as the physical address is entered. This will allow you to draw up a report of that reflects the location of all completed face to face actives. Sales reps can also draw travel claim reports making it easier for them to claim back travel expenses at the end of the month.

The Following benefits accrue from this feature:

The system records the geolocation and time of each call report made as the salesperson travels from customer to customer.
BluWave BI now makes use of the geocoded customer and prospect database to perform mapping of all the data in BluWave CRM and Service. For example, customers and prospects can be displayed on a Google map in different colours; quote values and sales revenue can be mapped in different colours.
The system graphs on a google map the movements of the sales team from their geo-located visit reports.
BluWave automatically generates the sales persons travel claim from the visit reports entered. No more burning the midnight oil to submit travel claims to the office or the Receiver. BluWave calculates the distance travelled and works out the travel cost for each month.
Sales staff can now narrate their visits to the system and it translates their voices to a text report.
BluWave now speeds up the process of logging visit reports as the system automatically defects where he is currently situated and defaults to that customer.