CRM Intro

CRM: Strengthen Relationships and Drive Predictable Growth

Startups grow through relationships. Whether it is customers, partners, or early supporters, the connections you build can determine the future of your company. But as your pipeline grows, staying organized becomes harder. Notes get lost, follow-ups slip through the cracks, and opportunities fade. That is why CRM in Wave exists. It keeps your relationships clear, your deals on track, and your team aligned.

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What Is the CRM?

Wave’s CRM is a simple, powerful tool for managing contacts, tracking deals, and staying on top of every interaction. It is built for startups that need clarity and structure without the complexity of traditional sales software.

You can capture contacts, log conversations, track deal stages, and assign ownership so nothing gets missed. Everything lives in one place, fully connected to your operating system.

Why CRM Matters

A great product is important, but great relationships sustain long-term growth. A clear CRM helps you stay organized and intentional with every touchpoint.

CRM helps your team:

• Stay consistent. Track every interaction and keep history in one place.
• Improve follow-up. Never lose sight of next steps or open deals.
• Strengthen alignment. Everyone sees the same pipeline and priorities.
• Increase accountability. Owners are assigned for each contact and opportunity.
• Make smarter decisions. Pipeline visibility helps you plan ahead.

With the right CRM, your growth becomes more predictable and your relationships become stronger.

How to Use CRM in Wave

Inside Wave, the CRM fits naturally into your workflow. You can:

• Add contacts and companies with important details
• Track deals and move them through your pipeline
• Assign ownership so responsibilities are always clear
• Log notes and communication history
• Link deals to Projects, KPIs, or Meetings

Because the CRM is integrated across Wave, you can see how deals impact your goals, how communication affects performance, and how your pipeline connects to broader company priorities.

It is CRM without the clutter. Clear, connected, and built for momentum.

Best Practices for Using the CRM

To get the most out of your CRM:

1. Keep it updated. Accurate data creates accurate insights.
2. Log interactions quickly. Capture notes right after meetings or calls.
3. Move deals weekly. Update stages during your meetings or check-ins.
4. Assign ownership. Every contact and deal needs a clear owner.
5. Use it consistently. Make CRM updates part of your weekly rhythm.

Turning Chaos into Clarity

Relationships are too important to leave to memory. The CRM in Wave helps you stay organized, intentional, and aligned as you grow. It keeps your team on the same page and makes your pipeline easier to manage.

With Wave, your CRM becomes a natural part of your operating system. It supports your goals, strengthens your communication, and helps your company build predictable growth.

Organize your relationships. Track your deals. Build stronger connections.

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