CRM
CRM pipeline
Lead to sales order
Walk through lead, prospect, opportunity, quotation, and sales order in a NexWave-style screen, no login required.
Follow the mock NexWave screens from a new lead through prospect, opportunity, quotation, and sales order. Use Save and Create on each step, or read the pipeline overview below.
Try it in your browser
The mock screen below is fully interactive: follow the cyan highlight and arrows, then read each step explained underneath the preview.
Steps in this demo
Use the interactive preview above: click the controls in the mock NexWave screen. The cyan highlight and arrow show where to click next. One step appears below at a time as you move through the demo.
Step 1 of 5
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Save the lead
On the new lead form, press Save in the toolbar. NexWave assigns a document number and keeps contact and organisation details on one record.
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Create a prospect
Use Create â–¾ and choose Prospect, then Save the prospect form. Company fields carry through from the lead without re-keying.
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Build the opportunity
Open Create ▾ → Opportunity, add or review lines on the Items tab, and Save. Pipeline value and stages stay on the same account.
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Issue the quotation
Choose Create ▾ → Quotation, then Save and confirm with Yes in the dialog. You can open the print preview before sending to the customer.
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Create the sales order
Use Create ▾ → Sales Order to open the order with the same customer and lines. Press Restart demo on the toolbar to run the CRM flow again from the lead.
CRM pipeline
From first enquiry to confirmed order
The interactive demo follows the same document chain your sales team uses before stock moves. Each step keeps organisation, contact, and line detail on one platform.
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1
Capture the lead
Record contact details, organisation, and source. Saving creates a lead your team can qualify without spreadsheets or inbox threads.
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2
Convert to prospect
Promote a qualified lead to a prospect with company profile fields ready for repeat business and account management.
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3
Build the opportunity
Add opportunity details and item lines with quantities and rates. Sales stages and values stay visible for pipeline reporting.
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4
Issue the quotation
Raise a formal quotation from the opportunity, confirm submission, and preview the customer-facing PDF before you send it.
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5
Create the sales order
Convert the won quote to a sales order so warehouse and finance teams pick up the same lines, pricing, and customer record.
What NexWave CRM handles
The demo focuses on the sell side; CRM in NexWave also feeds fulfilment, finance, and reporting on the same data.
Leads and prospects
Qualify inbound enquiries, assign owners, and promote winners to prospects without exporting to another tool.
Opportunities and items
Track pipeline value with product lines, stages, and expected close dates your managers can report on live.
Quotations
Professional quotes with print layouts, validity dates, and tax templates aligned to NZ, AU, and UK operations.
Hand-off to sales orders
One click from quotation to order so operations never re-type SKUs, quantities, or customer addresses.
Included in Essentials Plus
CRM is bundled on Essentials Plus, or available as an add-on on base Essentials when you want to start smaller.
Connected to fulfilment
Orders from CRM feed the same pick, pack, and delivery workflow as wholesale and e-commerce channels.
Built for B2B sales teams
Distributors, brand owners, and project-led businesses use NexWave CRM to replace disconnected pipeline spreadsheets and quote versions in email.
- ✓ Wholesale and distribution with repeat B2B buyers and formal quotes
- ✓ Equipment and technology suppliers tracking long-cycle deals
- ✓ Operations leads evaluating ERP who want to see CRM before a sales call
Common questions
What does this CRM demo show?
You walk through a realistic NexWave CRM and selling flow: lead, prospect, opportunity with line items, submitted quotation with print preview, and a linked sales order ready to save.
Do I need a NexWave login?
No. The walkthrough runs entirely in your browser on sample data. Book a demo or explore Essentials when you want to use CRM on your own company.
How does CRM connect to fulfilment?
When a quotation becomes a sales order, the same platform handles picking, delivery, and invoicing. Try the sales order demo to see the warehouse steps that follow.
Ready to run CRM on your own data?
Book a guided walkthrough with our team or explore NexWave Essentials with transparent regional pricing.
Explore more demos
More module walkthroughs are on the demos hub, including purchase orders, manufacturing, and accounting.
Back to all demos