A complete overview of the sales pipeline.

Maintain clarity at every stage of the sales pipeline

A visual sales pipeline that displays all opportunities in a single view, showing the value of each stage, close probability, and real-time team updates.

Wazen CRM transforms your sales pipeline from scattered spreadsheets into a clear, actionable dashboard—where you can see opportunity stages, total values, and expected revenue per stage, with effortless drag-and-drop movement between stages.

• Clear visibility of stages from first contact to successful or lost closure.

• Aggregated opportunity values at each stage for an instant view of pipeline size.

• Simple drag-and-drop to move opportunities between stages with no complexity.

Never miss a follow-up.

Track every opportunity and automate your team’s tasks

Don’t rely on personal effort alone to ensure follow-ups. Turn them into structured tasks, automatic reminders, and a clear view of each sales rep’s activity.

With tasks and activities in Wazen CRM, you can ensure every opportunity is followed up at the right time, and that your team knows exactly what to do today and tomorrow—based on a clear sales workflow.

• Automatic tasks linked to each opportunity stage.

• Reminders for overdue opportunities that haven’t been updated within a defined period.

• Monitor sales representatives through a dashboard showing follow-up counts and completed tasks.

Effective communication with your customers.

All communication channels in one customer profile

Bring together your entire communication history with each customer—WhatsApp, SMS, phone calls, tickets, and email—in one place, so you always engage with full context.

Wazen CRM connects the daily communication channels your team uses directly to the customer record. Before making any new contact, you can see the latest message, last call, and any open or closed support tickets at a glance.

• Log WhatsApp conversations directly within the activity timeline.
• Track SMS messages and phone calls linked to each opportunity.
• Connect support tickets and email threads to the customer and opportunity profile.

From opportunity to revenue.

From the first opportunity to the invoice and report — in one unified flow

Turn opportunities into quotes, then into contracts, invoices, and expected revenue reports without re-entering data multiple times.

Once a quote is approved, you can instantly convert it into a contract or invoice within the financial system and link it to expected revenue reports. This gives you full visibility into how each opportunity impacts sales figures and clearly shows the gap between targets and actual results.

• Create quotes directly from opportunities and link them to the customer.

• Convert approved quotes into subscription contracts or invoices in Wazen ERP.

• Reports summarizing expected revenue by month, quarter, and sales representative.