MyClientWave - Sales Lead CRM

MyClientWave is a mobile CRM app that helps individuals, growing businesses and large sales teams manage leads, track deals, schedule appointments and talk to customers, all from one place. Whether you're in the office or out in the field, your sales pipeline is always in your pocket. 📋 LEAD MANAGEMENT • Capture new leads in seconds with name, phone, email and address • Add custom fields to fit how your business works • Track lead status: New, Contacted, Qualified, Won or Lost • Filter and search your leads to find the right contact fast • See every comment, file and update on one lead timeline 💼 DEAL TRACKING & SALES PIPELINE • Move deals through your pipeline stages with one tap • Track milestones and to-dos for each stage • See the full deal timeline so nothing gets missed • Attach documents, photos and proposals to any deal 📅 APPOINTMENTS & CALENDAR • Book customer appointments and site visits • See your day, week and upcoming meetings in the calendar • Add notes, comments and attachments to every appointment 💬 CUSTOMER CHAT & CALLING • Chat with customers in real time from inside the app • Call leads and clients straight from their profile • Get push notifications for new messages, leads and deal updates 👥 TEAM COLLABORATION • Work solo or add your whole team, with roles for every member • Comment on leads, deals and appointments • Mention teammates and use hashtags to organize conversations • Keep everyone in sync on every customer, from one rep to many teams ☀️ SOLAR DESIGN (for solar businesses) • Create and view solar designs linked to your leads • Keep proposals and customer data together 🌎 BUILT TO SCALE WITH YOU • Available in English and Spanish • Secure sign-in with encrypted storage • Works together with your MyClientWave web account WHO IS IT FOR? MyClientWave scales with you, from independent sales reps and freelancers to small businesses, field sales teams and large multi-team companies. It's a great fit for solar installers, contractors, agencies and service businesses that need fast, simple contact management and customer relationship management on mobile. Stop losing leads in spreadsheets and sticky notes. Organize your clients, follow up on time and close more deals with MyClientWave CRM. Questions or feedback? Email helpdesk@myclientwave.com