Moatwave Module
CRM
Visual deal pipeline, contact management, and follow-up tracking — built for teams that sell.
Visual
Kanban deal pipeline
Auto
Revenue forecast from pipeline
Connected
Invoices link to deals
CRM
Live module dashboard
Overview
Why CRM is different
Without a CRM, deals live in people's heads, follow-ups happen when someone remembers, and there's no visibility on what's in the pipeline until the month-end revenue number arrives as a surprise. Moatwave CRM gives your sales team a shared visual pipeline where every deal, contact, and activity is tracked — and when a deal closes, an invoice is generated in Finance with one click.
Visual Deal Pipeline
Kanban board with stages: Lead → Qualified → Proposal → Negotiation → Closed. Drag deals between stages.
Lead Management
Capture leads from any source with contact info, lead score, and source tracking.
Contact Database
Full contact records with company, role, phone, email, and complete interaction history.
Full feature set
Everything included in CRM
No hidden add-ons. No feature gating within the module. If it is listed below, it is in your plan.
Visual Deal Pipeline
Kanban board with stages: Lead → Qualified → Proposal → Negotiation → Closed. Drag deals between stages.
Lead Management
Capture leads from any source with contact info, lead score, and source tracking.
Contact Database
Full contact records with company, role, phone, email, and complete interaction history.
Deal Tracking
Log deal value, expected close date, probability, and associated contacts — all in one place.
Activity Logging
Record calls, emails, meetings, and demos against each contact or deal.
Follow-Up Reminders
Set reminders for follow-ups — never let a warm lead go cold because someone forgot.
Revenue Forecasting
Pipeline value weighted by probability gives you a live revenue forecast for the month.
Won/Lost Analysis
Track win rates and lost reasons — identify where your pipeline is leaking.
Company-Level View
See all deals and contacts associated with a single company in one consolidated view.
Team Assignment
Assign deals and leads to specific sales team members — with workload visibility.
Invoice Generation
When a deal closes, generate a Finance invoice for the deal value with one click.
Argus AI Sales Insights
Argus surfaces stalled deals, best-performing team members, and pipeline velocity trends.
How it works
From zero to running in minutes
CRM is designed to be operational immediately — no long setup, no consultants, no migration headache.
Capture leads
Add leads manually or import from CSV — assign to a team member, set a follow-up date.
Move deals through the pipeline
Drag deals across pipeline stages as they progress — Argus flags deals that have been stuck too long.
Log every interaction
Record calls, meetings, and emails against each deal — full history for every contact.
Close and invoice
Mark a deal as Won and generate a Finance invoice in seconds — revenue posts to P&L automatically.
Platform connections
How CRM connects to the rest of Moatwave
Data flows automatically between modules — no exports, no syncing, no manual updates.
How we compare
CRM vs the alternatives
See exactly what you get with Moatwave that you cannot get from point solutions or manual processes.
Plan availability
Which plan includes CRM?
CRM is available on the plans marked below. All plans include a 14-day free trial.
Start using CRM today
Visual deal pipeline, contact management, and follow-up tracking — built for teams that sell.