Sell by reaching out first
AI finds the customers worth contacting now and recommends them with next steps.
WaveWorks CRM
WaveWorks CRM unifies customer info, consultations · email, opportunities, tickets, and contracts into one customer record. ECHO AI reads the record, handles summaries · analysis · drafts, and tells you which customers to prioritize, and agreed terms flow straight into ERP orders.
- Consultations · deals · support in one record
- Customer 360°
- Summaries · analysis · drafts
- ECHO AI built in
- Before customers come looking
- One step ahead
- Agreed terms, as is
- ERP order
Key benefits
See partner support history together
The whole team shares the history with that account. Even when owners change, the customer relationship continues.
Summarize fast with AI
AI quickly summarizes notices, tickets, and emails, and key documents are managed in one place.
Never miss a contract
Never miss contract terms or related dates · documents · changes.
Who uses it
Sales and customer support see the same record
Sales reps
Log conversations with customers and follow-up dates, and review progress per opportunity to prepare the next meeting.
Sales managers
Compare deals and progress by owner to decide which customers need discussion and where the team should focus.
Customer support staff
Find and read a customer's past inquiries and answers, and log new consultations for the sales and support teams.
Functions
Know the customer, read the signals, win the order
01
Customer 360° · shared support history
Contacts, consultations · emails, sales history, and remote support: every interaction with an account gathers in one customer record the whole team can see.
02
ECHO AI everywhere
Ask and delegate to AI from anywhere in the customer record. Summarize emails · notices · tickets, organize meeting notes, draft replies and proposals, and prepare customer briefings in one go.
03
Customers to prioritize
Reviews orders, order cycles, and inquiry flow to recommend customers worth contacting now, with next steps like a visit or reorder proposal.
04
Opportunities
Manage open deals by stage and schedule next steps.
05
Contract · document management
Keep contract terms and key documents like contracts · quotes · amendments in one place, and never miss expiry and renewal dates. Customer inquiries are followed through to the end as tickets.
06
ERP order link
Terms agreed in consultation flow straight into ERP orders, and sales status stays in the same customer record.
Screens
See customer records on screen
Screen 1 · email briefing, summary · sorting, customers to prioritize, next steps
ECHO AI work assistance
ECHO AI reads accumulated customer records like emails · notices · tickets, summarizes them, picks out the to-dos, and recommends which customers to prioritize with next steps. Shown here: an email briefing and customer recommendations.
- Summarize · organize
- Customers to prioritize
- Reply draft
Screen 2 · inquiry, consultation · sample, quote, order conversion
Opportunities
Every deal carries its consultation history and next steps. Agreed terms flow straight into ERP orders.
- Stage-by-stage management
- Consultation history
- Order conversion
Screen 3 · partner, contact, phone, supplier · customer
Customer list
Find suppliers and customers in one list, split by type, down to contact details.
- Supplier · customer
- Owner
- Phone
Screen 4 · ticket, customer · subject, owner, status
Inquiry tickets
Receive customer inquiries as tickets, assign owners, and track status through to resolution.
- Assign owner
- Processing status
- Urgent flag
Screen 5 · inquiry, remote access, action, record
Remote support history
Remote support history for a partner's PC stays on the partner card.
- WaveDesk integration
- Action log
- Owner handoff
Use cases
ECHO AI works alongside your sales reps
Get an email briefing every morning
When you arrive at work, AI has already picked the 5 of 23 overnight emails that need replies and sorted them into 2 quote requests, 2 delivery inquiries, and 1 claim.
Get recommendations on customers to prioritize
Finds customers due to reorder, customers you haven't visited in a while, and customers evaluating a new line, and recommends them with next steps like a visit or proposal.
Evidence-based replies to delivery inquiries
Drafts a reply to a delivery inquiry based on ERP inventory and production schedules; the owner reviews and sends it.
Never miss a renewal date
Finds contracts 60 days before expiry and bundles each customer's recent transactions and claims into renewal prep materials.
Sales meeting materials, on their own
Prepares meeting materials on each owner's open deals, this month's expected orders, and customers to watch.
Claims become tickets instantly
When it finds a claim in email, it creates a ticket, assigns an owner, and logs the outcome in the customer record.
Use-case scenarios
Link ERP and AI, and replies get faster
Add products one at a time as needed, and expand like this.
- CRM Record order terms in the consultation.
- ERP Register the order.
- TEAMS Staff share it with related departments.
- CRM Look up the customer's past consultations.
- Orchestrator The agent drafts the answer.
- TEAMS Staff reply by email.
- CRM Record the customer's support inquiry.
- WaveDesk Support staff connect to the device to fix it.
- TEAMS Staff compile and deliver the results.
Alongside existing systems
Bring your existing customer data as is
Deployment model
Configuration and cost vary with scope, user count, and installation environment. Tell us your situation and we will recommend the right approach.
Contact salesInstallation environment
Design sales team access around where customer data is kept: on-premises, cloud, or internal network.
Existing system integration
Connect work from consultation to order with the same account as ERP, and share discussions in TEAMS.
Open standards
Connect customer and consultation info through business interfaces, used for ECHO data lookups via MCP tools.
FAQ
FAQ
How does work continue when owners change?
Reads the customer's consultation history and open deals and picks up right where they left off.
How does AI read email?
Connected to the owner's mailbox, ECHO AI on the company server reads and organizes only the emails you allow. Emails never leave the company.
Do I manage partners separately from ERP?
No. It uses the same partner data as ERP, and consultation terms carry over to orders.