Skip to content
Swaves GlobalTechnologies
Docs
CloudLineageHealthEnterprise AIAI LabsERP
Solutions
Web EngineeringMobile AppsNetwork & SecurityDigital Marketing
Company
ClientsAboutContact
DocsSign in
Relationship, pipeline and commercial hand-off

Swaves ERP · Applications

Customer & Sales

Keep each opportunity, conversation and commitment in context. Customer & Sales brings leads, organisations, contacts, deals, communication, tasks, assignment and forecast context into a focused sales workspace with a controlled route into quotation and fulfilment.

Leads and organisationsDeal pipelineCommunication historyCommercial hand-off
A visible owner and next action for active opportunitiesCommunication, tasks, notes and documents kept with the relationshipPipeline views based on defined stages and expected valueQualified deals handed into quotation and order processing with less re-entry

Actual application interface from the official module documentation; final configuration and scope are confirmed per deployment.

Customer operations applicationDeal workspace
Frappe CRM deal workspace with opportunity values, ownership and activity
Actual application interface from the official documentation. View source · CC BY-SA.
01Lead
02Quotation
03Sales order
04Delivery
05Invoice
06Collection

Working coverage

Capability where the transaction and responsibility meet.

Sales teams moving beyond spreadsheets or disconnected communication tools while keeping downstream commercial and operational work aligned.

Capture and qualification

Bring prospective demand into an owned route for review and follow-up.

  • Lead capture and web forms
  • Source and campaign context
  • Assignment rules
  • Follow-up SLA
  • Qualification fields
  • Lead-to-deal conversion

Pipeline

Work deals through defined stages with current value, probability and ownership.

  • List and Kanban views
  • Deal stages
  • Expected close and value
  • Products and commercial context
  • Lost reasons
  • Forecast view

Relationship workspace

Keep the people, organisation and working history together.

  • Organisations and contacts
  • Email threads
  • Calls and recordings where configured
  • Tasks and notes
  • Comments and collaboration
  • Attachments and activity history

Communication

Support consistent outreach without separating messages from the opportunity record.

  • Send and receive email
  • Templates
  • Thread history
  • Team comments and mentions
  • Follow-up tasks
  • Channel integrations subject to provider

Commercial hand-off

Translate an approved opportunity into the documents operations and finance can fulfil.

  • Product and pricing context
  • Quotation preparation
  • Customer and address hand-off
  • Approval and discount route
  • Sales order conversion
  • Fulfilment and invoice visibility

Sales management

Give managers a current view of workload, movement, conversion and follow-up quality.

  • Team pipeline
  • Stage ageing
  • Forecast context
  • Activity and follow-up
  • Source and lost-reason analysis
  • Saved views and reports

End-to-end flow

From first signal to an accountable commercial commitment

Context follows the relationship from capture and qualification through proposal, decision and operational hand-off.

01

Capture

Create the lead with source, organisation, contact and initial need.

Marketing or intake
02

Qualify

Assign ownership, understand fit, schedule action and decide whether to progress.

Sales
03

Develop

Work the deal with communication, tasks, products, expected value and stakeholder context.

Account owner
04

Propose

Prepare the approved commercial offer, terms and required internal review.

Sales and commercial control
05

Hand off

Convert the accepted commitment into quotation, order and fulfilment responsibility.

Sales operations

Role views

The same process. Different working context.

Each person sees the queues, measures, records and actions that belong to their responsibility.

01

Sales representative

Next best action

My leadsMy dealsTasksCommunication
02

Sales manager

Pipeline quality

Team pipelineForecastStage ageingLost reasons
03

Sales operations

Commercial accuracy

Customer dataProductsQuotationsHand-offs
04

Account manager

Relationship continuity

ContactsActivity historyRenewalsOpen service

Controls retained in the flow

  • Role-based pipeline visibility
  • Assignment and ownership
  • Defined stage movement
  • Quotation and discount approval
  • Communication history
  • Lost-reason capture

Configured for the operating model

  • Lead sources and territories
  • Deal stages
  • Assignment rules
  • Follow-up SLAs
  • Custom fields and actions
  • Email, telephony and messaging providers
Telephony, WhatsApp, email synchronisation, campaign sources and other channel integrations depend on approved provider accounts, regional rules and confirmed connector capability.

Connected applications

Continue the operating cycle.

Move into the responsibilities that sit immediately before, after or alongside this application.

01Core Operations02Service Desk03Operational Intelligence

Foundation and attribution

Open foundations. Swaves delivery accountability.

Swaves ERP solutions may use and extend established open-source business platforms, including the ERPNext and Frappe ecosystem, alongside Swaves configuration, integration and managed services. Capabilities and interface patterns shown here are referenced against current published module documentation. ERPNext and Frappe are trademarks of their respective owner. Swaves does not claim partner certification, endorsement or ownership of upstream products.

Start with the operating model

Bring the process that is losing control first.

Discuss your ERP scope
Current companies, sites and systemsUsers, roles and approval authorityPriority process and known exceptionsMigration, statutory and integration requirements