Frequently Asked Questions

Overview

  • What is CRM?

    Customer Relationship Management (CRM) is a set of information-technology enabled strategies aimed at identifying, targeting, acquiring and retaining the best mix of customers.

    The results of applying CRM Tools are increased sales and reduced costs. A Harvard Business Review article cited increases in sales of typically 35% and cost reductions of 25% – adding a hefty profit to the bottom line. Customer Loyalty becomes entrenched resulting in a reduced cost of sales. 

  • CRM Goals

    The overall goals are to harness the power of the tools to more effectively attract and win new customers, nurture and retain those the company already has, entice former customers back into the fold as well as to reduce the costs of marketing and customer service. Companies that employ technology to enhance their sales efforts produce superior, predictable and repeatable business results an worthwhile investment or any company. 

  • CRM Growth

    According to Forrester Research, spending on customer relationship management was expected to top $11 billion annually by 2010, as enterprises seek to grow top-line revenues, improve the customer experience, and boost the productivity of customer-facing staff. 

  • CRM Overview

    Once simply a label for a category of software tools, CRM has matured and broadened as a concept over the years. Today, customer relationship management generally denotes a company-wide business strategy embracing all customer-facing departments and even beyond. When an implementation is effective, people, processes, and technology work in synergy to develop and strengthen relationships, increase profitability, and reduce operational costs. 

  • Benefits of CRM Tools

    Customer relationship management tools have been shown to help companies attain these objectives:

    • Streamlined sales and marketing processes
    • Higher sales productivity – turnover increases of 30% and better
    • Added cross-selling and up-selling opportunities
    • Improved customer service, loyalty, and retention
    • Increased call centre efficiency
    • Higher close rates
    • Better customer profiling and targeting
    • Reduced expenses
    • Increased market share
    • Higher overall profitability

    If you are interested in purchasing BluWave CRM Software to assist your customer relationship management, simply contact us or call on +27 11 462 6871 and we will gladly be of further assistance. 

Pricing & Commercials

  • How much does BluWave CRM cost?

    BluWave CRM is designed to be affordable for South African businesses. Pricing starts from R520 per user, per month, with flexible subscription options available depending on your business requirements. 

  • Can I choose a payment plan that works for my business?

    Yes. BluWave CRM offers flexible payment options, including monthly, bi-annual, and annual subscriptions, giving businesses the freedom to choose a plan that suits their cash flow and needs. In addition, there is a negotiable payment plan for the once-off implementation and training package. 

  • Are there any hidden costs?

    No. BluWave aims to keep pricing simple and transparent. Any implementation, training, or integration requirements is quoted and discussed upfront so there are no surprises. 

Data Security & Hosting

  • Is BluWave CRM POPIA compliant?

    Yes. BluWave CRM is designed with data security in mind and supports businesses that need a CRM solution aligned with South African data protection requirements, including POPIA.

    1. Customer information is hosted locally in South Africa.

    2. All backup copies are encrypted. This means that copies of all customer data which is backed-up from the virtual server environment is encrypted. 

  • Where are BluWave CRM servers located?

    BluWave CRM data is hosted in South Africa, which is an important consideration for businesses that want their data stored locally. 

  • Does BluWave CRM have backup servers?

    Backup and Disaster Recovery

    BluWave systems are backed up regularly to protect against data loss.

    Our operational procedures include:

    • Scheduled data backups
    • Secure backup storage
    • Recovery procedures to restore services if required

    These measures support continuity of service in the event of unexpected system failures.

    A virtual server environment is configured in the Registered Tier 3). Datacentre (The data centre has ISO 27001:2022 certification). 

    A replication server is configured in a registered Tier 4 Facility Certified Secondary Datacentre in South Africa. which manages

    Yes. BluWave has backup server provisions in place in case anything happens to the main server, helping ensure business continuity and added peace of mind. 

  • How secure is my data in BluWave CRM?

    BluWave CRM uses secure infrastructure and processes to help protect your customer and business data. Local hosting and backup measures further support reliability and peace of mind.

    Hosting and Infrastructure Security

    BluWave systems are hosted on professionally managed infrastructure designed for reliability and security.

    Key protections include:

    • Secure cloud or hosted infrastructure environments
    • Firewall protection for network traffic
    • Restricted administrative access
    • Monitoring of systems for unusual behaviour or threats
    • Regular system updates and security patches

    Access to production environments is restricted to authorised personnel only. 

Integrations

  • Does BluWave CRM integrate with other software?

    Yes. BluWave CRM integrates with a range of business tools, including accounting, ERP, email, calendar, and marketing systems, helping businesses streamline processes and reduce manual work. 

  • Does BluWave CRM integrate with accounting and ERP systems?

    Yes. BluWave CRM supports integration with accounting and ERP solutions for important functions such as syncing sales history, debtor information, item data, and pushing sales orders or invoices where required. 

  • Does BluWave CRM integrate with Sage, Xero or QuickBooks?

    BluWave CRM can integrate with various accounting and ERP systems. Where relevant for SEO and sales messaging, this page can reference examples such as Sage, Xero, and QuickBooks, but wording should remain broad enough not to overpromise without confirmation on each use case.

    Developer note:
    Please keep this FAQ answer editable from CMS/admin side so the marketing team can add or adjust software names over time. 

  • Does BluWave CRM integrate with Outlook, Gmail and calendars?

    Yes. BluWave CRM includes integration with email and calendar tools such as Outlook, Gmail, and Google Calendar, allowing email conversations and appointments to be synced into the system. 

  • Does BluWave CRM integrate with Mailchimp?

    Yes. BluWave CRM has a direct integration with Mailchimp to support mailing list activity and campaign feedback into the CRM environment. 

  • Can BluWave CRM integrate with Zapier or other tools?

    BluWave provides a Leads API, which can be used with tools such as Zapier to connect BluWave CRM with other platforms and automate lead capture from websites, forms and other systems. BluWave also offers a free web API for loading leads directly into CRM. 

Reporting & Dashboards

  • What reporting does BluWave CRM offer?

    BluWave CRM comes with over 200 built-in reports and 30+ dashboards through BluWave BI, covering important areas such as activity, pipeline, sales data, service data and KPIs. 

  • Can BluWave CRM help us track sales activity and pipeline?

    Yes. BluWave CRM includes reporting and dashboards that help businesses track activities, opportunities, deals, quotes and pipeline performance more effectively. 

  • Can we track service data and KPIs?

    Yes. BluWave reporting supports visibility across service-related data and key performance indicators, helping management teams monitor performance and make informed decisions. 

  • Can BluWave CRM provide custom dashboards?

    Yes. BluWave BI is a Business Intelligence tool that allows either BluWave Consultants ofr the customer to develop custom dashboards, graphs maps and KPI reporting to be created based on the specific needs of management and leadership teams. 

Features & Usability

  • What makes BluWave CRM different from other CRM solutions?

    BluWave CRM is designed specifically for South African businesses that want a CRM system that is practical, user-friendly, affordable, and scalable. It combines sales, reporting, automation, and local support without the complexity and cost often associated with larger international systems. Two unique features of BluWave CRM include:

    • The Mobile responsive functionality which empowers users to use BluWave CRM all the users devices – Mobile phone, tablet or computer – with all functions available on all devices. 
    • Secondly the integrability with local ERP and accounting systems is a powerful function adding huge value to users and improved data flows across the prganisation. Integration with three cloud based system is included at no cost – Dage Cloud Xero and Sahge Intacct with others being added from time to time. The on-premises ERP/Accounting system integration is available for a small install fee for most local systems and new systems can be added on-request at no additional fee. 
  • Is BluWave CRM easy to use?

    Yes. BluWave CRM is designed to be user-friendly and practical for day-to-day business use, making it easier for teams to adopt and use consistently. The mobile responsiveness of the system makes it easy to use on mobile phones and the BluWave BI system allows users to manage their data visually via dashboards, graphs and maps. 

  • Is BluWave CRM customisable for my business needs?

    Yes. BluWave CRM is highly customisable and allows businesses to tailor fields, dashboards, workflows, and processes to suit their requirements. BluWave CRM has been applied successfully across all B-To-B industries. We recognise that each business has its own unique requirements however, please speak to our experienced consultants to discuss your specific requirements.

  • Is BluWave CRM mobile friendly?

    Yes. BluWave CRM is designed to be fully responsive across desktop, laptop, tablet, and mobile devices, allowing users (sales staff and management) to work on the go. 

  • Does BluWave CRM offer automation features?

    Yes. BluWave CRM includes automation for workflows, lead capture, quoting, reminders, and marketing processes, helping reduce admin and improve efficiency. Bluwave Service has customisable job processes with even and escalation workflows specifically designed for the service environment. 

  • Does BluWave CRM include AI features?

    Yes. BluWave CRM includes AI-enabled functionality such as Load Lead for loading leads from email enquiries and AI-powered data enrichment to improve prospect information and reduce manual data entry. BluWave is continuing to add more powerful AI functionality including sentiment analysis, AI driven deal strategies, AI driven account management reporting. 

Implementation, Training & Support

  • How quickly can we get started with BluWave CRM?

    Implementation time depends on your requirements, but BluWave focuses on practical, efficient rollout with support from its implementation team. Our implementation process ensures a project plan is drawn up as the first implementation step. All tasks are scheduled and booked in this planning phase so that the customer has a timeline from day 1. Implementations are usually in the training phase in week 4 and Live and running by week 8. 

  • Do you provide implementation assistance?

    Yes. BluWave offers a turnkey implementation approach, including planning, configuration, setup, data preparation and conversion, accounting /ERP system integration, user and management training, and support to help businesses get up and running effectively. 

  • Do you charge for training?

    Yes. Initial training is charged for. There is a once-off fixed implementation fee that varies depending on the size of the team. However, we offer a free training guarantee. Delegates who have attended training can access FREE online follow-up workshops via Teams if they need extra help afterwards. 

  • What kind of support does BluWave CRM offer?

    The BluWave CRM/Service license includes free local support via telephone and email, helping customers get assistance when they need it. 

  • Do you offer ongoing help after go-live?

    Yes. BluWave provides ongoing support and follow-up assistance to help customers continue getting value from the system after implementation. 

General / Why BluWave

  • Is BluWave CRM suitable for South African businesses?

    Yes. BluWave CRM is built for South African businesses and offers local pricing, local support, and local hosting, making it especially suitable for companies that want a practical local CRM solution. 

  • Is BluWave CRM suitable for all industries?

    BluWave CRM is well suited to a wide range of B2B industries and can be adapted to suit different sales and customer management processes. 

  • Why choose BluWave instead of an international CRM?

    BluWave offers South African businesses a more practical alternative through:

    • pricing in Rands
    • local support
    • local data hosting
    • mobile responsive system usable on all hardware
    • integration with local accounting/ERP solution
    • integration with Outlook /Gmail
    • customisable reporting
    • implementation support
    • strong functionality without unnecessary complexity 
  • Can I try BluWave CRM before committing?

    Yes. Visitors should be encouraged to either book a demo or start a free trial.  

Partner Programme

  • How do I earn commission as an affiliate?

    Affiliates earn commission by referring qualified prospects to BluWave Software. Once a referred customer purchases BluWave CRM or related services, the affiliate receives an agreed commission based on the value of the sale. Commission structures can include once-off referral fees or recurring income opportunities depending on the partner arrangement. 

  • Do I need technical knowledge to be a reseller?


    No. Many successful BluWave partners focus primarily on relationship building, networking, and identifying business opportunities. While technical knowledge is helpful, BluWave provides product training, demonstrations, implementation assistance, and ongoing support to help partners succeed. 

  • Who handles implementation?


    BluWave’s implementation and support teams can handle the full implementation process, including setup, training, data migration assistance, and onboarding. Resellers may also choose to participate in implementations if they have the necessary skills and resources. 

  • How long does it take to start earning?

    his depends on the partner’s existing network, industry focus, and sales activity. Some partners generate opportunities within weeks, while others build a longer-term recurring income stream over several months. BluWave supports partners throughout the process to help accelerate results. 

  • What is the difference between an affiliate and a reseller?


    Affiliates primarily introduce opportunities and earn referral commissions, while resellers typically manage the sales process directly and may provide consulting, implementation, training, or first-line customer support services. 

  • What commission percentages do affiliates and resellers earn?


    ommission structures vary depending on the level of involvement, services provided, and type of customer opportunity. BluWave offers competitive commission and recurring revenue opportunities designed to create long-term partner profitability. 

  • Are commissions recurring or once-off?

    Depending on the agreement, partners may earn once-off commissions, recurring monthly revenue, or a combination of both. BluWave aims to create sustainable long-term partnerships wherever possible. 

  • How and when are commissions paid?

    Commissions are generally paid after customer payments are received and according to the agreed partner terms. BluWave provides transparency around commission calculations and payment schedules. 

  • Is there a minimum sales target to remain a partner?


    BluWave prefers to work with active partners, but the requirements vary depending on the partnership level. The focus is on building mutually beneficial long-term relationships rather than imposing unrealistic targets. 

  • Can I sell BluWave CRM alongside other software products?


    Yes. Many partners offer BluWave alongside complementary business solutions such as accounting software, ERP systems, IT services, telecommunications, consulting, or digital transformation services. 

  • Do you provide sales leads to partners?

    BluWave may share opportunities with active partners where appropriate. However, partners are encouraged to leverage their own networks, industries, and customer relationships to generate opportunities. 

  • What industries is BluWave CRM best suited for?

    BluWave is particularly strong in B2B industries with field sales teams, account managers, customer service requirements, and complex sales cycles. Typical sectors include medical devices, laboratory equipment, engineering, industrial services, recycling, wholesale distribution, and technical sales organisations. 

  • What makes BluWave different from other CRM providers?

    BluWave combines powerful CRM, service management, business intelligence, and AI-driven functionality into a highly customisable platform focused on practical business outcomes. Customers value its flexibility, strong reporting, ease of use, and personalised support. BluWave’s ability to integrate with all the popular Accounting and ERP systems is definitely a huge time and cost saver.  

  • Is BluWave suitable for small businesses or larger companies?

    BluWave is designed primarily for growing SMEs and mid-sized businesses but is scalable enough to support larger organisations with more advanced operational and reporting requirements. Best suited for B2B Businesses with sales teams from 5 to 200 users. 

  • Can partners offer their own consulting and support services?

    Yes. Many resellers build additional recurring revenue streams by providing consulting, implementation, training, process improvement, and support services around the BluWave platform. 

  • Do you assist with sales presentations and product demonstrations?

    Yes. BluWave works closely with partners during the sales process and can assist with demonstrations, technical discussions, solution architecture, and proposal development. 

  • Is there an upfront cost to become a reseller or affiliate?

    BluWave aims to keep entry barriers low. Any applicable costs depend on the partnership model, training requirements, and level of engagement required 

  • What margins can resellers typically expect?

    Margins vary depending on deal size, services provided, and customer requirements. BluWave’s recurring revenue model can create attractive long-term income opportunities for committed partners. 

  • How does BluWave handle software updates and maintenance?


    BluWave manages ongoing cloud hosting, updates, maintenance, enhancements, and product development, allowing partners to focus on customer relationships and growth. 

  • Is the CRM cloud-based or on-premise?


    BluWave is primarily offered as a secure cloud-based SaaS solution, although other deployment options may be available depending on customer requirements. 

  • Does BluWave integrate with accounting and ERP systems?


    Yes. BluWave integrates with various accounting and business systems, including Sage solutions and other third-party platforms where required.

  • Are there AI features included in BluWave CRM?

    Yes. BluWave is actively developing and expanding AI-powered capabilities including lead enrichment, customer sentiment analysis, deal intelligence, customer health monitoring, and AI-assisted workflows. 

  • How secure is the BluWave platform?

    BluWave takes security, customer privacy, and data protection seriously, with enterprise-grade hosting environments, access controls, backups, and ongoing system monitoring. With over 20 years experience we like to think we have a secure service to provide our customers piece of mind. 

  • What onboarding process do new partners follow?

    New Resellers typically go through onboarding sessions covering product positioning, demonstrations, sales processes, implementation workflows, and support procedures. 

  • Can international partners join the program?


    Yes. BluWave is open to discussions with international partners where there is strategic alignment and market opportunity. 

  • What marketing material is provided to partners?

    Partners can receive brochures, presentations, website material, product information, case studies, sales messaging guidance, and digital marketing support resources. 

  • How quickly can a reseller be up and running?

    Many partners can begin introducing opportunities within a short period after onboarding and basic product familiarisation. 

  • What training and support do you provide?


    luWave provides product training, sales enablement assistance, onboarding guidance, demonstrations, technical support, and ongoing product updates. Partners also receive access to marketing material, proposal assistance, and guidance on positioning BluWave against competing CRM solutions. 

  • Do you provide ongoing product and AI training?

    Yes. BluWave continually invests in product improvement and AI innovation, and partners receive ongoing updates, training and enablement support. 

  • Can partners generate recurring monthly income?


    Yes. One of the major benefits of the SaaS model is the opportunity to build predictable recurring revenue streams over time. 

  • Who owns the customer relationship?

    BluWave works collaboratively with partners and values long-term relationships. The exact structure depends on the partnership agreement and level of involvement. 

  • Is there protected territory or account protection for resellers?

    BluWave aims to treat partners fairly and may provide account or opportunity protection under agreed conditions. 

  • What type of businesses typically become BluWave partners?

    Typical partners include IT companies, consultants, telecom providers, business advisors, digital transformation firms, ERP consultants, management and accounting firms and organisations with established B2B customer relationships. 

  • What level of support do end customers receive?

    End customers receive onboarding assistance, user training, technical support, and ongoing guidance from BluWave and/or the reseller partner. 

  • Can I start part-time as a reseller or affiliate?

    Yes. Many affiliates and resellers begin part-time and expand their involvement as they build confidence and recurring revenue. 

  • How scalable is the BluWave partner opportunity?

    The BluWave model is highly scalable, allowing partners to grow from simple referrals into full-service consulting and recurring SaaS revenue businesses. 

  • What are the hardware or system requirements?


    As a cloud-based platform, BluWave requires minimal infrastructure. Users typically only need an internet connection and a modern web browser. 

  • Can partners customise the CRM for their customers?

    Yes. BluWave offers extensive flexibility and customisation options to suit different industries and operational requirements. 

  • What reporting and analytics capabilities are included

    BluWave includes advanced reporting, dashboards, KPI tracking, and embedded business intelligence tools to help customers make informed decisions. 

  • Why are AI-enabled CRM systems becoming important for businesses?

    AI-enabled CRM systems help businesses automate repetitive tasks, improve lead qualification, enhance customer engagement, identify risks earlier, and improve sales productivity and decision-making. 

  • How does BluWave help partners compete against larger CRM brands?

    BluWave offers a highly personalised approach, flexible customisation, strong local support, integrated BI capabilities, and competitive pricing — advantages often difficult to obtain from larger global vendors. 

  • What ongoing revenue opportunities exist beyond software sales?

    Partners can generate revenue through implementation services, consulting, training, support agreements, customisation work, AI advisory services, and recurring subscription income. 

  • How do I apply to become a BluWave partner?

     Prospective partners can contact BluWave directly through the website or sales team to discuss partnership opportunities, onboarding requirements, and mutual business goals.