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Sales pipelines

Keep every opportunity moving.

Turn enquiries into a clear next step, with pipelines that follow your solar business.

Book a demo

30 minutes. Focused on your business.

Preview of Voltrack sales pipelines Sales pipelines
Sales coordinator handling a solar customer enquiry
Real Voltrack interface · demo workspace
Voltrack / Sales pipelinesView full screen ↗
Voltrack sales pipelines interface
Inside VoltrackKeep every opportunity moving.Demo workspace · click to view the complete capture.

Why it matters

A busy inbox is not a sales process.

When leads arrive from different places, it becomes harder to see who needs a call, who has a quote and what is ready to move forward. A shared pipeline gives the team a common view.

Your connected workflow

  1. 01New enquiry
  2. 02Survey booked
  3. 03Quote accepted
  4. 04Ready to install
See this workflow live →
01

Create your own journey

Name pipelines and arrange stages to match how you sell solar, battery and retrofit work.

02

Put context beside the customer

Keep customer records and notes connected to the opportunity, rather than searching through separate conversations.

03

Set requirements for progress

Require an accepted quote, booked survey or installation date before a customer enters the next stage.

Make it your own

Your brand. Your workflow.

Every colour, your choice. Customise backgrounds, sidebars, cards, buttons, links and status colours, alongside your logo, quotes, invoices and emails. Customise Voltrack around your business, from the customer experience to the stages your team works through.

Company logoComplete colour customisationDocument templatesPipeline stagesTeam permissions
Explore customisation

Your workflow, connected

Part of the
whole operation.

Explore the tools on either side of this workflow, and see how Voltrack could bring your team together.

Solar surveys Quotes & proposals Scheduling & installations Invoicing & payments Marketing & commission Job costing & finance Configuration

Before you enquire

Useful to know.

Can we use different pipelines?

Yes. Configure separate pipelines and their stages around the processes your business needs.

How do we get started?

Book a demo so we can walk through your workflow and agree the configuration, migration and training your business needs. View pricing and setup.

Let’s talk

See your sales process in Voltrack.

Tell us what you want to improve. We’ll show you the relevant workflows and discuss whether Voltrack fits.

Book a demo View pricing & setup →