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CAPABILITY · CRM & RELATIONSHIPS

CRM that follows the customer from first conversation through delivery and renewal.

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Voyager is CRM software for the whole customer relationship, not only the pipeline. People and organizations, conversations, leads, opportunities, proposals and forecasts stay attached to the delivery, service, invoices and renewal activity that follow the sale.

How it works

One relationship, connected to communications, revenue, delivery and history.

The account is not a sales record that stops at close. The same people and organization carry through proposal, delivery, invoicing, service and renewal. Illustrative.

Relations · organizationBrightline Care4 people · 2 sites · customer since 2024
  • Conversations and meetingsDiscuss
  • Expansion opportunityPipeline · proposal stage
  • Active projectPhase 2 delivery
  • Invoices and payments1 overdue, $48,200
  • Service cases2 open
  • RenewalDue in 90 days

  1. Phase 1Sell

    1. JanFirst conversationA person, before a company record
    2. FebOpportunityQualified, forecast
    3. MarProposal signed

  2. Phase 2Deliver

    1. MarOnboardingScope carried from the deal
    2. AprProject and invoicingTerms carried into finance

  3. Phase 3Serve and grow

    1. JunService caseHistory already attached
    2. DecRenewalWith the whole account in view

01PEOPLE AND ORGANIZATIONS

A relationship record that starts with the person.

Relations holds people and organizations with activity, communications, associated commercial and operational records, and how they connect to each other. Individuals can take part in sales and outreach without first being attached to a company record.

  • People and organizations
  • Relationship history and connections
  • Person-first selling

02PIPELINE

Leads, opportunities and deals with forecasting and reporting.

Qualify leads, manage opportunities through your stages, forecast, and report on the pipeline. Quotes and proposals, outreach sequences and meeting context sit with the deal they belong to.

  • Leads, opportunities and deals
  • Pipeline and forecasting
  • Quotes, proposals and signing
  • Outreach and sequences

03BUSINESS DEVELOPMENT

Decide what to pursue before a sales motion exists.

Business Development takes new products, markets, locations, partnerships and other initiatives from discovery through evidence, business case, go/no-go decision, funding and launch, then compares results against the original thesis.

04AFTER THE SALE

Delivery, service and billing inherit what was sold.

When an opportunity closes, its commitments carry into onboarding, projects, service and invoicing, so the delivery team starts with the full account and scope.

PRACTICAL ANSWERS

Common questions about this capability.

Is Voyager a CRM?
Yes. It covers people and organizations, leads, opportunities, pipeline, forecasting, outreach, quotes, proposals and account management. It also connects that CRM to delivery, service, finance and the rest of the organization.
Can Voyager work with HubSpot or Pipedrive?
Yes. Both connect to Voyager. You can keep them, move selected sales functions into Voyager, or run CRM entirely in Voyager.
Do contacts need to belong to a company?
No. Voyager's person-first model lets individuals take part in sales, outreach, proposals and service directly.

CONNECTED CAPABILITIES

See what this capability works with.

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Map the customer lifecycle from first contact through delivery and renewal.

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Bring the stages, systems and handoffs you use today. We will show what can run natively in Voyager, what can stay in HubSpot or Pipedrive, and where sales commitments should reach operations and finance.