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SOLUTION · SALES

Sales from first conversation to signed deal, and into delivery.

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A sales reply should change the deal, and a signed deal should change delivery. Voyager keeps leads, contacts, conversations, meetings, proposals, approvals and forecasts attached to the customer, then carries the commitments made in the sale into the teams responsible for fulfilling them.

When a deal closes

Delivery, service and finance start from what was sold.

The customer continues into delivery without a reset: scope, terms and promises travel with the deal.

One eventAldercrest renewal signedScope, terms, dates
  • DeliveryProject from the agreed scope
  • ServiceAccount history attached
  • FinanceInvoice schedule from the terms
  • ScheduleKickoff and onboarding held

Illustrative example.

HOW THE WORK MOVES

From first signal to fulfilled customer commitment.

Measure pipeline movement and forecast changes, keep follow-up owned, and make the signed scope visible to delivery without a manual reset.

  1. Lead or replyA lead, reply or new buying contact enters the relationship record with its source.
  2. QualifyAccount context, fit and next action shape the opportunity.
  3. Follow upMeetings, outreach and commitments stay attached to the deal.
  4. ProposeQuotes, proposals and pricing approvals use the same commercial context.
  5. Authority gate: Approve and signExceptions stop for approval and the agreed scope is recorded.
  6. Hand offOnboarding, projects and service inherit what sales committed.
  7. Bill and serveDelivery and finance work from the same customer and scope.
  8. ReviewPipeline and customer history support renewal and expansion decisions.

01PIPELINE

Leads, opportunities, forecasting and reporting.

Qualify leads, move opportunities through your stages, forecast and report. Person-first records let individuals buy and engage without an artificial company record.

  • Leads, opportunities and deals
  • Pipeline and forecasting
  • Account and relationship context

02OUTREACH AND PROPOSALS

Sequences, meetings, quotes and signatures in one flow.

Run outreach and sequences, prepare for meetings from account history, and produce quotes and proposals with pricing approvals and signing. Replies outside the approved range stop for review.

  • Outreach and sequences
  • Meeting preparation and notes
  • Quotes, proposals and signing

03NEXT ACTION

Voyager notices what changed in a deal and prepares the follow-up.

A reply, a new contact on the buying side, a missed meeting or a moved close date is connected to the deal and turned into a prepared next step, handled automatically or routed for approval under your policy.

04HANDOFF

The customer continues into delivery without a reset.

Commitments made in the sale carry into onboarding, projects, service and invoicing, so the delivery team starts with the full picture.

BEFORE YOU START

Common questions about this area.

Does Voyager include a CRM for sales teams?
Yes. Voyager's CRM covers leads, opportunities, pipeline, forecasting, outreach, quotes, proposals and account management.
Can we keep HubSpot or Pipedrive?
Yes. Both connect to Voyager. Keep them, move sales into Voyager in stages, or run both.
What happens after a deal closes?
Its commitments carry into onboarding, projects, schedules, service and invoicing, connected to the same customer and deal.

CONNECTED WORK

Related capabilities and solutions.

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Bring the sales workflow where follow-up or handoff still depends on memory.

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We will map the lead stages, conversations, approvals, proposal process and delivery handoff, including any CRM you want to keep connected.