VOLTR for your team
Sales, support, call center and finance teams work on the same platform; each team sees its own screen and managers see them all.
Teams
Which team are you looking for?
Pick your team and see below how the modules cover what you need.
Sales teams
Pipeline, quotes and customer touchpoints in one place
Move deals through stages and build quotes from the catalog; managers follow the pipeline and conversion in reports.
- Company → contact → deal → quote flow; individual customers in the same module.
- Each company defines its stages; deals move by drag and drop on a kanban board.
- Quote lines come from the product catalog; a sent quote never changes.
- Pipeline, conversion and time-to-close reports, downloadable as CSV.
- Leads opened from chats and activities linked to calls land on the same record.
- Analytics: measure without cookies which channel visitors come from (organic search, social, email, UTM campaign, AI assistant) and whether they reach your sign-up or purchase goal.
Customer support teams
Answer website questions the moment they arrive
Reply with live chat, turn what you can't solve into a support ticket, and never miss an SLA.
- Live chat widget with one line of script: pre-chat form, privacy consent text, offline messages.
- Chats go to an online agent in the department with capacity; working hours and holidays are set per department.
- Multi-chat, canned responses, internal notes and transfers in the agent console; WhatsApp and Telegram in their own inboxes.
- The AI assistant suggests answers from your knowledge base and hands over to an agent when it can't solve the question or the visitor asks; unanswered questions are collected in a list.
- Open a support ticket from a chat; first response and resolution time are tracked with SLAs.
- Supervisor board: queue, waiting time and agent workload in real time.
- Helpdesk: a separate request widget on your site; logged-in customers see their own tickets on every device through signed identity, and the team works with internal notes.
Call centers
Run outbound campaigns from call lists
Agents never type numbers; they move through the records assigned to them while supervisors watch the team live.
- Campaigns, call lists and queues; manual, preview, progressive and predictive dialing.
- Calls from the browser (WebRTC); Asterisk (FreePBX/Issabel), 3CX, Twilio or no PBX.
- Break codes, live board, quality evaluation and reports.
- Do-not-call (DNC) list.
- The customer's number is hidden by role; listening to recordings needs its own permission and is logged.
Finance and accounting
Accounts, invoices and collections in one flow
Track receivables and payables per account; overdue invoices never slip through.
- Accounts, sales and purchase invoices; collections and payments (cash, transfer, card, cheque, promissory note).
- Cheques and notes are posted to cash on their due date; cash and bank balances on one screen.
- Account statements, opening balances and manual entries; cancellations are made with reversing entries.
- Aging and collection reports; overdue invoices in their own view.
- Accounts link to CRM companies, so sales and finance see the same customer.
Multi-company groups
Manage group companies from one installation
Each company's data in its own database; modules, permissions and PBX at the center.
- A separate database for every company; companies can't see each other's data.
- Modules are enabled per company; permissions of a disabled module don't show in the company.
- The central administrator can enter a company, turn off a permission there and monitor system status.
- PBX connections are per company and only set up centrally.
- Users log in from one login screen and only see the company and modules they're allowed to.
- Audit log: logins, permission and settings changes, entering a company and exports are recorded; a company administrator sees their own company's log.