Feature · CRM & Pipeline

The CRM and pipeline built for solar installers

Every enquiry, quote and job in one pipeline - from first click to signed install. Built around how installers actually sell, not a generic CRM you bend into shape.

We set it upLive in daysNo lock-in
CN

Clara Nevin

clara.nevin@email.ie · 087 123 4567

Quoted
System6.2 kW + 5 kWh battery
RoofSouth-facing · 42 m²
Electricity bill€290 / month
Deal value€13,860
SourceCalculator · FB ad
GrantSEAI eligible

Activity

  1. Enquiry received

    Calculator · Facebook

  2. Auto-reply sent

    14 seconds later

  3. Call booked

    Tue 10:30

  4. Quote sent

    €13,860

Next: follow-up call · Tue 10:30Send proposal

One pipeline, every stage of the job.

Lead source
Qualification
Notes & context
Follow-ups
Appointments & surveys
Proposals
Jobs
Team ownership
See it in action

Every lead in one shared pipeline

app.voltflo.com
The Voltflo leads table showing source, system, owner, value, stage and next action for every lead
One shared pipeline

One place for every note, call and quote.

Every enquiry opens a shared record - contact details, the system they want, notes, calls, quotes and the full history on one thread. Your whole team works from the same card, with a clear owner and a clear next action, so jobs move instead of sitting in one person's inbox.

  • The full history on one shared thread
  • Notes, calls and quotes in one place
  • Clear owner and next action on every lead

Clara Nevin · one thread

  1. Enquiry received

    Calculator · Facebook ad

  2. Auto-reply sent

    14 seconds later

  3. Call booked

    Tue 10:30

  4. Quote sent

    6.2 kW + battery · €13,860

  5. Deposit paid - Won

    2 days later

Now every lead is scored and qualified before we pick up the phone. We're closing more of the demand we already had.
Graham GraceGraham GraceManaging Director · MyPower
Why switch

Why installers move to Voltflo.

Built for installers, not generic

Pipeline, qualification and job stages shaped around how installation businesses actually sell.

One system, sale to install

Leads, quotes and jobs in one place - no separate diary, proposal tool or spreadsheet.

Live for your whole team

Everyone sees the same up-to-date pipeline, with clear ownership and nothing slipping.

FAQ

Frequently asked questions

How is this different from a generic CRM?

The pipeline, qualification and job stages are shaped around how installation businesses actually sell - enquiry, qualification, survey, proposal, install and handover - so you're not bending a generic sales CRM into shape. Leads, quotes and jobs live on one record, not spread across a diary, a proposal tool and a spreadsheet.

Can my whole team work from it?

Yes. Everyone sees the same up-to-date pipeline, with a clear owner and next action on every lead, so nothing sits in one person's inbox. There are no per-seat fees - the whole platform is one price, mapped to your business.

Does it cover the job after the sale, not just the sale?

Yes. A won deal becomes a job and moves through install stages on the same record, so the sale and the delivery aren't split across two systems.

Can I move my existing leads and contacts in?

Yes. We help you get set up and migrate your existing contacts and pipeline as part of onboarding, so you're not starting from a blank system. Book a demo and we'll talk through your data.

See the pipeline built for your business.