Platform · CRM & pipeline
A solar CRM that prices the deal while you’re still on the call.
Generic CRMs track conversations. A solar deal is a roof, a tariff and a payback period — so Voltara’s pipeline puts a directional price on the lead from the first call, hands the dossier to the design studio with zero re-keying, and turns Won into a live project with the proposal already attached.
13
pipeline stages, first contact to Won
60+
structured dossier fields per lead
2s
to a watermarked first estimate
§01 · THE PIPELINE
Thirteen stages that mirror how solar actually sells
A solar deal does not go “contacted → qualified → won”. It goes through site data, engineering, a proposal and a negotiation — so the board does too. The kanban runs a 13-stage funnel, and one glance tells you where every deal stands and what it is waiting on.
- Run the whole funnel on one board — every lead is a card, every column a stage, nothing lives in a side spreadsheet.
- Each stage carries its own slice of the dossier, so moving a deal forward tells the team exactly what that stage needs.
- Won is not a label — it is a state change that creates the project (see §05).
§02 · THE DOSSIER
A 60+ field dossier, collected stage by stage
No forty-field intake form on day one. The dossier grows as the deal does: contact and source at the top of the funnel, site and consumption data once you have surveyed, commercial terms as you negotiate. By proposal time the lead file holds what engineering needs — captured once.
- Capture the deal in structured fields, not a notes box — 60+ fields organised by pipeline stage.
- Each stage asks for what it needs when it needs it, so sales is never blocked by data it does not have yet.
- The same structured fields later seed the design studio — entered once, used everywhere downstream.
§03 · THE 2-SECOND ESTIMATE
A first price in two seconds — watermarked on purpose
Enter the basics and the quick estimate prices the system while the prospect is still on the phone. Two seconds, a directional number, and the conversation moves from “send me something” to “let’s book the site visit”.
Every quick estimate carries the watermark “preliminary — engineering review pending”. That is deliberate. A two-second number exists to qualify the conversation, not to sign the contract — and the watermark keeps your sales team fast without letting a directional price masquerade as an engineered one.
Honesty by design: the quick estimate stays watermarked until an engineer has done the real work. The bankable numbers — the 8,760-hour simulation, P50/P90 yield, the 25-year cash flow — come from the design studio, not from the CRM.
§04 · THE HANDOFF
“Open Designer Studio” — seeded, not re-keyed
One button on the lead. The studio opens pre-seeded with the dossier’s structured fields, passed over a versioned handshake protocol with an allowlisted field set. Your engineer starts refining a design, not re-typing a form.
- “Open Designer Studio” auto-seeds the studio from the lead — zero re-keying between sales and engineering.
- When the design is done, “Send to CRM” lands the proposal PDF, SLD, costed BOM and a design snapshot back on the lead.
- An accept/reject diff banner shows sales exactly what the design changed before it touches the lead record.
§05 · WON → PROJECT
Won creates the project — artifacts attached
Marking a deal Won is a state change, not a celebration. The platform creates the project automatically and carries the design package — proposal, SLD, BOM, snapshot — across with it, so delivery starts from the engineering reality the client accepted, not from an empty folder.
- Won auto-creates the project — no export, no re-entry, no “who sets up the job?”.
- The design artifacts travel with it, so site teams build from the proposal the client saw.
- From there the 8-state project machine takes over — stage-gated delivery with audit-logged transitions.
§06 · WORKS WITH
Where the pipeline hands off
The CRM is the front door of the wedge. These are the rooms behind it.
Solar design studio
The 20-tab bankable design studio the lead seeds — PVGIS 8,760-hour simulation, target-IRR optimizer and the 10-section bankable feasibility PDF.
How the wedge works
The full lead → estimate → design → proposal → project flow, end to end, with no re-keying at any step.
Finance & billing
When the won project starts billing: four billing methods, retainage, multi-currency invoices and Egypt ETA e-invoice generation.
See your own lead priced in two seconds.
Demos are founder-led. Bring a real prospect and we’ll take it from first call to a watermarked estimate, then through the studio to a bankable proposal.
Book a demo Included from the Wedge Bundle — $499/mo
The 2-second quick estimate and CRM-lite ship from the Estimate tier at $199/mo. The full 13-stage pipeline, the studio handoff and Won-to-project automation are included from the Wedge Bundle at $499/mo.