Overview
Every conversation worth real money becomes a deal — with value, currency, win probability, owner, source, and stage. Forecasts roll up by pipeline, owner, and time window so you know what's actually in the funnel. When a deal closes, the customer's lifetime value updates automatically.
- Deal value with currency (12 currencies supported)
- Win probability per stage, auto-adjusted
- Source attribution (channel, campaign, ad)
- Owner + collaborators with notifications
- Forecast revenue per pipeline, owner, period
- Lifetime value auto-updates on close-won
- Linked conversations, tasks, and notes
How it works
1
Create from a conversation
Click "new deal" from any conversation. Voxys pre-fills the contact, channel, source, and suggested value based on the conversation.
2
Track stage + probability
Move the deal through stages as it progresses. Each stage has a default win probability — override per deal if you know better.
3
Forecast and report
Voxys aggregates open deals into weighted revenue forecasts by pipeline, owner, and time period. Export to CSV or pipe to your BI tool.