VoltsCRM
Your business already has a CRM.
It's called "Sam remembers things."
Sam is excellent. Sam also takes vacations, sleeps, and will one day work somewhere else — and every quote, promise, and half-remembered phone call walks out with him. VoltsCRM is where that memory goes to become property of the business: leads, proposals, invoices, projects, and support, in one hosted system.
Your own workspace · your branding · optional custom domain · trials available
Fire the sticky notes.
Not the people — the system where "the system" is whoever answered the phone. Every note below the fold of somebody's monitor is a customer the business doesn't actually know about. Watch what happens to one:
What changes
Three small stories from a business that switched.
9:41 on a Tuesday.
Somebody taps your Facebook ad and fills in the lead form. At 9:41 and one second, she's in your pipeline — name, number, what she wants — mapped, checked against duplicates, and assigned. Nobody copied anything from anywhere. When she books, the proposal, the deposit invoice, and the project all grow out of the same record, so the answer to "where did this customer come from?" is never a shrug.
New lead · Meta ads · captured in ~1.2s · signed webhook + safety net
The invoice you'd forgotten.
Six days overdue, and you never thought about it once — because the reminder went out by itself, politely, twice. The monthly care-plan invoices send themselves on schedule. Ten payment gateways mean clients pay the way they pay, and when the money lands, the record already knows. Chasing money stops being a personality trait.
INV-0288 · reminder sent · paid Thursday · receipt issued
Dana checks it herself.
Proposal, invoices, project progress, the ticket she raised last week — all in her client portal, answered before she asks. The "just checking in" emails stop. Your Tuesday gets quieter. Somehow this is the feature people thank us for most.
Client portal · proposals · invoices · progress · tickets
The client portal
Dana gets her own copy of everything.
Her proposals to accept, her invoices to pay online, her project's progress, her tickets and their answers — organized for her, updated without anyone lifting a finger:
The pipeline, visible
Every deal, somewhere on this line.
Not in inboxes, not in heads — on a board the whole team reads the same way. Here's what a Tuesday looks like when the pipeline lives in one place:
Under the hood, briefly
Anatomy of a captured lead.
We built the Meta integration ourselves because the off-the-shelf ones lose leads. Here's the 1.2 seconds between an ad tap and a pipeline record — including the part that makes it dependable:
Reports without homework
Numbers that stop being arguments.
"How are we doing this month?" used to mean an hour of spreadsheet archaeology and three different answers. Now it means glancing at figures pulled live from the same records the work happens in — by staff, by service, by month:
$18,400
invoiced this month
$3,200
outstanding — reminders already sent
12
deals in play, every one owned by someone
Full disclosure
We eat here too.
The form on this website? It files into our VoltsCRM. The proposal we'd send you? Generated from it. The invoice? Same. We run our agency on the thing we're selling you, which keeps us unusually honest about what it's like to live with.
Under the hood it's Perfex — an open CRM platform thousands of businesses have battle-tested — plus the parts we engineered because we needed them ourselves: Meta lead capture that doesn't lose leads when a webhook hiccups, and a payments bridge that can't double-post money no matter how many times a gateway retries. Clean modules, no core hacks, safe updates.
— the team that built it, and files its own paperwork in it
The retirement party
Five tools clock out. One system clocks in.
the leads spreadsheet
the notes app nobody checks
the invoice tool
the follow-up email thread
Sam's memory
One customer record · lead → proposal → invoice → project → support
One system of record
Leads. Proposals. Contracts. Invoices. Recurring billing. Estimates. Expenses. Accounting. Projects. Tasks. Timers. Support tickets. Knowledge base. Client portal. Custom fields. Roles. WhatsApp campaigns. SMS triggers. Email flows. Reminders. Webhooks. An API. Meta lead capture. GDPR tools. Your WooCommerce orders, even.
If running the business creates it, there's a drawer for it — and every drawer opens from the same customer record. Turn off the modules you don't need; they wait quietly until you do.
No feature clutter
Only the drawers you need, open.
A CRM you dread opening is a CRM nobody updates. Enable the modules your business actually uses and the rest stay out of sight — they're waiting, not watching, whenever you grow into them.
Automations
One event. Every channel. Zero remembering.
Getting paid
Ten gateways. However your clients pay, it lands on the record.
Online payments reconcile themselves against the invoice — and recurring plans and subscriptions bill on schedule without a calendar reminder in sight.
Locked, logged, yours
Memory needs rules, too.
Who sees what is your call — granular staff roles and permissions — the intern updates tasks, not invoices; the bookkeeper sees money, not every lead note.
Everything leaves a trail — records carry their activity history, so "who changed this?" has an answer instead of an argument.
Your data behaves like yours — GDPR tooling built in — consent tracking, data export on request — and your workspace lives apart from every other company's, optionally on your own domain.
Who it's for
Anyone whose business outgrew their memory.
Agencies & studios — proposals out, invoices paid, projects tracked — the exact loop we run ourselves.
Service businesses — every inquiry becomes a lead with a next step, not a sticky note by the till.
B2B & field teams — contracts, recurring billing, and a portal your clients actually use.
Growing sales teams — a pipeline with owners and reminders, fed by your website and your ads.
Getting started
Three steps, no ceremony.
Step 01
Talk to us
One call about your pipeline and your billing. We'll tell you honestly if VoltsCRM fits — and quote it fixed, within 48 hours.
Step 02
Your workspace goes live
Your branding, your modules, optionally your own domain — with your existing customers and leads migrated in during onboarding.
Step 03
The remembering starts
Forms and ad campaigns wired to the pipeline, roles set, invoices flowing. Sam gets to just be good at his job.
Straight answers
Asked before the first login.
On Perfex CRM — one of the most widely deployed open CRM platforms — extended with modules we engineered ourselves: real-time Meta lead capture and a payments API bridge. A battle-tested core, plus the parts we always wished it had.
Daily, and not as a demo. The inquiry forms on this website file straight into our VoltsCRM workspace; our proposals and invoices run through it. When something annoys us, it gets fixed for every workspace at once — that's the whole benefit of buying software from people who live in it.
Yes — your business runs in its own workspace with its own data space, staff accounts, and settings, optionally on your own domain. Nobody else's workspace can see your customers, ever.
In about a second, yes. Our own Meta module receives signed webhooks the moment a lead form is submitted — and a polling safety net double-checks behind them, so a missed webhook never becomes a lost lead. Mapping and duplicate handling are configurable.
Yes — customer, lead, and contact migration is part of onboarding. Bring exports from whatever you use today (honest spreadsheets welcome) and your history arrives with you.
Plans are tailored to team size and the modules you actually need — we'd rather scope honestly than publish a number that fits nobody. You'll get a clear, fixed quote after one call, typically within 48 hours, and trials are available before you commit anything.
Tell us how you run.
We'll show you where it all goes.
One call about your pipeline and your billing. A fixed quote within 48 hours. A trial before a dollar moves. And a business that remembers things even when Sam's at the beach.
Collaboration
Got a project?
Let's talk.
We're a team of creatives who are excited about unique ideas and help companies to create amazing identity by crafting top-notch UI/UX.