Business eCRM & Operations Platform
One Platform to Manage
Customers, Sales & Business Operations
Voltrax is an integrated eCRM and business management platform designed to help businesses manage customers, leads, sales activities, field teams, follow-ups, accounting, and everyday operations from one connected platform.
Sales Pipeline
LiveActivity
- Follow-up scheduledMehta Interiors · 4:30 PM
- Field visit checked inAndheri East · Rahul
- Voucher recordedSales invoice · GST
The problem
Business Operations Shouldn't Feel Disconnected
Managing a growing business often means working across multiple tools, spreadsheets, messages, and manual processes. Voltrax brings these activities together so teams can manage their everyday work from one connected platform.
One connected platform
Scattered Information
Customer and business information spread across different tools.
Missed Follow-Ups
Important customer activities can be difficult to track.
Disconnected Sales
Leads and opportunities can become difficult to manage.
Limited Field Visibility
Managers need better visibility into field activities.
Manual Processes
Repetitive tasks consume valuable team time.
Disconnected Teams
Different teams often work with separate information and workflows.
What is Voltrax?
One current running through your whole business.
Voltrax is an integrated eCRM and business operations platform that connects customer management, sales, field operations, automation, accounting, and reporting.
Instead of managing different business activities separately, teams can manage their workflows through one connected platform.
- 01
Customers
Every profile, contact and history in one record.
- 02
Leads
Enquiries captured, assigned and tracked.
- 03
Sales
Opportunities moving through a clear pipeline.
- 04
Field Teams
Visits, check-ins and on-ground activities.
- 05
Automation
Reminders and repeat work handled for you.
- 06
Accounting
Vouchers, banking, GST and receivables.
- 07
Reports
A clear view of what is happening, and where.
Customer journey
From Lead to Long-Term Customer
Seven stages, one record. Every step builds on the one before it.
- 01
Lead
Capture and organize potential customers.
- 02
Engage
Connect with customers and understand their needs.
- 03
Follow Up
Stay organized with activities and reminders.
- 04
Opportunity
Track potential business through the sales pipeline.
- 05
Convert
Move opportunities toward conversion.
- 06
Customer
Manage customer information and activities.
- 07
Retain
Continue customer engagement and relationship management.
Features
Everything Your Team Needs. One Connected Platform.
Eight connected capabilities that share the same customers, the same data and the same workflows.
Also inside Voltrax
- Attendance
- Approvals
- Call Manager
- Daily Sales Reports
- Expenses
- Inventory
- Purchase
- Service Management
- Travel
- Calendar
- Business Documents
- HR
eCRM
Build Better Customer Relationships With eCRM
Voltrax eCRM helps businesses organize customer information, interactions, activities, leads, and follow-ups in one connected workspace.
- 01Customer
- 02Activities
- 03Follow-Ups
- 04Sales
- 05History
What eCRM covers
- Customer Management
- Lead Management
- Interaction Tracking
- Follow-Up Management
- Sales Pipeline
- Activity Tracking
- Customer History
- Team Collaboration
Customer 360
SyncedMehta Interiors Pvt. Ltd.
Owner: Priya S. · Mumbai
- Call loggedDiscussed bulk order requirements
- Site visit completedChecked in by field team
- Follow-up scheduledShare revised quotation
- Quotation sentMoved to Negotiation
- Deal convertedInvoice raised in Accounting
Sales & Lead Management
Turn Leads Into Organized Sales Opportunities
Manage your sales process from lead capture to conversion with a structured workflow.
- 01Capture
- 02Assign
- 03Track
- 04Follow Up
- 05Convert
Capabilities
- Lead Capture
- Lead Assignment
- Lead Tracking
- Sales Activities
- Follow-Ups
- Opportunity Management
- Conversion Tracking
Sales Pipeline
LiveNew Lead
Kiran Distributors
Care Plus Clinic
Contacted
Follow-Up
Sunrise Academy
Opportunity
Negotiation
Arora Realty
Converted
Field Force
Stay Connected With Your Field Teams
Manage field activities, customer visits, tasks, check-ins, and team workflows from one platform.
- 01Field Team
- 02Customer Visit
- 03Activity
- 04Task
- 05Follow-Up
Capabilities
- Customer Visits
- Field Activities
- Check-Ins
- Task Management
- Sales Activities
- Follow-Ups
- Team Monitoring
Today’s field route
On route- Sharma TradersPlanned
- Kiran DistributorsPlanned
- Arora RealtyPlanned
- Care Plus ClinicPlanned
Automation
Automate Repetitive Work. Keep Teams Moving.
Voltrax helps organize repetitive workflows and follow-up activities so teams can spend more time on important business tasks.
- 01Trigger
- 02Automation
- 03Action
- 04Follow-Up
Capabilities
- Follow-Up Reminders
- Recurring Activities
- Workflow Automation
- Automated Actions
- Customer Engagement Workflows
- Repetitive Task Management
Workflow · Lead follow-up
Trigger
New lead created
Automation
Assign & schedule rule
Action
Notify owner, create task
Follow-Up
Reminder at due time
Accounting
Bring Business Operations and Accounting Together
Manage important accounting and financial workflows within your connected business platform.
- 01Sale
- 02Voucher
- 03Receivable
- 04Banking
- 05Reports
Modules
- Vouchers
- Banking
- Reports
- GST
- Accounting
- Audit
- Chart of Accounts
- Accounts Receivable
- Accounts Payable
- Expenses
- Inventory
- Assets
- e-Invoice
- IMS
Accounting overview
Books in syncReceivables
Payables
Bank
GST
- Sales Invoice · Kiran DistributorsReceivable₹ 48,500
- Bank receipt · HDFC CurrentBanking₹ 25,000
- Purchase Voucher · Office suppliesPayable₹ 6,240
- e-Invoice generated · IRNGSTFiled
Team Management
Give Teams Better Visibility
Voltrax helps teams organize activities, assign responsibilities, and monitor progress across customer, sales, and field operations.
- 01Assign
- 02Allocate
- 03Track
- 04Review
- 05Coordinate
Capabilities
- Assign Leads
- Allocate Activities
- Track Progress
- Monitor Field Activities
- Review Sales Activities
- Coordinate Team Workflows
Team activity
TodayPriya Shah
Sales5 follow-ups today
Rahul Kumar
Field4 customer visits
Neha Patil
SalesNew leads assigned
Amit Singh
AccountsVouchers to review
Activity assigned to Priya Shah
Reports & Analytics
Turn Business Activity Into Useful Insights
Get a clearer view of business activities through organized reports and information.
- 01Activity
- 02Data
- 03Report
- 04Insight
- 05Action
Reporting areas
- Lead Activity
- Sales Performance
- Customer Activity
- Team Activity
- Field Operations
- Follow-Ups
- Accounting Information
Business activity
Illustrative viewIndustries
Built for Different Business Needs
The same connected platform, shaped around how each industry finds, serves and keeps its customers.
Real Estate
Manage leads, customer interactions, sales activities, and follow-ups.
- Site-visit follow-ups
- Buyer enquiries
- Broker coordination
Education
Organize enquiries, interactions, follow-ups, and team activities.
- Admission enquiries
- Counsellor follow-ups
- Campus visits
Financial Services
Organize leads, customer information, sales activities, and follow-ups.
- Advisor pipelines
- Document follow-ups
- Renewals
Retail
Optimize merchant lifecycles, transaction workflows, corporate acquisitions, and supply-chain logistics.
- expense auditing
- practice finance
- workforce management
FMCG
Synchronize field distribution networks, compliance tracking, procurement contracts, and unified operational analytics.
- operational metrics
- regulatory compliance
- procurement auditing
Construction
Oversee project risk profiles, site operations, contract lifecycles, asset allocation, and cross-functional team milestones.
- liability mitigation
- contract auditing
- asset management
Automotive
Streamline client acquisition pipelines, inventory lifecycles, compliance frameworks, and corporate transactional workflows.
- regulatory oversight
- contract lifecycle management
- operational analytics
Travel & Hospitality
Optimize booking lifecycles, global regulatory compliance, transactional operations, and coordinated cross-functional workflows.
- liability mitigation
- contract automation
- regulatory tracking
Logistics & Transportation
Synchronize supply-chain logistics, fleet liability metrics, field operations, and unified corporate financial workflows.
- asset liability tracking
- regulatory compliance
- operational auditing
Sales
Optimize prospective client pipelines, automated intake parameters, conflict monitoring, and unified matter origination workflows.
- client acquisition
- retention optimization
- pipeline compliance
You Name It, We Have It. If We Don’t, We Build It.
Why Voltrax
Why Voltrax?
Because the work that grows a business — customers, sales, field visits, follow-ups, books — belongs in one place.
Centralized Information
Keep important business information in one connected environment.
Better Team Visibility
Understand activities and progress across teams.
Less Manual Work
Reduce repetitive tasks through organized workflows and automation.
Connected Operations
Bring customers, sales, field teams, accounting, and reporting together.
Designed for Growing Teams
Give teams a structured platform for managing everyday business activities.
Voltrax ecosystem
Everything Connected. One Platform.
Customers, leads, sales, field teams, automation, accounting and reports — each one plugged into the same Voltrax core, so an update in one place is visible everywhere it matters.
- Customers
- Leads
- Sales
- Field Teams
- Automation
- Accounting
- Reports
FAQ
Questions, answered.
Everything you need to know about Voltrax. Can’t find your answer? Talk to our team.
What is Voltrax?
Voltrax is an integrated eCRM and business operations platform for managing customers, leads, sales, field activities, automation, accounting, and reports.
Is Voltrax a CRM?
Voltrax includes eCRM capabilities along with sales, field management, automation, accounting, and business operations features.
What is Voltrax eCRM?
Voltrax eCRM helps businesses manage customer information, interactions, leads, activities, and follow-ups.
What businesses can use Voltrax?
Voltrax can support businesses that need connected customer, sales, field, and operational workflows — including real estate, education, healthcare, financial services, distribution and manufacturing.
Does Voltrax support field teams?
Yes. Voltrax includes capabilities for managing field activities, customer visits, tasks, check-ins, and team activities.
Does Voltrax include accounting?
Yes. Voltrax includes accounting-related capabilities such as vouchers, banking, GST, expenses, inventory, assets, reports, and other accounting functions.
Can Voltrax manage leads?
Yes. Leads can be captured, assigned, tracked, followed up, and moved through the sales process.
Can Voltrax automate follow-ups?
Voltrax supports follow-up reminders and workflow automation to help organize repetitive activities.
Can managers monitor team activities?
Voltrax provides visibility into team activities, sales activities, field operations, and progress.
Who builds Voltrax?
Voltrax is a product of Dvika Next-Gen Tech Solutions (dvika.com).
How can I get a Voltrax demo?
Use the Book a Demo or Contact Us option to get started.
Manage Customers, Sales & Operations With Voltrax
Ready to Bring Your Business Together?
Bring your business workflows into one connected platform.
- A short conversation about how your team works today
- A walkthrough of the modules that matter to you
- Clear next steps for setup and onboarding