VoyaMetrics CRM · Customer Relationship Management

Turn sales activity into an organised, tracked and measurable process.

VoyaMetrics CRM structures the management of contacts, opportunities and sales activities, giving you a clearer view of how the business is developing.

pipeline.voyametrics.pt
VoyaMetrics CRM — sales pipeline with open value, weighted value and stalled deals
Actual application screen · demo data
Sales management

From scattered requests to a tracked pipeline

Without CRM

  • Requests arriving through several channels with no central record
  • Quotes sent without systematic follow-up
  • Options and deadlines expiring without warning
  • Little visibility over the value and stage of each deal

With VoyaMetrics CRM

  • Leads recorded with source, request, next step and budget
  • Stage-based pipeline with open and weighted value
  • Alerts for stalled deals, overdue actions and expiring options
  • Reports by business area with year-on-year comparison
Opportunities & pipeline

Every deal, at every stage

The pipeline organises opportunities by stage — from request received to confirmation — and by business area, such as FIT, groups, MICE or sports.

  • 01
    Open and weighted valueTotal value and value weighted by each stage's probability.
  • 02
    Attention alertsDeals stalled too long, overdue actions and expiring options.
  • 03
    Leads and contactsRequests from trade fairs, referrals, email, web forms and chatbot, linked to the client.
pipeline.voyametrics.pt
Sales pipeline with stages request received, quote sent, itinerary changes and awaiting confirmation
Actual application screen · demo data
Activities & calendar

Next steps visible to the whole team

Calls, meetings, emails, tasks, deadlines and site inspections in a shared calendar, with overdue items highlighted.

  • 01
    ActionsNext steps per deal, with owner and date.
  • 02
    CalendarMonthly view of sales commitments and deadlines.
  • 03
    Projects and managementTracking of projects and team activity.
pipeline.voyametrics.pt
Calendar of next steps with meetings, deadlines and overdue actions
Actual application screen · demo data
Reports & automations

Measure results and cut repetitive tasks

Reports by business area with value won, margin, conversion and weighted pipeline; automations that create the next step when a deal changes stage.

  • 01
    ReportsValue won, margin, conversion, average deal and year-on-year comparison.
  • 02
    Integrated summaryExecutive reading of the period and questions to your sales data.
  • 03
    Automations“If this happens, do that” rules: for example, create a follow-up when a quote is sent.
pipeline.voyametrics.pt
CRM reports with value won, gross margin, conversion and executive matrix by area
Actual application screen · demo data
Features

VoyaMetrics CRM modules

Lead management

Requests recorded with source, area, dates, pax, budget and next step.

Contacts and companies

Clients, companies and their contacts, with linked history.

Opportunities and pipeline

Stages, probability, weighted value and alerts per deal.

Activities

Calls, meetings, emails, tasks and deadlines with an owner.

Calendar

View of the team's next steps, meetings and deadlines.

Projects and products

Project management and a catalogue of sales products.

Reports

Sales indicators by area, exportable to PDF and Excel.

Automations

Tasks created automatically when a deal enters a stage.

Business areas

Pipeline organised by area, such as FIT, groups, MICE and sports.

Benefits

A sales team with a method

  • Organised sales information
  • Tracking of contacts and opportunities
  • Greater visibility over the pipeline
  • Monitoring of team activity
  • Structured sales processes
  • Support for managing and developing customer relationships
Use cases

How it is used

Group and MICE requests

From request, quote, hotel options and site inspection through to confirmation.

Weekly sales meeting

Review of the weighted pipeline, stalled deals and overdue actions.

Sales management

Conversion, margin and value won by area against the previous year.

Commercial model

Available on its own or as part of the complete suite

VoyaMetrics CRM can be purchased separately. Together with Analytics and SLA, it covers analysis, sales activity and service.

See the applications at work in the context of your business.

Book a demo of the complete suite or of a single application. There is no obligation to buy all three.