Pick your sector when you sign up and Voice Analytica sets up the stages, fields and starter follow-ups that suit how you sell. Below is the standard pipeline for each. Every one can be changed.
Financial advisers, planners, mortgage and protection brokers.
Automatic move: When a discovery meeting is booked, the deal is moved on from Enquiry for you.
Agency recruiters, search firms and in-house talent teams.
Automatic move: Logging an interview outcome on a call suggests the move to Offer.
Estate agents, letting agents and property managers.
Automatic move: A viewing booked from an email reply moves the deal to Viewing.
Marketing, design, PR, web and content agencies.
Automatic move: Sending a proposal from Voice Analytica moves the deal to Proposal.
Law firms, accountants and consultancies.
Automatic move: A scoping call marked "interested" suggests the move to Quote.
Software companies, IT services and managed service providers.
Automatic move: A prospect who views your pricing page twice is flagged for a follow-up call.
Manufacturers, distributors and trade suppliers.
Automatic move: Marking samples as delivered creates a follow-up task a week later.
Training providers, private schools, tutors and course creators.
Automatic move: Opening the course guide email three times suggests booking a consultation.
Private clinics, dental, physio, aesthetics and wellness practices.
Automatic move: A consultation booked on your calendar moves the deal on automatically.
Builders, installers, electricians, cleaners and home improvement firms.
Automatic move: No reply three days after a quote creates a call task for the team.
Shops and chains, and firms selling security, store technology or services to retailers.
Automatic move: When a demo is booked, the account is moved on from Lead for you.
For any business that does not fit a template.
Your rules: choose your own stages, fields and what moves a deal from one to the next.
Start selling on day one with stages and follow-ups that already fit.
Switch optional stages on or off, rename them and add your own fields.
Keep separate pipelines for, say, new business and renewals, each with its own rules.
No card needed. Pick your sector, add your logo and colours, and bring in your contacts. If it is not for you, simply let the trial end.
