Propovoice

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A complete estimate and invoice management system for the WordPress

Author:Propovoice (profile at wordpress.org)
WordPress version required:6.2
WordPress version tested:6.4.4
Plugin version:1.7.6.2
Added to WordPress repository:25-04-2022
Last updated:29-04-2024
Rating, %:90
Rated by:24
Plugin URI:https://wordpress.org/plugins/propovoice
Total downloads:31 075
Active installs:1 000+
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???? Official Website | ???? Documentation | ???? Community | ???? Get Pro | ???? Roadmap

Wanna scale up your freelancing and service business? Then you must give up random manual work and walk in an organized way. Clients are kings. You have to build a strong relationship with your clients that will bring you not only instant business growth but also sustainable business success.

New technologies are evolving fast in this era of digitalization and bringing big changes to the ways we work and live. Propovoice CRM changes the way you handle your Service Business. Propovoice CRM is a client relationship management solution for small to mid-level service agencies and freelancers in WordPress. It will help you manage your business process – including everything like managing leads, deals, estimates, invoicing, projects, and getting paid on time.

???? Live Demo Access

URL: Demo
Username: demo || Password: demo

All the important features that you need to manage your service business are free in Propovoice CRM. Its intuitive design makes it easy to use.

To let you get more clients, manage them well, grow their satisfaction, prepare billing documents in a professional way, and get paid more and on time is the ultimate goal of Propovoice CRM.

Who is Propovoice CRM for:

  • Freelancers
  • Service Agencies
  • Service Sellers
  • Individual Contractors

Benefits:

Your self-hosted CRM automates your service business and other key benefits

  • No Random Work, All Organized
  • Less Missed, More Gained
  • Less Chaos, More time
  • Less Worry, More Joy
  • Self-hosted means fully yours
  • Focused on service selling automation
  • Free version

Core Module:

Propovoice CRM comes with the following powerful core modules-

  • Leads Management
  • Deals Management
  • Estimate Builder
  • Invoice Builder
  • CRM
  • Projects Management
  • Contacts Management
  • Business Setup
  • Settings

The features:

???? Manage Leads

The more leads you have, the more sales opportunities you have. Propovoice CRM lets you collect leads with integrated contact forms on your website automatically. It allows you to import CSV files and add leads manually as well. You can simply prioritize and nurture leads to convert them into potential clients.

???? Manage Deals

Manage deals with the smart deal pipeline to follow up, check probability, and level up your deals. Schedule tasks and activities from right here. Easy deal management with the smart deal pipeline of Propovoice CRM saves your time and increases the probability and helps you win maximum projects that will take your business experience to the next level.

???? Estimate

The first step of selling a service or a product is to send a rational proposal or estimate to your potential clients. Here Propovoice CRM helps you create a complete estimate, share and manage it. Your client can accept or decline the estimate you sent including a note. You can flawlessly track all these activities.

???? Invoice

After the acceptance of a proposal or an estimate, the billing process starts. An invoice is sent to get paid the bill. You can easily create aesthetic invoices that match your brand and send it to your clients with the accepted information.

???? Business Profile

You can easily create a business profile with the basic information and branding asset of your business. With Propovoice CRM, managing service selling and billing of your business are simple and seamless.

???? Add Clients

You can add a client to send him project estimates and invoices. You can input your client’s contact information ( name, email, phone number, region, address, etc) while adding a client so that you can communicate with your clients easily whenever needed. It’s the first step of a long journey to build a good relationship with your clients.

???? Create Estimate and Invoice

-Template library: There are multi fully customizable estimate templates in the Propovoice CRM template library. The aesthetic designs of the templates will create the first impression on your clients. You can customize the templates with your brand color and style.

-Select Client: You can simply add the receiver client from the dropdown or by searching in the search field.
– Add items and price: You can add items with their title and description as much as you need.
– As per your necessity, you can add the quantity- unit, page, hour, week, and month.
– Additional pricing like subtotal, tax, discount, and total can also be added.
– It will allow you to add notes and terms with the text editor of ample features.
– You can sign with an image signature. We will bring e-signing in its next version/update.
-You can add your flexible payment information ( Bank account info) to the invoice.
-To check the invoice and the system, you can watch the preview. You can also edit if needed.

???? Share Estimate and Invoice

In Propovoice CRM you can share estimates and invoices in many sophisticated ways. You can share it with your clients through social platforms like messenger, and WhatsApp as well as you can share it by copying its link.

???? Email Estimate and Invoice

You can easily send invoices and systems to your clients. Emails will be sent to the mail provided during creating the business profile. In this case, the email will be delivered with the SMTP of WordPress. Your client can open the estimate and the invoice from the link to the email. PDF files also can be attached with emails.

???? Client Response

Your client can open the invoice and estimate from the mail or the shared link and response. It doesn’t need to create an account for your client to do it. It will allow your client to accept and decline the estimate or quote. He can add a note when he accepts or declines the estimate. He can pay and provide payment information and add the necessary attachments and notes.

???? Project Management

Project management becomes easier with the following features

???? Print and Download

It’s simple to print and download estimates and invoices. They will be printed on A4 size paper. You can generate their PDF files without any hassle or distortion.

???? Template Library

Propovoice CRM has a large library of invoice and estimate templates. You can customize them with your own logo, color, and branding style. It will establish your brand identity and create impressions with your clients.

???? Client, invoice, estimate list, and search

There is an extendable table for managing listed clients, created invoices easily and you can track everything completely. You can see the status of invoices and estimates at a glance. There is an optimized search option to find if needed. There is quick action for viewing, editing, deleting, etc.

???? Acceptable Payment Gateways

You can provide the information of your Bank and multi Money Transfer Platforms for the billing of your business. You can add multi acceptable payment information from the setting. And you can add a flexible one while creating an invoice.

???? Settings

Settings make Propovoice CRM your won CRM with personalized preferences

We have a long vision to make the service selling process easier. If you are looking for a WordPress-based Best CRM, Invoicing Solution, download PropVoice right now and simplify your selling and billing process.

Propovoice CRM Pro Features

The super fantastic pro features that accelerate your business growth and improve your business’s financial health are

  • Frontend View (Powerful dashboard)
  • Deal Pipeline
  • Direct Send Email Estimate and Invoice
  • Estimate Reminder
  • Invoice Reminder
  • Invoice Recurring
  • Duplicate Estimate, Invoice
  • Copy To Invoice
  • Tax and State Tax
  • Payment Getway
  • Task Module
  • Task Checklist
  • Paypal
  • Stripe
  • Custom SMTP
  • Contact Form 7
  • WP Forms
  • Gravity Forms
  • Ninja Forms
  • Fluent Forms
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