Propovoice CRM – Best CRM & Invoicing Plugin to Manage Leads, Clients and Billings automation

Beskrivning

🚀 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 & Activity Module
  • Task & Activity Checklist
  • Paypal
  • Stripe
  • Custom SMTP
  • Contact Form 7
  • WP Forms
  • Gravity Forms
  • Ninja Forms
  • Fluent Forms

Skärmdumpar

  • Dashboard
  • Lead
  • Lead Managing
  • Select Template
  • Invoice Estimate Builder
  • Preview
  • Settings

Installation

  1. Unzip the downloaded propovoice CRM zip file
  2. Upload the ’propovoice CRM’ folder and its contents into the wp-content/plugins/ directory of your WordPress installation
  3. Activate Propovoice CRM from Plugins page

Requirements

  • WordPress version: >= 5.0
  • PHP version: >= 7.1

Vanliga frågor

How to use this plugin

  • Go to Dashboard > Propovoice CRM.
  • Add your necessary content as you want
  • Or follow the Documentation

Need Any Help?

  • Please mail us at support@propovoice.com

Recensioner

7 november 2022 1 svar
I'm a big fan of Propovoice CRM. It's a great plugin for WordPress and it's an excellent alternative to PerfexCRM. It's easy to use and it has all the features that I need. I would definitely recommend it to anyone looking for a CRM and invoice plugin for their website.
26 oktober 2022 1 svar
Propovoice is a simple but powerful WP CRM+Invoicing plugin. Its’ super pleasing user experience makes it different from other plugins. Such an amazing CRM of good design is really rare in the WordPress environment. As it’s a self-hosted plugin (No Saas), it’s completely secured and all in your control.
16 oktober 2022 1 svar
It's been well above 2 months of using Propovoise as my CRM solution. I'm super impressed with the handy dandy features they've put together with a well-thought, highly intuitive, beautiful user interface. Adding a new prospect, onboarding a client, sending automated recurring invoices, getting paid without hassles, what else do you need? I could not ask for anything more than this. To top it all, I'm getting an entire CRM right within my dashboard along with team integration! Let alone tracking sales and business growth with graphic presentation. Kudos to the devs. Highly recommended.
11 oktober 2022 1 svar
Was looking for invoicing solution for so long, finally Propovoice team come up with a very good solution. thanks you so much team.
12 september 2022 1 svar
Propovoice is not just a plugin this is like an app. You will have the best invoicing system with CRM. You can create the deals, estimates, invoices, and much more. You will love the Propovoice user friendly UX/UI design. You can receive the payements also and it has intergration with WooCommerce. The Propovoice plugin's developpers are very kindly and always help if you have any question. I appreciate very much their help that thay have given me. If you have read this review do not hesitate to use this plugin and do not forget to tell your friends, colleagues, partners about this magnificent plugin. 5 Stars for the plugin's quality 5 Stars for the for the plugin's Ui/UX design 5 Stars for the support team 5 Stars for the Best invoicing system with CRM Propovoice are the BEST 🙂
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Ändringslogg

1.0.6.5

  • Fixed: Fluent form integration issue
  • Update: Functional issue
  • Update: CSS Issue

1.0.6.4

  • Update: Functional issue
  • Update: CSS Issue
  • Update: Translation issue

1.0.6.3

  • Fixed: Email template social links and button issue
  • Fixed: Webhook edit setting issue
  • Update: Functional issue
  • Update: CSS Issue
  • Update: Translation issue

1.0.6.2

  • Added: Project Board View
  • Update: Automation Tool
  • Update: Organization edit issue
  • Update: Functional issue
  • Update: Translation issue

1.0.6.1

  • Fixed: Estimate, Invoice Email Button link
  • Fixed: Email preview scrolling issue
  • Fixed: Remove Test tab in setting automation
  • Update: Functional issue
  • Update: CSS Issue

1.0.6

  • Fixed: Accept & Decline button issue
  • Fixed: WordPress sidebar menu scrolling issues
  • Update: Functional issue
  • Update: CSS Issue

1.0.5

  • Update: Email Template
  • Fixed: Email Template subject variable issue
  • Update: Functional issue
  • Update: CSS Issue

1.0.4

  • Added: Integrated Slack, Meet in Pro Version
  • Update: Functional issue
  • Update: CSS Issue

1.0.3

  • Added: Integrated Fluent Form, Ninja Form, Make, Albato in Pro Version
  • Fixed: Functional issue
  • Update: Translation issue
  • Update: CSS Issue

1.0.2

  • Added: Lead image
  • Update: Deal View
  • Fixed: Template loading issue
  • Update: CSS Issue

1.0.1.9

  • Added: Zapier, Pubbly Automation Webhook in Pro Version
  • Fixed: Functional issue
  • Fixed: Translation issue
  • Update: CSS Issue

1.0.1.8

  • Fixed: Deal table loading issue
  • Fixed: Functional issue
  • Fixed: Translation issue
  • Update: CSS Issue

1.0.1.7

  • Fixed: WP sidebar scrolling issues
  • Update: Separate Tax, Fee, Discount Fields
  • Fixed: Mark as actions
  • Fixed: Translation issue
  • Update: CSS Issue

1.0.1.6

  • Added: File image viewer
  • Fixed: Template loading issues
  • Fixed: Won, Lost issues
  • Fixed: Translation issue
  • Update: CSS Issue

1.0.1.5

  • Fixed: Contact edit
  • Fixed: Currency Showing
  • Fixed: Organization showing on invoice preview
  • Fixed: Contact suggestion auto hide.
  • Fixed: Action Scrolling
  • Fixed: Functional Issues
  • Update: Translation
  • Update: CSS Issue

1.0.1.4

  • Fixed: Functional Issues
  • Added: Quantity type in pro version
  • Added: Dynamic date setting
  • Update: Translation
  • Update: CSS Issue

1.0.1.3

  • Added: Invoice item Lebel edit option
  • Update: Localization
  • Fixed: Bank Payment Info

1.0.1.2

  • Fixed: Invoice template layout CSS
  • Update: Optimize code

1.0.1.1

  • Fixed: Dynamic color in print and download
  • Fixed: CSS Issue

1.0.0

  • Added: Lead management
  • Added: Deal management
  • Added: Project management
  • Update: Estimate management
  • Update: Invoice management
  • Added: Client management
  • Added: Task management
  • Added: Contact management

0.1.6

  • Fixed: Email body content issues

0.1.5

  • Added: Country and Region in Client
  • Update: Client view page
  • Update: Payment functionality
  • Fixed: Some functional issues

0.1.4

  • Improved: Speed template loading
  • Fixed: Some functional issues
  • Fixed: Some CSS issues

0.1.3

  • Update: Preloader
  • Fixed: Preview option loading
  • Fixed: Functional issues

0.1.2

  • Update: CSS Issues
  • Update: Functional Issues

0.1.1

  • Added: Dynamic section in Estimate and Invoice
  • Added: Additional Amount Settings

0.1.0

  • Initial load of the plugin.