In today's rapidly evolving digital landscape, advanced technologies are revolutionizing our work and lifestyles. Introducing Propovoice Pro CRM, a revolutionary solution designed to streamline the management of your service-based business. Specifically crafted for small to mid-level service agencies and WordPress freelancers, it simplifies various business processes. From lead management to tracking deals, creating estimates, managing invoices, overseeing projects, and ensuring prompt payments, Propovoice Pro CRM provides all these essential functionalities free of charge. Its user-friendly interface enhances the overall user experience.
Propovoice Pro CRM aims to help you acquire more clients, efficiently manage them, enhance their satisfaction, generate professional billing documents, and ensure timely and increased payments.
Propovoice Pro Features:
- 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 quickly whenever needed. Building a good relationship with your clients is the first step of a long journey.
- BUSINESS PROFILE
- You can easily create a business profile with your business’s basic information and branding assets. With Propovoice Pro CRM, managing service selling and billing your business is simple and seamless.
- SHARE ESTIMATE AND INVOICE
- Propovoice Pro CRM allows you to share estimates and invoices in many sophisticated ways. You can share it with your clients through social platforms like Messenger and WhatsApp, as you can share it by copying its link.
- MANAGE LEADS
- The more leads you have, the more sales opportunities you have. Propovoice Pro 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 prioritize and nurture leads to convert them into potential clients.
- INVOICE
- The billing process starts after the acceptance of a proposal or an estimate. An invoice is sent to get paid the bill. You can easily create aesthetic invoices that match your brand and send them to your clients with the accepted information.
- 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 to emails.
- CLIENT RESPONSE
- Your client can open the invoice and estimate from the mail or the shared link and respond. 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, provide payment information, and add the necessary attachments and notes.
- 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.
- MANAGE DEALS
- Manage deals with the intelligent deal pipeline to follow up, check probability, and level up your deals—schedule tasks and activities from right here. Easy deal management with the intelligent deal pipeline of Propovoice Pro CRM saves your time, 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. Propovoice Pro CRM helps you create a complete estimate, share it, and manage it. Your client can accept or decline the estimate you sent, including a note. You can flawlessly track all these activities.
- ACCEPTABLE PAYMENT GATEWAYS
- You can provide the information of your Bank and multiple Money Transfer Platforms for your business’s billing. You can add multi-acceptable payment information from the setting. And you can add a flexible one while creating an invoice.
- CLIENT, INVOICE, ESTIMATE LIST, AND SEARCH
- There is an extendable table for managing listed clients and creating invoices quickly, 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.
- SETTINGS
- Settings make Propovoice Pro CRM your won CRM with personalized preferences.
- CREATE ESTIMATE AND INVOICE
- Select Client: You can 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.
- Template library: There are multiple fully customizable estimate templates in the Propovoice Pro 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.
- You can add the quantity- unit, page, hour, week, and month as per your necessity.
- It will allow you to add notes and terms with the text editor of ample features.
- Additional pricing like subtotal, tax, discount, and total can also be added.
- 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.
- PROJECT MANAGEMENT
- Project management becomes more accessible with the following features.
- TEMPLATE LIBRARY
- Propovoice Pro CRM has an extensive library of invoice and estimate templates. You can customize them with your logo, color, and branding style. It will establish your brand identity and create impressions with your clients.
- We have a long vision to make the service selling process more accessible. If you are looking for a WordPress-based Best CRM Invoicing Solution, download PropVoice and simplify your selling and billing process.
- Invoice Reminder
- Copy To Invoice
- Paypal
- Task & Activity Module
- Stripe
- Custom SMTP
- Tax and State Tax
- Payment Gateway
- Estimate Reminder
- Invoice Recurring
- Duplicate Estimate, Invoice
- Task & Activity Checklist
- Contact Form 7
- WP Forms
- Ninja Forms
- Gravity Forms
- Deal Pipeline
- Direct Send Email Estimate and Invoice
- Frontend View (Powerful dashboard)
- Fluent Forms
