Description

🚀 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

Screenshots

Dashboard
Lead
Lead Managing
Select Template
Invoice Estimate Builder
Preview
Settings

Installation

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

Requirements

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

FAQ

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

Reviews

imrouf November 13, 2023

Propovoice meet my expectation with client onboarding, task management and project. It also has features of complete client management.

designerrokon September 3, 2023

PropoVoice CRM has been a game-changer for my business. It covers everything from invoicing to project management and to-do lists, making my life easier. What I love most is its flexibility in handling various payment methods, ensuring seamless transactions. Plus, it won't break the bank, making it a cost-effective choice. Their customer support is top-notch. They're always ready to help, which adds to the overall satisfaction with the service. In summary, if you want an affordable and efficient WordPress plugin for your business needs, PropoVoice CRM is the way to go.

Md Tangeer Mehedi October 15, 2023

I've tested lots of CRM systems, but this one is really easy to use. 😎

crankoz June 14, 2023 1 reply

Custom field keeps loading. Can't create any custom field at all.

narita44 June 6, 2023

you are not authorized

Ashikur Rahman May 16, 2023

The platform is perfect for what I need as a small design-based agency. Streamlining my client process, making it easy to track invoices and easy for clients to pay me, easy to get "paperwork" out of the way...an indispensable tool all around. I tell other freelancers about it whenever client management comes up.

Read all 18 reviews

Contributors & Developers

“Propovoice CRM – Best CRM & Invoicing Plugin to Manage Leads, Clients and Billings automation” is open source software. The following people have contributed to this plugin.

“Propovoice CRM – Best CRM & Invoicing Plugin to Manage Leads, Clients and Billings automation” has been translated into 2 locales. Thank you to the translators for their contributions.

Translate “Propovoice CRM – Best CRM & Invoicing Plugin to Manage Leads, Clients and Billings automation” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.7.4.6 (1-Dec-2023)

Fixed: Pagination limit issue
Fixed: Staff asign list issue
Update: Functional issue
Update: CSS Issue

1.7.4.5 (27-Nov-2023)

Added: Estimate/Invoie Item auto select unit and unit type
Update: Functional issue
Update: Template order
Update: Table list checkbox uncheck issue
Update: Removed Docs and Template Preview link in frontend
Update: CSS Issue

1.7.4.4 (15-Nov-2023)

Fixed: Image upload issue

1.7.4.3 (14-Nov-2023)

Fixed: Dropdown modal issue

1.7.4.2 (14-Nov-2023)

Added: Helpers files for Discussion message and Task Comment edit and delete
Update: Email template social link without icon
Update: Notification helper fiels in Pro
Fixed: Mobile number showing issue in single page
Fixed: Estimate and Invoice Item description link showing issue
Update: Translation issue

1.7.4.1 (1-Nov-2023)

Update: Deal Stage and Project status change custom fields issue in canvan board
Update: Deal and Project creating serial in canvan board
Update: Notification helper fiels in Pro
Update: Translation issue

1.7.4 (26-Oct-2023)

Update: Deal pipeline move to free version
Update: Address fields in Estimate and Invoice
Update: Lead Label move to free
Update: Task Status, Type and Priority move to free
Update: Task discussion helper files for Pro
Update: Notification helper files for Pro
Update: Email Template helpers files for Pro
Added: Custom Email Template helpers files for Pro
Update: CSS and Functional issue

1.7.3 (20-Oct-2023)

Added: Bulk action button Estimate and Invoice
Added: Task discussion helper files for Pro
Added: Notification helper files for Pro
Added: Email Template helpers files for Pro
Fixed: Deal stage reserial issue
Update: Task Discussion image popup
Update: Translation issue

1.7.2 (13-Oct-2023)

Fixed: Duplicate lead adding
Fixed: Project request data view issue
Fixed: Task checklist action issue

1.7.1 (11-Oct-2023)

Added: Direct PDF download
Update: Extra amount re-serial to Discount, Fee, Tax
Added: Task source
Update: Address fields (Country, State / Province / Region, Address, City, Zip)
Update: Multi site issue
Update: Invoice/Estimate Save Items Setting issue
Update: Invoice/Estimate Save Items Select issue
Fixed: Search issue
Added: Test mail send in SMTP
Fixed: Payment receipt PDF title issue
Fixed: Payment receipt image full view issue
Update: Spinner when API Request
Fixed: Organization, Email, Mobile field update issue
Fixed: Apostrophe s not rendering properly on task list
Fixed: Deal stage option outside click closing
Fixed: In all description field br tag issue
Fixed: Custom fields data CSS spacing
Fixed: Currency icon not changing in deal pipeline
Fixed: Exist taxonomy alert issue
Fixed: Empty file upload alert issue
Added: Calendar title
Update: One module to another module overview issue
Update: Double click submit issue
Update: Translation issue
Update: Estimate/Invoice Signature modal
Update: Task edit Modal sidebar to Popup
Update: Task title multi line height issue
Update: Custom field query from free version issue
Update: Required field alert
Update: Country short name to full name
Update: Pro label CSS issue in tab
Update: Hide currency icon without budget
Update: Remove checkbox from task list
Update: CSS issue
Update: JS issues
Update: PHP and functional issues

1.7.0 (31-Aug-2023)

Improved: Client signature upload
Update: Invoice and Estimate auto serial ID issue
Update: Helper files Import Export issue
Update: JS and functional issues

1.6.9 (23-Aug-2023)

Fixed: Client already exist issue

1.6.8 (22-Aug-2023)

Fixed: Client portal estimate and invoice showing issue

1.6.7 (21-Aug-2023)

Fixed: Add new receiver issue
Fixed: Estimate accept & decline feedback issue
Fixed: Bank payment info showing on invoice issue
Update: JS and functional issues

1.6.6 (18-Aug-2023)

Update: JS and functional issues
Update: Translation issue

1.6.5 (14-Aug-2023)

Fixed: PHP 8 compatibility issue
Fixed: Multisite compatibility issue
Fixed: Client organization saving issue
Update: Functional issue

1.6.4 (30-Jul-2023)

Added: Form submit preloader
Fixed: Active menu issue
Update: Functional issue

1.6.3 (16-Jul-2023)

Fixed: Contact person searching issue
Fixed: Invoice date and due_date email date format issue
Fixed: File upload image title issue
Fixed: Email template reply issue
Fixed: Estimate & Invoice under client showing issue
Fixed: Currency issue
Added: Helper JS and functional files for Notification and Custom Fields
Update: Functional issue

1.6.2

Added: Custom fields can add by field slug
Fixed: Deal and project pagination issue
Fixed: Deal single viewing issue
Fixed: Project showing under client issue
Fixed: Estimate and Invoice date translation issue
Update: Functional issue

1.6.1

Update: JS and functional issues

1.6.0

Added: Helper JS and functional files for Discussion

1.5.2

Fixed: Invoice & Estimate duplicate issue
Fixed: Team role issue
Fixed: Client portal issue
Fixed: Receiver information sync issue on estimate
Added: Address fields lead, deal, project, client

1.5.1

Fixed: Email template Estimate & Invoice link

1.5.0

Added: Helper JS and functional files for Client Portal, Team Role, Google Drive, Public Api, Metform, Save Items

1.0.7.6

Fixed: CSS styling issue
Update: Export, Import Issue
Update: Task edit Issue
Update: JS and functional issues

1.0.7.5

Fixed: Dashboard loading issue

1.0.7.2

Fixed: Accept and Decline button issue
Fixed: Paid Invoice edit issue
Update: CSS issue

1.0.7.1

Added: Helper JS and functional files for Custom Fields and User Role
Update: Webhook
Update: Translation issue
Update: Import Export
Update: Invoice template CSS

1.0.7

Fixed: Location Country Showing Issue

1.0.6.9

Update: Welcome Wizard issue

1.0.6.8

Update: Translation issue
Optimize: Invoice and estimate loading speed
Update: Remove single text from slug
Update: Security Issue
Update: CSS Issue
Fixed: JS and functional issues

1.0.6.7

Added: Helper JS files for the Paypal and Stripe automated subscription feature

1.0.6.6

Update: Code Structure
Update: CSS Issue

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.