Propovoice is an all-in-one CRM WordPress plugin that lets service providers manage their entire sales lifecycle in one place.
Organize and nurture your leads across the entire buyer’s journey with Propovoice’s leads management and deal pipeline features.
You can manually add leads or automatically add them using contact forms on your site. You’ll even be able to customize pipeline stages to fit your buyer journey.
From there, it’s easy to create custom tags and levels for each lead—all while keeping track of tasks, activities, meetings, emails, notes, and files in the CRM.
Using Propovoice’s customizable templates and estimates, you can create custom project proposals that include descriptions, prices, and terms.
When you’re done, just send the estimate to your clients via email so they can download, share, and print the file for themselves.
Get notified when your client views and approves the estimate—or send automated reminders to encourage them to respond.
Plus, you can send one-time or recurring invoices and collect payments automatically using PayPal, Stripe, or hundreds of other payment gateways via WooCommerce checkout.
With just one login, you can give clients access to project updates, estimates, invoices, and chat. There, they can purchase service packages and submit requests!
Even better, you can manage all your projects—from creating and assigning project tasks to keeping track of budgets, payments, and deadlines for each client.
Since you can stay connected with stakeholders via file sharing and messaging, you’ll never have to dig around your email inbox again.
You’ll be able to create and sell one-time and subscription service packages right from Propovoice, as well as set limits on what’s included.
While existing clients can purchase these packages from the client portal, you can also add a “Buy Now” button to your website to engage with prospects.
Manage your orders from the dashboard and quickly turn them into projects that can be assigned to specific team members to handle.
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