Propovoice

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    Manage your entire selling lifecycle with this all-in-one client management WordPress plugin

    As a service provider, you’re stretching yourself thin trying to keep tabs of clients, projects, and invoices across platforms. (“When I said I wanted a flexible job, this isn’t what I meant.”)

    And while that’s fine in the early stages, you need a solid system for the sales lifecycle if you want your business to keep growing.

    If only you could manage all your client activities—from project inquiries and proposals to project management and invoices—in one place.

    Introducing Propovoice.

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    TL;DR

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    Easily set up one-time and recurring service packages that existing clients can purchase right from their portal
    Manage all client-side activities, including leads, clients, projects, estimates, and invoices from one portal

    At-a-glance

    Overview

    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.

    Best of all, you can mark a deal as a win or loss and move it into a project with a single click!

    Deal pipeline tool

    Manage project inquiries with the deal pipeline and CRM features.

    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.

    Project estimate tool

    Propovoice lets you create project estimates, send invoices, and get paid on time!

    Because Propovoice gives you access to a dedicated client portal, you’ll be able to manage all your clients in one place.

    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.

    Client portal for onboarding

    Onboard clients and manage projects with a dedicated client portal.

    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.

    Sales and order management system

    Create and sell service packages to new and existing clients without breaking a sweat.

    If you want to grow your business, you need a better system—not more Google Docs and email chains. (“As per my last email, I’m still waiting for your response.”)

    Good thing Propovoice is packed with powerful features that help you manage all the nitty gritty details of your sales lifecycle in one place.

    Streamline client management.

    Get lifetime access to Propovoice today!

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