This guide provides a comprehensive overview of the functionalities and features of Propovoice CRM. By the conclusion of this manual, you will have a clear understanding of how each feature operates to seamlessly manage clients from the initial project inquiry through to the final project handover.

CRM – To Nursing Every Project Inquiry  #

Lead Management  #

Leads are pre qualified prospects you haven’t yet engaged with, showing initial interest in your offerings but not ready to purchase, identified through actions like email submissions, inquiries, or mentions at events. 
Convert a lead to a deal when you believe it has a strong potential to culminate in a sale or achieve business success. 

Deal Management  #

A deal is the pivotal moment when a potential customer, previously nurtured as a lead, moves towards purchasing your service, involving negotiation and agreement, marking the transition from interest to commitment in the sales process. It’s that sweet spot where a lead is moving closer to actually buying your service.

After qualifying leads, quickly convert them into deals and add to your pipeline to kickstart your sales process. 

By diligently nurturing every potential opportunity, organizations can maximize their conversion rates and secure more projects.  

Client Portal  #

The client portal in Propovoice as a comprehensive digital gateway, offering your clients a singular, convenient access point where they can communicate, order services, collaborate on projects, share files, approve estimates, process payments, and much more.  

Project Collaboration  #

In the context of a service sales process, a project refers to a specific, organized effort to deliver a set of services or solutions tailored to a client’s needs, within a defined timeframe and budget.

It’s essentially what comes to life after a deal is closed and a contract is signed, marking the transition from the sales process to actual service delivery. 

You can engage in discussions with both clients and your team for enhanced collaboration.

Estimates #

In Propovoice,  Estimate is a shorter, more focused version of a proposal, particularly in terms of scope and detail. you can clearly outline a project’s scope, timeline and deliverables. it provides a calculated approximation of the project’s costs. Win more projects with explicit professional estimates and grow your business maintaining a hassle-free stronger relationship with your clients.

Invoicing #

In Propovoice, invoices enable you to bill clients for projects or services, facilitating the management of your income. They offer capabilities to create, track, incorporate payment methods, send reminders, and set up recurring invoices, streamlining your billing processes efficiently

Service Package – Productize your Services #

If you’re looking to productize your service, this solution is tailored for you. Imagine offering a package where you deliver 100 articles a month, catering to customers who require this service over an extended period. With this approach, you can design service packages that include project or request limits, available as either one-time or recurring options, perfectly suiting your customers’ long-term needs.  

Request Forms #

You can collect crucial information, including the project name, foundational details, and specific requirements needed to kick-start a project. This information, vital for every project, will now be exclusively obtained from clients who complete this request form.  

Orders #

When a client buys a service package, we consider it as an order. Where can see details of this package including the billing project request limit.

Request #

Clients have the flexibility to submit either single or multiple project requests according to the package limit and type specified in their order. The admin or team will then review these requests and take appropriate actions, such as accepting or marking them as delivered.

Payments #

Maximize your online business’s payment efficiency with our robust solution that integrates seamlessly with PayPal and Stripe, enabling you to accept payments directly. Additionally, our system fully supports WooCommerce payment gateway, providing a comprehensive suite of options that cater to all your payment transaction needs. Whether you’re a startup or an established enterprise, our payment solution scales with your business, offering flexibility and reliability to help you grow your revenue streams.

Note: To facilitate the collection of recurring payments and the sale of subscription-based services, it is recommended to utilize PayPal and Stripe. Currently, PropoVoice does not support recurring or subscription payments for WooCommerce-supported checkout processes.