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Propovoice CRM
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Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client Portal
    • Propovoice 1.5
  • Roadmap
  • Pricing
  • Resources
    • Blog
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Affiliate Terms and Conditions
  • My Account

Getting Started

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Lead

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Deal

  • Add Deal
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Estimate

  • Create Estimate
  • Edit Estimate
  • Estimate Settings

Invoice

  • Create Invoice
  • Edit Invoice
  • Invoice Setting
  • Recurring Subscription

Project

  • Add Project
  • Project Details
  • Project Setting

Client

  • Add Client
  • Edit Client
  • Client Portal

Contact

  • Add Contact Person
  • Add Contact Organization

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  • Client
  • Add Client

Add Client

When you create a project under a contact, that contact will be considered a client. But you can add a client manually from the dedicated menu in Propovoice.

To add a Client, just go to the WordPress Admin Dashboard and then

  1. Click on Propovoice > Client
  2. Click on Add Client or Let’s Start Adding button
Add Client Step 1

After clicking the button, you will see the add new client form.

  1. Fill up your client’s necessary information
  2. Click on the Save button
Add Client Step 2
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Updated on February 13, 2023
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Propovoice is the best WP CRM+Invoicing plugin for small to mid level businesses and freelancers. It is tailored to giving small to mid level businesses and freelancers the highest priority. Its easy-to-use functionalities and aesthetic design set it apart from other CRM plugins.

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