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Propovoice CRM
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    • Lead Management
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  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account
Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account

Getting Started

  • System Requirements
  • Installation
  • Upgrade to Pro

Lead

  • Add Lead
  • Lead Overview
  • Lead Settings

Deal

  • Add Deal
  • Deal Details
  • Deal Setting

Estimate

  • Create Estimate
  • Edit Estimate
  • Estimate Setting

Invoice

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

Project

  • Add Project
  • Project Details
  • Project Setting

Client

  • Add Client
  • Edit Client

Contact

  • Add Contact Person
  • Add Contact Organization

Settings

  • Edit Business
  • Setup Payment
  • Email Setting

Others

  • Download
  • Print
  • Translation (Localization)
  • Get lead by form
  • Setup SMTP

Troubleshooting

  • Basic Steps
  • License Activation
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  • Get lead by form

Get lead by form

We support some popular Form plugins to collect leads, If you want you can collect leads from form.

To setup lead collecting Form just go to Dashboard

  1. Click on Propovoice > Settings
  2. Click on the Integration tab
  3. Click on the Form tab
  4. From the list Click a form plugin you already installed and activated.
You will see the all form list here which you choose. Click one of the form list.
  1. Here you need to select which form field will save to lead fields. Note: It’s important to connect FORM FIELD with LEAD FIELDS otherwise you will not receive lead.
  2. On the form which you want to activate.
  3. After doing everything Click the Save button.
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Updated on August 29, 2022
Translation (Localization)Setup SMTP

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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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