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Propovoice CRM
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  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
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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
  • Home
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  • Getting Started
  • Installation

Installation

Like installing any other WordPress plugins, follow the usual process to install Propovoice. Go to your WordPress dashboard → Plugins > Add New

When you install and activate Propovoice it will move to Setup Wizard Welcome Tab

  1. Click on Create Business Profile to add your Business profile
  2. If you have already completed the setup wizard step just click on Skip & Go Dashboard

Then it will move to the Business Info tab

  1. Add your business information here.
  2. Then click on the Save & Continue button to go next step.
  3. If you want to Skip Business Info tab. Then click on the Skip button.

Then it will move to the Branding Resource tab.

  1. Add your business logo here.
  2. Then click on the Save & Continue button to go next step.
  3. If you want to Skip Business Resource Info tab. Then click on the Skip button.

Then it will move to the Finish tab.

  1. After completing all steps. Now you can go to the Dashboard, Client, or Invoice section directly.
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Updated on October 19, 2022
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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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