PropVoice CRM is one of the best client relationship management solutions for small and mid-level service companies as well as freelancers.
It will help you manage your key business process – client, project quotation/estimation, and invoice on a single self-hosted web platform.
Propovoice’s vision is to make a complete solution that will facilitate managing service agency leads, selling, billing, accounting, and managing projects.
How Propovoice benefits you
Propovoice is a very easy-to-use tool that helps you to create proposals and invoices as well as nurture your potential leads to convert them to regular clients. With drag and drop tools you can craft your winning proposal within a couple of minutes. The key features of Propovoice are as below.
Create a business profile
You can easily create a business profile with the basic information and branding assets of your business. With Propovoice, managing service selling and billing of your business are simple and seamless.
Build a strong relationship with your client
You can add a client to send him project estimates and invoices. You can input your client’s contact information ( name, email, phone number, region, address, etc) while adding a client so that you can communicate with your clients easily whenever needed. It’s the first step of a long journey to build a good relationship with your clients.
Create an Estimate and Invoice
The first step of selling a service is to send a rational proposal or estimate to your potential clients. Here Propovoice helps you create a complete estimate, share and manage it. Your client can accept or decline the estimate you sent including a note. You can flawlessly track all these activities.
After the acceptance of a proposal or an estimate, the billing process starts. An invoice is sent to get paid the bill. You can easily create aesthetic invoices that match your brand and send it to your clients with the accepted information.
- Template library: There are multiple fully customizable estimate templates in the Propovoice template library. The aesthetic designs of the templates will create the first impression on your clients. You can customize the templates with your brand color and style.
- Select Client: You can simply add the receiver client from the dropdown or by searching in the search field.
- Add items and price: You can add items with their title and description as much as you need.
- As per your necessity, you can add the quantity- unit, page, hour, week, and month.
- Additional pricing like subtotal, tax, discount, and total can also be added.
- It will allow you to add notes and terms with the text editor of ample features.
- You can sign with an image signature. We will bring e-signing in its next version/update.
- You can add your flexible payment information ( Bank account info) to the invoice.
- To check the invoice and the system, you can watch the preview. You can also edit if needed.
Share Estimate and Invoice
In Propovoice you can share estimates and invoices in many sophisticated ways. You can share it with your clients through social platforms like messenger, and WhatsApp as well as you can share it by copying its link.
You can easily send invoices and systems to your clients. Emails will be sent to the mail provided during creating the business profile. In this case, the email will be delivered with the SMTP of WordPress.
Your client can open the estimate and the invoice from the link to the email. PDF files also can be attached with emails.
Get Client’s Response
Your client can open the invoice and estimate from the mail or the shared link and response. It doesn’t need to create an account for your client to do it. It will allow your client to accept and decline the estimate or quote.
He or she can add a note when he accepts or declines the estimate. They can pay and provide payment information and add the necessary attachments and notes.
Print and Download
It’s simple to print and download estimates and invoices. They will be printed on A4 size paper. You can generate their PDF files without any hassle or distortion.
Choose a Template from Library
Propovoice has a large library of invoice and estimate templates. You can customize them with your own logo, color, and branding style. It will establish your brand identity and create impressions with your clients.
Find prospects with the optimized searching option
There is an extendable table for managing listed clients, created invoices easily and you can track everything completely. You can see the status of invoices and estimates at a glance. There is an optimized search option to find if needed. There is quick action for viewing, editing, deleting, etc.
Acceptable Payment Gateways
You can provide your Bank information and use multiple Money Transfer Platforms for the billing of your business. You can add multiple acceptable payment information from the setting. And you can add a flexible one while creating an invoice.
Here you can update business information. You can set up the options as per your need and preferences.
We have a long vision to make the service selling process easier. If you are looking for a WordPress-based Best CRM, Invoicing Solution, download PropoVoice right now and simplify your selling and billing process.