內容簡介
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想要增加您的自由工作和服務業務規模？那麼您必須放棄隨意的手動工作，遵循有條理的步驟進行。客戶是至上的。您必須和客戶建立良好的關係，這不僅會帶來即時的業務增長，還會帶來持久的業務成功。
在這個數字化時代，新技術正在快速發展，並對我們的工作和生活方式帶來了巨大的變化。Propovoice CRM 改變了您處理服務業務的方式。Propovoice CRM 是 WordPress 的小型到中型服務機構和自由工作者的客戶關係管理解決方案。它將幫助您管理業務流程，包括管理線索、交易、預估、發票、項目和按時收款。
🏆 直播演示訪問
網址：演示
用戶名：demo || 密碼：demo
Propovoice CRM 免費提供您管理服務業務所需的所有重要功能。其直觀的設計使其易於使用。
讓您獲得更多客戶、妥善管理他們、提高他們的滿意度、以專業的方式準備帳單文件並及時收款，是 Propovoice CRM 的終極目標。
Propovoice CRM 適用於以下人員：
自由工作者
服務機構
服務供應商
個人承包商
益處：
您的自主托管 CRM 自動化您的服務業務和其他關鍵益處
無隨意工作，全部有條理
減少遺漏，增加收益
減少混亂，增加時間
減少擔憂，增加快樂
自主托管表示完全屬於您
專注於服務業務自動化
免費版本
核心模塊：
Propovoice CRM 附帶以下強大的核心模塊-
銷售線索管理
銷售交易管理
預估建立
發票建立
客戶關係管理
項目管理
聯絡人管理
業務設置
設置
功能：
銷售線索管理
擁有越多銷售線索，您就擁有越多銷售機會。Propovoice CRM 讓您通過網站上的整合聯繫表格自動收集線索。它還可以讓您匯入 CSV 文件和手動添加線索。您只需將線索進行優先排序並加以培養，以將其轉化為潛在客戶。
銷售交易管理
使用智能銷售交易管道管理銷售交易，跟進，檢查概率並提高銷售交易水平。從這裡安排任務和活動。Propovoice CRM 智能銷售交易管道簡化了銷售交易管理，省時並提高概率，有助於贏得最大項目，讓您的業務體驗達到新的水平。
預估建立
銷售服務或產品的第一步是向潛在客戶發送一份合理的提案或預估。在這裡，Propovoice CRM 幫助您創建完整的預估，並進行分享和管理。您的客戶可以接受或拒絕您所發送的預估，並附上附言。您可以完美地跟踪預估，並將其轉化為有效的銷售交易。
外掛標籤
開發者團隊
② 後台搜尋「Propovoice: All-in-One Client Management System」→ 直接安裝（推薦）
📦 歷史版本下載
原文外掛簡介
🚀 Official Website | 📚 Documentation | 🚀 Community | 🏆 Get Pro | 🚀 Roadmap
Wanna scale up your freelancing and service business? Then you must give up random manual work and walk in an organized way. Clients are kings. You have to build a strong relationship with your clients that will bring you not only instant business growth but also sustainable business success.
New technologies are evolving fast in this era of digitalization and bringing big changes to the ways we work and live. Propovoice CRM changes the way you handle your Service Business. Propovoice CRM is a client relationship management solution for small to mid-level service agencies and freelancers in WordPress. It will help you manage your business process – including everything like managing leads, deals, estimates, invoicing, projects, and getting paid on time.
🏆 Live Demo Access
URL: Demo
All the important features that you need to manage your service business are free in Propovoice CRM. Its intuitive design makes it easy to use.
To let you get more clients, manage them well, grow their satisfaction, prepare billing documents in a professional way, and get paid more and on time is the ultimate goal of Propovoice CRM.
Who is Propovoice CRM for:
Freelancers
Service Agencies
Service Sellers
Individual Contractors
Benefits:
Your self-hosted CRM automates your service business and other key benefits
No Random Work, All Organized
Less Missed, More Gained
Less Chaos, More time
Less Worry, More Joy
Self-hosted means fully yours
Focused on service selling automation
Free version
Core Module:
Propovoice CRM comes with the following powerful core modules-
Leads Management
Deals Management
Estimate Builder
Invoice Builder
CRM
Projects Management
Contacts Management
Business Setup
Settings
The features:
🏆 Manage Leads
The more leads you have, the more sales opportunities you have. Propovoice CRM lets you collect leads with integrated contact forms on your website automatically. It allows you to import CSV files and add leads manually as well. You can simply prioritize and nurture leads to convert them into potential clients.
🏆 Manage Deals
Manage deals with the smart deal pipeline to follow up, check probability, and level up your deals. Schedule tasks and activities from right here. Easy deal management with the smart deal pipeline of Propovoice CRM saves your time and increases the probability and helps you win maximum projects that will take your business experience to the next level.
🏆 Estimate
The first step of selling a service or a product is to send a rational proposal or estimate to your potential clients. Here Propovoice CRM 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.
🏆 Invoice
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.
🏆 Business Profile
You can easily create a business profile with the basic information and branding asset of your business. With Propovoice CRM, managing service selling and billing of your business are simple and seamless.
🏆 Add Clients
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 Estimate and Invoice
-Template library: There are multi fully customizable estimate templates in the Propovoice CRM 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 CRM 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.
🏆 Email Estimate and Invoice
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.
🏆 Client 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 can add a note when he accepts or declines the estimate. He can pay and provide payment information and add the necessary attachments and notes.
🏆 Project Management
Project management becomes easier with the following features
🏆 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.
🏆 Template Library
Propovoice CRM 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.
🏆 Client, invoice, estimate list, and search
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 the information of your Bank and multi Money Transfer Platforms for the billing of your business. You can add multi acceptable payment information from the setting. And you can add a flexible one while creating an invoice.
🏆 Settings
Settings make Propovoice CRM your won CRM with personalized 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 PropVoice right now and simplify your selling and billing process.
Propovoice CRM Pro Features
The super fantastic pro features that accelerate your business growth and improve your business’s financial health are
Frontend View (Powerful dashboard)
Deal Pipeline
Direct Send Email Estimate and Invoice
Estimate Reminder
Invoice Reminder
Invoice Recurring
Duplicate Estimate, Invoice
Copy To Invoice
Tax and State Tax
Payment Getway
Task Module
Task Checklist
Paypal
Stripe
Custom SMTP
Contact Form 7
WP Forms
Gravity Forms
Ninja Forms
Fluent Forms
