Propovoice Pro

Propovoice Pro is a complete customer relationship management (CRM) system for WordPress, specifically designed for service agencies, consultants, firms, and independent professionals who need to control their entire sales cycle from a single place. This plugin transforms your website into the entry point of an organized business process, eliminating the dependence on scattered spreadsheets, lost emails, and fragmented notes.

With Propovoice Pro you can manage leads from capture to conversion into customers, using a customizable business pipeline that adapts to the buying journey of your prospects. The plugin allows you to add leads manually or capture them automatically through contact forms integrated into your site, and organize them with custom tags and levels while recording tasks, activities, meetings, emails, and files associated with each opportunity.

Creating proposals and quotes is simplified with customizable templates that include descriptions, prices, and terms. You can send estimates directly by email to your clients, who can download, share, and print them. The system notifies you when a client views or approves a proposal, and you can set up automatic reminders to speed up responses.

The invoicing module allows you to generate one-time or recurring invoices, with support for taxes, discounts, and brand customization. Payments can be collected automatically through gateways like Stripe and PayPal, ensuring you receive your income on time. Additionally, the dedicated client portal offers a single access point where your clients can check the status of their projects, estimates, invoices, and communicate directly with you through integrated messaging.

Project management includes task assignment, budget tracking, deadlines, and payments per client, as well as roles and permissions so your team can collaborate efficiently. You can also create and sell one-time or recurring service packages, with configurable limits, which clients can purchase directly from their portal or via a buy button on your website.

Propovoice Pro is a self-hosted solution that gives you total control over your data and workflows within WordPress. If you are looking to professionalize your business management, reduce friction in your sales processes, and make informed decisions about your opportunity pipeline, this plugin provides the structure needed to scale your service business sustainably.