Propovoice Pro - CRM & Invoicing Plugin for Business Owners and Freelancers 1.7.1.6

Propovoice Pro is an all-in-one Customer Relationship Management (CRM) and Invoicing WordPress plugin designed specifically to help freelancers, consultants, service agencies, and other service-based businesses manage their entire sales and client lifecycle from within their own WordPress environment.1

The core goal of the plugin is to unify tools typically scattered across multiple SaaS platforms (like sales pipelines, proposal generators, and invoicing software) into a single, self-hosted solution.2

Key Features and Functionality

Propovoice Pro centralizes the entire client management workflow, from the initial lead to final payment and project completion.3

1. Sales & Lead Management (CRM)4

Lead Capture: Automatically collect leads through integrated contact forms on your website, or manually input/import them via CSV.5

Deal Pipeline: Manage sales opportunities with a visual, smart deal pipeline.6 Users can follow up, check probability, and track deals until they are marked as "won" or "lost."7

Activity Tracking: Keep detailed records of all interactions, including tasks, activities, meetings, emails, and notes, within the CRM for each lead and client.8

2. Proposal & Estimates9

Estimate Builder: Create professional, branded project proposals and estimates using customizable templates.10

Client Approval: Send the estimate directly to clients via email, allowing them to view, download, and accept or decline the proposal with a note.11

Tracking: Get notified when a client views or approves the estimate, enabling automated follow-ups.

3. Invoicing & Payment12

Invoice Builder: Easily create aesthetic, professional invoices that match your brand.13

Recurring Payments: Set up one-time or automated recurring invoices for retainers or subscription services.14

Payment Integration: Collect payments directly through the invoice using popular gateways like PayPal and Stripe, as well as other gateways via a WooCommerce checkout integration.15

4. Client & Project Management

Dedicated Client Portal: Provide clients with a single-login portal to access everything related to their project: project updates, estimates, invoices, shared files, and a direct chat system.16 The Pro version supports White Labeling for full brand consistency.

Service Packages: Create and sell one-time or subscription-based service packages directly through the platform, which existing clients can purchase from their portal.17

Project Management: Once a deal is won, it can be converted into a project with a single click.18 Users can create and assign project tasks, track budgets, manage deadlines, and handle team collaboration.19

Target Audience and Benefits

Propovoice Pro is particularly beneficial for:

Freelancers and Independent Contractors: It eliminates the need for expensive, monthly-fee SaaS CRM and invoicing tools, streamlining their entire business process from a familiar WordPress dashboard.20

Small to Mid-Level Service Agencies: It provides an integrated platform for team collaboration, client portal management, and white-label branding for a professional client experience.21

Consultants, Developers, Marketers, and Designers: It helps productize services and manage the flow from initial inquiry (lead) to final billing (invoice).

The main benefit is consolidation: By centralizing essential business functions, Propovoice aims to reduce time spent on administrative tasks, improve cash flow through faster payment collection, and provide a unified, professional client experience.22

Pricing Structure (Annual)

The plugin is typically offered through a tiered annual subscription model (the pricing may vary and is subject to change):

License Tier

Target User

Domain Licenses

Team Members

Key Features

Freelancer

Solo professional

1 Domain

5 Members

All Core Features + Support/Updates

Agency

Small agency

10 Domains

Unlimited

All Freelancer features + White Labeling

Enterprise

Larger agency

50 Domains

Unlimited

All Agency features

Note: The plugin has also been offered via a Lifetime Deal (LTD) on platforms like AppSumo, which provides a one-time purchase option.