TacoCode

Nexus Merchants

<p>Customer Portal for Stripe provides shortcodes which allows the currently signed-in user to<br />
manage their Stripe subscriptions, see their invoices & manage their cards:</p>
<ul>
<li>
<p><code>[cpfs_list_subscriptions allow-cancel="true"]</code><br />
Lists up to 10 Stripe subscriptions. The default value for<code>allow-cancel</code> is <code>false</code>.<br />
To allow a user to cancel their subscriptions, set <code>allow-cancel="true"</code>.</p>
</li>
<li>
<p><code>[cpfs_list_invoices]</code><br />
Lists up to 10 Stripe invoices.</p>
</li>
<li>
<p><code>[cpfs_list_cards]</code><br />
Lists up to 10 credit cards stored at Stripe.</p>
</li>
<li>
<p><code>[cpfs_add_card]</code><br />
Allows a user to add a new card. The newly added card will be set as default.</p>
</li>
</ul>
<h4>Notes:</h4>
<ul>
<li>
<p>On first visit of any page containing a <code>cpfs_*</code> shortcode, the currently signed-in user will be looked up<br />
in Stripe using the user’s email address. If not matching customer is found, a customer will be created.</p>
</li>
<li>
<p>If needed, an administrator can manually link a Stripe customer ID to a user by editing the affected user profile<br />
in WP Admin and updating the <code>Stripe Customer ID</code> field.</p>
</li>
<li>
<p>If an administrator updates the email address of any user in WP Admin, the Stripe customer email will be updated as<br />
well (or created if the customer doesn’t exist).</p>
</li>
<li>
<p>If a user updates their email address in WordPress, <strong><em>their email will not be updated in Stripe</em></strong>.</p>
</li>
<li>
<p>Responses from Stripe are being cached for 15 minutes to avoid excessive API calls.</p>
</li>
</ul>


Customer Portal for Stripe

Provides shortcodes for Stripe Invoices, Subscriptions & Cards.

prappo

Rakibul Hasan

nasirbinburhan

Azhar Ibn Mostafiz

propovoice

<p>🚀 <a href="https://propovoice.com" rel="nofollow ugc">Official Website</a> | 📚 <a href="https://propovoice.com/docs" rel="nofollow ugc">Documentation</a> | 🚀 <a href="https://www.facebook.com/groups/837677640524915" rel="nofollow ugc">Community</a> | 🏆 <a href="https://propovoice.com/pricing/" rel="nofollow ugc">Get Pro | 🚀 </a><a href="https://app.loopedin.io/propovoice#/roadmap" rel="nofollow ugc">Roadmap</a></p>
<p>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.</p>
<p>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.</p>
<h3>🏆 Live Demo Access</h3>
<blockquote>
<p>URL: <a href="https://demo.propovoice.com/npdv-demo-login-to-admin/" rel="nofollow ugc">Demo</a></p>
</blockquote>
<p>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.</p>
<p>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.</p>
<h3>Who is Propovoice CRM for:</h3>
<ul>
<li><strong>Freelancers</strong></li>
<li><strong>Service Agencies</strong></li>
<li><strong>Service Sellers</strong></li>
<li><strong>Individual Contractors</strong></li>
</ul>
<h3>Benefits:</h3>
<p>Your self-hosted CRM automates your service business and other key benefits</p>
<ul>
<li>No Random Work, All Organized</li>
<li>Less Missed, More Gained</li>
<li>Less Chaos, More time</li>
<li>Less Worry, More Joy</li>
<li>Self-hosted means fully yours</li>
<li>Focused on service selling automation</li>
<li>Free version</li>
</ul>
<h3>Core Module:</h3>
<p>Propovoice CRM comes with the following powerful core modules-</p>
<ul>
<li><strong>Leads Management</strong></li>
<li><strong>Deals Management</strong></li>
<li><strong>Estimate Builder</strong></li>
<li><strong>Invoice Builder</strong></li>
<li><strong>CRM</strong></li>
<li><strong>Projects Management</strong></li>
<li><strong>Contacts Management</strong></li>
<li><strong>Business Setup</strong></li>
<li><strong>Settings</strong></li>
</ul>
<h3>The features:</h3>
<h3>🏆 Manage Leads</h3>
<p>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.</p>
<h3>🏆 Manage Deals</h3>
<p>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.</p>
<h3>🏆 Estimate</h3>
<p>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.</p>
<h3>🏆 Invoice</h3>
<p>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.</p>
<h3>🏆 Business Profile</h3>
<p>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.</p>
<h3>🏆 Add Clients</h3>
<p>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.</p>
<h3>🏆 Create Estimate and Invoice</h3>
<p>-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.</p>
<p>-Select Client: You can simply add the receiver client from the dropdown or by searching in the search field.<br />
– Add items and price: You can add items with their title and description as much as you need.<br />
– As per your necessity, you can add the quantity- unit, page, hour, week, and month.<br />
– Additional pricing like subtotal, tax, discount, and total can also be added.<br />
– It will allow you to add notes and terms with the text editor of ample features.<br />
– You can sign with an image signature. We will bring e-signing in its next version/update.<br />
-You can add your flexible payment information ( Bank account info) to the invoice.<br />
-To check the invoice and the system, you can watch the preview. You can also edit if needed.</p>
<h3>🏆 Share Estimate and Invoice</h3>
<p>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.</p>
<h3>🏆 Email Estimate and Invoice</h3>
<p>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.</p>
<h3>🏆 Client Response</h3>
<p>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.</p>
<h3>🏆 Project Management</h3>
<p>Project management becomes easier with the following features</p>
<h3>🏆 Print and Download</h3>
<p>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.</p>
<h3>🏆 Template Library</h3>
<p>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.</p>
<h3>🏆 Client, invoice, estimate list, and search</h3>
<p>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.</p>
<h3>🏆 Acceptable Payment Gateways</h3>
<p>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.</p>
<h3>🏆 Settings</h3>
<p>Settings make Propovoice CRM your won CRM with personalized preferences</p>
<p>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.</p>
<h3>Propovoice CRM Pro Features</h3>
<p>The super fantastic pro features that accelerate your business growth and improve your business’s financial health are</p>
<ul>
<li><strong>Frontend View (Powerful dashboard)</strong></li>
<li><strong>Deal Pipeline</strong></li>
<li><strong>Direct Send Email Estimate and Invoice</strong></li>
<li><strong>Estimate Reminder</strong></li>
<li><strong>Invoice Reminder</strong></li>
<li><strong>Invoice Recurring</strong></li>
<li><strong>Duplicate Estimate, Invoice</strong></li>
<li><strong>Copy To Invoice</strong></li>
<li><strong>Tax and State Tax</strong></li>
<li><strong>Payment Getway</strong></li>
<li><strong>Task Module</strong></li>
<li><strong>Task Checklist</strong></li>
<li><strong>Paypal</strong></li>
<li><strong>Stripe</strong></li>
<li><strong>Custom SMTP</strong></li>
<li><strong>Contact Form 7</strong></li>
<li><strong>WP Forms</strong></li>
<li><strong>Gravity Forms</strong></li>
<li><strong>Ninja Forms</strong></li>
<li><strong>Fluent Forms</strong></li>
</ul>


Propovoice: All-in-One Client Management System

We have been using 3rd Party software for invoice generation. Then we found Propovoice! We must say that its on another level. It's still new and hopefully there will be lot more features coming! For now, it works fine for us.

Definitely Recommended!

Next Level Plugin!

Was looking for invoicing solution for so long, finally Propovoice team come up with a very good solution.
thanks you so much team. 

Great Plugin with awesome UI

Propovoice is a simple but powerful WP CRM+Invoicing plugin. Its’ super pleasing user experience makes it different from other plugins. Such an amazing CRM of good design is really rare in the WordPress environment. As it’s a self-hosted plugin (No Saas), it’s completely secured and all in your control.

Simple but powerful!

I recently started using Propovoice for my business's CRM and invoicing needs, and I have been very impressed with the plugin. The interface is user-friendly and intuitive, making it easy for me to manage my customer relationships and keep track of invoices. The plugin also integrates seamlessly with other tools that I use, which has saved me a lot of time and hassle. Overall, I highly recommend Propovoice for anyone in need of a reliable and effective CRM and invoicing solution.

Best Invoicing with eye-catching UI

<p>I have been using CRM plugins since 2016 and I was distraught to see the poorly designed solutions with little to no care about UX. This one does an excellent job in terms of the UX. I hope they will be able to add more features soon so that we can make a switch from the boring old ones!</p>

Most well designed CRM for WordPress!


Propovoice meet my expectation with client onboarding, task management and project. It also has features of complete client management. 


Complete CRM for Wordpress


I run a agency for WordPress development services and I use this plugin to manage clients, creates invoice, create payment link. This is really helpful for me.


Nice plugin for agency

All-in-one client management system for freelancers & agencies on WordPress. Manage leads, deals, invoices & projects. Get paid faster!

Customer Portal for Stripe vs Propovoice: All-in-One Client Management System