Documents
User manuals for each module
PROPVORO Suite — Simple Guide
A plain-language walkthrough of Contacts, Calendar, Tasks, Referrals and Partners.
Insurance — Simple Guide
A plain-language walkthrough of Quotes, Applications, Policies, Claims and more.
Mortgage — Simple Guide
A plain-language walkthrough of the calculators, Loan Applications and Loan Admin.
Membership — Simple Guide
A plain-language walkthrough of Members, Tiers and Renewals.
Running a Membership Association — Simple Guide
How website sign-ups become Members, using a real club/association example.
Running a Film / Production Company — Simple Guide
Tracking a production with Projects, Contacts, Tasks and Expenses, using a real example.
Pipeline — Simple Guide
A plain-language walkthrough of Leads, Opportunities and Loan & Insurance Applications.
Communicate — Simple Guide
A plain-language walkthrough of Templates, Campaigns, Campaign Performance, Segments, SMS, the Communication Log and Customer Care Reminders.
Finance — Simple Guide
A plain-language walkthrough of Invoices, Expenses and Financial Reports.
Analytics — Simple Guide
A plain-language walkthrough of the Analytics Hub, Reports and the Report Builder.
HR — Simple Guide
A plain-language walkthrough of Employees, Leave, Payroll, Recruitment and Attendance.
Design Studio — Simple Guide
A plain-language walkthrough of building emails, newsletters and social designs.