PromoXcrm Specifications
Contact Management
Lead Management
Sales Forecasting
Customer Communication Tracking
What Is PromoXcrm?
PromoXcrm software is a comprehensive solution tailored for promotional products distributors, streamlining the management of teams, projects, and client relationships. This user-friendly customer relationship management (CRM) simplifies complex workflows, automates routine tasks, and enhances overall productivity. With centralized lead management, seamless pipeline tracking, and insightful reporting, PromoXcrm eliminates disorganization and supports data-driven decisions. Designed to solve industry-specific challenges, the software equips distributors with essential tools to drive efficiency, boost performance, and accelerate business growth with confidence.
PromoXcrm Pricing
PromoXcrm CRM offers flexible, value-driven pricing to help businesses scale with ease. The Professional – Promotional CRM plan is just $55/user/month with a one-time setup fee of $449. Request a personalized quote to match your specific business needs. Request a personalized PromoXcrm price quote tailored to your specific requirements.
Disclaimer: The pricing is subject to change.
PromoXcrm Integrations
PromoXcrm features integration with various applications, including:
Xero Accounting Solution
Stripe
Mailchimp software
Zapier software
QuickBooks
Sage CRM
Watch a free PromoXcrm demo to learn more about its integration arrangements.
Who Is PromoXcrm For?
PromoXcrm is ideal for individuals industries and sectors, including:
Promotional Products Industry
Advertising and marketing
Financial services
Information technology
Is PromoXcrm Right For You?
PromoXcrm provides specialized CRM solutions for promotional product distributors, combining lead management, automation, and reporting into a single, streamlined platform. Its intuitive interface replaces manual processes with efficiency and clarity. With centralized data, smart insights, and tailored tools, PromoXcrm supports informed decisions, better project oversight, and stronger client relationships, making it a compelling choice for growth-focused promotional businesses.
Still not sure if PromoXcrm is right for you? Our support staff is available at (760)-600-8414to help you make the right choice.
PromoXcrm Features
PromoXcrm enhances pipeline visibility by organizing opportunities, forecasting revenue, and setting strategic sales goals. This feature supports a structured approach, helping teams capture, qualify, and convert leads throughout the entire sales journey.
See How It WorksThe software reduces errors and boosts productivity by automating repetitive tasks. Efficient task workflows within the PromoXcrm platform enable teams to prioritize initiatives, meet deadlines, and stay focused on business-critical responsibilities.
See How It WorksPromoXcrm fosters cross-functional alignment with shared dashboards and live reporting. By centralizing communication and streamlining access to key data, the software supports timely decisions and unified strategies across diverse business teams.
See How It WorksThe platform includes interactive portals that improve client access to campaign updates, files, and performance metrics. Businesses can strengthen engagement, enhance transparency, and adapt outreach strategies based on real-time client interactions.
See How It WorksPromoXcrm software connects task scheduling, team coordination, and opportunity follow-ups into one seamless process. Projects remain organized from start to finish, ensuring every phase receives the attention required to achieve success.
See How It WorksInteractive unlimited custom webstores
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