logo

PromoXcrm

Promo X CRM serves as a revolutionary tool for Promo Distributors. Picture managing your entire operation through a single robust platform — encompassing rapid...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

Promo X CRM serves as a revolutionary tool for Promo Distributors. Picture managing your entire operation through a single robust platform — encompassing rapid...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Promo X CRM serves as a revolutionary tool for Promo Distributors. Picture managing your entire operation through a single robust platform — encompassing rapid product research, client portals, personalized webstores, and automated quotes and invoices. Equipped with an intelligent dashboard, checklists, and smooth integrations (QB, Xero, SAGE, Email, Zapier), you can transition from disorder to effective management. Additionally, the platform features built-in automation and growth resources that help you save time, secure more sales, and expand your business without the need for additional personnel.

Product Snapshot

Main Snapshot

Product Details

What Is PromoXcrm?

PromoXcrm is an all-encompassing software solution designed specifically for distributors of promotional products. It simplifies the management of teams, projects, and client interactions. This intuitive customer relationship management (CRM) tool streamlines complex workflows, automates repetitive tasks, and boosts overall efficiency. With features like centralized lead management, effortless pipeline tracking, and detailed reporting, PromoXcrm helps eliminate chaos and fosters data-driven decision-making. Tailored to address challenges unique to the industry, this software empowers distributors with vital resources to enhance efficiency, improve performance, and confidently accelerate business growth.

PromoXcrm Pricing

The pricing for PromoXcrm CRM is designed to be flexible and value-oriented, enabling businesses to grow seamlessly. The Professional – Promotional CRM plan is available for only $55 per user each month, accompanied by a one-time setup fee of $449. You can also request a customized quote that aligns with your specific business needs.

Please note: Pricing may change.

PromoXcrm Integrations

PromoXcrm offers integrations with a variety of applications, including:

  • Xero Accounting Solution

  • Stripe

  • Mailchimp software

  • Zapier software

  • QuickBooks

  • Sage CRM

To discover more about its integration capabilities, watch a free PromoXcrm demo.

Who Is PromoXcrm For?

This software is perfectly suited for professionals in various industries such as:

  • Promotional Products Industry

  • Advertising and Marketing

  • Financial Services

  • Information Technology

Is PromoXcrm Right For You?

PromoXcrm delivers specialized CRM solutions tailored for promotional product distributors. It combines lead management, automation, and reporting into a cohesive platform. With its user-friendly interface, it replaces traditional manual processes with enhanced efficiency and clarity. By providing centralized data, insightful analytics, and customized tools, PromoXcrm facilitates informed decision-making, improved project management, and stronger client relationships. This makes it an attractive option for promotional businesses aiming for growth.

If you're still uncertain about whether PromoXcrm fits your needs, our dedicated support team is ready to assist you at info@softwareseekers.com.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Highly customizable to business needs
  • ✔ Offers powerful automation features
  • ✔ Accelerates deal closures

Cons

  • ✘ Lacks a standalone mobile app
  • ✘ Reporting tools are limited for advanced needs

Price

Professional

$55

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with PromoXcrm.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, we currently integrate with SAGE, Distributor Central, APPA and Safsira. We are also expanding to others like ASI and HubSpot soon. Let’s explore how we can tailor it for your setup during the demo.

Yes, we offer import assistance to help you get your existing data into PromoXCRM with minimal effort.

Promo X CRM is the most advanced CRM tool for ‘Promo Distributors’ to manage their whole business. It helps distributors manage clients, orders, follow-ups, and operations from one smart dashboard only.

We offer monthly and annual options—whichever suits your cash flow better. There are going to be no annual commitments or contracts. We do not want to force our users to pay if they don’t want to. You only pay for it until you want to use.

PromoXcrm is specifically designed for the promotional products industry and is also ideal for professionals and businesses across diverse sectors, including advertising and marketing, financial services, and information technology.

PromoXcrm features seamless integration with various applications, including Xero Accounting, Stripe, Mailchimp, Zapier, QuickBooks, and Sage CRM, enabling smoother workflows and enhanced connectivity across essential business tools.

PromoXcrm CRM delivers scalable, value-packed solutions with the Professional – Promotional CRM plan at $55 per user/month plus a $449 one-time setup fee. Request a detailed PromoXcrm cost breakdown for your organization today.

PromoXcrm offers support through phone, email, blogs, and FAQs.