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PromoXCRM + dedicated support

Your promo CRM, backed by people who know the work.

Connect your customer and order workflows with dedicated, pre-trained virtual assistant support shaped around the promotional products industry.

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  • Promo-specific workflow context
  • CRM-connected support
  • Clear handoffs and visibility
ONE CONNECTED TEAMCRM + VA
▦YOUR WORKSPACEPromoXCRM

Leads, clients, quotes and orders

✦YOUR SUPPORTDedicated VA

Trained for promo workflows

Work moving forward Connected
01Prepare quote detailsCustomer and product context togetherIn progress
02Coordinate order follow-upOwners, dates and next steps visibleOn track
03Keep client updatedActivity stays with the orderConnected
A better handoff

Software for the workflow. People to help move it along.

Your team works in PromoXCRM while dedicated virtual assistant support helps with agreed day-to-day operational tasks.

01

Keep every detail together

Customer conversations, product information, quotes, orders and next steps live in one shared workspace.

02

Add operational capacity

Bring in a dedicated, pre-trained VA to help with recurring tasks that fit your agreed service scope.

03

Stay close to the work

Keep ownership and progress visible so your team can review handoffs and priorities with context.

Promo-industry context

Support shaped around the work promo teams do.

Discuss a support scope for the recurring work behind customer orders, from early quote details through production follow-up.

Explore CRM features →
✓Quote and sales order preparationKeep product, pricing and customer details organized.
✓Order and supplier coordinationHelp track owners, updates and milestones.
✓Artwork proof and approval follow-upKeep decisions and next steps from slipping out of view.
✓Client updates and CRM organizationMaintain useful context alongside each active relationship.
Clear starting points

Choose the support setup that fits your team.

Start with the CRM, then talk through managed support and the operational work you want help with.

CRM workspace

Standard

Manage leads, clients, quotes, orders and projects in one connected system.

$55 Per User / Month+ One-time setup: $449
  • Customer and vendor records
  • Sales pipeline and project workflow
  • Quotes, orders and client portals
  • Onboarding, team training and support
View plan details →
Optional · Empower

Need additional operational support?

Add dedicated back-office support trained for promotional products to help your team manage recurring administrative and order-related work.

$1,549 Per Month+ One-time Empower setup: $1,000
  • Dedicated VA support aligned to agreed scope
  • Promo workflow and order coordination
  • Client updates and recurring follow-ups
  • CRM task and data organization
Discuss optional support ↗
Getting started

Make the next step practical.

01

Map your workflow

Tell us how your team handles quotes, orders and customer follow-ups today.

02

Agree the right scope

Review the CRM setup and the operational tasks you want the VA team to support.

03

Get your team moving

Walk through onboarding, responsibilities and how work stays visible in PromoXCRM.