PromoXcrm

Service Details

Client Portals!

PromoXcrm AI’s Client Portals streamline promo order management with 24/7 access to quotes, order tracking, and approvals. Reduce back-and-forth emails by 80% with branded self-service portals.

Great Design That Actually Works!

custom dashboard is the nerve center of any successful promotional products businessPromoXcrm AI provides a fully customizable dashboard where users can track KPIs, sales performance, pending tasks, and client interactions in real time.

Key Benefits of Our Custom Dashboard:

  • Drag-and-Drop Widgets: Arrange metrics like order status, revenue trends, and team productivity.
  • Role-Based Views: Sales reps, managers, and admins see relevant data instantly.
  • Integration Ready: Pull data from financial tools, email platforms, and webstores.

✔ Real-Time Business Insights

  • Track sales pipelines, revenue goals, and team performance.
  • Customize widgets for order status, inventory levels, or pending approvals.
  • Export reports in one click for meetings or client updates.
  • Role-based dashboards for admins, sales, and designers.

✔ Promo Industry-Specific Metrics

  • Monitor low-stock promo items (e.g., pens, shirts, mugs).
  • Highlight delayed orders or design approval bottlenecks.
  • Compare seasonal demand trends for better inventory planning.
  • Integrate with accounting tools for profit/loss visibility.

Designed for the Promo Industry

Promo businesses deal with complex orders, client approvals, and tight deadlines. Our dashboard highlights pending approvals, low inventory alerts, and high-priority tasks, ensuring nothing gets overlooked.