PromoXcrm.ai is an industry-first promotional CRM software that empowers distributors to create and manage their promotional orders. It is the most comprehensive CRM solution for the promotional products industry, allowing you to seamlessly manage all your teams, projects, and clients. Delight your clients with PromoXcrm, specifically designed for promotional products distributors.
- Call For Support:+1 760 600 8414
- You Can Find Us At:1440 W. Taylor St # 1120 Chicago, IL 60607 United States
- Email Now:[email protected]
Great Design That Actually Works!
A custom dashboard is the nerve center of any successful promotional products business. PromoXcrm 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.