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.
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- You Can Find Us At:1440 W. Taylor St # 1120 Chicago, IL 60607 United States
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Great Design That Actually Works!
From sample approvals to delivery coordination, promo businesses juggle dozens of tasks daily. PromoXcrm AI’s Task Management system lets teams create, assign, and prioritize tasks with deadlines, dependencies, and progress tracking.
Why It Works for Promo Teams:
- Role-Based Task Lists: Sales, designers, and logistics see only relevant tasks.
- Integration with Lead Management: Auto-generate tasks for follow-ups or order updates.
- Mobile Accessibility: Update tasks on-the-go via iOS/Android apps.
✔ Streamlined Workflows
- Create tasks for samples, approvals, or client meetings.
- Set dependencies (e.g., “Artwork approved → Start production”).
- Attach files (mockups, invoices) to tasks for context.
- Recurring tasks for monthly client check-ins.
✔ Team Accountability
- Assign tasks with deadlines and priority levels (Low/Urent).
- @Mention team members for instant notifications.
- Mobile app for updates on-the-go.
- Audit trail to track task history and changes.
Efficiency for Promotional Product Workflows
Reduce bottlenecks in custom product orders by ensuring every team member knows their responsibilities—no more forgotten emails or misplaced sticky notes!