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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Unify Your Promo Business Teams for Faster Results
- Internal miscommunication can delay promotional product deliveries. PromoXcrm AI fosters collaboration with:
- Centralized Notes: Attach files, client feedback, or vendor quotes to projects.
- @Mentions: Tag team members for urgent inputs.
- Activity Logs: Track who made changes (e.g., design edits, pricing updates).
✔ 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.
Industry-Specific Advantage
Promo teams often work across departments (sales, design, shipping). Our CRM mirrors this workflow, reducing back-and-forth emails and accelerating order turnaround.