1. Do you integrate with ASI, ESP, HubSpot, Sage, or Distributor Central?
We are currently integrating with SAGE, Distributor Central, APPA, and Safsira. We are also currently in the process of integrating with other popular CRMs and Product Databases. Let's explore how we can tailor it for your setup during the demo.
2. I'm looking for a tool specifically for marketing and lead generation. Does your platform offer that?
Are there any long-term contracts or hidden conditions I should be worried about?
Promo X CRM doesn't bind users to long-term or unwanted contracts. Our users stay on our platform because they see the value and promise. There are no hidden conditions either; we like to keep things transparent and clear with our users.
Yes, 'Promo X CRM' helps you manage your business but also enables you to create your 'custom sales pipeline,' manage your lead, and maintain your subscribed clients list for email marketing.
3. I already have everything set up and am happy with my current system I don't want to switch.
Understand. The demo's just a no-pressure look at how PromoXCRM might complement or enhance what you're already doing since it has the most recent technology incorporated to help 'Promo Distributors' at just a fraction of the cost of your current software.
4. I've already signed a one-year contract with someone to use their platform and can't exit anytime soon.
No problem! The demos provide insight into the future. You'll already have a better option when your contract ends. Also, we have unbelievable offers and discounts for users like you who are stuck in contracts. We want to help!
5. Do you integrate with Google Calendar so I can track my daily tasks and follow-ups?
'Promo X CRM' has an in-built task and follow-up module, so you don't need any external calendar to keep track of your daily tasks.
6. We've been part of the 'XYZ' Group since '20__'… I don't see a need for another system.
That makes sense. However, PromoXCRM offers flexibility and independent control, which are worth exploring as a backup or for specific workflows.
7. Can we transfer our existing orders to PromoXCRM?
We offer import assistance to help you get your existing data into PromoXCRM with minimal effort.
8. My current tool offers the same features…
That's great—this demo's just a comparison. Most users are surprised by how smooth and promo-specific our platform is, along with all the updates we keep adding in unbelievable time, which we are proud of.
9. I'm not very tech-savvy…
No worries—PromoXCRM is built to be user-friendly. And our team offers complete onboarding and support to walk you through it.
10. I'm not interested in any CRM…
That's okay—many of our users said the same at first. The demo is just a quick walkthrough. No pressure to commit.
11. I'm concerned about sharing my login or email…
Understand, and you do not have to share anything as it will be an encrypted integration only - no sharing passwords.
12. What if my client files and logos are accessed without permission?
Your data is 100% secure and private. Only you can access it unless you decide to share it.
13. How do you charge monthly, quarterly, or annually for the software?
We offer monthly and annual options—whichever suits your cash flow better. There are going to be no yearly commitments or contracts. We do not want to force our users to pay if they don't want to. You only pay for it until you want to use it.
14. What are your working hours? I'm in LA…
We're available across time zones, including the Pacific. We'll match your availability for meetings or support.
15. I can't decide now—I'm evaluating other tools.
That's smart! The demo will help you make a better-informed decision when you're ready. Also, I doubt there will be any feature in any of our competitors that we already don't offer at just a fraction of the price they are charging.
16. What is Promo X CRM?
Promo X CRM is the most advanced tool for Promo Distributors to manage their business. It helps distributors manage clients, orders, follow-ups, and operations from one innovative dashboard only.
17. Is Promo X CRM made only for the promotional products industry?
Yes! Promo X CRM is built exclusively for promotional product distributors. We understand your industry pain points, seasonal rushes, and workflow needs better than any generic CRM.
18. Do my clients get access to their portal?
Absolutely! You can give each of your clients a dedicated client portal where they can:
View their orders
Track statuses
Download invoices
Pay online
Even place reorders in a few clicks
19. Can I manage multiple users or team members?
Yes. Promo X CRM supports multi-user access, ideal for teams. Assign roles, set permissions, and track performance easily.
20. Is there a feature to automate my follow-ups and reminders?
Yes. Our innovative task automation tools allow you to automate follow-ups, set activity reminders and never miss a sales opportunity.
21. Can clients pay online using Promo X CRM?
Yes, with our integrated payment gateways, clients can pay securely online—speeding up your cash flow.
22. Is there a reorder feature?
Yes! Clients and sales reps can quickly reorder previous orders in seconds, reducing manual work.
23. Is there a free trial available?
Yes! We offer a free trial so you can explore our features and see the value before committing.
24. Are there any hidden fees?
No hidden costs. Our pricing is transparent—you pay only for what you use. Only your monthly subscription fee- nothing else.
25. Do I need to sign a long-term contract?
No. Promo X CRM is month-to-month with no long-term lock-ins. Cancel anytime.
26. Is my data secure?
Yes. We use enterprise-grade encryption and cloud security protocols to keep your data safe and secure.
27. What kind of support do you provide?
We offer email, chat, phone support, video tutorials, and 1-on-1 onboarding for all new users.
28. Where is Promo X CRM hosted?
Our platform is hosted on secure, scalable cloud servers, ensuring uptime and data protection.
29. How long does it take to set up Promo X CRM?
Most businesses are up and running within 24-48 hours, depending on the level of customization needed.
29. How long does it take to set up Promo X CRM?
Most businesses are up and running within 24-48 hours, depending on the level of customization needed.
30. Do you help with onboarding and training?
Yes, we offer personalized onboarding sessions to help you and your team quickly get comfortable with the system.
31. Is Promo X CRM mobile-friendly?
Yes! You can access Promo X CRM from any device, anywhere—with mobile-responsive design and functionality.
32. How is Promo X CRM different from other CRMs?
Promo X CRM is built specifically for the Promo Industry—with built-in SAGE/APPA tools, order tracking, reorder functions, artwork handling, and more. Generic CRMs can't match this level of industry alignment.