Capture the opportunity
Bring the customer, event, quantity, budget and timing into a shared record.
One connected workflow
Follow every promo order from first inquiry to delivery.
See how customer details, quotes, approvals and production work can stay connected in PromoXCRM.
How it works
A clear path for the work your team already does.
Adapt the stages to match your process and keep the people involved aligned.
Find the right products
Explore product details and prepare options that fit the customer’s brief.
Prepare a quote
Keep product selection, pricing and customer context close while the quote is reviewed.
Coordinate approvals
Track artwork, proof reviews, decisions and follow-up dates alongside the project.
Keep production in view
Follow the order’s stage, owners and important milestones through fulfillment.
Close the loop
Share updates, complete delivery and keep the customer relationship ready for next time.
See it in context
One order record. A clearer handoff.
PromoXCRM brings the customer and project details into view as the work moves across the team.
Active orders28Across every stage
Quotes to follow up12Next steps in view
Due this week07Tasks and approvals
Order activityConnected work, week by week
THIS MONTH⌄MonTueWedThuFriSatSun
Production stagesWhere active orders stand
View all →Artwork review04
Awaiting approval07
In production11
Ready to ship06
Recent ordersCustomer and project details stay together
All orders →PROJECTCUSTOMERSTAGEOWNER
Spring launch kitsNorthstar GroupProof reviewJM
Team apparelBrightside Co.In productionAL
PROMO WORKFLOW
Keep the next step visible.
Use shared records, task ownership and production views to coordinate the people behind each order.
Explore the production view →