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]
STANDARD PLAN
Everything you need to run your promo business — in one powerful system
What’s Included:
Complete CRM System
- Manage leads, clients & vendors in one place
- Track every interaction, note, and activity
- Never lose an opportunity again
Sales Pipeline & Project Management
- Visual pipeline to track deals from start to close
- Manage projects, presentations & orders seamlessly
- Stay organized across your entire workflow
Order & Invoicing Management
- Create and manage sales orders & purchase orders
- Generate invoices with payment tracking
- Keep everything structured and accessible
Client Portals (Game Changer)
- Clients can:
- View past orders
- Access invoices
- Place new or repeat orders
- Reduce back-and-forth communication
Built-in Webstores
- Launch branded online stores for your clients
- Allow 24/7 ordering & reorders
- Increase sales without extra effort
Automation & Workflow Tools
- Automate certain emails and triggers
- Reduce manual work and errors
- Improve team efficiency
Reports & Insights
- Real-time visibility into:
- Sales performance
- Revenue
- Business activity
- Make smarter decisions, faster
Integrations (Growing Ecosystem)
- Connect with tools like websites, Zapier, and more
Onboarding & Support
- Full setup assistance
- Training for you and your team
- Dedicated customer success support
EMPOWER PLAN
Everything in Standard + We Run Your Operations For You
Managed Service Program (Your Secret Weapon)
This is where Promo X CRM becomes more than software.
You don’t just get tools —
You get a trained team executing your work inside the CRM.
What Your Dedicated VA Handles:
Client Communication
- Follow-ups with clients
- Handling inquiries and updates
- Keeping communication structured and professional
Quotation & Order Creation
- Preparing quotes
- Creating sales orders
- Ensuring accuracy and speed
Order Processing & Workflow Execution
- Managing orders from start to completion
- Coordinating internally and externally
- Keeping everything moving without delays
Follow-Ups & Task Management
- Ensuring no lead or order falls through the cracks
- Managing reminders and next steps
CRM Data Management
- Keeping your CRM clean, updated, and organized
- Ensuring accurate reporting and visibility
What This Means for You:
- Less admin work
- More time to sell & grow
- Faster turnaround on orders
- Better client experience
- Scalable operations without hiring internally
Who This Plan Is For:
- Distributors overwhelmed with daily operations
- Teams looking to scale without adding staff
Businesses that want execution, not just software
Talk to one of our sales representatives.
Need help choosing a plan?
Our success in creating business solutions is due in large part spacially
to talented and highly committed team.