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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Welcome to PromoXcrm, the go-to solution for streamlined business processes in promotional marketing. Our cutting-edge tools ensure efficiency, intelligence, and seamless integration. The flagship 1-Click Sales Order simplifies the process, letting your team focus on relationship-building and deal closure. Intelligent Purchase Order and Sales Order generation enhances accuracy and efficiency in procurement. Say goodbye to accounting complexities with user-friendly tools that simplify financial management and ensure compliance. Seamlessly integrate with popular accounting software, and enjoy a 1-Click Export to QuickBooks for a smooth transition, eliminating manual data entry hassles. Step into a new era of productivity with PromoXcrm.

Description

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud No 
AWS Marketplace No 
Adobe Real-Time CDP No 
Clarity by Rego No 
ECI No 
Kompass No 
LinkedIn No 
NetSuite No 
PDM Studio No 
Paminga No 
QuickBooks Accountants Yes 
RingCentral RingCX No 
SYSPRO ERP No 
Sage 100 No 
Sugar Market No 
Tarvent No 
Tendro No 
Zoho Directory No 
ZoomInfo No 

Integrations

ADP DataCloud Yes 
AWS Marketplace Yes 
Adobe Real-Time CDP Yes 
Clarity by Rego Yes 
ECI Yes 
Kompass Yes 
LinkedIn Yes 
NetSuite Yes 
PDM Studio Yes 
Paminga Yes 
QuickBooks Accountants No 
RingCentral RingCX Yes 
SYSPRO ERP Yes 
Sage 100 Yes 
Sugar Market Yes 
Tarvent Yes 
Tendro Yes 
Zoho Directory Yes 
ZoomInfo Yes 

Pricing Details

$45/month/user
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PromoXcrm

Founded

2017

Country

United States

Website

promoxcrm.ai

Vendor Details

Company Name

SugarCRM

Founded

2004

Country

United States

Website

www.sugarcrm.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Alternatives

PROMOS Reviews

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