Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Talewind is a proposal software platform that leverages service enablement to streamline intricate sales document workflows into efficient and repeatable processes customized to meet your business requirements, supported by hands-on configuration and continuous assistance. By automating the generation of documents, such as proposals, statements of work, and contracts, teams can complete these tasks in mere minutes after responding to a series of guided questions, which significantly reduces the time spent on manual formatting and minimizes errors. Additionally, Talewind consolidates content within a searchable knowledgebase, making it easier to address RFP/RFI requests while ensuring brand consistency and accuracy, all while facilitating dynamic pricing and configure-price-quote (CPQ) functionalities for scalable, rule-based quotes and orders. Furthermore, Talewind offers a digital sales room that presents content in a cohesive, branded experience for buyers, complete with engagement tracking and analytics, as well as integrated eSignature and approval processes to expedite the closure of deals. This comprehensive approach not only enhances productivity but also empowers teams to navigate the sales process more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Reader No 
QuickBooks Accountants Yes 
QuickBooks Live Bookkeeping Yes 

Integrations

Adobe Acrobat Reader Yes 
QuickBooks Accountants No 
QuickBooks Live Bookkeeping No 

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

Vendor Details

Company Name

PromoXcrm

Founded

2017

Country

United States

Website

promoxcrm.ai

Vendor Details

Company Name

Talewind

Founded

2020

Country

United States

Website

talewind.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

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

RFI

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Alternatives

Alternatives

PROMOS Reviews

PROMOS

OrkneyIT
DealHub Reviews

DealHub

DealHub.io
QuoteWerks Reviews

QuoteWerks

Aspire Technologies, Inc